Asml Holding Nv · EURONEXT:ASML
Asml Holding Nv — Merger or Acquisition (June 2016)
14 slides from Asml Holding Nv's merger presentation, Jun 16, 2016
Slide 1: ASML to acquire HMI to enhance Holistic Lithography product portfolio
Public ASML to acquire HMI to enhance Holistic Lithography product portfolio Veldhoven, the Netherlands Hsinchu, Taiwan 16 June 2016
Slide 2: Forward Looking Statements
Forward Looking Statements Public Slide 2 16 June 2016 This document contains statements relating to certain projections and business trends that are forward-looking, including statements with respect to the acquisition of HMI by ASML, the expected benefits of the acquisition of HMI by ASML, includi
Slide 3: Strategic rationale: combination of HMI and ASML technology boosts control solutions and market opportunity
Strategic rationale: combination of HMI and ASML Public technology boosts control solutions and market opportunity Slide 3 16 June 2016 ASML is a technology leader in lithography solutions. HMI is a technology leader in e-beam metrology. Both companies have established product roadmaps for advanced
Slide 4: ASML and HMI Business at a glance
ASML and HMI Business at a glance Public Slide 4 16 June 2016 Year founded: 1984 Year founded: 1998 Locations: headquarters in The Netherlands; 70 Locations: Headquarters in Taiwan, locations in offices,16 countries China, Korea, Taiwan, Japan and the U.S. Employees: ~15,000 Employees: ~700 Sales 20
Slide 5: Holistic Lithography seeks to maximize lithography process performance and control
ASML Holistic Lithography seeks to maximize Public lithography process performance and control Slide 5 16 June 2016 1 Lithography scanner with advanced control capability (imaging, overlay and focus) Process Window Process Window Enhancement Control 3 2 Computational Metrology Lithography Process Wi
Slide 6: HMI e-beam technology supports leading edge metrology products for <10nm logic & memory applications
HMI e-beam technology supports leading edge metrology Public products for <10nm logic & memory applications Slide 6 16 June 2016 eScan® 500, eP™4 & SkyScan™ with eScan® 420 & NanoScan™ Voltage eXplore™ with D2DB technology Supernova D2DB technology Contrast & CDU Logic and Memory Memory EUV reticle
Slide 7: ASML holistic lithography now
ASML holistic lithography now: Public YieldStar metrology measures wafers after develop, data feeds Slide 7 16 June 2016 computational lithography models for optimum scanner control 1 2 Scanner YieldStar Control Metrology After Litho 3 Computational Lithography
Slide 8: ASML holistic lithography future - a new paradigm
ASML holistic lithography future - a new paradigm: Public E-beam added: ASML model guides e-beam to improve coverage of critical Slide 8 16 June 2016 features; e-beam data enhances ASML model and control of scanner 1 2 2 Scanner Scanner YieldStar E-beam Control Metrology Metrology Metrology (100% of
Slide 9: Qualification, monitoring and control landscape today
Qualification, monitoring and control landscape today HMI/ASML addressable market EUR 0.7 billion (excluding bright field inspection) Public Slide 9 16 June 2016 Measurement resolution/ accuracy (nm) Voltage contrast E-Beam metrology single beam 20 High resolution bright field inspection 10 E-Beam m
Slide 10: HMI e-beam metrology combined with ASML holistic lithography will boost customers control strategy
HMI e-beam metrology technology combined with ASML holistic lithography will boost customers control strategy in the future Public Slide 10 16 June 2016 HMI/ASML addressable market EUR 2.3 billion Measurement resolution/ accuracy (nm) Voltage contrast 3D integrity control: Voltage contrast e-beam me
Slide 11: HMI e-beam will also support EUV production insertion
HMI e-beam will also support EUV production insertion Public HMI has pioneered e-beam EUV reticle metrology systems with a market Slide 11 16 June 2016 opportunity of more than EUR 200 million in 2020 EUV reticle EUV wafers Source: ASML, assuming 25% attach rate per EUV scanner
Slide 12: Value proposition
Value proposition Public Slide 12 16 June 2016 The combination of HMI e-beam metrology to ASML holistic triangle offers the opportunity for a new class of products to provide logic and memory customers with a comprehensive control strategy, to help semiconductor manufacturers achieve faster time to
Slide 13: Transaction terms
Transaction terms Public Slide 13 16 June 2016 • HMI shareholders receive aggregate cash consideration of TWD 100 billion (equivalent to approximately EUR 2.75 billion) • Offer price of TWD 1,410 per HMI share Consideration • Represents 31% premium to 30-day average VWAP • Hermes-Epitek Corporation
Slide 14: ASML
ASML