Forge Nano (NANO) Investor presentation summary

Platform and target markets

• Atomic Armor® uses ultra-thin, conformal ALD coatings to improve material performance, durability and efficiency, from powders to wafers and battery cells.

• Target applications span semiconductors, advanced materials, defense and aerospace, and energy storage; future coating-service verticals include pharmaceuticals, quantum chips, magnets and rare-earth minerals.

• The platform is positioned to address semiconductor scaling, battery performance and domestic supply-chain resilience through atomically precise surface engineering.

Commercial and technology progress

• ALD coatings were independently validated on production-representative wafers at a 1,000:1 aspect ratio; presentation cites 10x faster processing and 100x precursor-efficiency gain versus competitive ALD.

• 200mm tools are operating in fabs globally; demand is growing, with customers driving development of a 300mm tool for leading-edge logic, memory and AI applications.

• A wafer-fab equipment deployment to a Fortune Global 500 communications company supports commercial photonics applications; transmittance increased 30% by replacing CVD.

• A Taiwan office and local contract-manufacturer partnership support regional market access, service and faster customer response.

• Coatings-as-a-Service claims include 2x faster throughput, IPX8 performance, IPC compliance at 50% of traditional coating thickness, and 130+ IP assets associated with HZO.

Battery scale-up and partnerships

• Samsung SDI agreement includes authorized U.S. cell distribution, a $20M investment and planned 3 GWh/year production starting in 2028; Atomic Armor is planned for future Samsung products.

• Construction began on a DOE-backed 3 GWh/year battery facility, targeting 2028 production; the 315,000 ft² project is expected to support 250 jobs.

• Cells for defense customers are produced on a Colorado prototype line using U.S.-sourced materials; ISO 9001 certification supports quality control and defense-market readiness.

• Group14 silicon-carbon material is being incorporated into coated cells, supporting a U.S.-sourced, NDAA-compliant battery supply chain.

• Voltaiq AI analytics are being deployed across battery development and manufacturing operations for formulation, quality control and scale-up.