Siltronic Ag · XETR:WAF

Siltronic — Investor Presentation (April 2026)

32 slides from Siltronic's investor presentation, Apr 29, 2026

Slide 1: Foundation of Digital Life – Investor Presentation
FOUNDATION OF DIGITAL LIFE Investor Presentation April 2026 © Siltronic AG
Slide 2: Siltronic at a Glance
SILTRONIC AT A GLANCE 4,300 50+ employees years of history worldwide in silicon technologies 4 Supplier world-class to top production sites semiconductor producers 1.35 23.5 billion EUR percent sales in 2025 EBITDA margin in 2025 2 Investor Presentation - April 2026 © Siltronic AG
Slide 3: 50+ Years of History – A Story of Success and Innovation
50+ YEARS OF HISTORY – A STORY OF SUCCESS AND INNOVATION 1968 1984 1995 1999 2006 2015 2019 2023 Foundation of First 200 mm Acquisition of Start of 200 mm Foundation of 50:50 Siltronic Inauguration of the Inauguration of Wacker- wafers at Freiberg fab production at JV with Samsung executes new cryst
Slide 4: Our International Production Network Serves Customers Around the Globe
OUR INTERNATIONAL PRODUCTION NETWORK SERVES CUSTOMERS AROUND THE GLOBE Singapore Singapore 300 mm volume production in 200 SSW* CP 300 mm SSP mm Germany & Singapore Germany Germany (Burghausen, Freiberg) R&D hub in Burghausen 300 CP mm Leading USA USA (Portland / Oregon) Edge 200 production mm JV =
Slide 5: The Wafer Suppliers Are Fueling the Whole Electronics Value Chain
THE WAFER SUPPLIERS ARE FUELING THE WHOLE ELECTRONICS VALUE CHAIN Silicon for electronic Semiconductor Semiconductor End markets applications silicon wafers device makers USD >5,000 bn USD 1.4 bn USD 11.4 bn USD 786 bn Servers / AI Smartphones Microsoft, Apple, With fabs Google, AWS, Samsung… Samsun
Slide 6: Siltronic Is Well Positioned as the Only Western-Based Wafer Manufacturer
SILTRONIC IS WELL POSITIONED AS THE ONLY WESTERN-BASED WAFER MANUFACTURER Global Sumco Wafers Around 75% of the market is served by the Top 5 Top 5 wafer manufacturers Wafer manufacturers Only western based wafer SK Siltron Shin Etsu manufacturer Source: Q1 – Q3 2025 Quarterly revenue reports by SEM
Slide 7: Wafer Demand Growth Expected to Continue, Driver: 300 mm Wafers
WAFER DEMAND GROWTH EXPECTED TO CONTINUE (CAGR1 5-6%), DRIVER: 300 mm WAFERS Wafer Demand per Diameter in mn 300 mm equivalents CAGR 6% for 300 mm CAGR 1% for 200 mm Source: Siltronic estimates; 1CAGR = Compound Annual Growth Rate (2000-2025) 7 Investor Presentation - April 2026 © Siltronic AG
Slide 8: 2026 Outlook: ~7% YoY Growth Driven by Strong Server Demand
2026 OUTLOOK: ~7% YOY GROWTH (PRE-INVENTORY) DRIVEN BY STRONG SERVER DEMAND Growth in Wafer Area Consumption, in % yoy Smartphones Split wafer consumption 2025 2026e & PCs by end use in 2025 demand weakened 21% Smartphones 3% -10% further, while memory allocation favors 18% Servers 30% 44% servers 1
Slide 9: DRAM Chip Revenue Currently De-Coupled from Wafer Demand
DRAM CHIP REVENUE CURRENTLY DE-COUPLED FROM WAFER DEMAND Expected DRAM Growth 2026 yoy – from sales to wafer volume Supply shortage pushes memory pricing up > 100% ~ Tight customer Price / mix DRAM capacity effects caps volume growth DRAM Chip revenue Bit per ~ 6-7% DRAM wafer area Volume Inventory
Slide 10: Well-Diversified and Resilient Product Mix in All Three Semi-Segments
SILTRONIC HAS A WELL-DIVERSIFIED AND RESILIENT PRODUCT MIX IN ALL THREE SEMI-SEGMENTS Demand by segments in % of total demand in 2025 Leading Edge Supplier Memory 37% Power Leading position Logic 37% Power/Others 26% Market Source: Siltronic Marketing 10 Investor Presentation - April 2026 © Siltroni
Slide 11: Megatrends Will Drive Wafer Demand
MEGATRENDS WILL DRIVE WAFER DEMAND Siltronic is well positioned to Autonomous support each vehicles & Digitalization megatrend Electromobility All segments will participate and Security Renewables Power with over- proportional growth Key benefits Artificial from strategic focus on Industry 4.0 Leadi
Slide 12: New 300 mm Fab in Singapore
NEW 300 mm FAB IN SINGAPORE Facts EUR 2 billion capex until 2024, from 2025 clearly reduced Key prime customer qualifications completed in July 2025 EBITDA margin above 50%+ mid-term First time 300 mm epi in Singapore Up to 80% LTA share with high prepayments 2024, 2025 and 2026 with reduced ramp sp
Slide 13: In Freiberg We Further Improved Product Mix Fueled by Investments
IN FREIBERG WE FURTHER IMPROVED PRODUCT MIX FUELED BY INVESTMENTS Every 2nd to 3rd semiconductor in the EU is from this region Investments of more than EUR 1 bn since 1995 by Siltronic Leipzig Infineon TSMC GlobalFoundries Bosch First-class Dresden geographical position Chemnitz in light of EU ambit
Slide 15: Strong Focus on Growth Drivers R&D and Innovation
STRONG FOCUS ON GROWTH DRIVERS R&D AND INNOVATION R&D Partnering with leading innovation platforms R&D Innovation Strategy hub in Burghausen o Stay one generation ahead as a Technology Leader 450 R&D employees o Focus on Leading Edge and Power + = 1,900 o Find new business opportunities and expand o
Slide 16: Siltronic Has a Proven Track Record as a Technology Leader
SILTRONIC HAS A PROVEN TRACK RECORD AS A TECHNOLOGY LEADER 2002 2005 2007 2009 2011 2013 2016 2018 2020 2022 2024 2026 65 nm 65 nm 45 nm 32 nm 22 nm 8 nm 10 nm 8 nm 5 nm 3 nm 2 nm A14 2004 2006 2008 2009 2012 2014 2016 2019 2021 2023 2025 45 nm 32 nm 22 nm 16 nm 10 nm 16 nm 5 nm 3 nm 2 nm A14 A10 R&
Slide 17: Key Ingot and Wafer Properties Define the Wafer Specification
A NUMBER OF KEY INGOT AND WAFER PROPERTIES DEFINE THE WAFER SPECIFICATION AND ITS FURTHER USE BY THE CUSTOMER DATA 17 Investor Presentation - April 2026 © Siltronic AG
Slide 18: Purity and Flatness Requirements for Wafers Are Extreme
PURITY AND FLATNESS REQUIREMENTS FOR WAFERS ARE EXTREME, AS SCALING THEM INTO THE MACRO WORLD SHOWS Particles Flatness Particle size specified in the nm range. Requirements are 20 nm on a wafer are equivalent to the height of a leaf on equivalent to a maximum of 10 grains of sand distributed the sur
Slide 20: Debt Repayments Started in 2025, Additional EUR 100 mn Planned for 2026
DEBT REPAYMENTS STARTED IN 2025, WITH AN ADDITIONAL EUR 100 MN PLANNED FOR 2026 Debt Financing Instruments Maturity Profile of Debt Financing Prepayments in EUR million in EUR million of EUR ~15 mn expected to be ∑ 2029 Syn loan 2026 2027 2028 refunded in 2026 127 SGP – 2033 260 Syn loan 253 100 250
Slide 21: Continuing to Focus on Capex, Costs and Cash
CONTINUING TO FOCUS ON CAPEX, COSTS AND CASH Major cost items 2026 Strict Capex Cost Other Cash Discipline Program Measures Depreciation Labor Particularly Supplies Deferred capacity Full-scope cost comprehensive spend, restrictive management, tackling working capital project approvals all cost driv
Slide 22: Capex Significantly Down, Payments for Capex Above Invest-Level
CAPEX SIGNIFICANTLY DOWN, PAYMENTS FOR CAPEX ABOVE INVEST-LEVEL Capex and Payments for Capex, in EUR million Payment 1,316 roll-over effects occurred in 1,199 Q1 2026 1,074 923 700 523 380 369 180-220 48 110 2022 2023 2024 2025 2026e Q1 2026 Capital expenditures Payments for capital expenditures, gr
Slide 23: Technological Leadership Recognized with Multiple Awards
SILTRONIC’S TECHNOLOGICAL LEADERSHIP AND EXCELLENCE RECOGNIZED WITH MULTIPLE AWARDS IN THE LAST 12 MONTHS Outstanding EPIC Supplier BEST in Value Best Supplier Supplier Best Silicon Award Award Award Performance Supplier Award Award Intel, April 2025 Samsung, September 2025 SSMC, September 2025 Micr
Slide 24: 2026 Guidance Confirmed
2026 GUIDANCE CONFIRMED Sales EBIT Mid-single digit below 2025 Significantly below the previous year EUR/USD 1.18 EBITDA margin Capex Between 20% and 24% Between EUR 180 and 220 mn Depreciation Net Cash Flow Between EUR 490 and 520 mn In the range of the previous year 24 Investor Presentation - Apri
Slide 25: ESG @ Siltronic
ESG @ SILTRONIC Clear commitment to an emission-free future 25 Investor Presentation - April 2026 © Siltronic AG
Slide 26: Siltronic Is Enabling Technologies for a Sustainable Future
SILTRONIC IS ENABLING TECHNOLOGIES FOR A SUSTAINABLE FUTURE Power focus Leading Edge focus Strategy on Leading Edge and Power wafers supports Power chips are crucial for New chip generations sustainability strategy decarbonization and enable increase energy efficiency renewable energies and EV’s and
Slide 27: Ambitious Targets and Global Commitments Keep Us Going
AMBITIOUS TARGETS AND GLOBAL COMMITMENTS KEEP US GOING Siltronic supports the Climate – Scope 1+2 10 principles of the UN Global Compact. CO2 emissions 2030: -42%1 We contribute to the sustainable 2045: Net zero2 development goals of the United Nations. Status 2025: -31%1 As a supplier to the electr
Slide 28: Sustainability Highlights 2025
SUSTAINABILITY HIGHLIGHTS 2025 CDP A list ‘A-Leadership’ score in CDP Climate Change and Water Security rating for the first time in 2025 USA Germany -31% CO2 Reduction of absolute >1,400 MWh Power Purchase electricity from own Agreement on green CO2 scope 1+2 photovoltaic system energy with annual
Slide 29: The Siltronic Executive Board
THE SILTRONIC EXECUTIVE BOARD Dr. Michael Heckmeier Claudia Schmitt Klaus Buchwald CEO CFO COO o CEO since May 2023 o CFO since July 2023 o COO since June 2024 (appointed until May 5, 2031) (appointed until June 30, 2031) (appointed until May 31, 2027) o 25 years at Merck o 16 years at Siltronic o 2
Slide 31: Key Takeaways – Clear Commitment to Profitable Growth as a Technology Leader
KEY TAKEAWAYS – CLEAR COMMITMENT TO PROFITABLE GROWTH AS A TECHNOLOGY LEADER Proven success in a Megatrends AI, Digitalization, cyclical industry and Electromobility will drive wafer demand to new levels Clear commitment to R&D, New fab will improve our Sustainability and Innovation position and dri
Slide 32: Financial Calendar and Investor Relations Contact
Financial Calendar and Events May 8, 2026 May 19, 2026 May 28, 2026 September 1, 2026 September 2/3, 2026 AGM LBBW London Private Deutsche Bank European COMMERZBANK & ODDO Deutsche Bank European Placement Forum 2026, Champions Conference, BHF Corporate TMT Conference, London London Frankfurt Confere

Siltronic — Investor Presentation (April 2026) on 6ix

Siltronic — Investor Presentation (April 2026)

Slide 1: Foundation of Digital Life – Investor Presentation

Slide 2: Siltronic at a Glance

Slide 3: 50+ Years of History – A Story of Success and Innovation

Slide 4: Our International Production Network Serves Customers Around the Globe

Slide 5: The Wafer Suppliers Are Fueling the Whole Electronics Value Chain

Slide 6: Siltronic Is Well Positioned as the Only Western-Based Wafer Manufacturer

Slide 7: Wafer Demand Growth Expected to Continue, Driver: 300 mm Wafers

Slide 8: 2026 Outlook: ~7% YoY Growth Driven by Strong Server Demand

Slide 9: DRAM Chip Revenue Currently De-Coupled from Wafer Demand

Slide 10: Well-Diversified and Resilient Product Mix in All Three Semi-Segments

Slide 11: Megatrends Will Drive Wafer Demand

Slide 12: New 300 mm Fab in Singapore

Slide 13: In Freiberg We Further Improved Product Mix Fueled by Investments

Slide 14: Wafer Production Process

Slide 15: Strong Focus on Growth Drivers R&D and Innovation

Slide 16: Siltronic Has a Proven Track Record as a Technology Leader

Slide 17: Key Ingot and Wafer Properties Define the Wafer Specification

Slide 18: Purity and Flatness Requirements for Wafers Are Extreme

Slide 19: Outlook

Slide 20: Debt Repayments Started in 2025, Additional EUR 100 mn Planned for 2026

Slide 21: Continuing to Focus on Capex, Costs and Cash

Slide 22: Capex Significantly Down, Payments for Capex Above Invest-Level

Slide 23: Technological Leadership Recognized with Multiple Awards

Slide 24: 2026 Guidance Confirmed

Slide 25: ESG @ Siltronic

Slide 26: Siltronic Is Enabling Technologies for a Sustainable Future

Slide 27: Ambitious Targets and Global Commitments Keep Us Going

Slide 28: Sustainability Highlights 2025

Slide 29: The Siltronic Executive Board

Slide 30: Executive Summary

Slide 31: Key Takeaways – Clear Commitment to Profitable Growth as a Technology Leader

Slide 32: Financial Calendar and Investor Relations Contact