Daido Steel Co., Ltd. · TSE:5471
Daido Steel — Investor Presentation (January 2025)
19 slides from Daido Steel's investor presentation, Jan 15, 2025
Slide 1: Business Briefing about Our Products for Semiconductor Production Equipment
Business Briefing about Our Products for Semiconductor Production Equipment (Our high-performance stainless steel business) Daido Steel Co., Ltd. (Securities code: 5471) January 15, 2025
Slide 2: Semiconductor Demand and Orders for Our Related Products
1. Semiconductor Demand and Orders for Our Related Products The demand for semiconductors and semiconductor production equipment is expected to increase from 2026 to 2030. Orders for our semiconductor-related products are also expected to increase in line with market expansion. WSTS [100 million dol
Slide 3: Sales by Segments and Semiconductor-related Products
2. Sales by Segments and Semiconductor-related Products Stainless steel, superalloy steel, Valves Joints MFC Specialty steel products steel bars Production and sale of structural and tool steel products used mainly for automotive and industrial equipment 2,190 parts ［38%］ Stainless steel, superalloy
Slide 4: Sales Trends for Semiconductor Production Equipment (non-consolidated basis)
3. Sales Trends for Semiconductor Production Equipment (non-consolidated basis) The sale of semiconductor production equipment products is expected to more than triple in FY2026 over FY2017 sales. Main350product: CLEANSTAR® (equivalent to SUS316L) More than 400 300 350 300 252 300 250 Sales (FY2017=
Slide 5: Specialty Steel Applications in the Semiconductor Industry
4. Specialty Steel Applications in the Semiconductor Industry Targets Factory infrastructure Manufacturing equipment Semiconductor products Parts for automobile and High-performance materials industrial equipment and magnetic materials Gas supply line pipe Piping-related products Power semiconductor
Slide 6: Overview of the Semiconductor Production Process
5-1. Overview of the Semiconductor Production Process Three major processes contribute to the manufacture of semiconductors: Silicon manufacturer Semiconductor manufacturer Wafer manufacturing Front-end process Back-end process Thin-film deposition Electrode formation Photoresist coating Photolithog
Slide 7: Our Business Opportunities in the Front-end Process
5-2. Our Business Opportunities in the Front-end Process Corrosive gases are used by equipment that performs thin film deposition and etching in the front-end process - Corrosion-resistant stainless steel and superalloy steel are used because they can withstand these corrosive gases - Wafer manufact
Slide 8: Our Business Opportunities within the Overall Process
5-3. Our Business Opportunities within the Overall Process Various component parts of the semiconductor factory infrastructure and the manufacturing equipment - Stainless steel is widely used to make gas supply lines and semiconductor production equipment components - Wafer manufacturing Front-end p
Slide 9: Our Stainless Steel Products for Semiconductor Production Equipment ① CLEANSTAR
6. Our Stainless Steel Products for Semiconductor Production Equipment ① Introducing CLEANSTAR® *SEMI Standards: These international standards are used in the semiconductor industry. They were established by Semiconductor Equipment and Materials International (SEMI). Product overview ・ CLEANSTAR®, a
Slide 10: Our Stainless Steel Products for Semiconductor Production Equipment ②
6. Our Stainless Steel Products for Semiconductor Production Equipment ② Process [Primary melting - Refining - Casting] [Secondary melting - casting] [Forging / rolling] [CLEANSTAR] VIM (Vacuum VAR (Vacuum Arc Open-die forging Induction Melting Remelting furnace) furnace) Rolling AF (Electric Arc AO
Slide 11: Our Measures to Promote Semiconductor Business Growth
7. Our Measures to Promote Semiconductor Business Growth Promote product development, capital investment, and marketing activities in anticipation of growing future demand Product CLEANSTAR was Chita Second Plant: development made to conform Two VAR added Capital to SEMI F20 investment specification
Slide 12: Technology Trends and Need for Corrosion-Resistant Materials
Product 8-1. Technology Trends and Need for Corrosion-Resistant Materials development Background/Requirements Technology trends FinFET GAA Refinement ・ Cost reduction Changes in Logic ・ Lower power design and type (processing, consumption of metal used in operation) ・Faster speeds wiring ・ Change to
Slide 13: Our Development & Evaluation Technology
Product 8-2. Our Development & Evaluation Technology development Development of new steel grades for corrosive gas environments Where corrosion resistance is needed Product group Present situation Good ・ For applications that require even higher corrosion DSALOY22 resistance than CLEANSTAR provides,
Slide 14: Our Development & Evaluation Technology
Product 8-2. Our Development & Evaluation Technology development High-temperature gas corrosion testing equipment is currently being evaluated. This equipment is used to replicate the operating environment in which steel materials are used during etching and thin film deposition. It makes it possibl
Slide 15: Our Capital Investments for Expanding Manufacturing Capacity
Capital 9. Our Capital Investments for Expanding Manufacturing Capacity investments Chita Second Plant (“Smart” factory) Reallocation of production resources Shibukawa Plant 4 VIM and 11 VAR furnaces Stainless steel production equipment for SPE application being installed at the Chita Second Plant S
Slide 16: Overseas Marketing Activities
Marketing 10. Overseas Marketing Activities activities Main activities for overseas markets 1. Our exhibition at SEMICON WEST (from 2018 to 2024) ･ Exhibition booth at SEMICON WEST in North America SEMICON WEST exhibition: 2018: 1st Exhibition 2019: 2nd Exhibition 2020: Virtual exhibition due to COV
Slide 17: Daido Steel's Strength for Semiconductor Production Equipment
11. Daido Steel’s Strength for Semiconductor Production Equipment Sufficient upward elasticity of Ability to develop new produciton capacity materials and processes Top manufacturing capacity in Japan Comparable to U.S. competitors Our expertise in manufacturing Timely capital investments executed a
Slide 18: Our Business Status with Major SPE Parts Manufacturers
12. Our Business Status with Major SPE Parts Manufacturers Global market shares of our high-performance stainless steel bars and wire rods Current: 40% FY2026: 50% SPE CVD and etching equipment Main SPE parts (made of corrosion-resistant stainless or superalloy steel) Valves and joints Mass Flow Con
Slide 19: END
DAIDO STEEL GROUP str paino STEEL CO, LTD. 19 Beyond the Special