Fiti — Investor Presentation 2023

Mar 7, 2023

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2022 Fourth Quarter Investor Presentation

Safe Harbor Notice

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 Foxsemicon′s statements of its current expectations are forward looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward-looking statements.  Except as required by law, we undertake no obligation to update any forwardlooking statements, whether as a result of new information, future events, or otherwise.  No material from these slides may be copied, modified, re-edited, transmitted or used for commercial purposes in any way, except with Foxsemicon’s permission.

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FOXSEMICON INTEGRATED TECHNOLOGY INC.

Agenda

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 Company Profile

 Financial Reports

 Business Performance and Outlook

 Q&A

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FOXSEMICON INTEGRATED TECHNOLOGY INC.

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Chunan #1,TW(HQ)

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Union City,USA Chunan #2, TW

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Jiangsu

California,USA

Songjiang, CN

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Kunshan, CN

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• ：Operating manufacturing base -Chunan #1&2/ Songjiang/ Kunshan

• ：NPI & SVM base-Silicon Valley, USA

2022 「Excellence in Quality」award by world’s leading semiconductor equipment provider

Semiconductor automation equipment

Semiconductor front-end process equipment

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Upstream Mid-stream Downstream
IC Manufacturing
IC Packaging & Testing IC
(Foundry/Memory)
IP Design
/IC Design IC Design
OEM
Manufacturing
Equipment Mask Chemicals Inspection & Substrate Frame Lead IC
equipment Channel
Vertical & Horizontal integration manufacturing services model
Component Module Move Service
 Critical Components  CVD/PVD/ALD  Semi/Solar/Medical  Refurbish/Repair
 Client-side onsite
Module System Integration
/ Spare Parts
 High Purity/Vacuum  Etch Module  ODM/JDM design Management
 CMP Module Virtual Factory  Equipment
Valve
installation
 Vacuum Chamber  Concurrent System
 Global logistics
 Equipment Body Design Customization
Goods & Services
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Level 5
Enterprise
Flexibility Service
Level 4
Factory
Level 3 Speed Cost
Production Line
Level 2 Equipment
Level 1 Component
Provide integrated solutions
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Module
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Intelligence
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Business Coverage

 Wafer process equipment manufacturing (ETCH, ThinFilm, CMP)

 Solar/Panel/LED Equipment Manufacturing

 Critical components and spare parts Manufacturing

Semi-conductor process related product manufacturing service.

Fab automation design and manufacturing

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 Non-process equipment development

 Micro Contamination Control solution

 Wafer AOI inspection equipment

• Wafer handling automation

 Equipment / Parts

refurbishing, repairing, and recycling services

 Technology application at re-circular services

Equipment and components circular economy

Medical equipment OEM and manufacturing

• Medical image diagnostic equipment

• Critical components OEM

 Equipment contract manufacturing

• Radiotherapy equipment manufacturing

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FOXSEMICON INTEGRATED TECHNOLOGY INC.

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4Q22 Financial Reports

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Record highs

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Balance Sheets & Key Indices

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FOXSEMICON INTEGRATED TECHNOLOGY INC.

Cash Flows

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*Free Cash Flow=Cash from operating activities-Capital expenditures

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FOXSEMICON INTEGRATED TECHNOLOGY INC.

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Stable Dividend Policy
Unit: NT$ %
30 55.8% 56.0% 60.0%
51.0%
49.8%
24.64
25 46.9% 50.0%
20 40.0%
17.01
14.91
15 14.06 13.8 30.0%
9.50
10 20.0%
7.85
7.00 7.00
4.00
5 6.7% 10.0%
5.9% 2.9% 4.3%
2.3%
0 0.0%
2018 2019 2020 2021 2022
Note: EPS Cash DPS Payout ratio Dividend yield
1.The amount of dividends to be paid in 2022 is subject to the approval by the shareholders' meeting on
2023/5/30
2.The stock price of Dividend yield is the closing price of the BOD day which announced the dividend policy
FOXSEMICON INTEGRATED TECHNOLOGY INC. 11
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Business Performance and Outlook

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Q4 revenue of $4.18 billion QoQ +3.1% YoY +24.4%, a new quarter-record Full-year revenue of $14.84 billion YoY +21.2%, a consecutive 3-year high record

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4,181
4,055 +3.1%
4%
4%
+26.8%
3,361 +1.4% 3,410
3,006 +5.8% 3,182 +5.6% 4% 4% -6.3% 3,197
4% 3%
+11.5%
2,656 -0.1% 2,654 +6.% 2,697 3%
-4.1% 2,545
5%
+27.3% 7% 7%
5%
2,087
9% 96%
96%
96% 96%
96% 97%
97%
93% 93% 95% 95%
91%
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4Q22 Revenue by Business

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4%
96%
Manufacturing Services
+3.4% QoQ
Unit: NT$M
+25.0% YoY
5,000
4,013
4,000
3,000
2,000
1,000
-
2021Q4 2022Q3 2022Q4
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Manufacturing Services
Self-Development
Self-Development
-3.8% QoQ
Unit: NT$M
+11.5% YoY
200 168
160
120
80
40
-
2021Q4 2022Q3 2022Q4
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FOXSEMICON INTEGRATED TECHNOLOGY INC.

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28% 26% 26% 22% 21% 21% 11% 9% 11% 5% 8% 9% 5% 9% 9% 6% 6% 7% 7% 8% 7% 12% 9% 7% 3,208 3,880 4,013 18 17% 10%	Others Repair Spare ALD PVD EPI ETCH CVD %

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PVD/ALD growth highest

+155% +127%

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1Q23 Business Outlook

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Manufacturing
Fiti Self-Development
Services
QoQ QoQ QoQ
YoY YoY YoY
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FOXSEMICON INTEGRATED TECHNOLOGY INC.

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CY2030 Semi industry revenue>$1T (WFE$150B~$180B)

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Mobile
PC
Average 2016-2020, $55-$65B 101 96
97
82 81 80
Average 2011-2015, $30-$40B
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UC(NPI/SVM),USA
Chunan #1,TW Chunan #2,TW
Songjiang, CN Kunshan, CN
California
Nanjing Texas
Jiangsu
Shanghai
Chunan
Gain new market
Involvement in early and help customers to
opportunity
shorten the R&D time of new products to
obtain new market opportunities
：Operating manufacturing base -Chunan #1&2/ Songjiang/ Kunshan Strengthened
：NPI & SVM base-Silicon Valley, USA customer support Close to customer needs, providing the
：Sales & Service Offices-California/Texas/Nanjing localized manufacturing services
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Involvement in early and help customers to shorten the R&D time of new products to obtain new market opportunities

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Enhance supply chain
resilience
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 2022 yearly performance reached to a record-high

 2023 Strategic Planning/ Squat first, jump later

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Thank you

FOXSEMICON INTEGRATED TECHNOLOGY INC.

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