Comet Holding Ag · SIX:COTN
Comet — Stifel Swiss Equities Conference 2024
16 slides from Comet's conference presentation, Jun 11, 2024
Slide 1: In the sweetspot of digitalization and electrification
In the sweetspot of digitalization and electrification Stifel Swiss Equities Conference Interlaken / June 11, 2024 Dr Stephan Haferl, CEO
Slide 2: Cautionary statement regarding Forward Looking Statements
Cautionary statement regarding Forward Looking Statements This document contains forward-looking statements about the Comet Group that may be subject to uncertainty and risk. Readers should therefore be aware that such statements may deviate from actual future outcomes or events. Forward- looking st
Slide 3: Committed to enabling the semiconductor industry
Committed to enabling the semiconductor industry Division PCT High-End RF Power delivery systems for plasma applications Division IXS High-End X-Ray systems for industrial environment from R&D to production Division IXM High-End X-Ray components and modules for industrial applications Stifel Swiss E
Slide 4: A global player with roots in Switzerland
A global player with roots in Switzerland Full-year 2023 1577 employees Global presence close to our customers 12 locations Headquarters in Flamatt, Switzerland Net sales: CHF 397.5 million 56% Asia Net sales distribution 23% North America 18% Europe #1 in vacuum capacitors and matchboxes top 3 in s
Slide 5: Positioned for growth: covering the complete semiconductor value chain
Positioned for growth: covering the complete semiconductor value chain front-end process middle-end process back-end process Industry Semi & Electronics wafer fabrication wafer level packaging assembly & packaging equipment Value chain Vertical components, modules semiconductor advanced electronics
Slide 6: Leading in essential process steps of semi production
Leading in essential process steps of semi production Design and Preparation Frontend Processes 1 Design 2 Wafer Preparation 3 Deposition 4 Photolithography 1 Designing 2 Sawing Polishing 3 Deposition 4 Coating Exposing 9 n times these steps Deposition xn Developing Backend Processes 9 Testing Assem
Slide 7: The technology inflections driving our growth: more plasma processing and x-ray inspection
The technology inflections driving our growth: more plasma processing and x-ray inspection Heterogeneous Electrification 3D and nano integration semi structures (Electronics for ADAS and batteries) (Advanced packaging) Stifel Swiss Equities Conference 6/11/2024 7
Slide 8: Technological progress drives growth in our target markets
Technological progress drives growth in our target markets Semiconductor revenues Advanced packaging (AP) revenues Several key trends and technological AP addresses advancements: limitations of traditional >9% AI/ML, 5G, IoT, EVs, Data Centers, Edge Computing, ∼11% scaling: enhanced performance, pow
Slide 9: AI: the new kid on the block accelerating the industry
AI: the new kid on the block accelerating the industry “The potential for AI is huge. Even what’s been done today has had a profound impact, but it’s only the tip of an iceberg. It is truly exciting to see the role that memory plays in unlocking these future benefits associated with AI.” David Hende
Slide 10: Generative AI goes mobile: driving memory investments
Generative AI goes mobile: driving memory investments Example – web browser vs. GPT-3 Inference: • web browser with multiple tabs: 4-8 GB of RAM • GPT-3 model inference: 350 GB of GPU memory By 2028, over By 2026, more 50% installed GenAI queries base of will be processed smartphones will on-device
Slide 11: Comet roadmap fully geared towards capitalizing on these multi-generational trends
Comet roadmap fully geared towards capitalizing on these multi-generational trends Forward integration Synertia® power delivery platform, X-ray modules Advanced Packaging inspection market from lab application to fully automatized fab systems Growth with Product portfolio semiconductors expand semi
Slide 12: PCT: covering the full plasma excitation chain
PCT: covering the full plasma excitation chain Vacuum Matchboxes RF Generator Capacitors Advanced Energy X X MKS Instruments X X Trumpf X Meiden X Daihen X X Stifel Swiss Equities Conference 6/11/2024 12
Slide 13: IXS: support the AP industry to speed up time-to-market and increase yield
IXS: support the AP industry to speed up time-to-market and increase yield CA20 – designed for the semiconductor industry • Non-destructive technology • 3D insights into solder bumps within minutes • Repeatable results CA20 Lab • Efficient software-assisted review • Dose Manager: protection of X-ray
Slide 14: Return to growth: WFE investments expected to increase in 2024
Return to growth: WFE investments expected to increase in 2024 • Memory ASPs: several months with consecutive growth 10 DRAM 16Gb DDR4 • Normalization of inventory levels NAND 512Gb wafer USD 5 • Fab utilization rates rising from ∼70% mid-2023 to ∼85% by mid-2024e • Forecast data for WFE expenditure
Slide 15: In the sweetspot of digitalization and electrification
In the sweetspot of digitalization and electrification Critical supplier to the semiconductor industry Leading market positions with significant market share Well positioned to seize opportunities in growth markets Strategic freedom through sound financing Stifel Swiss Equities Conference 6/11/2024
Slide 16: cemet
cemet group
Comet Holding — Stifel Swiss Equities Conference 2024 on 6ix