Siltronic Ag · XETR:WAF
Siltronic — Investor Day (November 2023)
12 slides from Siltronic's investor day presentation, Nov 30, 2023
Slide 1: Value Generation Through Innovation and Technology
VALUE GENERATION THROUGH INNOVATION AND TECHNOLOGY Dr. Christian Parthey VP Application Technology November 30, 2023 © Siltronic AG
Slide 2: Silicon Wafers Fuel Electronics with Siltronic as a Key Player
SILICON WAFERS FUEL ELECTRONICS WITH SILTRONIC AS A KEY PLAYER Silicon ingot Lithography 6 months+ from the ingot to Silicon Wafer the end product Implantation Etching Siltronic Customers 2–4 months 99% of the semiconductor Fab Process Deposition market is based on silicon Dicing Electronics >90 mil
Slide 3: Our Wafers Are a High-Tech Product Where a Single Nanometer Makes the Difference
OUR WAFERS ARE A HIGH-TECH PRODUCT WHERE A SINGLE NANOMETER MAKES THE DIFFERENCE Macroscopic Description Control Parameters Up to 55 Diameter and notch position Maximum number of particles measurements per wafer Ø 300 mm >5 GB of data are generated per wafer Edge profile Thickness variation <100 nm
Slide 4: Siltronic's Product Portfolio Covers All Semiconductor Segments
SILTRONIC’S PRODUCT PORTFOLIO COVERS ALL SEMICONDUCTOR SEGMENTS Logic devices Memory devices Power devices CRYSTAL Leading Edge Leading Edge Ω Low resistivity Trailing Edge O2 Low oxygen POLISHED Leading Edge Leading Edge Trailing Edge WAFER Trailing Edge Leading Edge EPI LAYER Trailing Edge Trailin
Slide 5: We Control and Tailor Different Crystal Properties for Specific Customer Needs
WE CONTROL AND TAILOR DIFFERENT CRYSTAL PROPERTIES FOR SPECIFIC CUSTOMER NEEDS Wafers for Logic devices Memory devices Power devices In a Logic wafer, electrons only travel In a Memory wafer electrons In a wafer for high Power use, the in the epi layer close to the surface are stored in cells curren
Slide 6: Moore's Law Is Driving the Industry and Innovation Cycles
MOORE’S LAW IS DRIVING THE INDUSTRY AND INNOVATION CYCLES Semiconductor technology nodes’ life-cycle (schematic) Moore’s Law is the semiconductor Market industry’s pace maker relevance Node 1 Node 2 Node 3 Two years cadence to introduce new technology nodes Time Functionality gains at price parity M
Slide 7: Semiconductor Devices Improve and Silicon Wafers Have to Stay Ahead
SEMICONDUCTOR DEVICES IMPROVE AND SILICON WAFERS HAVE TO STAY AHEAD Wafer edge flatness in nm Flatness controlled down to 2013 2023 10 nm locally Finish control of particles down to 14 nm in size Dense metal pitch Wafer edge flatness Purity >99.99999% silicon to 2008 2010 2012 2014 2016 2018 2020 20
Slide 8: Siltronic Has Stayed Ahead of the Curve as a Leading Edge Player for Decades
SILTRONIC HAS STAYED AHEAD OF THE CURVE AS A LEADING EDGE PLAYER FOR DECADES 2002 2005 2007 2009 2011 2013 2016 2018 2020 2022 65 nm 65 nm 45 nm 32 nm 22 nm 8 nm 10 nm 8 nm 5 nm 3 nm 2004 2006 2008 2009 2012 2014 2016 2019 2021 2023 45 nm 32 nm 22 nm 16 nm 10 nm 16 nm 5 nm 3 nm 2 nm 14 A R&D Start C
Slide 9: Fast Development Allows to Capture the Full Sales Potential of a Node
FAST DEVELOPMENT ALLOWS TO CAPTURE THE FULL SALES POTENTIAL OF A NODE Impact of Leading Edge strategy on generated sales (schematic) Price Sales premium for Leading Capability potential Edge one metrology readiness generation ahead closed for qualifications closed for qualifications Profitability hi
Slide 10: A14 Logic Node Requires Backside Power Delivery with a New Wafer Product
A14 LOGIC NODE REQUIRES BACKSIDE POWER DELIVERY WITH A NEW WAFER PRODUCT Transistor Frontside 2nd wafer Thinning of Backside 2024 layer metal lines bonding 1st wafer metal lines projected year of volume ramp >4 years ago we started development 1st wafer 1st wafer 1st wafer 2nd wafer 2nd wafer Advanc
Slide 11: Key Takeaways
KEY TAKEAWAYS We anticipate our We have a proven track customers’ needs and develop record in fulfilling our customers’ our wafers accordingly requirements on time Our technology leadership allows We will stay ahead of the growth in all segments: innovation curve by keeping Memory, Logic, and Power
Slide 12: Questions?
QUESTIONS? DR. CHRISTIAN PARTHEY VP Application Technology Siltronic Munich Siltronic AG Einsteinstraße 172 D-81677 Munich www.siltronic.com The information contained in this presentation is for background purposes only and is subject to amendment, revision and updating. Certain statements contained