Fujimi Incorporated · TSE:5384

Fujimi — FY2025 Earnings Presentation

44 slides from Fujimi's earnings presentation, March 2025

1. Slide 1: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

   Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

2. Slide 2: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

   Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

3. Slide 3: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

   Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

4. Slide 4: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

   Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

5. Slide 5: Semiconductor process node timeline

   1,000 0 100 200 300 400 500 600 700 800 900 1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 Copyright(c) 2025 Fujimi Incorporated. All rights reserved. 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 1Q18 2Q18 3Q18 4Q18 1Q19 2Q19 3Q19 4

6. Slide 6: Semiconductor demand by segment

   Others 20 NEX (Network and Edge) 15 Internet of Things Group DCAI (Datacenter and 10 AI) Data Center Group 5 CCG (Client Computing Group) 0 1Q10 3Q10 1Q11 3Q11 1Q12 3Q12 1Q13 3Q13 1Q14 3Q14 1Q15 3Q15 1Q16 3Q16 1Q17 3Q17 1Q18 3Q18 1Q19 3Q19 1Q20 3Q20 1Q21 3Q21 1Q22 3Q22 1Q23 3Q23 1Q24 3Q24 1Q25 3Q25

7. Slide 7: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

   Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

8. Slide 8: Sales Revenue (Dollars in Millions)

   Sales Revenue (Dollers in Millions) 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 0 10,000 '12Sep-Nov '12Dec-Feb FY13 '13Jun-Aug '13Sep-Nov '13Dec-Feb '14Mar-May FY14 '14Jun-Aug '14Sep-Nov '14Dec-Feb '15Mar-May FY15 '15Jun-Aug '15Sep-Nov '15Dec-Feb '16Mar-May FY16 '16Jun-Aug Copyright(c) 202

9. Slide 9: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

   Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

10. Slide 10: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

11. Slide 11: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

12. Slide 12: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

13. Slide 13: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

14. Slide 14: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

15. Slide 15: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

16. Slide 16: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    • Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

17. Slide 17: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    ・ ・ Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

18. Slide 18: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

19. Slide 19: Silicon wafers

    シリコンウェハー ・ Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

20. Slide 20: Silicon wafers

    シリコンウェハー ・ Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

21. Slide 21: Silicon wafers

    シリコンウェハー ・ Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

22. Slide 22: Silicon wafers

    シリコンウェハー ・ Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

23. Slide 23: Silicon wafers

    シリコンウェハー シリコンウェハー Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

24. Slide 24: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

25. Slide 25: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

26. Slide 26: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    ・ ・ Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

27. Slide 27: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

28. Slide 28: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

29. Slide 29: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

30. Slide 30: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    • • • Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

31. Slide 31: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    • • • Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

32. Slide 32: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    • • • Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

33. Slide 33: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

     Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

34. Slide 34: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

35. Slide 35: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

36. Slide 36: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

37. Slide 37: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

38. Slide 38: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

39. Slide 39: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

40. Slide 40: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

41. Slide 41: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

42. Slide 42: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

43. Slide 43: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

44. Slide 44: Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

    Copyright(c) 2025 Fujimi Incorporated. All rights reserved.

Fujimi — FY2025 Earnings Presentation on 6ix