Slide 1: First Quarter 2024 Financial Results Conference Call
First Quarter 2024 Financial Results Conference Call Supporting Slides May 9, 2024
Slide 2: Safe Harbor
This presentation contains forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Safe Reform Act of 1995. These statements are based on management’s current expectations and beliefs and are subject to a number of risks, uncertainties and a
Slide 3: Q1 2024 Revenue Breakdown by Technology
Q1 2024 Revenue Breakdown by Technology Misc. 2% Q4 2023 Misc. 2% Discrete Sensors & Display 14% 15% Discrete 13% Sensors & Display 19% Power 10% Power 17% MS/CMOS 8% RF Mobile RF Mobile 37% 32% MS/CMOS Rf Infrastructure 7% 14% RF Infrastructure 10% Automotive: 10% Automotive: 12%
Slide 4: Tower RF SOI Technology
Tower RF SOI Technology RF SOI Ron-Coff (fs) 250 QT1 • 200mm and 300mm wafer sizes 200 • 180nm to 65nm nodes 150 QT8 • 4 facilities in high volume + qualifying Agrate QT9 100 • Best-in-class FoM and roadmap with low Ron- QT10 50 Coff and high-power handling 0 2012 2014 2016 2018 2020 2022 2024
Slide 5: Tower SiPho Serving a Gamut of Applications
Tower SiPho Serving a Gamut of Applications Pluggable transceivers Pluggable transceivers Quantum Applications Artificial Intelligence DR/FR/LR ZR/ZR+ Gyroscopes FMCW LiDAR Co-packaged Optics Biosensors
Slide 6: Linear Pluggable Optics Replace the DSP with SiGe-based Redrivers and TIAs
Linear Pluggable Optics Replace the DSP with SiGe-based Redrivers and TIAs DSP-based Transceiver Linear Drive (no DSP) Lower Cost Lower Power LPO Analog Trasceiver Lower Latency Source: Ruijie Networks Larger market for SiGe
Slide 7: Sensors & Displays Development Activities
Sensors & Displays Development Activities • Next Generation Stacked BSI Global Shutter pixel platforms: • 2.74um for High Resolution stitched sensors (100Mp to 325Mp) • 2.2um for low to medium resolutions (from 2Mp up to 50Mp) with high shutter efficiency • Fast Stacked BSI Rolling Shutter stitched
Slide 8: Tower BCD offering by voltages
Tower BCD offering by voltages Available In development Markets Operating voltages 48V 1500V Galvanic Cap Industrial & Automotive Isolated gate drivers 200V 200V SOI Digital Isolators High voltage motor GaN and MOSFET gate drivers Automotive BMS (battery management system) 48V system power solutions
Slide 9: Thank You
Thank You Contact: Noit Levy, SVP Investor Relations and Corporate Communications Email: