0:00:01 Hi everyone. I’m Paul Lichty, I’m the founder and CEO here at Forge Nano. I’d Like to welcome
0:00:05 everybody to the A. S. E. Summit and thank everybody for their participation yesterday. There
0:00:11 were a lot of great talks and I’m looking forward to another good session today. Everybody should
0:00:17 be up to speed but I wanted to highlight some key aspects of atomic layer deposition. What Forge
0:00:25 Nano is trying to do with it. The big benefit of a LT is that it is such a high fidelity coating
0:00:31 coating one atom at a time gives you a level of control. That is absolutely the best. There’s nothing
0:00:38 in our toolbox that allows you to do anything better than one atom at a time coating and that
0:00:46 unlocks powerful level of control. And because it’s a con formal process because it has no line of
0:00:52 sight requirements, it really unlocks the ability to create a whole host of new materials with new
0:00:59 surface properties. Uh And while we’ve seen the most commercial adaptation of atomic layer
0:01:06 deposition in the flats, uh semiconductor space, really the big power of those, those unique aspects
0:01:14 of A. L. D. Are just coming to market in the area of particles, nano fibers, three d. structures and
0:01:22 objects. Um it’s a kind of a amazing opportunity with a huge amount of white Space and that’s what
0:01:30 we’re focused on uh commercializing here at 40 nano Our company uh for those who don’t know, we were
0:01:38 founded in 2011, we’re currently headquarters here in Thornton and we’ve grown to about 55 employees.
0:01:44 We boast right now, the largest particle ale decoding lab encoding equipment uh and the world’s
0:01:51 fastest way for coding systems. Through collaboration partnerships, mergers, we’ve been able to
0:01:58 amass world class expertise across many different substrates and chemistries and that’s also led to
0:02:06 interest from some of the world’s leading materials producers and materials users. Uh Because we
0:02:14 have focused on the L. D. Is a process L. D. As a commercial unit operation and L. D. Across
0:02:26 multiple substrates. We actually now have solutions for ailed decoding uh from powders, objects and
0:02:34 wafers, which is broader and deeper than I think anybody else out there. When you combine that with
0:02:43 the absolute potential massive potential uh in terms of the types of chemistries and atomic limits,
0:02:52 dot com has this great periodic table that we often reference because it’s just really succinctly
0:02:58 highlights the large number of elements materials, oxide nitride that are available. And when you
0:03:06 start talking about combining these either mixed, mixed layers, um integration of organic coatings
0:03:14 or the MLD process which we are pioneering here at forge nano and then the combination of inorganic
0:03:22 and organic types of coatings. You start to realize a completely uh inexhaustible toolkit for your
0:03:31 surface engineering and surface science. And, and this is what is really exciting for us because
0:03:37 when you unlock the ability to code any substrate, you’ll lock the ability code virtually any type
0:03:44 of material on the surface. You can create new materials at a speed that I don’t think we’ve seen in
0:03:52 a very long time. The last hurdle for all of this has been scaling and that’s really what forge nano
0:03:59 has focused on is not only bringing LD out to the masses, allowing researchers to more easily fine
0:04:09 tune the materials and unlock some of the secrets and benefits of differentiated coding and control
0:04:16 that you get with nana processing, but then scaling that up to production level where you get price
0:04:22 competitiveness. Um, and and that’s really what we have focused on here at fortune. And what we
0:04:28 specialize in is inventing new materials with new coatings and new solutions to products and taking
0:04:35 those to market at world scale. Once we have all those three things in place, we have any substrate,
0:04:42 any coding, any size. Um, it creates a pipeline of materials and product innovation. Again that I
0:04:50 don’t think we’ve, we’ve seen in our lifetime and the number of new opportunities that are coming up
0:04:59 uh and can see benefit from el decoding is absolutely massive and it’s part of the fun of working
0:05:06 here at forge nano and getting insights into the cutting edge across multiple industries. Uh we try
0:05:12 to stay focused on enabling the coatings and enabling the equipment and scaling and partnering with
0:05:18 the correct partners across these different market verticals with some of these in the green here
0:05:25 highlighted as as our high priority or internally pursued opportunities that I’ll go into a little
0:05:33 bit more details as, as everybody who knows us probably knows that we’ve been working in the lithium
0:05:41 ion battery space for over a decade now. It’s not only part of our mission with better science with
0:05:49 better tools to unlock better ways of creating and storing energy. And we know there’s a real value
0:05:57 add within the lithium ion space. So by nano engineering and fine tuning the materials that are
0:06:03 already drop in, uh, capable within the supply chain already use. We can unlock massive performance
0:06:10 benefits both in range, charge times, safety, recycle ability and, and then kind of the underlying,
0:06:18 uh, main factor here, which is price. So when you get to this scale for LG and when you fully
0:06:26 optimised your materials coatings, you can unlock a lower cost method that that drives pricing down
0:06:37 because it replaces existing methods or solutions that really are materials problems, but they’ve
0:06:44 been fixed through engineering solutions or different control band aids. Um When when you saw the
0:06:51 material issues at the surface that cascades down into some massive cost savings. And so we’ve been
0:06:57 really driving our technology into this space with great success and having commercial products and
0:07:05 commercial batteries already integrated into several uh small market segments and growing up pretty
0:07:14 quickly. Mhm. Within the catalyst space, that’s another area for how we can use L. D. To fine tune
0:07:22 how we use the energy we have, how we use the materials. We have improved efficiencies, reduce
0:07:29 energy requirements, improve the usable life of these materials. So by incorporating a. L. D. Into
0:07:38 the nano engineering of your materials, we can see a reduction in the cost in metals. Use
0:07:44 improvement in the selectivity and the efficiency of those process and a large improvement and
0:07:49 usable life of these materials. All of this goes to reduce the carbon footprint, reduce the cost and
0:07:56 improve the product performance as we get there within semiconductors. We’re happy to be
0:08:04 collaborating with Sun do technologies and bringing their disruptive technology to the market, which
0:08:11 involves much faster deposition speeds for doing LD on wavers and objects as well as a big reduction
0:08:20 in the precursor use and waste. This hasn’t always been a main consideration in such a lucrative
0:08:26 market, but long term, just like every industry, we see a need to reduce waste, improve efficiency
0:08:34 and ultimately turn out better products at a better price point. Of course, as we take this toolkit
0:08:41 now to real product development and to the market, it unlocks a huge amount of white space uh, in
0:08:48 multiple industries. And that’s I think a key important factor when we start talking to customers
0:08:55 about how to benefit from this technology and how to maintain and get a competitive advantage on
0:09:03 their competitor. Working with us is as straightforward as it can get. We focus on being able to
0:09:08 provide systems that can allow customers to do their own research all the way up to manufacturing,
0:09:14 working with us in tolling either doing product development and leading to white label or branded
0:09:21 products that we can provide, uh and then ultimately upgrading to finished products such as are
0:09:27 finished batteries, uh, and some other finished material space. So I appreciate everybody’s time. I
0:09:35 hope to learn quite a bit with these upcoming presentations. Uh and I want to thank everybody for
0:09:41 participating in the conference.