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% 9%5% 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%