Semiconductor Equipment Industry Research/Statistics Product Overview

SEMI® Industry Research and Statistics Product Overview October 2009 1 10/19/2009 eh/sf v5.1

About Us The SEMI Industry Research and Statistics group provides market data and market research reports covering semiconductor capital equipment, photovoltaic equipment, semiconductor materials, packaging materials, and semiconductor fabs. For our major reports, we collect actual data from suppliers around the world following strict professional standards of confidentiality. Our reports provide trends, forecast, and outlook to help the industry make important investment, strategic, and business planning decisions. For additional information regarding our products and our data collection program, please visit us at www.semi.org/marketinfo or contact us at mktstats@semi.org. 2 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Market Research Reports Semiconductor Semiconductor Semiconductor Semiconductor Equipment Materials Fabs Packaging • Equipment Market • Material Market Data • World Fab Forecast • Global Data Subscription Subscription Semiconductor (EMDS) (MMDS) • FabFutures Packaging Materials Outlook (Nov ’09) • China Domestic Fab • Photomask Report* • World Fab Watch Equipment Suppliers • 300 mm Report • Silicon Reclaim • China Equipment Wafer Report* Subsystems, Components, and Parts Vendors Overview • Historical SEMI Book- to-Bill Report Notes: * These reports are included FREE with the purchase of the MMDS report, but also available as separate reports. 3 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Market Research Reports (con’t) Photovoltaic Enabling Products MEMS/MST • Photovoltaic • Solar Cell Capacity, • Mass Flow • Global MEMS Equipment Market Shipment, and Company Controller Markets and Subscription Coming Soon Profile Database and Opportunity*** Report New *** • Opto/LED • Chemicals & Fab Watch New Materials for • PV Supply Chain Health Photovoltaic Cells ReportNew *** • LED and Modules New *** Manufacturing • PV Fab Database*** • Photovoltaic Technologies, Technologies *** Equipment, Applications, and Markets (PV TEAM) *** • Sapphire Market *** *** Third-party reports visit www.semi.org/store 4 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Equipment Market Data Subscription • Worldwide coverage of the semiconductor equipment market industry • Covers 22+ equipment segments • Data is based on inputs direct from equipment suppliers • Forecast by region and major equipment segments • more... Excellent tool for validating your strategic business plan! 6 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Equipment Market Data Subscription 2 - WWSEMS Equipment Categories • Mask/Reticle Equipment • Wafer Manufacturing Equipment • Wafer Processing Equipment • Expose/Write Equipment • Resist Processing Equipment • Etch Equipment • Surface Conditioning Equipment • Thermal Processing Equipment • Ion Implant Equipment • CVD Equipment • Sputter Equipment • Inspection/Measurement Equipment • CMP Equipment • Assembly and Packaging Equipment • Fab Facilities Equipment • SOC/Logic Test Equipment • Memory Test Equipment • Handlers • more…. 9 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

China Domestic Fab Equipment Suppliers Report • China Domestic Fab Equipment Supplier – Government policies and incentives – Domestic supplier market share – Domestic company capabilities – Domestic company technology roadmap – Parts supply and sourcing • Profiles of key equipment makers • more... Insight into the China Domestic Fab Equipment Suppliers ! 11 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

China Equipment Subsystems, Components, and Parts Vendors Report • Company introduction • Product Offerings/key product features • Key customers (if available) • Address, website and contact info • Number of employees including R&D staff • more... Insight into the China Subsystems and Parts Vendors ! 12 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Material Market Data Subscription • Global coverage of the semiconductor material industry • Data is based on inputs direct from equipment suppliers • Forecast by region and major material segments • more... Vital resource for your market intelligence program! 15 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Material Market Data Subscription Screenshot – Fab Materials • Silicon • SOI • Photomasks • Resist • Ancillaries • Gases • Chemicals • Targets • CMP • Others 16 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Material Market Data Subscription Screenshot – Packaging Materials • Leadframes • Substrates • Ceramics • Bonding Wire • Die Attach • Mold Compounds • Encapsulants • Others 17 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

World Fab Databases These reports list fabs which use Wafer Processing Equipment:  Semiconductor Front End Fabs no Back End (Assembly & Test)  EPI Wafer fabs, MEMS fabs, LED fabs (new)  Volume production, Pilot, R&D, Consortia  Tracks fab details: from plan until end of life of a fab 19 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Worldwide Fab Databases Detail Fab Information Other Columns Location Company Fab Type Name Product Type Products Technology Current Geometry Current wafer size Install Equip (date) First Silicon (date) Production (date) Construction cost Ownership Equipping cost Total cost Wafer capacity* Wafer size* Geometry* Joint Construction spending* Venture Equipment spending* Partners …. …. more… * On a quarterly basis. Source: SEMI® World Fab Forecast 21 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

World Fab Databases Summary Company Detail Capacity by Country & Region Graphs (12) & Tables (16) Spending by Region Capacity by Company Spending by Company Capacity by Foundries Capacity by Wafers size and Year Capacity by Product Type and Year Capacity by Geometry and Year 23 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

World Fab Databases Customize your own graph and chart Cut and Paste In separate spreadsheet Create customized graph 200,000 180,000 160,000 140,000 120,000 100,000 Series1 Series2 80,000 60,000 40,000 20,000 0 Hynix Hynix Hynix-ST Hynix-ST Semiconductor Semiconductor Semiconductor Semiconductor Ltd Ltd 24 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

World Fab Databases: Availability  Single copy (single-user, 1 edition)  Subscription (single-user, 4 editions, 1 year)  Multi-user Global License (x number of users, 4 editions, 1 year)  Based on x number of users  Need to keep track of (record) each user  Unlimited Users Global License (unlimited users, 4 editions, 1 year)  Can be posted on the companies intranet  Fab database can be access by all employees  No need to track each user 25 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

World Fab Databases All reports are published at the same time February 15 May 15 August 15 November 15 Availability may be 1 to 2 days after publication date if for example the date falls on a weekend Data updated on a daily basis – Published 4x per year 26 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Custom Fab Reports Custom reports generated • Fab Transitional Report (fabs to be sold, sold, for sale, may-be-closed, etc) • Historical Fab Report – # of fabs operational/year (1988-2008) – Total spending on fabs per year (1988-2008) – wafer capacity by geometry (1994 – 2008) • Historical Fab Report – Fab Construction spending (1996 – 2007) – Fab Equipping spending (1996 – 2007) • Regional Fab Capacity Report (2000 - 2008) 27 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Global Semiconductor Packaging Materials Outlook (GSPMO) on iti Ed able 009 w il 2 Ne Ava ber • Worldwide coverage of the em ov N semiconductor packaging materials market. • Data is based on inputs direct from material suppliers • Five-year market forecast • Partnered with TechSearch • more... Excellent tool for validating your strategic business plan! 29 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Global Semiconductor Packaging Materials Outlook (GSPMO) Market segments covered include: • Organic • Bonding wire • Liquid substrates encapsulants • Underfill materials • Leadframes • Thermal interface • Die attach adhesives materials • Mold Compounds • Solder balls • Wafer level package (WLP) dielectrics 30 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

t un co MI Dis E ial e to S ec Sp ilabl bers a av Mem Chemicals & Materials for Solar Cells/Modules Publication Date: May 2009 Publisher: Linx Consulting Format: PowerPoint .pdf Overview of Chemicals and Materials for Solar Cells and Modules was prepared and developed specifically for chemicals and materials suppliers looking to better understand and quantify opportunities in solar energy. The report starts with an overview of key industry trends, including: • the impact of the recession on the solar industry • the road to grid parity • current solar macro drivers 32 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

t un co MI Dis E ial e to S ec Sp ilabl bers a av Mem Photovoltaic Fab Database Publication Date: April 2009 Publisher: Yole Developpement Format: Excel .xls An exclusive tool for equipment and material suppliers to develop worldwide business with key players in the growing Photovoltaic (PV) industry. The database includes over 750 PV facilities and covers the photovoltaic industry value chain from polysilicon to module manufactures. It is also an ideal resource for key business and technical contacts to boost your sales and collaboration possibilities. 33 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

t un co MI Dis E ial e to S ec Sp ilabl bers a av Mem Photovoltaic Technologies, Equipment, Applications and Markets Publication Date: Aug 2008 Publisher: Yole Developpement Format: PowerPoint .pdf The PV Equipment, Application and Markets report describes photovoltaic equipment and materials opportunities enabling suppliers to evaluate their own Photovoltaic (PV) market opportunities and make strategic decisions. 34 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

t un co MI Dis E ial e to S ec Sp ilabl bers a av Mem Solar Cell Capacity, Shipment and Company Profile Database and Report Publication Date: July 2009 Publisher: YMR Format: Excel .xls and Acrobat .pdf This unique database covers over 210 different cell manufacturers revealing all aspects of their operations. It also features a Powerpoint (.pdf) analyzing the findings as well as four sheets of automated metrics and analytics incorporating 58 table and 14 figures revealing through 2012: - Capacity and Shipments by Supplier - Capacity and Shipments by Country and Region - Capacity and Shipments by Technology - Capacity and Shipments by Technology, Country and Region 35 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

t un co MI Dis E ial e to S ec Sp ilabl bers a av Mem PV Supply Chain Health Report Publication Date: September 2009 Publisher: YMR Format: Acrobat .pdf This product provides its users with all the data and insights released by publicly traded PV supply chain companies in their quarterly earnings reports and conference calls along with unbiased analysis. In addition to company by company write-ups covering revenue, margin, growth, shipments, ASPs, costs, inventories, liquidity, capacity, technology, supply chains and guidance, this report also aggregates all the results to provide weighted average performance for numerous metrics including revenues, growth, margins, ASPs, costs, shipments, capacity, utilization, debt and inventories which are then segmented by level of integration and region. 36 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Contact Us Today! • Contacts Sandy Fowler: sfowler@semi.org Sr. Information Products Manager Edwin Hall: ehall@semi.org Sr. Business Development Manager • Website www.semi.org/marketinfo www.semi.org/fabs • Follow us on www.twitter.com/SEMI_mktstats Data on the Semiconductor Equipment, Materials, and Fab Market 37 ©2009 SEMI – Sep 22, 2009 www.semi.org/marketinfo eh/sf v5.1

Semiconductor Equipment Industry Research/Statistics Product Overview

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