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C t O i Corporate Overview August 2011 08/21/2011 August 2011

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Page 1: Entegris Corp Presentation Aug2011.ppt › docs › ENTEGRIS corporate-overview websit… · Microsoft PowerPoint - Entegris Corp Presentation Aug2011.ppt [Compatibility Mode] Author:

C t O iCorporate Overview

August 2011

08/21/2011

August 2011

Page 2: Entegris Corp Presentation Aug2011.ppt › docs › ENTEGRIS corporate-overview websit… · Microsoft PowerPoint - Entegris Corp Presentation Aug2011.ppt [Compatibility Mode] Author:

Entegris At A Glance

Market leader in contamination control and microenvironments to the

Entegris Milestones

and microenvironments to the semiconductor and other industries

Fiscal 2010 Sales of $688 million

2 800 l ld id

1966 Founded asFluoroware, Inc.

2000 IPO2,800 employees worldwide

Headquartered in Billerica, MA

Manufacturing facilities in U S Japan

2005 Merged with Mykrolis, previously part of MilliporeManufacturing facilities in U.S., Japan,

and Malaysia

Sales and service centers in 8 countries

2007 Acquired the Surmet SemiconductorCoatings Division

Publicly traded on NASDAQSymbol: ENTG

2008 Acquired Poco Graphite

CONFIDENTIAL | 2

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The Entegris Mission

Our mission is to improve our customers' productivity, performance, and technology

through innovative materials-scienceenabled solutionsenabled solutions

CONFIDENTIAL | 3

Page 4: Entegris Corp Presentation Aug2011.ppt › docs › ENTEGRIS corporate-overview websit… · Microsoft PowerPoint - Entegris Corp Presentation Aug2011.ppt [Compatibility Mode] Author:

Breadth and Depth of Technology

ContaminationControl Solutions

$500M Lithography, WEC CMP

TTM*Sales

ProcessApplication

Product Platforms

Liquid filters, Gas filters

Technology

FiltrationWEC, CMP, Deposition

Valves, Fittings, Sensors, Dispense

Gas purifiers,Purification systemsPurification

Fluid Handling

naly

tics

Microenvironments

$192M Wafer and Reticle Handling

FOUPs,Wafer shippers,Wafer carriers,Reticle pods

Wafer/Reticle Handling

wle

dge

and

An

Specialty Materials

Reticle podsic

atio

n K

now

$80M Ion Implant,Dry Etch

Graphite components, E-chucks

Advanced Materials

App

l

CONFIDENTIAL | 4

* Trailing twelve months as of June 2011

Page 5: Entegris Corp Presentation Aug2011.ppt › docs › ENTEGRIS corporate-overview websit… · Microsoft PowerPoint - Entegris Corp Presentation Aug2011.ppt [Compatibility Mode] Author:

Addressing The Most Demanding Challenges

Improve yield Improve yield

purity and process controlImprove yield

Faster time-to-yield

Process flexibilityProcess

Improve yield

Faster time-to-yield

Process flexibility

Ana

lytic

s

ng s

Improve wafer throughput

Improve tool uptime

Increased process controlManufacturing

Improve wafer throughput

Improve tool uptime

Increased process controlFiltr

atio

n

urifi

catio

n

d H

andl

ing

owle

dge

and

Ret

icle

Han

dli

ced

Mat

eria

ls

Increased process control

Clean wafer environment

Chemicals / Materials

Increased process control

Clean wafer environment

Chemicals / Materials

F Pu

Flui

d

pplic

atio

n K

no

Waf

er/R

Adv

anc

Cost Chemicals / Materials

Energy

Chemicals / Materials

Energy

ApCost

CONFIDENTIAL | 5

Page 6: Entegris Corp Presentation Aug2011.ppt › docs › ENTEGRIS corporate-overview websit… · Microsoft PowerPoint - Entegris Corp Presentation Aug2011.ppt [Compatibility Mode] Author:

A $2.0 Billion Global Marketin Both Semi and Adjacent Markets

Served Addressable Market

Entegris Sales by Market – FY2010

ME$400M

Served Addressable MarketBy Division

Semi72%

Non-semi28%

$400M 72%

SMD$300M

CCS$1 300M$1 3B $300M$1,300M

$2 0 Billi

$1.3B

CONFIDENTIAL | 6

$2.0 Billion

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Global Presence

FY10 Sales by RegionNorth America 29%Asia 34%Europe 16% Japan 21%

CONFIDENTIAL | 7

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Broad Exposure Across the Supply Chain

Entegris Sales by Market$

Semiconductor-related sales by key customer type

FY2010 Total Sales $688 Million

Non-semi

Materials Suppliers 12%

DeviceOEMs26%

Other4%

$191M

28%LithoWEC

72%

Device Makers57%

26%

TTM Sales - Q1 2011WECCMPWafer

Semi$498M

CONFIDENTIAL | 8

Page 9: Entegris Corp Presentation Aug2011.ppt › docs › ENTEGRIS corporate-overview websit… · Microsoft PowerPoint - Entegris Corp Presentation Aug2011.ppt [Compatibility Mode] Author:

Markets We Serve

Leveraging current Entegris technologies into adjacent marketsg j

Adjacent markets moving closer in process control and purity requirements

CONFIDENTIAL | 9

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Applying Our Technologies To Growing Industries

Comp Semi/LED

Technology Issue Entegris Solution

Process gas purity has been shown to increase

Gas purification systems for the MOCVD process

PV Solar

been shown to increase yields in HBLEDs

for the MOCVD process

Reducing contaminants in Gas and liquid filtration bi d ith lt hi h

Aerospace

process fluids improves PV cell efficiencies

combined with ultra-high purity components

Aerospace High temperatures in jet engines require enhanced material performance

Specialized graphite bushings replace existing materials

Lithium Ion Battery Reliability and lifetime of lithium ion batteries are impacted by contaminants

Filtration solutions for purifying chemical streams used in LiB

f t i

CONFIDENTIAL | 10

manufacturing

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Contamination Control Solutions

Comprehensive technologies for purifying, handling and delivering critical fluidsA leading provider of point of use liquid

Overview Products

Liquid Filtration Gas Filtration

A leading provider of point-of-use liquid filtration products

Wet etch & cleanLithography (track)Chemical mechanical planarization Liquid Filtration Gas Filtration

Financial Highlights – CCS($ mm)

Dispense/PumpsFluid Handling

$436

$331

$241250

300

350

400

450

500

enue

50

$100

150

200

250

FY2008 FY2009 FY2010

Rev

e

CONFIDENTIAL | 11

Sensing and Control ContainersFY2008 FY2009 FY2010

Page 12: Entegris Corp Presentation Aug2011.ppt › docs › ENTEGRIS corporate-overview websit… · Microsoft PowerPoint - Entegris Corp Presentation Aug2011.ppt [Compatibility Mode] Author:

What We Do Better Than Our Competitors

Solving our customers productivity, yield and development challenges

T h i l di t tTechnical resources surrounding our top customersDirect relationships with our strategic and critical accounts

Only company in our space funding process developmentwork alongside OEMs and fab operatorswork alongside OEMs and fab operatorsOnly company with the technologies and products to control contamination from chemical manufacture through to dispense onto the waferonto the wafer

Horizontally integrated across the fab’s contamination control needs

CONFIDENTIAL | 12

Page 13: Entegris Corp Presentation Aug2011.ppt › docs › ENTEGRIS corporate-overview websit… · Microsoft PowerPoint - Entegris Corp Presentation Aug2011.ppt [Compatibility Mode] Author:

Microenvironments

Carriers and shippers for handling wafers, reticles and other critical

Overview Products

,substratesComprehensive product offering

300 mm+ WaferHandling

200 mmWafer/ReticleFinancial Highlights – Microenvironments

($ mm)

$192

$111

$182

150

200

250

venu

e

Wafer Shipping

Data Storage

$111

$50

100

FY2008 FY2009 FY2010

Rev

CONFIDENTIAL | 13

FY2008 FY2009 FY2010

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Advanced Wafer Handling at 32nm And Below

FOUP with ActiveSnorkle Purge

FOUP with PassiveCl ilit ® P ifi ti W f

FOUP made with Barrier M t i l

Emerging need to make the environment within the wafer carrier even more pristine

Snorkle Purge Clarilite® Purification Wafer Materials

carrier even more pristineEntegris offers options for active and passive purging and new materials to prevent moisture from entering the carrier

CONFIDENTIAL | 14

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Specialty Materials

Products include:Graphite and silicon carbide

Overview Products/Technologies

Graphite and silicon carbideSpecialty coatings

~60% of revenues are non-semiconductor

Premium Graphite and Silicon CarbideFinancial Highlights – Specialty Materials($ mm)

$7070

139

enue

Coatings

$33

$46

70

FY2008 FY2009 FY2010

Rev

e

CONFIDENTIAL | 15

FY2008 FY2009 FY2010

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Specialty MaterialsProviding Key Functional Differentiation

Proprietary SiC process allows production of

l t i

Proprietary graphite production results in uniform microstructure

complex geometries

results in uniform microstructure improving performance and lifetime

Low temp proprietaryLow temp proprietary PECVD process yields low stress high integrity DLC and Ultra-pure Si coatings

CONFIDENTIAL | 16

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