Scientech — Investor Presentation 2017

Nov 28, 2017

==> picture [86 x 48] intentionally omitted <==

==> picture [232 x 122] intentionally omitted <==

(3583)

2017/11/29

1

Safe Harbor Statement

==> picture [86 x 48] intentionally omitted <==

• This Presentation contains certain forward-looking statements that are based on current expectations and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements.

• Except as required by law, we undertake no obligation to update any forward –looking statements, whether as a result of new information, future events or otherwise.

2

Scientech Corp (3583: TT)

==> picture [86 x 48] intentionally omitted <==

==> picture [525 x 318] intentionally omitted <==

----- Start of picture text -----

|||
|---|---|
|Company|
|Establishment|1979/10/17|
|IPO|2013/3/12|
|Capital|NT$ 811 Million|
|Chairman|H.L. Hsieh|
|President|M.T. Hus|
|、|、|
|Equipment Manufacturing|Wafer Reclaim|
|Products|
|Trading(Agent/Distributor)|

----- End of picture text -----

3

==> picture [86 x 48] intentionally omitted <==

Business Overvies Products

Future Prospect

4

Business Overview

Income Statement

==> picture [86 x 48] intentionally omitted <==

Units：NT $ M	2013	2014	2015	2016	3Q17	1Q~3Q17
Revenues	3,068	2,717	2,942	3,495	885	2,428
Gross Profit	983	970	903	1,178	335	864
Operating Expenses	629	673	779	835	215	611
Operating Income	354	297	124	343	120	253
Other Income and Expenses	(26)	20	(6)	21	(15)	(26)
Income Before Tax	328	317	119	363	105	227
Net Income	249	246	86	292	86	177
EPS	3.11	3.04	1.06	3.60	1.06	2.18
Gross Margin	32.04%	35.71%	30.69%	33.71%	37.91%	35.60
Operating Margin	11.53%	10.93%	4.23%	9.80%	13.62%	10.44%
Income Before Tax margin	10.69%	11.68%	4.03%	10.40%	11.86%	9.33%

5

Business Overview

Products Mix

==> picture [86 x 48] intentionally omitted <==

Units：%	2013	2014	2015	2016	1Q~3Q17	Gross Margin
Trading	59	50	59	51	52	Below Average
Manufacturing	41	50	41	49	48	Above Average

==> picture [546 x 218] intentionally omitted <==

6

Business Overview

R&D Expenses

==> picture [86 x 48] intentionally omitted <==

Units：NT $ M	2013	2014	2015	2016	1Q~3Q17
R&D Expenses	131	160	196	226	171
Expenses as % of Revenue	4.27%	5.89%	6.66%	6.48%	7.06%

==> picture [531 x 217] intentionally omitted <==

7

Products

==> picture [86 x 48] intentionally omitted <==

==> picture [664 x 400] intentionally omitted <==

----- Start of picture text -----

Wet Process
Equipment
Equipment
Manufacturing
Trading
Wafer
(Agent/Distr
Reclaim
ibutor)
Semiconductor and 12” Wafer
Optoelectronics
Reclaim
Process Equipment
----- End of picture text -----

8

Products

Equipment Manufacturing

==> picture [86 x 48] intentionally omitted <==

Wet process equipment  Single wafer/ Batch type

 8”/12’ Advanced packaging 、 、 (Fan-out Solder Bump 、 、 Copper Pillow Bumping 、 、 Gold Bump RDL TSV …ect)

==> picture [350 x 228] intentionally omitted <==

----- Start of picture text -----

、
----- End of picture text -----

 6”/ 8”/12” Front-end special 、 、 process (IoT Sensor Power IC 、 、 、 FP sensor RF CMOS Touch 、 Controller MEMS)

• HB LED fully-automatic process

• MEMS

• III-V

9

Products Si Wafer Reclaim

==> picture [86 x 48] intentionally omitted <==

==> picture [683 x 430] intentionally omitted <==

----- Start of picture text -----

Advanced clean technology
Complete particle inspection
20nm/ 16nm Particle
• (SP1-DLS & SP2)
Low trace metal (<5E9)
•
 12” Wafer Reclaim
Cleaning Etching

Capacity: 120K / month

Separated Cu & Non Cu
Line
Full Process
Optimization
Polishing Grinding
Complete polishing process Super flatness
Single side polish • (GBIR<0.5 m m)
Double side polish
•
Final Haze polish 10
•
----- End of picture text -----

Products

Trading (Agent/Distributor)

==> picture [86 x 48] intentionally omitted <==

==> picture [697 x 411] intentionally omitted <==

----- Start of picture text -----

Multi
Exclusive
applicati
Agency
on
Supply Chain
Partnership
----- End of picture text -----

11

Future

Prospect

Product-based Extension

==> picture [86 x 48] intentionally omitted <==

Wet Process Equipment ------------------- Wafer Support System Equipment Mass Spectrometer Manufacturing Trading Wafer (Agent/Distr Reclaim ibutor)

Semiconductor and Optoelectronics Process Equipment

---

AMOLED

==> picture [48 x 93] intentionally omitted <==

12” Wafer Reclaim ------------------- SiC Wafer Reclaim

12

Q & A

==> picture [86 x 48] intentionally omitted <==

==> picture [447 x 252] intentionally omitted <==

Thank You!

13