Spirox Corporation · TWSE:3055
Spirox — Investor Presentation (December 2024)
22 slides from Spirox's investor presentation, Dec 12, 2024
Slide 1: Spirox Group
Spirox Group Professional Semiconductor Equipment Provider Delivering Smarter Solutions Spirox Confidential
Slide 2: Safe Harbor Notice
Safe Harbor Notice This presentation contains "forward-looking statements" and based on our own information and information from other sources we believe to be reliable. Our actual results of operations, financial condition or business prospects may differ materially from those expressed or implie
Slide 3: Agenda
Agenda • Company Profile & Product Portfolio • Financial Review • Q&A Spirox Confidential 3
Slide 4: Overview
Overview Hsinchu, Taiwan │ HQ • Own Products • Semiconductor Equipment Distribution • Optical Technology Research and Development Center • Board Repair Service Subsidiary Jetek Technology Corp. Spirox Technology Shanghai • System Integration Services • Semiconductor Equipment Distribution • Customiz
Slide 5: Core Competencies
Core Competencies Business Philosophy Build a customer-oriented culture and set win-win goals with customers and partners. Industry Experience With over 30 years of experience in semiconductor industry, Spirox has a strong and stable customer base. Professional Team • Years of service: • Education:
Slide 6: Assembly and Test + Quality Assurance Solutions
Assembly and Test + Quality Assurance Solutions Chip Probing IC Package IC Final Testing IC Process & Quality Assurance ATE Handler Prober Chuck Test Interface MicroLED Inspection Heat Sink Automatic Debond TCB Bonder Blade Dicing Saw Vacuum Reflow Reflow system Plasma Laminator Measurement Warpage
Slide 7: Silicon Photonics On-Wafer Measurement
Silicon Photonics On-Wafer Measurement TSMC President C.C. Wei mentioned the development progress of silicon photonics Probe Pin & Optical Waveguide technology at the North America Technology Symposium. He stated that by 2025, TSMC will complete COUPE validation to support small form-factor pluggabl
Slide 8: Transforming Spirox
Transforming Spirox • Expand the development of Spirox own products to enter markets beyond the Greater China • SP3055B Non-destructive Inspection System • SP8000A Laser Scanning Confocal Measurement Development Platform Spirox Group Spirox Products Distribution Products • Established in 1987 • SP25
Slide 9: SiC Substrate: Crystal Growth, Cutting, Grinding and Polishing
SiC Substrate: Crystal Growth, Cutting, Grinding and Polishing SiC boule SiC wafer Bulk SiC Wafer growth polishing SiC Epi-wafer Dies-on-wafer Back-End Front-End Epitaxy level 0 Power module Bare-die Packaged devices Back-End level 1 Source: WMT Spirox Confidential 9
Slide 10: Current SiC Substrate Challenges
Current SiC Substrate Challenges • The overall effective output of the industry is insufficient and imbalanced. • Lack of control over the quality and defects of ingots and substrates (especially killing defects). • No effective non-destructive inspection technology for killing defects in the substr
Slide 11: Destructive KOH Etching for SiC Substrate Inspection
Destructive KOH Etching for SiC Substrate Inspection Top Substrate KOH Substrate Cutting Grinding Boule Ingot Polishing Bottom Substrate Sampling of Substrate’s surface Sampling of Substrate’s surface after KOH etching. after KOH etching. Spirox Confidential 11
Slide 12: Destructive KOH Etching for SiC Substrate Inspection
Destructive KOH Etching for SiC Substrate Inspection Top Substrate KOH Substrate Cutting Grinding Boule Ingot Polishing Bottom Substrate Issues with current KOH method: 1. Destructive inspection leads to waste of production capacity and costs. Consistency in chemical etching accuracy is difficult to
Slide 13: Compound Semiconductor Solutions
Compound Semiconductor Solutions SP3055B Non-destructive Inspection System Non-Destructive Inspection System Advanced Harmonic Generation technology of NLO (non-linear optics) Non-destructive inspection technology Capability of inspection multiple kinds of killer defects (BPD, TSD, MicroPipe,
Slide 14: A Development Platform That Does More
A Development Platform That Does More More than just a single-function instrument, SP8000A offers diverse and versatile measurement capabilities. Traditional confocal microscopy is divided into two measurement modes: single-point mode (used for Material Biomedical conventional material analysis) and
Slide 15: Functions and Applications: A Symphony of Acoustics, Optics, Electricity, Heat, and Magnetism
Functions and Applications: A Symphony of Acoustics, Optics, Electricity, Heat, and Magnetism Raman/PL Spectroscopy 1. Jewelry authentication 2. Drug identification / forensic Laser Low-temp analysis Platform 3. Environmental toxicology testing Magnetic Field 4. Art and antiquities authentication /
Slide 16: Patent
Patent Updated: 2024/12/10 Proposal Application Applied Category Name R&D Code Type Applicant Inventor Status Date Date Countries Taiwan：Approved, waiting 8/15 for certificate issuing Specular Utility Paul Yang China: Patent pending 8/15 Patent Reflection Model Bobo Chao 7/19 Japan：Priority date 8/1
Slide 17: Financial Review
Financial Review Delivering Smarter Solutions Spirox Confidential
Slide 18: Summary of Consolidated Cash Flow Highlights & Financial Ratio
Summary of Consolidated Cash Flow Highlights & Financial Ratio . In 2022, the operational structure was adjusted, resulting in an improvement in the gross profit margin. Maintaining a stable and sound financial structure enables the company to adequately adjust cash+451M -248M its operational strate
Slide 19: Summary of Statements of Consolidated Income (YoY & QoQ)
Summary of Statements of Consolidated Income (YoY & QoQ) 1) A high proportion of revenue comes from Mainland China, making it significantly impacted by geopolitical factors. Business with caution, and clients are carefully selected in China. 2) Continuously implement comprehensive lean cost manageme
Slide 20: Summary of Consolidated Balance Sheet
Summary of Consolidated Balance Sheet Asset-Light Operation Spirox Confidential 20
Slide 21: Q&A
Q&A Delivering Smarter Solutions Spirox Confidential
Slide 22: Thank you.
Thank you. Delivering Smarter Solutions Spirox Confidential