Siltronic (WAF) Investor presentation summary

Company overview and market position

• Employs 4,300 people across four global production sites, with over 50 years in silicon technologies and €1.35 billion in 2025 sales.

• Supplies leading semiconductor producers and is the only western-based wafer manufacturer among the top five globally.

• Holds a 23.5% EBITDA margin in 2025 and serves a market where the top five suppliers cover 75% of demand.

Growth drivers and industry trends

• Wafer demand is expected to grow at a 5–6% CAGR, with 300 mm wafers leading growth at 6% CAGR.

• 2026 outlook projects ~6% YoY wafer area growth, mainly driven by server demand, while smartphones and PCs show softer trends.

• Megatrends like AI, digitalization, electromobility, and renewables are set to drive future wafer demand.

Operations, innovation, and investments

• Opened a new €2 billion 300 mm fab in Singapore in 2024, with high automation and up to 80% LTA share.

• R&D hub in Burghausen employs 450 people, with 1,900 patents and 5–6% of sales allocated to R&D.

• Product mix is diversified across memory, logic, and power segments, with a leading edge and power focus supporting sustainability.