BE Semiconductor Industries N.V.

Quarterly Report • Oct 29, 2009

FOR: BE SEMICONDUCTOR INDUSTRIES N.V. Ratio 6 6921 RW Duiven The Netherlands

PRESS RELEASE

BE Semiconductor Industries Reports Third Quarter 2009 Results Significant Revenue and Order Improvement. Adjusted Net Loss Narrows vs. Q2-2009

Duiven, the Netherlands, October 29, 2009, BE Semiconductor Industries N.V. ("the Company" or "Besi") (Euronext: BESI), a leading manufacturer of assembly equipment for the semiconductor industry, today announced its financial results for the third quarter ended September 30, 2009.

Highlights Third Quarter 2009

• Revenues increased by 59.7% to € 48.7 million vs. € 30.5 million in Q2-2009 due primarily to increased die bonding shipments and improved industry conditions
• Orders up € 15.4 million or 41.1% vs. Q2-2009 as growth experienced in entire assembly portfolio
• Net loss of € 3.2 million in Q3-2009 including net gain of € 2.7 million as compared to net income of € 31.5 million in Q2-2009 including net gain of € 42.4 million primarily related to Esec acquisition
• Solid financial position maintained at September 30, 2009:
• o Cash of € 68.0 million. Net cash of € 14.3 million
• o € 49.2 million cash in excess of bank/lease debt

Strategic Agenda and Outlook

• Hungarian die bonding facility sold. Asian production transfer continues
• Esec update: Favorable revenue, order and profit development trends. 30% headcount reduction achieved. Integration on track
• Further reduction of adjusted net loss for Q4-2009 anticipated.

Key Financial Data - Third Quarter 2009 - as reported

(€ millions)	As Reported
	Q3-2009	Q2-2009	Change	Q3-2008	Change
Revenue	48.7	30.5	59.7%	35.2	38.4%
Gross margin	34.0%	35.9%	(1.9)	36.4%	(2.4)
Operating income (loss)	(1.6)	32.2	NM	(0.5)	NM
Net income (loss)	(3.2)	31.5	NM	0.4	NM
EPS (basic)	(0.11)	0.94	NM	0.01	NM
EPS (diluted)	(0.11)	0.78	NM	0.01	NM
Orders	52.9	37.5	41.1%	24.2	118.6%
Backlog	44.9	40.6	10.6%	37.8	18.8%
Book to bill ratio	1.09	1.23	(11.4%)	0.69	58.0%
Cash flow (deficit) from ops	(0.8)	(2.6)	69.2%	3.5	NM
Cash	68.0	72.2	(5.8%)	66.7	1.9%
Total Debt	53.7	54.1	(0.7%)	59.1	(9.1%)

Comment

Richard W. Blickman, President and Chief Executive Officer of the Company, commented: "Our third quarter results reflect continued sequential improvement in our 2009 financial performance. Such improvement can be seen in our revenue and order development as well as in a reduction of adjusted net losses during the period. Our performance has improved primarily due to the timely acquisition of Esec, a material improvement in general economic conditions globally in comparison to the winter 2008/2009 and benefits realized from our Dragon II restructuring efforts and integration of Esec into Besi's operations.

During the third quarter, customers, primarily Asian subcontractors, significantly increased their demand for incremental capacity and new product development as the stabilization of the global economy continued and signs of potential growth emerged, particularly in Asian markets. As such, our orders increased by approximately € 15.4 million, or 41.1%, compared to the second quarter of 2009 as we experienced strong bookings growth for both our die attach and packaging and plating equipment products consistent with typical order patterns in an industry recovery.

Our net loss for the third quarter of 2009, including € 2.7 million of one-time and other adjustments, was € 3.2 million as compared to net income of € 31.5 million in the second quarter of 2009 including a € 42.2 million gain primarily related to the Esec acquisition. On a comparable basis our adjusted net loss decreased from € 10.9 million to € 6.0 million. During the third quarter, sequential revenue growth exceeded our guidance as the revenue ramp was steeper than previously anticipated. In addition, operating expenses declined by 10% sequentially primarily related to lower development spending. We expect adjusted losses to reduce further in the fourth quarter due to higher gross margins and a more favorable product mix. The Company continues to focus on additional measures for revenue enhancement and cost reduction company-wide through the One Besi concept to restore profitability.

Besi also continued to make progress on its strategic agenda this quarter. We completed our targeted Esec headcount reduction, sold our Hungarian die bonding operations and terminated all remaining employees related thereto. In addition, key European personnel were transferred to our Malaysian manufacturing operations to accelerate the further transfer of European system production and support the large revenue ramp we experienced during the quarter. Further, our Esec acquisition and integration efforts have contributed positively to the Company's development. Subsequent to its acquisition, revenue, order and profit trends continue favorably at Esec and have exceeded our expectations. Finally, to further enhance our technological leadership, our development program for next generation singulation and die sorting systems remains on target for commercial introduction in 2010."

Results of Operations Third Quarter 2009

Besi's € 18.2 million (59.7%) revenue increase in the third quarter of 2009 as compared to the second quarter of 2009 was broad based but was primarily focused on increased die bonding shipments. The revenue increase for the quarter was above prior guidance (+ 30-40%).

Orders for the third quarter of 2009 were € 52.9 million, an increase of € 15.4 million as compared to the second quarter of 2009 and an increase of € 28.7 million, or 118.6%, as compared to the third quarter of 2008. The sequential 41.1% increase in the third quarter 2009 orders was across all product lines as customers accelerated purchases of assembly equipment for both array connect and leadframe applications. On a customer basis, bookings in the third quarter of 2009 as compared to the second quarter of 2009 reflected a € 13.0 million (60%) increase by subcontractors and a € 2.4 million (15%) increase by IDMs. Backlog at September 30, 2009 increased by € 4.3 million (10.6%) to € 44.9 million as compared to € 40.6 million at June 30, 2009, of which approximately 38% and 62% of backlog at September 30, 2009 was represented by array connect and leadframe assembly applications, respectively.

Besi's gross margin for the third quarter of 2009 was 34.0% as compared to 35.9% in the second quarter of 2009 and 36.4% in the third quarter of 2008. Besi's gross margin in the third quarter of 2009 included (i) a gain of € 3.0 million related to the successful settlement of certain Esec purchase obligations (6.3 points), (ii) a gain of € 0.4 million (0.8 points) due to a release of provisions related to the purchase price accounting for the Esec acquisition, (iii) an inventory provision of € 1.6 million primarily related to the write-off of legacy singulation equipment (3.3 points). In the second quarter of 2009, Besi's gross margin benefitted from a net gain of € 1.7 million related to the successful settlement of certain Esec purchase obligations (€ 2.2 million) partially offset by an adjustment related to the Esec acquisition (€ 0.5 million). Excluding these Q2-2009 and Q3-2009 effects Besi's gross margin was 26.9% in the third quarter of 2009 as compared to 30.5% in the second quarter of 2009. As compared to the second quarter of 2009, Besi's gross margin as stated above decreased primarily due to the inventory write-off of singulation systems and lower die bonding margins.

Besi's total operating expenses were € 18.3 million in the third quarter of 2009 as compared to € 19.9 million in the second quarter of 2009 and € 13.4 million in the third quarter of 2008. The decrease in quarterly sequential operating expenses was primarily due to lower development spending as a result of lower headcount at Esec, the impact of government employment subsidies and lower materials purchases. Aggregate operating expenses in the third quarter of 2009 were lower than prior guidance (€ 19.9 million) and included € 0.9 million in restructuring costs (€ 0.6 million in the second quarter of 2009) primarily related to employee severance and charges associated with the sale of Besi's Hungarian operations. In the third quarter of 2009, Besi capitalized € 1.7 million of expenses primarily related to the development of its next generation G-3 singulation system and next generation die sorting system (€ 1.8 million in the second quarter of 2009). The increase in operating expenses in Q3-2009 as compared to Q3-2008 is primarily related to the Esec acquisition.

(€ millions)	As Adjusted
	Q3-2009*	Q2-2009**	Change	Q3-2008	Change
Revenue	48.7	30.5	59.7%	35.2	38.4%
Gross margin	26.9%	30.5%	(3.6)	36.4%	(9.5)
Operating income (loss)	(4.3)	(10.1)	57.4%	(0.5)	NM
Net income (loss)	(6.0)	(10.9)	45.0%	0.4	NM
EPS (basic)	(0.19)	(0.33)	42.4%	0.01	NM
EPS (diluted)	(0.19)	(0.27)	29.6%	0.01	NM
Orders	52.9	37.5	41.1%	24.2	118.6%
Backlog	44.9	40.6	10.6%	37.8	18.8%
Book to bill ratio	1.09	1.23	(11.4%)	0.69	58.0%
Cash flow (deficit) from ops	(4.1)	(7.6)	46.1%	3.5	(208.6%)
Cash	68.0	72.2	(5.8%)	66.7	1.9%
Total Debt	53.7	54.1	(0.7%)	59.1	(9.1%)

Key Financial Data - Third Quarter 2009 - as adjusted

* Q3-2009 results are adjusted to exclude (i) gain on settlement of certain Esec purchase obligations, (ii) a release of provisions related to the purchase price accounting for the Esec acquisition and (iii) restructuring charges primarily related to Dragon II and Esec employee severance and the sale of Besi's Hungarian operations. Includes inventory provision of € 1.6 million related primarily to the write-off of legacy singulation equipment (see accompanying table). Cash deficit from operations excludes € 3.3 million of working capital transferred as part of the Esec acquisition.

** Q2-2009 results reflect the acquisition of Esec effective April 1, 2009 and are adjusted to exclude (i) a negative goodwill gain from the Esec acquisition, (ii) gain on settlement of certain Esec purchase obligations, (iii) a release of provisions related to the purchase price accounting for the Esec acquisition and (iv) restructuring charges primarily related to the termination of die bonding production in Hungary (see accompanying table). Cash deficit from operations excludes € 4.9 million of working capital transferred as part of the Esec acquisition.

Nine Month Results 2009/2008

Besi's results of operations for the nine months of 2009 include its Esec subsidiary which was acquired on April 1, 2009. For the first nine months of 2009, Besi's revenue was € 94.7 million as compared to € 118.8 million in the first nine months of 2008. The 20.3% revenue decrease in the first nine months of 2009 as compared to the first nine months of 2008 was due to the adverse impact of the global recession on Besi's business particularly in the first and second quarters of 2009 partially offset by revenue contributed by Esec. Orders for the first nine months of 2009 were € 103.3 million, a decline of 4.4% as compared to € 108.1 million for the first nine months of 2008. For the first nine months of 2009, Besi recorded net income of € 18.9 million (or € 0.58 per share) due primarily to a one-time negative goodwill gain related to the Esec transaction as compared to a net profit of € 0.5 million (or € 0.02 per share) for the first nine months of 2008. Excluding such one-time gain and other adjustments related primarily to restructuring and gains on the settlement of certain Esec purchase obligations, Besi generated a net loss for the first nine months of 2009 of € 24.2 million, or (€ 0.74) per share. Dragon cost reduction efforts partially offset the impact of a 20% year over year revenue decline caused by the severe downturn in the global semiconductor and semiconductor equipment industries.

The Company's quarterly financial performance has improved significantly during 2009 due to improved industry conditions, the acquisition of Esec on April 1, 2009 and benefits from its Dragon II and Esec integration efforts. Set forth below is a summary of Besi's quarterly pro forma combined revenue, net income (loss) and adjusted net income (loss) for the first nine months of 2009 as if the Esec acquisition had occurred on January 1, 2009.

	Q1 2009 (Pro Forma)	Q2 2009	Q3 2009	Nine Months 2009 (Pro Forma)
Revenue	21.1	30.5	48.7	100.3
Adjusted Net Income	(19.2)	(10.9)	(6.0)	(36.1)

Financial Condition

Besi's cash and cash equivalents decreased by € 4.2 million to € 68.0 million at September 30, 2009 as compared to € 72.2 million at June 30, 2009. At September 30, 2009, total debt and capital lease obligations declined to € 53.7 million as compared to € 54.1 million at June 30, 2009. The decrease in sequential quarterly cash was due to (i) a cash deficit from operations of € 0.8 million as a result of losses incurred during the third quarter and increased working capital required to support higher levels of sales and orders, (ii) debt reduction of € 0.4 million, (iii) funding for capitalized development costs of € 1.7 million and capital expenditures of € 1.3 million partially offset by € 3.3 million received as part of the Esec transaction. At September 30, 2009, Besi had € 49.2 million of cash and cash equivalents in excess of its bank borrowings and capital lease obligations outstanding and net cash and cash equivalents of € 14.3 million.

Outlook

Based on its September 30, 2009 backlog and feedback from customers, Besi guides for Q4-2009 that:

• Revenue will be approximately flat quarter over quarter,
• Gross margins will range between 30%-32% as compared to the 26.9% adjusted gross margin realized in the third quarter of 2009,
• Operating expenses will be approximately equal to the € 17.4 million (ex restructuring) reported in the third quarter of 2009, and
• Approximately € 0.5 million of capital expenditures will be made.

As a result, Besi anticipates reporting a reduction in its adjusted net loss in the fourth quarter of 2009 as compared to the third quarter of 2009.

Live Audio Webcast

Besi will host a conference call on Thursday October 29, 2009, at 4 p.m. CET (3 p.m. London time, 11 a.m. New York time) to discuss the 2009 third quarter results. The dial-in number for the teleconference is (31) 70 304 3381. A live audio webcast of the conference call will be available at Besi's website: www.besi.com. A recording of the audio webcast will remain available at Besi's website.

About BE Semiconductor Industries N.V.

BE Semiconductor Industries N.V. designs, develops, manufactures, markets and services die sorting, flip chip and multi-chip die bonding, wire bonding, packaging and plating equipment for the semiconductor industry's assembly operations. Its customers consist primarily of leading U.S., European and Asian semiconductor manufacturers, assembly subcontractors and industrial companies which utilize its products for both array connect and conventional leadframe manufacturing processes. For more information about Besi, please visit our website at www.besi.com.

Contacts: Richard W. Blickman Jan Willem Ruinemans President & CEO Chief Financial Officer Tel. (31) 26 319 4500 Tel. (31) 26 319 4500 investor.relations@besi.com investor.relations@besi.com

European IR contact: Uneke Dekkers / Frank Jansen Citigate First Financial Tel. (31) 20 575 4021 / 24

Caution Concerning Forward Looking Statements

This press release contains statements about management's future expectations, plans and prospects of our business that constitute forward-looking statements, which are found in various places throughout the press release, including , but not limited to, statements relating to expectations of orders, net sales, product shipments, backlog, expenses, timing of purchases of assembly equipment by customers, gross margins, operating results and capital expenditures. The use of words such as "anticipate", "estimate", "expect", "can", "intend", "believes", "may", "plan", "predict", "project", "forecast", "will", "would", and similar expressions are intended to identify forward looking statements, although not all forward looking statements contain these identifying words. The financial guidance set forth under the heading "Outlook" constitute forward looking statements. While these forward looking statements represent our judgments and expectations concerning the development of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from those contained in forward looking statements, including our inability to maintain continued demand for our products, the impact of the worldwide economic downturn on our business, failure of anticipated orders to materialize or postponement or cancellation of orders, generally without charges; the volatility in the demand for semiconductors and our products and services; failure to adequately decrease costs and expenses as revenues decline, loss of significant customers, lengthening of the sales cycle, incurring additional restructuring charges in the future, acts of terrorism and violence; risks, such as changes in trade regulations, currency fluctuations, political instability and war, associated with substantial foreign customers, suppliers and foreign manufacturing operations; potential instability in foreign capital markets; the risk of failure to successfully manage our diverse operations; those additional risk factors set forth in Besi's annual report for the year ended December 31, 2008 and other key factors that could adversely affect our businesses and financial performance contained in our filings and reports, including our statutory consolidated statements. We are under no obligation to (and expressly disclaim any such obligation to) update or alter our forward-looking statements whether as a result of new information, future events or otherwise.

Consolidated Statements of Operations

(euro in thousands, except share and per share data)

	Three Months Ended		Nine Months Ended September 30, (unaudited)
	2009	(unaudited) 2008	2009	2008
Revenue Cost of sales	48,704 32,140	35,244 22,407	94,723 64,653	118,835 77,239
Gross profit	16,564	12,837	30,070	41,596
Acquisition gain/other income	150		41,357
Selling, general and administrative expenses Research and development expenses	13,442 4,864	9,739 3,617	35,482 14,616	28,829 12,558
Total operating expenses	18,306	13,356	50,098	41,387
Operating income (loss)	(1,592)	(519)	21,329	209
Financial expense, net	(1,116)	974	(2,992)	168
Income (loss) before taxes	(2,708)	455	18,337	377
Income tax expense (benefit)	541	43	(537)	(132)
Net income (loss)	(3,249)	412	18,874	509
Net income per share – basic Net income per share – diluted	(0.11) (0.11)3)	0.01 0.012)	0.58 0.521)	0.02 0.022)
Number of shares used in computing per share amounts: - basic - diluted	30,815,311 30,815,3113)	30,713,529 30,713,5292)	32,671,721 40,052,0841)	30,713,361 30,713,3612)

1) The calculation of the diluted income per share assumes conversion of the Company's 5.5% outstanding convertible notes due

2012 as such conversion would have a dilutive effect (7,082,927 weighted average equivalent number of ordinary shares). 2) The calculation of the diluted income per share does not assume conversion of the Company's 5.5% outstanding convertible notes due 2012 as such conversion would have an anti-dilutive effect (8,975,610 weighted average equivalent number of

ordinary shares). 3) The calculation of the diluted income per share does not assume conversion of the Company's 5.5% outstanding convertible notes due 2012 as such conversion would have an anti-dilutive effect (7,082,927 weighted average equivalent number of ordinary shares).

The financial information has been prepared in accordance with IFRS as adopted by the EU.

Consolidated Statements of Operations

For the Three Months Ended September 30, 2009 Excluding Acquisition and Other Adjustments (For Analysis Purposes Only)

(euro in thousands, except share and per share data)

	Three Months Ended September 30, 2009
	As reported	Adjustments	As Adjusted
Revenue	48,704	-	48,704
Cost of sales (a)	32,140	3,443	35,583
Gross profit	16,564	(3,443)	13,121
Acquisition gain/other income (b)	150	(150)	-
Selling, general and administrative expenses (c)	13,442	(870)	12,572
Research and development expenses	4,864	-	4,864
Total operating expenses	18,306	(870)	17,436
Operating income (loss)	(1,592)	(2,723)	(4,315)
Financial expenses, net	(1,116)	-	(1,116)
Income (loss) before taxes	(2,708)	(2,723)	(5,431)
Income tax expense (benefit)	541	-	541
Net income (loss) before minority interest	(3,249)	(2,723)	(5,972)
Net income (loss) per share – basic	(0.11)	(0.09)	(0.19)
Net income (loss) per share – diluted	(0.11)	(0.09)	(0.19)
Number of shares used in computing per share amounts:
- basic	30,815,311	30,815,311	30,815,311
- diluted (d)	30,815,311	30,815,311	30,815,311

(a) Includes € 3.0 million gain on settlement of certain Esec purchase obligations and Esec purchase accounting adjustment (€ 0.4 million).

(b) Other income related to sale of Hungarian die bonding operations.

(c) Includes Dragon II restructuring charges of € 0.4 million, net, related to sale of Hungarian operations and Dragon II and Esec severance charges of € 0.5 million

(d) The calculation of the diluted income (loss) per share does not assume conversion of the Company's 5.5% outstanding convertible notes due 2012 as such conversion would have an anti-dilutive effect (7,082,927 weighted average equivalent number of ordinary shares).

The financial information has been prepared in accordance with IFRS as adopted by the EU.

(tables to follow)

Consolidated Balance Sheets

(euro in thousands)	September	June 30,	March 31,	December 31,
	30,	2009	2009	2008
	2009	(unaudited)	(unaudited)	(audited)
	(unaudited)
ASSETS
Cash and cash equivalents	67,995	72,200	59,246	74,008
Accounts receivable	35,422	25,598	17,303	23,824
Inventories	62,927	67,502	44,969	47,053
Income tax receivable	504	519	598	598
Other current assets	7,858	12,070	5,688	5,773
Total current assets	174,706	177,889	127,804	151,256
Property, plant and equipment	25,103	26,815	26,204	27,307
Goodwill	43,057	43,318	43,766	43,394
Other intangible assets	18,637	17,233	13,482	12,965
Deferred tax assets	8,135	7,982	6,660	5,677
Other non-current assets	2,493	2,460	2,464	2,280
Total non-current assets	97,425	97,808	92,576	91,623
Total assets	272,131	275,697	220,380	242,879
Notes payable to banks	13,063	13,413	14,712	16,711
Current portion of long-term debt and financial leases	3,389	3,148	3,270	4,591
Accounts payable	21,183	11,942	6,044	11,028
Accrued liabilities	25,601	34,459	17,806	20,699
Total current liabilities	63,236	62,962	41,832	53,029
Convertible notes	34,924	34,780	34,636	34,492
Other long-term debt and financial leases	2,334	2,752	3,244	5,830
Deferred tax liabilities	324	420	529	622
Other non-current liabilities	2,619	2,762	2,693	2,622
Total non-current liabilities	40,201	40,714	41,102	43,566
Total equity	168,694	172,021	137,446	146,284
Total liabilities and equity	272,131	275,697	220,380	242,879

The financial information has been prepared in accordance with IFRS as adopted by the EU.

(tables to follow)

Consolidated Cash Flow Statements

(euro in thousands)		Three Months Ended September 30, (unaudited)		Nine Months Ended September 30, (unaudited)
	2009	2008	2009	2008
Cash flows from operating activities:
Net income (loss)	(3,249)	412	18,874	425
Depreciation and amortization Other non-cash items	2,680 558	1,749 (932)	6,820 (693)	5,289 (504)
Badwill arising from acquisition/other income Changes in working capital	(150) (670)	2,148	(41,357) 5,039	(2,989)
Net cash provided by (used for) operating activities	(831)	3,377	(11,317)	(1,280)
Cash flows from investing activities: Capital expenditures Capitalized development expenses Cash inflow on acquisition	(1,272) (1,747) 5	(1,271) (690)	(1,449) (4,864) 19,462	(5,388) (2,068)
Proceeds from sale of equipment	-	596	44	598
Net cash provided by (used for) investing activities	(3,014)	(1,365)	13,193	(6,858)
Cash flows from financing activities: (Payments of) proceeds from bank lines of credit Payments of debt and financial leases	(336) (22)	(2,362) (10,923)	(3,509) (4,230)	453 (13,213)
Net cash provided by (used for) financing activities	(358)	(13,285)	(7,739)	(12,760)
Net decrease in cash and cash equivalents Effect of changes in exchange rates on cash and cash equivalents	(4,203) (2)	(11,273) 470	(5,859) (154)	(8,161) 57
Cash and cash equivalents at beginning of the period	72,200	77,480	74,008	74,781
Cash and cash equivalents at end of the period	67,995	66,677	67,995	94,743

The financial information has been prepared in accordance with IFRS as adopted by the EU.

Supplemental Information (unaudited)

(euro in millions, unless stated otherwise)

Per product: Array connect 21.6 30.2 25.5 23.8 9.9 20.5 58% 65% 72% 78% 63% 67% Leadframe 15.5 16.3 9.7 6.8 5.7 10.0 42% 35% 28% 22% 37% 33% Total 37.1 46.5 35.2 30.6 15.6 30.5 100% 100% 100% 100% 100% 100% Per geography: Asia Pacific 24.4 30.2 22.3 14.5 8.3 24.0 66% 65% 64% 48% 53% 79% Europe and ROW 9.2 14.6 10.3 12.4 5.1 4.2 25% 31% 29% 41% 33% 14% USA 3.5 1.7 2.6 3.7 2.2 2.3 9% 4% 7% 12% 14% 8% Total 37.1 46.5 35.2 30.6 15.6 30.5 100% 100% 100% 100% 100% 100% ORDERS Q1-2008 Q2-2008 Q3-2008 Q4-2008 Q1-2009 Q2-2009	24.3 50% 24.4 50% 48.7 100% 36.7 76% 8.2 17% 3.8 8% 48.7 100% Q3-2009 23.8 45% 29.1 55%
Per product:
Array connect 26.3 36.6 15.1 13.7 9.5 20.1 67% 82% 62% 75% 74% 54%
Leadframe 13.1 8.2 9.1 4.5 3.3 17.4 33% 18% 38% 25% 26% 46%
Total 39.4 44.8 24.2 18.2 12.8 37.5 100% 100% 100% 100% 100% 100%	52.9 100%
Per geography:
Asia Pacific 23.9 30.1 14.2 11 6.8 28.6 61% 67% 59% 60% 53% 76%	42.1 80%
Europe and ROW 12.4 12.9 7.0 3.6 4.0 5.0 31% 29% 29% 20% 31% 13%	7.7 15%
USA 3.1 1.8 3.0 3.6 2.0 3.9 8% 4% 12% 20% 16% 10%	3.1 6%
Total 39.4 44.8 24.2 18.2 12.8 37.5 100% 100% 100% 100% 100% 100%	52.9 100%
Per customer type:
IDM 22.4 21.4 14.8 12.8 5.9 16 57% 48% 61% 70% 46% 43%	18.4 35%
Subcontractors 17.0 23.4 9.4 5.4 6.9 21.5 43% 52% 39% 30% 54% 57%	34.5 65%
Total 39.4 44.8 24.2 18.2 12.8 37.5 100% 100% 100% 100% 100% 100%	52.9 100%
Jun 30, 2009 1) BACKLOG Mar 31, 2008 Jun 30, 2008 Sep 30, 2008 Dec 31, 2008 Mar 31, 2009	Sep 30, 2009 1)
Per product:
Array connect 27.1 33.5 23.0 12.9 12.5 17.6 54% 69% 61% 51% 55% 43%	17.1 38%
Leadframe 23.5 15.4 14.8 12.5 10.1 23.0 46% 31% 39% 49% 45% 57%	27.7 62%
Total 50.6 48.9 37.8 25.4 22.6 40.6 100% 100% 100% 100% 100% 100%	44.8 100%
1) Including opening backlog Esec
HEADCOUNT 2) Mar 31, 2008 Jun 30, 2008 Sep 30, 2008 Dec 31, 2008 Mar 31, 2009 Jun 30, 2009	Sep 30, 2009
Europe 633 651 660 650 583 766 55% 55% 55% 55% 54% 54%	750 54%
Asia Pacific 475 477 490 485 463 613 41% 41% 41% 41% 43% 43%	601 43%
USA 51 48 46 47 42 41 4% 4% 4% 4% 4% 3%	42 3%
Total 1,159 1,176 1,196 1,182 1,088 1,420 1,393 100% 100% 100% 100% 100% 100%	100%
2) Excluding temporary staff

Supplemental Information (unaudited)

(euro in millions, unless stated otherwise)

OTHER FINANCIAL DATA	Q1-2008		Q2-2008		Q3-2008		Q4-2008		Q1-2009		Q2-2009		Q3-2009
Gross profit:
Array connect	7.7	35.6%	11.3	37.4%	9.3	36.4%	7.0	29.4%	2.5	25.3%	6.8	33.2%	6.8	28.0%
Leadframe	5.1	32.9%	5.3	32.5%	3.8	39.2%	2.0	29.4%	1.0	17.5%	2.8	28.0%	6.7	27.5%
Subtotal	12.8	34.5%	16.6	35.7%	13.1	37.2%	9.0	29.4%	3.5	22.4%	9.6	31.5%	13.5	27.7%
Amortization of intangibles	(0.3)	-0.9%	(0.3)	-0.7%	(0.3)	-0.8%	(0.4)	-1.3%	(0.3)	-1.4%	(0.3)	-0.8%	(0.3)	1.2%
Restructuring charges	-		-		-		(0.3)	-1.0%	(0.7)	-4.5%	0.0		-
Release purchase obligations/fair value adj. Esec	-		-		-		-		-		1.6	5.2%	3.4	7.0%
Total	12.5	33.6%	16.3	35.0%	12.8	36.4%	8.3	27.1%	2.6	16.5%	10.9	35.9%	16.6	35.9%
Selling, general and administrative expenses:
SG&A expenses	9.5	25.6%	9.4	20.2%	9.2	26.1%	9.3	30.4%	7.2	46.2%	12.7	41.6%	12.4	25.5%
Amortization of intangibles	0.1	0.3%	0.1	0.2%	0.1	0.3%	0.2	0.7%	0.1	0.6%	0.1	0.3%	0.1	0.2%
Restructuring charges	-		-		0.4	1.1%	3.4	11.1%	1.4	9.0%	0.6	2.0%	0.9	1.8%
Acquisition gain	-		-		-		-		-		41.2- -135.1%			-
Impairment charges	-		-		-		20.2	66.0%	-		-		-
Total	9.6	25.9%	9.5	20.4%	9.7	27.5%	33.1	108.2%	8.7	55.8%	-27.8	-91.1%	13.4	27.5%
Research and development expenses:
R&D expenses	5.1	13.7%	4.7	10.1%	3.9	11.1%	4.5	14.7%	4.0	25.6%	8.1	26.6%	6.3	12.9%
Capitalization of R&D charges	(0.7)	-1.9%	(0.7)	-1.5%	(0.7)	-2.0%	(1.4)	-4.6%	(1.3)	-8.3%	(1.8)	-5.9%	(1.7)	-3.5%
Amortization of intangibles	0.3	0.8%	0.3	0.6%	0.4	1.1%	0.3	1.0%	0.3	1.9%	0.3	1.0%	0.3	0.6%
Restructuring charges	-		-		-		0.1	0.3%	0.2	1.3%	-	-	-	-
Total	4.7	12.7%	4.3	9.2%	3.6	10.2%	3.5	11.4%	3.2	20.5%	6.6	21.6%	4.9	10.1%
Financial expense (income), net:
Interest expense (income), net	0.5		0.5		(0.9)		0.5		0.6		0.5		0.7
Foreign exchange (gains) \ losses	0.7		(0.5)		-		0.1		0.1		0.7		0.4
Non recurring charge related to statutory tax review	-		(0.4)		-		-		-		-		-
Total	1.2		(0.4)		(0.9)		0.6		0.7		1.2		1.1
Operating income (loss)		-4.9%		5.4%		-1.5%		-92.8%		-59.6%		105.6%		-3.3%
as % of net sales	(1.8)		2.5		(0.5)		(28.4)		(9.3)		32.2		(1.6)
EBITDA
as % of net sales	0.0	0.0%	4.3	9.2%	1.2	3.5%	(5.9)	-19.3%	(7.3)	-47.0%	34.4	112.8%	1.1	2.3%
Net income (loss)
as % of net sales	(2.1)	-5.7%	2.2	4.8%	0.4	1.0%		(34.0) -111.1%	(9.4)	-60.3%	31.5	103.3%	(3.2)	-6.6%
Income per share
Basic	(0.069)		0.072		0.013		(1.103)		(0.300)		0.938		(0.107)
Diluted	(0.069)		0.071		0.013		(1.103)		(0.300)		0.784		(0.107)