Siltronic (WAF) Investor Presentation summary

Company overview and market position

• Employs 4,400 people across four world-class production sites with over 50 years in silicon technologies.

• Achieved €1.4 billion in sales and a 26% EBITDA margin in 2024.

• Only Western-based wafer manufacturer among the top five global suppliers, serving leading semiconductor producers.

• Operates a global production network in Singapore, Germany, and the USA, with a strong R&D hub in Burghausen.

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

Growth drivers and industry trends

• Wafer demand expected to grow at a 4-5% CAGR, with 300 mm wafers leading at 6% CAGR.

• AI, digitalization, electromobility, and renewables are key megatrends driving demand.

• Electromobility and AI significantly increase silicon content in vehicles and servers.

• Well-diversified product mix across memory, logic, and power segments.

• Wafer consumption projected to rise by up to 8% in 2025, with inventory headwinds easing.

Strategic investments and innovation

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

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

• Maintains a strong R&D focus, investing 4-5% of sales and holding 1,900 patents.

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

• Comprehensive cost and capex discipline, with significant reductions planned for 2025.