Slide 1: Excellence in R&D & Operations (Dr. Thomas Rohe)
Excellence in R&D & Operations (Dr. Thomas Rohe) Public | SUSS Capital Markets Day 2025 1
Slide 2: Building blocks for Operational Excellence as start of transformation in Operations
Definition of building blocks for Operational Excellence in 2023 as start for our transformation in Operations 1 Modular product design 4 Logistics Double-digit cost reduction Short to mid-term program to avoid over the next 3 to 5 years material shortages and reduce inventory, but based on long-ter
Slide 3: Revenue development (in €M)
Revenue development (in €M) Extreme ramp-up in 2024 and further growth 47% in 2025 after years of slow growth rates 510 446.1 470 We demonstrate 252.1 263.4 260.0 304.3 that we can exe- cute big orders What has changed and where do we continue in our transformation? 2020 2021 2022 2023 2024 2025 Pub
Slide 4: Making production more flexible through flexible workforce and outsourcing
Making production more flexible through flexible workforce and outsourcing Flexibility share [%] Number of outsourced hours Status: July 2025 selected products Sternenfels Garching Hsinchu Debonder Temp. Bonder Mask Cleaner Mask Bake Develop Staff flexibility in every production site as key success.
Slide 5: Extended workbench/outsourcing process implemented and established globally
Extended workbench/outsourcing process has been implemented and established globally for further flexible growth Selection steps Example 1 Request for quote AR300TF1 2 Technical analysis (as part of XBC300 Gen2 Debonder platform) 3 Feasability study 4 Process audit 5 Golden sample process 6 Frame co
Slide 6: Our supply chain today is more solid, flexible, global and sustainable
Our supply chain today is more solid, flexible, global and sustainable -40.5% Reduction of Single Sources 2023 2024 2025 ESG-conform +58.4% supplier base • Inclusion of sustainability criteria Long-lasting in the supplier selection process frame contracts • Regular implementation of abstract 2023 20
Slide 7: New factory
New factory Moving from 8 different sites around Hsinchu into one new site in Zhubei Public I SUSS Capital Markets Day 2025 7
Slide 8: Zhubei factory
Zhubei factory MODERN, FUNCTIONAL SITE 6.300 m2 production cleanroom with ISO 7 (ISO 6 for optical production area) 3.000 m2 warehouse with Heavy-duty rack Office space and modern plaza for 310 employees Public I SUSS Capital Markets Day 2025 8
Slide 9: Our manufacturing sites for semiconductor equipment
Our manufacturing sites for semiconductor equipment Garching Sternenfels Hsinchu/Zhubei HQ, Germany Germany Taiwan Photomask Cleaning MaskTrack X Bonding Systems XBC300 XBS300 Coating Systems ACS300 Mask Aligner UV Projection Imaging Systems MA200/300 Scanner DSC300 Operations employees 2025 48 176
Slide 10: Product modularization and standardization as enabler for profitable growth
Product modularization and standardization as enabler for profitable growth Product Standard Standard Concept Modules Components “building bricks” e.g., Equipment Front e.g., Robot Ende Module “EFEM” automation Public | SUSS Capital Markets Day 2025 10
Slide 11: Example: Equipment front end module (EFEM) – in the past and future
Example: Equipment front end module (EFEM) – in the past and future Individual solution for every tool Standardized modules for all tools “One EFEM per tool” “Three EFEMs in total” Clean Temporary Mask Strip wafer Aligner Bake de-bonding Develop S Size EFEM M Size EFEM L Size EFEM MA200 Gen5 DSC3
Slide 12: Modular Platform & Digitalization Tool Software
Modular Platform & Digitalization Tool Software Bonder MaskTrack Mask Aligner Modern, unified cross platform Coater Web API Web API Web API user interface Web API Software based „Workflows“ to guide users Extend display to include graphical control overviews etc. WebApp State of the art software arc
Slide 13: SUSS long term ambitions for 2030
Let’s talk about SUSS long term ambitions for 2030 success Execution of the modularization € 750 – 900 m and platform strategy Sales SUSS Ambition 2030 High-margin new products/innovations 43 – 45% 20 – 22% Gross profit margin EBIT margin Cost-optimized production SUSS Ambition 2030 SUSS Ambition 20
Slide 14: Disclaimer
Disclaimer The following presentations contain forward-looking statements relating to the business, financial performance and earnings of SUSS MicroTec SE and its subsidiaries and associates. Forward-looking statements are based on current plans, estimates, projections and expectations and are there