1. Q1 2012 SEMI Americas – Members Update A Quarterly Information Webcast to Inform and Inspire WHAT WE CAN ACCOMPLISH TOGETHER Ray Morgan Director Outreach and Membership rmorgan@semi.orgrmorgan@semi.org / 408.943.7043

2. Agenda Welcome Remarks –Karen Savala, President, SEMI Americas SEMI Update & Highlights from ISS and SMC –Ray Morgan, Director, SEMI Americas 2012 Market Outlook & Trends –Dan Tracy, Senior Director, Industry Research & Statistics Member Spotlight: MVTS –Ross Martindale, Vice President Marketing, MVTS Q&A –Open to All

3. Agenda Welcome Remarks –Karen Savala, President, SEMI Americas SEMI Update & Highlights from ISS and SMC –Ray Morgan, Director, SEMI Americas 2012 Market Outlook & Trends –Dan Tracy, Senior Director, Industry Research & Statistics Member Spotlight: MVTS –Ross Martindale, Vice President Marketing, MVTS Q&A –Open to All

4. Welcome Remarks Karen Savala is president of SEMI Americas, responsible for all regional events, products, services, and government relations. Savala joined SEMI in 1984 and has served in numerous managerial and executive roles, including positions in International Standards, executive programs, publishing, and membership. SEMI currently serves members in the global LED market through trade events, market data and information programs, public policy advocacy, EHS programs, and manufacturing standards development.

5. Agenda Welcome Remarks –Karen Savala, President, SEMI Americas SEMI Update & Highlights from ISS and SMC –Ray Morgan, Director, SEMI Americas 2012 Market Outlook & Trends –Dan Tracy, Senior Director, Industry Research & Statistics Member Spotlight: MVTS –Ross Martindale, Vice President Marketing, MVTS Q&A –Open to All

6. About SEMI Global industry association Over 1,900 members Established in 1970 to serve the semiconductor supply chain Today serves members interests in the following industries: –Semiconductor –Flat Panel Displays (FPD) –Photovoltaic (PV) / Solar –Emerging & Adjacent (LED, PE, MEMS)

7. Member Services Expositions Executive Conferences Technical Programs Industry Standards Environment, Health & Safety Industry Research & Statistics Customer / Industry Network Advocacy Special Interest Groups

8. WWW.SEMI.ORG – Learn More

9. SEMI – A Few Q4 2011 Highlights Trade Agreement with Korea –eliminates about 99% of tariffs New Programs & Standards on 450mm Transition New Global Semiconductor Packaging Materials Outlook Launched Americas Oregon, Arizona Chapters Global Events –SEMICON Europa, Oct –PV Taiwan 2011 – Oct –SOLARCON India 2011 – Nov –International Trade Partners Conference (ITPC) - Nov –Power Electronics - Nov –SEMICON Japan, Dec –PVJapan 2011 - Dec

10. SEMI – How to Engage. Get Involved Public Policy Environmental, Health and Safety Efforts Standards Development Special Interest Groups Get Connected (Special Interest Groups) Chemical and Gases Manufacturers Group (CGMG) Silicon Manufacturers Group (SMG) Equipment SuppliersGroup(ESG) Photovoltaic Manufacturing Group (PV Group) North America SEMI Sales and Marketing Council (SSMC) EHS / Global Care

11. Statistics –Over 250 Attendees, 31 speakers, 3 industry panels, extensive networking opportunities Major Topics –Geo-Economic Trends –Semiconductor Markets –Hot Topics: 450 mm, EUV, 3DIC –Strategic Materials –Strategic Technology Challenges & Collaboration –Expanding Market Opportunities Event/Industry Sponsors

12. 450mm Wafer Transition EUV Lithography 3D Device Structures MarketsIndustry Challenges

13. William M. Holt, SVP & GM, Technology and Manufacturing Group, Intel Corporation Day 1 - Keynote William M. Holt SVP & GM, Technology & Manufacturing Group, Intel Corporation

14. Day 1 - Keynote William M. Holt SVP & GM, Technology & Manufacturing Group, Intel Corporation

15. Day 1 - Session II Semiconductor Markets Bernard S. Meyerson IBM Fellow and VP

16. Day 1 - Session II Semiconductor Markets Bernard S. Meyerson IBM Fellow and VP

17. Day 1 - Session II Semiconductor Markets Bernard S. Meyerson IBM Fellow and VP

18. Day 2- Keynote Mike Splinter Chairman of the Board of Directors President and Chief Executive Officer Applied Materials, Inc.

19. Day 2 - Session III Strategic Materials Tim Hendry Intel VP and Director of Fab Material Operations

20. Day 2 - Session III Strategic Materials David Lazokvsky President and CEO of Intermolecular

22. Agenda Welcome Remarks –Karen Savala, President, SEMI Americas SEMI Update & Highlights from ISS and SMC –Ray Morgan, Director, SEMI Americas 2012 Market Outlook & Trends –Dan Tracy, Senior Director, Industry Research & Statistics Member Spotlight: MVTS –Ross Martindale, Vice President Marketing, MVTS Q&A –Open to All

23. SEMI Market Update SEMI North America Members Dan Tracy SEMI February 2, 2012

24. Outline Brief Market Observations Semiconductor Fab Trends Semiconductor Equipment Outlook Semiconductor Materials Outlook Summary

25. Semiconductor Industry Outlook: 2011 To Exceed $300 billion Source: SIA/WSTS historical year end reports, WSTS November 2011 Forecast Global Semiconductor Revenue US $B (bar graph) Annual Growth % (line graph)

26. 2012 Semiconductor Revenue Forecasts Source: SEMI

27. 27 Installed Capacity by Region

28. 28 Installed Capacity by Product Type

29. LED Fab Capacity by Region, 2011 Worldwide LED capacity to reach 1.57M in 2011 (4” equivalent per month) Source: SEMI Opto/LED Fab Watch Nov. 2011

30. LED Market Outlook LED market is driven by LCD-backlit in the near term and general lighting in the longer term. Recent market slowdown is caused by LCD panel weakness, especially from TV. Demand is expected to pick up slowly from 1Q12 onwards because of new TV models. Rapid capacity build-up in China has raised concerns about oversupply and that may accelerate (China) industry consolidation in coming years. MOCVD shipment is expected to slow down significantly this year after two years of aggressive investment. 2” sapphire price has come to new low in 4Q11 which may delay the migration to larger substrate size.

31. SEMI North America Book-to-Bill Ratio Source: SEMI January 2012 North American Headquartered Manufacturers Global Capital Equipment Book-to-Bill (based on three month averages)

32. SEMI® 2011 Year-End Equipment Forecast by Market Region Source: SEMI, November 2011 Totals may not add due to rounding US$ Billions $15.92 $39.93 $29.52 $41.80 $40.05 $37.28

33. SEMI ® 2011 Materials Forecast By Market Region US$ Billions $42.52 $35.06 Totals may not add due to rounding. Source: SEMI Materials Market Data Subscription November 2011 $47.64 $44.50 $49.32 $51.31

34. Summary Industry Outlook –Economic challenges and risks remain in 2012 –Low- to mid- single-digit growth forecasted for semiconductor revenues Fab Investments –Forecasting 6% growth in fab capacity for 2012 –NAND capacity growth could surpass DRAM capacity Semiconductor Equipment Market –Originally forecasting a -11% decline in 2012. Spending decline could be in the single-digits. Semiconductor Materials Market –2012 outlook currently shows ~4% growth

35. Agenda Welcome Remarks –Karen Savala, President, SEMI Americas SEMI Update & Highlights from ISS and SMC –Ray Morgan, Director, SEMI Americas 2012 Market Outlook & Trends –Dan Tracy, Senior Director, Industry Research & Statistics Member Spotlight: MVTS –Ross Martindale, Vice President Marketing, MVTS Q&A –Open to All

36. Maximizing Investments in Products & Technology Business:Technology Solutions Company Markets:Semiconductor, Electronics and Aerospace Ownership:Privately-held Company Revenue Profile:20% growth, YOY, last 3 years Founded:1994 Headquarters:Carlsbad, California Global Presence: 7 facilities worldwide Local presence in 14 countries Solutions: Product Manufacturing Engineering Supply Chain Employees: 150 Ross Martindale VP of Marketing 1.408.622.9344 ross.martindale@mvts.com

37. MVTS Technologies Sample Challenge/Issue –Increase awareness for third-party value-add in semiconductor secondary equipment market –Not many standards / expectations for customers engaging with third- party suppliers SEMI’s Role & Service –SEMI SEA group formed in 2009 after SEC/N integration –Broader forum of peers with common goals and business models –Increasing visibility by defining and communicating standards Result –Standards and definition for the various business models –Clearer expectations on equipment quality, service levels and post sale support

38. Agenda Welcome Remarks –Karen Savala, President, SEMI Americas SEMI Update & Highlights from ISS and SMC –Ray Morgan, Director, SEMI Americas 2012 Market Outlook & Trends –Dan Tracy, Senior Director, Industry Research & Statistics Member Spotlight: MVTS –Ross Martindale, Vice President Marketing, MVTS Q&A –Open to All

39. WHAT WE CAN ACCOMPLISH TOGETHER Ray Morgan Director Outreach and Membership rmorgan@semi.orgrmorgan@semi.org / 408.943.7043