Quartz. (and Crucibles Supplier Profiles) a TECHCET Critical Materials Report. For Semiconductor Applications. Prepared by.

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1 2017 For Semiconductor Applications TECHCET s Critical Materials Report on Advanced Base Materials Insulating, Fabricated Dielectric Precursors Parts (and Crucibles Supplier Profiles) a TECHCET Critical Materials Report Prepared by Kuang Han Ke Sr. Analyst & Asia Business Development Manager TECHCET Group Taiwan Office A TECHCET CA LLC Company PO Box 3056 Rancho Santa Fe, CA info@techcet.com Control # GlobalFoundries LS COPYRIGHT TECHCET CA, LLC 2016 All Rights Reserved. COMPANY INTERNAL USE ONLY

2 RESEARCH METHODOLOGY TECHCET employs subject matter experts having first hand experience within the industries which they analyze. Most of TECHCET s analysts have over 25 years of direct and relevant experience in their field. Our analysts survey the commercial and technical staff of IC manufacturers and their suppliers, and conduct extensive research of literature and commerce statistics to ascertain the current and future market environment and global supply risks. Combining this data with TECHCET s proprietary, quantitative wafer forecast results in a viable long term market forecast for a variety of process materials. Readers Note: This report represents the interpretation and analysis of information generally available to the public or released by responsible agencies or individuals. Data was obtained from sources considered reliable. However, accuracy or completeness is not guaranteed. Control #_GlobalFoundries_052917LS Page 2 (of 83)

3 Table of Contents Executive Summary General Market Conditions High Purity Powder Base Materials Fabricated Components... 9 General Market Conditions Global Semiconductor Market Wafer Fab Equipment Market Silicon Wafer Starts Introduction to Products for Semiconductor Applications High purity quartz powder market landscape Product Overview Market Status High Purity Powder / Sand Base Materials Market Landscape Market Status Base Materials Fabricated Quarts Components Market Landscape Components by Wafer Process Tool Types Market Status Fabricated Components Supplier and Manufacturers Sand Supplier Profiles UNIMIN Corporation ( Sand) The QUARTZ Corporation ( Sand) Russian LLC ( Sand) Polar ( Sand) Nordic Mining ASA ( Sand) Jiangsu Pacific Co., Ltd. ( Sand) Other Companies ( Sand) Crucibles Supplier Profiles Japan Super (A Business Division of SUMCO) Crucibles Heraeus Quarzglas Crucibles Shin Etsu (A joint Venture with Heraeus) Crucibles Momentive Crucibles Base Materials Heraeus Quarzglaz Crucibles, Base Materials and Fabrication Heraeus / Shin Etsu Products Base Materials (via Heraeus Quarzglas) and Fabrication Momentive Base Materials TOSOH Corporation Base Materials and Fabrication QSIL GmbH Quarzschmelze Iimenau Base Materials Europe Hubei Feilihua Glass Co., Ltd Base Materials Jiangsu Pacific Co., Ltd. (Donghai Pacific ) Base Materials Control #_GlobalFoundries_052917LS Page 3 (of 83)

4 JNC JinZhou New Century Group Base Materials Jinzhou East Material Co., Ltd. Base Materials Taicang Huaan Glass Product Co., Ltd. Base Materials and Intermediate Fabricator Donghai Baosheng Products Co., Ltd. Base Materials Components Fabricators Shin Etsu /Heraeus Shin Etsu Products (HSQP) Young Shin Fabricator TOSOH Corporation Base Materials and Fabrication Maruwa Fabricator Ferro Tec Fabricator WONIK QnC International Corporation Fabricator Hayward Technology, Inc. Fabricator Worldex/West Coast Fabricator Techno Inc. Fabricator Kumkang Fabricator DS Techno Co., Ltd. Fabricator Xycarb Ceramics Fabricator GM Associates, Inc. Fabricator Quality Engineering Fabricator Shenyang Hanntek Semiconductor Material Co., Ltd. Fabricator Beijing Kaide Co., Ltd. Fabricator Quick Gem Optoelectronic S & T Co., Ltd. (QGOE) Fabricator SungRim Intermediate Parts Fabricator (does not sell direct) Han Yung Corporation Fabricator Huzhou DongKe Electronics Co., Ltd. Fabricator Hsin Yui Technology Co. Ltd. Fabricator Shanghai Qianghua Co., Ltd. Fabricator Appendix 1 crucibles market landscape Product Overview Market Status Crucibles Impact of 450 mm Silicon Wafer Issues Appendix 2 Components by Wafer Process Tool Types Thermal Processes Dry Etching Process Plasma CVD Epitaxial Process Impact of Silicon Wafer Size Issues on Fabricated Parts Appendix 3 Applications and Products Overview Impact of Silicon Wafer Size Issues on Fabricated Parts... Error! Bookmark not defined. Control #_GlobalFoundries_052917LS Page 4 (of 83)

5 List of Figures page # Figure 1: 2016 Powder Market Share... 7 Figure 2: 2016 Base Materials Market Share by Supplier... 8 Figure 3: Fabricated Components Market Share by Supplier... 9 Figure 4: Semiconductor Equipment Markets Regional Trends Figure 5: Wafer Start History and Forecast by Device Technology Node (200mm Equivalent). 13 Figure 6: Worldwide Semiconductor Capacity Shares by Regions Figure 7: Products for Semiconductor Applications Figure 8: Powder Market Share Figure 9: Base Materials Revenue History and Forecast (Unit: $M s) Figure 10: 2016 Base Materials Market Share by Supplier Figure 11: 2016 Ingot Market Share Figure 12: 2016 Rod/Tube Market Share Figure 13: Fabricated Revenue History and Forecast (Unit: $M s) Figure 14: 2016 Total Fabricated Components Market by Supplier Figure 15: 2016 Cold Work (SW) Fabrication Market Share (as a % of Total Revenues) Figure 16: 2016 Hot Work (Batch) Fabrication Market Share (as a % of Total Revenues) Figure 17: Fabricated Components Market Share by End Use Market Figure 18: Wafer Fabrication Equipment Demand by Processes (Unit: $M s) Figure 19: Heraeus/Shin Etsu Product Line...43 Figure 20: Feilihua s new facility in Hubei Figure 21Jiangsu :Pacific 300mm ingot Figure 22: Arc fusion for Producing a High Purity Crucible Figure 23: High Purity Crucible with Synthetic Inner Layer Figure 24: Crucible Revenue History and Forecast (unit: $M'S) Figure 25: 2015 Crucible Market Share by Supplier Figure 26: 2015 Crucible Market Share by Crucible Manufacturing Region Figure 27: Pulling a 450 mm Silicon Ingot Figure 28: Batch Systems Market Share Figure 29: Single Wafer Systems Market Share Figure 30: Fabricated Components for Thermal Process Figure 31: Dry Etching Systems Market Share Figure 32: Fabricated Components for Dry Etching Process Figure 33: Plasma CVD Systems Market Share Figure 34: Epitaxial Reactor Systems Market Share Figure 35: Fabricated Components for Batch Epitaxial Process Figure 36: Electric Fusing Method Figure 37: Tubes (Source: Heraeus Quarzglas) Figure 38: Rod (Source: Heraeus Quarzglas) Figure 39: Plate (Source: Heraeus Quarzglas) Figure 40: Ingot (Source: Heraeus Quarzglas) Control #_GlobalFoundries_052917LS Page 5 (of 83)

6 List of Tables page # Table 1: Worldwide Semiconductor Sales Table 2: Semiconductor and Equipment Market Growth Table 3: Total Base Materials Revenue History and Forecast* Table 4: Wafer Process Tool Types and Their Components Table 5: Replacement Cycle and Estimated Price of Focus Rings Table 6: Total Fabricated Components Revenue History and Forecast Table 7: Regional Market Share Ranking Fabricators Table 8: Major Players in Sand Market Table 9: Crucible Revenue History and Forecast Table 10: Typical Sizes of Tubes and Boats for 200 mm, 300 mm, and 450 mm Furnaces Table 11: Fabricators Profile Products, Capability, Est Sales... EXCEL File Control #_GlobalFoundries_052917LS Page 6 (of 83)