Company Secret

ASML

Every Angle Customer Day 2011

Peter van de Burgt – Material Planning

Ralph de Pagter – Customer Logistics

Company Secret Slide 2 |

• One of the world’s leading providers of lithography systems for the semiconductor industry

• Headquartered in Veldhoven, the Netherlands, we have 55 offices in 16 countries

• All top-ten semiconductor manufacturers use ASML systems

• We have almost 8,000 employees worldwide

ASML all over the world

ASML employees

in US:1,516

ASML employees

in Europe: 4,670

ASML employees

in Asia:1,662

Company Secret Slide 3 |

Chips have many forms and functions

“I won’t even try to predict what things will be important 25 years from now,

but I bet we’ll have enabled some of them”

Martin van den Brink, Executive Vice President of Marketing and Technology

Free-floating sensors (Holst Centre)

MRAM (Magnetic RAM)

Micro mirrors for beamers (TI) Accelerometer in

the iPhone (Apple)

Gyroscope ( UC Irvine)

40Watt Energy Harvester (IMEC)

Accelerometer ( IC Mechanics)

DNA analysis (Affymetrix)

Lab on a Chip (LOC) for counting red blood cells

Camera pill with camera, transmitter

and computer

QuadCore Microprocessor

(AMD)

64 Gbit memory (Samsung)

Hard disk read/write head

(Western Digital)

Company Secret Slide 4 |

Lithography is at the heart of chip manufacturing

Repeat 30 to 40 times to build 3

dimensional structure

Company Secret Slide 5 |

1984: PAS 2000

Resolution: >1m

overlay: 250 nm

1989: PAS 5000

Resolution: <500 nm

overlay: 100 nm

1990’s: PAS 5500 steppers/scanners

Resolution: 400 to 90 nm

overlay: 100 to 12 nm

2010’s: NXE EUV systems

Resolution: 32 to <20 nm

overlay: 2 nm 2000’s: Twinscan

Resolution: 100 to 38 nm

overlay: 20 to 4 nm

The systems that conquered the market. In 30 years

• From 1,200 nm to less than 20 nm resolution

• From <0.5M€ per system to >60M€

Company Secret Slide 6 |

19% sales to US

9% sales to Europe

72% sales

to ASIA

Source: ASML Q3 2011

Company Secret Slide 7 |

629949 919

183

742

1,452

942

930 844

277

1,069

1,529958

934697

555

1,176

1,459

1,053955

494

581

1,521

1,100

0

1000

2000

3000

4000

5000

6000

2006 2007 2008 2009 2010 2011

Ne

t sa

les Q4

Q3

Q2

Q1

Total net sales M€

3,582 3,768

2,954

Numbers have been rounded for readers’ convenience.

1,596

4,508

Expected

turnover Q4

2011:

> 1,1 billion €

Company Secret Slide 8 |

± 600 suppliers ± 30.000 parts

± 50 modules

Disassembly ± 200 systems per year

2. Final Assembly + Test: 10-26 wks 1. Assembly: 1-4 wks

3. Packing + Shipping: 1-5 FTL 4. Install: 1-4 wks

ASML Supply Chain

Company Secret Slide 9 |

Managing Safety Stocks with Every Angle

Safety Stock

Yield loss

Defect Coverage

• Yield < 100%

• Unpredictable yield loss

• Expensive parts

-20% SS

+30% Defect Coverage

Processes/Custom SAP

+

Company Secret Slide 10 |

EA Monitoring Performance Tool Reversed Logistics

ASML

• EA tool will help to understand specific logistic

characteristics in the reversed logistics process

• Target 1: Efficiency in the complete process from

customer to supplier

• Target 2: Cost reduction

• Target 3: Quality sustaining

Company Secret

Measuring lead times in the Reverse Logistics

process

Slide 11 |

Company Secret Slide 12 |

Questions?