SEMICON Europa with productronicaSemiconductor Growth Bringing New Electronics Manufacturing Supply Chain Opportunities to Europe

Ajit Manocha, SEMI President & CEO 14 November 2017

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Continued Growth of the Global Digital Economy

What happens in just one minute 3.5 million Google search queries 4.1 million videos viewed on YouTube 452,000 Tweets sent 156 million emails sent

In 2017 1 trillion connected objects/devices generating data 2.5 billion gigabytes of data generated every day 222 million unique mobile users 354 million internet users (+10% vs. 2016) 482 million social media users (+21% vs. 2016)

From todays headlines in 2025: Digital Health market to reach $537B Artificial Intelligence market to reach $36T Industrial IoT market to reach $933B IoT will generate over 2 zettabytes of data IoT/IoE spending to top $3T

Semiconductor revenue in 2025 exceed $1T?

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From Monolithic Demand Drivers to an Explosion in Applications

MainframeComputers

1970s

PersonalComputers

1980s

InternetThe Web

1990s

Mobile &Social Networking

2000s

IoT & Big Data& 2010s

nest IoT thermostat

Google TPU v2

IoT/wearables Big Data New Memory/Server Farms Virtual and Augmented Reality Autonomous Vehicles Artificial Intelligence Smart Manufacturing Digital Medicine

This is the most interesting time to be in the electronics

manufacturing industry

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Thriving Supply Chain & Record Industry Performance

$2T+ electronics manufacturing supply chain

$49B record semiconductor fab equipment spending, 2017 (forecasted)* $10B record new fab construction spending, 2018 (forecasted)*

*SEMI Fab Database

Record Semiconductor Equipment Revenues

Source: SEMI/SEAJ. SEMI Mid-Year Forecast, June 2017

Semiconductor sales will top $400B in 2017 the first time ever!

By 2030, semiconductor sales could pass $1T and equipment & materials $0.25T (7% CAGR)

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2017 and 2018 Record Fab Investment

0

10

20

30

40

50

60

0

5

10

15

20

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018Equipm

ent in $B U

SD

Con

stru

ctio

n in

$B

USD

Source: World Fab Forecast Report, May 2017, SEMI

Construction Equipment

$54B record in 2018

$10B record in 2018

Not only is the industry hot, new construction indicates it will continue to be record breaking

Billion Dollar Club in 2017 Samsung

Intel*

TSMC

SK Hynix

Micron

Toshiba

GLOBALFOUNDRIES*

SMIC

Western Digital (SanDisk)

UMC

Nanya

Sony

Infineon*

ST Microelectronics*

Renesas*European Activity

Fab Equipment Spending Europe & Mideast

2016 to 2018:Increase of $2B (84%)

$3.6B in 2017

$4.2B in 2018

Europe makes big leaps!

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Strategically Positioned in the Global Electronics Manufacturing Supply Chain

Applications

R&D Hub

New EuropeanManufacturingInvestment

Cloud-based assistants Autonomous cars Fabs pioneering IIoT Real-time health monitoring

Leading Equipment& Materials

Semiconductors enabling SMARTApplications

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SEMI Global Imprint

1,270,000+ individual members2,086 member companies

Members

Special Interest Groups(SIGs)

13 SIGs>1,850 members

Standards

970 Standards>5,128 volunteers

Expositions

322,076 attendees7 SEMICON expos4 specialty expos4,068 exhibitors

Programs170 programs>27,000 attendees>2,300 hours

Standards Market Intelligence Advocacy/Workforce Development Communities Programs Expositions

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SEMICON Europa co-located with productronica Facts

Suberb conferences & high-caliber programs Over 250 speakers Extended highly technical community New: Material Conference and Flex EuropeBe Flexible Focus on SMART applications

Spotlight on Innovation & Investments Open Innovation Platform: Start-Ups & Investors Volkswagen Future Mobility Incubator Dresden Smart Systems Hub Enabling IoT SEMI China Strategic Forum

Exciting new co-location Largest electronics platform in Europe Global footprint, broader audience Record sales number of exhibits, Sold out! Keynotes from Visionary Industry Leaders

Empowering Innovation - Shaping the Value Chain

Over $16 billion sales by EU Equipment & Material companies into the global market

Thank You!

SEMICON Europa with productronicaSemiconductor Growth Bringing New Electronics Manufacturing Supply Chain Opportunities to Europe Continued Growth of the Global Digital EconomyFrom Monolithic Demand Drivers to an Explosion in Applications Thriving Supply Chain & Record Industry Performance2017 and 2018 Record Fab InvestmentFab Equipment Spending Europe & MideastStrategically Positioned in the Global Electronics Manufacturing Supply ChainSEMI Global ImprintSEMICON Europa co-located with productronica FactsThank You!