Synopsys (SNPS) Stock: Its Atomera Partnership Just Got a GaN Upgrade

TLDR

• Synopsys (SNPS) and Atomera (ATOM) have expanded their existing TCAD collaboration into gallium nitride (GaN) device modeling.
• The deal targets RF and power semiconductor applications using Synopsys’ Sentaurus TCAD tools.
• Atomera will use Sentaurus TCAD to build a GaN calibration methodology and produce calibrated TCAD decks.
• This extends the companies’ prior work enabling Atomera’s MST technology within the Sentaurus environment.
• ATOM stock is up 187% year-to-date at $6.19; SNPS was not separately moved on the news.

Synopsys has expanded its collaboration with semiconductor materials company Atomera, deepening a partnership that has been years in the making. The two companies announced Thursday they are extending their joint work into gallium nitride device modeling.

Synopsys, Inc., SNPS

The original partnership focused on enabling Atomera’s Mears Silicon Technology (MST) within Synopsys’ Sentaurus TCAD environment. That work, delivered through Atomera’s MSTcad toolset, let customers and partners model and evaluate the physical and electrical effects of MST using Synopsys’ simulation tools.

The new agreement takes that existing foundation and pushes it into GaN workflows — a different material class used heavily in RF and power electronics.

Rahul Deokar, executive director of product management for Manufacturing Solutions at Synopsys, said the expanded work is aimed at using GaN TCAD simulations to gain deeper insight into how advanced materials can produce more efficient devices.

Under the agreement, Atomera will use Sentaurus TCAD tools to develop a GaN calibration methodology for TCAD workflows. Atomera will also create marketing materials and calibrated TCAD decks for GaN devices, and provide ongoing product feedback to Synopsys.

Sentaurus TCAD at the Centre

Synopsys’ Sentaurus TCAD is the platform being extended here. It’s a suite of process and device simulation tools used across the semiconductor industry to model how materials and structures behave at the transistor level.

The collaboration with Atomera allows Sentaurus to support MST-based device modeling — and now, GaN-based device modeling too. That broadens the range of device types Synopsys’ tools can simulate and calibrate.

Context: Atomera’s Standing

Atomera is a semiconductor materials and licensing company. Its MST technology is a quantum-engineered thin-film layer designed to boost performance and power efficiency in transistors.

ATOM stock has risen 187% year-to-date and was trading at $6.19 at the time of the announcement, giving it a market cap of around $237 million. The stock was down 2.37% on the day.

InvestingPro flags ATOM as potentially overvalued relative to its Fair Value estimate. The company is not expected to turn a profit this year, though it does hold more cash than debt.

Atomera’s Q4 2025 results showed EPS of -$0.14, in line with expectations, but revenue of $50,000 missed the $100,000 forecast by 50%.

In February, the company raised roughly $25 million through a direct offering of 5 million common stock units at $5.00 each, sold to institutional investors.

Atomera also brought on Nishant Sinha as VP of marketing to drive adoption of its MST technology across the semiconductor industry.

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