Siltronic (WAF) Investor presentation summary

Company overview and market position

• Employs 4,300 people globally with four world-class production sites and over 50 years in silicon technologies.

• Achieved €1.35 billion in sales and a 23.5% EBITDA margin in 2025.

• Only western-based wafer manufacturer among the top five globally, serving leading semiconductor producers.

• Operates a diversified and resilient product mix across memory, logic, and power segments.

• Recognized for technological leadership with multiple supplier awards from major industry players.

Growth drivers and industry trends

• Wafer demand expected to grow at a 5-6% CAGR, with 300 mm wafers as the main driver.

• 2026 outlook projects ~7% YoY growth in wafer area consumption, led by strong server demand.

• Megatrends such as AI, digitalization, electromobility, and renewables are fueling future demand.

• DRAM chip revenue growth is currently decoupled from wafer demand due to supply shortages and inventory effects.

Investments, innovation, and production

• Opened a new €2 billion 300 mm fab in Singapore, with high automation and economies of scale.

• Significant investments in Freiberg have improved product mix and regional positioning.

• Maintains a strong R&D focus, with 450 employees, 1,900 patents, and 5-6% of sales allocated to R&D.

• Proven track record of advancing wafer technology nodes down to 2 nm.