ENTITY · atomera
AtomeraATOM
United States·ip licensing·niche·$0.3B mkt cap
Materials-engineering technology (MST) licensed to chipmakers.
CLEAR · 0–39
28/100 illustrative
Underwriting Thesis
CLEAR — Atomera: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in ip licensing. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence60
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
ip licensingphotoresists chemicals
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BAtomera → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MAtomera → TSMC → Marvell Technology
- Scale AI · 2 hops · $105.6MAtomera → NVIDIA → Scale AI
- Valens Semiconductor · 2 hops · $28.3MAtomera → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 13
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- QualcommUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC
- MediaTekTaiwanCHOKEPOINT