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    Jed Dorsheimer • William Blair & Company

    Jed Dorsheimer's questions to Oklo Inc (OKLO) leadership

    Jed Dorsheimer's questions to Oklo Inc (OKLO) leadership • Q2 2025

    Question

    Jed Dorsheimer of William Blair inquired about the pipeline's mix between behind-the-meter and front-of-the-meter opportunities and asked which specific radioisotopes Oklo has a competitive advantage in producing for the radiopharma market.

    Answer

    Co-Founder, CEO & Director Jacob Dewitte stated that while behind-the-meter applications are compelling, near-term deployments may favor grid-tied or hybrid solutions. For radioisotopes, he explained that the strategy includes extracting isotopes like strontium-90 from recycled fuel and using Atomic Alchemy's cost-effective reactor design to produce known isotopes more cheaply, aiming to create an ecosystem of isotopic abundance.

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    Jed Dorsheimer's questions to Axcelis Technologies Inc (ACLS) leadership

    Jed Dorsheimer's questions to Axcelis Technologies Inc (ACLS) leadership • Q2 2025

    Question

    Jed Dorsheimer of William Blair sought clarification on the implant technology mix (high-energy vs. high-current) for silicon carbide in China versus the rest of the world, and asked about other applications driving high-energy demand.

    Answer

    President & CEO Russell Low detailed that planar SiC primarily uses high and medium current tools, whereas advanced trench and superjunction devices require high-energy implanters. He added that while high-energy is used in image sensors and memory, the implant density in silicon carbide is a significant current driver for the technology.

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    Jed Dorsheimer's questions to Axcelis Technologies Inc (ACLS) leadership • Q4 2024

    Question

    Jed Dorsheimer of William Blair questioned the geographic mix of the silicon carbide business, particularly China's exposure, the portion of backlog secured by deposits, and the specific technology differentiators in medium/high current tools for memory and logic applications.

    Answer

    President and CEO Russell Low stated that Axcelis has global exposure in silicon carbide and does not believe the business will be impacted by recent export rules, which target advanced logic and memory. EVP and CFO James Coogan explained that customer deposits are typically required for new entrants, representing a smaller portion of the total backlog. Low added that for advanced logic, Axcelis is targeting new applications, and for memory, its tools are 'battle-hardened' and optimized for high-volume applications.

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    Jed Dorsheimer's questions to Aehr Test Systems (AEHR) leadership

    Jed Dorsheimer's questions to Aehr Test Systems (AEHR) leadership • Q1 2025

    Question

    Jed Dorsheimer of William Blair & Company requested details on the backlog composition, the expected revenue balance between systems and WaferPaks, the attach rate for automated aligners, the mix of 150mm versus 200mm silicon carbide wafers, and the reasons new customers are now opting for FOX-XP systems directly, bypassing the typical FOX-NP evaluation phase.

    Answer

    Executive Gayn Erickson declined to provide a detailed backlog breakdown for competitive reasons but confirmed a significant portion is from the new Incal acquisition. He expects a more balanced revenue mix between systems and WaferPaks going forward, with growth in non-SiC applications. Erickson estimated over half of future systems will include automated aligners and noted that while the FOX platform is wafer-size agnostic, they are testing an increasing number of 200mm wafers. He attributed customers moving directly to the FOX-XP to their increased comfort with the technology, which has been bolstered by Aehr's extensive in-house wafer testing services.

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