equipment

5/18/2006 SEMICON Singapore 20061 Semiconductor Equipment and Materials Outlook Ed Hall Sr. Manager Business Development Industry Research Statistics SEMI May 9, 2006 2 Outline Industry Trends Semiconductor Equipment Markets Semiconductor Materials Markets Summary 3 Industry Trends 4 2006 Semiconductor Revenue Forecasts Source SEMI 20.0 17.3 9.5 8.5 8.3 8.0 8.0 7.9 7.4 0 5 10 15 20 Future Horizons Jan 06 Semico Research Jan 06 Gartner Feb 06 VLSI Research Jan 06 Henderson Ventures May 06 WSTS Oct 05 IC Insights Jan 06 SIA Nov 05 iSuppli Apr 06 5 MOS Wafer Diameter Trends 28 25 25 23 17 17 14 15 67 66 65 65 67 67 68 66 20 18 95 9 12 16 16 0 20 40 60 80 100 120 1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 W a fe r Sta r ts 8 “ eq u i val en t 30 micron 6 Source SEMI and TechSearch International, 2005 Global Semiconductor Packaging Materials Outlook January 2006 2004 10,664 million meters 30 micron 6