Siltronic AG investor presentation worldwide; 23.5% EBITDA margin in 2025

© Siltronic AG Investor Relations July 30, 2026 FOUNDATION OF DIGITAL LIFE

© Siltronic AG SILTRONIC AT A GLANCE 2 Investor Presentation - July 2026 4,300 employees worldwide 4 world-class production sites Supplier to top semiconductor producers 50+ years of history in silicon technologies 1.35 billion EUR sales in 2025 23.5 percent EBITDA margin in 2025 © Siltronic AG

© Siltronic AG 50+ YEARS OF HISTORY – A STORY OF SUCCESS AND INNOVATION 3 Investor Presentation - July 2026 1978 Foundation of Wacker Siltronic Corporation Portland (US) 1997 Foundation of Wacker Siltronic Singapore Pte. Ltd (“SSP”) 2016 Inauguration of new crystal pulling hall in Freiberg 2019 Inauguration of the new crystal pulling hall in Singapore 2023 Inauguration of crystal pulling hall extension in Freiberg 1968 Foundation of Wacker- Chemitronic GmbH 1995 Acquisition of Freiberg fab 2006 Foundation of 50:50 JV with Samsung (“SSW”) and construction start of a 300 mm fab 2014 Increase stake in SSW to 78 percent 2021 Groundbreaking of new fab in Singapore & expansion of crystal pulling hall in Freiberg 1984 First 200 mm wafers at Wacker- Chemitronic 1990 First research and development projects for 300 mm wafers 2015 Siltronic executes successful IPO 1999 Start of 200 mm production at Siltronic fab Singapore Pte Ltd. 2024 Inauguration of the new fab in Singapore 2004 Siltronic opens new 300 mm fab in Freiberg

© Siltronic AG OUR INTERNATIONAL PRODUCTION NETWORK SERVES CUSTOMERS AROUND THE GLOBE 4 Investor Presentation - July 2026 JV with Samsung Electronics Leading Edge production R&D hub in Burghausen 300 mm volume production in Germany & Singapore USA (Portland / Oregon) Singapore Germany (Burghausen, Freiberg) Singapore Germany USA SSW SSP CP 300 mm 200 mm 300 mm CP 200 mm JV = Joint Venture CP = Crystal Pulling R&D = Research and Development

© Siltronic AG Source: TechInsights & other companies, WSTS (Silicon based), SEMI SMG, Siltronic Marketing THE WAFER SUPPLIERS ARE FUELING THE WHOLE ELECTRONICS VALUE CHAIN 5 Investor Presentation - July 2026 Electronics value chain (figures for 2025) End markets USD >5,000 bn Semiconductor device makers USD 786 bn Silicon for electronic applications USD 1.4 bn With fabs Samsung, Infineon, TSMC, Intel, Micron, SK Hynix… Design only Nvidia, AMD, Qualcomm… Smartphones Apple, Samsung… PCs Lenovo, HP, Dell… Industrials Siemens, GE… Servers / AI Microsoft, Google, AWS, Meta… Automotive Toyota, VW, BMW, Tesla… Others e.g. White goods, Infrastructure, Gaming… 5 major suppliers 5 major suppliers

1,300 fabs and roughly 50 larger chip designers 10,000 companies Semiconductor silicon wafers USD 11.4 bn Wacker Chemie, Hemlock, OCI, Tokuyama, Mitsubishi

© Siltronic AG SILTRONIC IS WELL POSITIONED AS THE ONLY WESTERN-BASED WAFER MANUFACTURER 6 Investor Presentation - July 2026 Only western based wafer manufacturer Around 75% of the market is served by the Top 5 wafer manufacturers SK Siltron Shin Etsu Sumco Global Wafers Top 5 Wafer manufacturers Source: Q1 – Q3 2025 Quarterly revenue reports by SEMI reporting companies with Siltronic estimates on silicon wafer revenues

© Siltronic AG SILTRONIC HAS A WELL-DIVERSIFIED AND RESILIENT PRODUCT MIX IN ALL THREE SEMI-SEGMENTS 7 Investor Presentation - July 2026 Source: Siltronic Marketing Power Leading position Leading Edge Supplier Demand by segments in % of total demand in 2025 26% 37% 37% Market Memory Logic Power/Others

© Siltronic AG WAFER DEMAND GROWTH EXPECTED TO CONTINUE (CAGR1 5-6%), DRIVER: 300 mm WAFERS 8 Investor Presentation - July 2026 Source: Siltronic estimates; 1CAGR = Compound Annual Growth Rate (2000-2025) CAGR 1% for 200 mm CAGR 6% for 300 mm Wafer Demand per Diameter in mn 300 mm equivalents

© Siltronic AG END MARKETS (PRE INVENTORY) EXPECTED TO GROW BY 7 PERCENT 9 Investor Presentation - July 2026 ¹Infrastructure Telecommunications, game consoles, consumer electronics such as televisions, white goods such as refrigerators Source: Siltronic estimates as of June 2026 Growth in Wafer Area Consumption, in % yoy Split wafer consumption by end use in 2025 Smartphones Servers Automotive PCs Industry Others1 2026e -11% 46% 3% -10% 13% 3% 7% Total w/o inventory 21% 18% 16% 14% 13% 18% 100% 2025 3% 30% 18% 12% 2% 3% 8% Inventory impact on wafer demand Memory rebuilding, Power elevated Cars with continued moderate growth Server driven by AI Industry gaining further momentum

© Siltronic AG MEGATRENDS CONTINUE TO DRIVE WAFER DEMAND 10 Investor Presentation - July 2026 Key benefits from strategic focus on Leading Edge and Power market All segments will participate and Power with over- proportional growth Siltronic is well positioned to support each megatrend Artificial Intelligence Digitalization Renewables Industry 4.0 Autonomous vehicles & Electromobility Security

AI IS DRIVING WAFER DEMAND ACROSS ALL END MARKETS, WITH STRONGEST IMPACT IN SERVERS 11 Investor Presentation - July 2026 © Siltronic AG Smartphones Cars PCs Industrials Servers Growth in wafer area consumption (% yoy)

© Siltronic AG Source: Siltronic estimates, 1 Silicon wafer area per device AND CONTENT IN END PRODUCTS IS GROWING WITH NEW PRODUCTS ENTERING THE MARKET 12 Investor Presentation - July 2026 Content 20151 Smartphone (high end) Content 20251 Car (upper middle class) Server Smartwatch Wireless earphones 9 cm2 12 cm2 54 cm2 110–130 cm2 230 cm2 600–770 cm2 Examples for new applications that did not exist ten years ago 2–4 cm2 1–2 cm2 incl. base station More Memory and Image sensors Digitalization, ADAS and Entertainment Cloud and Artificial Intelligence

© Siltronic AG Company Confidential © Siltronic AG Company Confidential 13 Investor Presentation - July 2026 ADDITIONAL SINGAPORE CAPACITY SUPPORTS DEMAND FAB HIGHLIGHTS EBITDA further developing towards group margin level Highly automated and substantial epi share, with high economies of scale Further ramp depending on market development Targeted mid-term EBITDA margin: 50%+ Fab operating as planned and serving Leading Edge customers

© Siltronic AG IN FREIBERG WE FURTHER IMPROVED PRODUCT MIX FUELED BY INVESTMENTS 14 Investor Presentation - July 2026 Source: Siltronic; Silicon Saxony/Wirtschaftsförderung Sachsen First-class geographical position in light of EU ambitions Investments of more than EUR 1 bn since 1995 by Siltronic Every 2nd to 3rd semiconductor in the EU is from this region Chemnitz Dresden Leipzig Bosch Infineon TSMC GlobalFoundries NXP 1 cm = 28.25 km

© Siltronic AG WAFER PRODUCTION PROCESS 15 Investor Presentation - July 2026

© Siltronic AG STRONG FOCUS ON GROWTH DRIVERS R&D AND INNOVATION 16 Investor Presentation - July 2026 R&D hub in Burghausen 450 R&D employees 1,900 patents 5-6% of sales planned as R&D spendings R&D Innovation Strategy o Stay one generation ahead as a Technology Leader o Focus on Leading Edge and Power o Find new business opportunities and expand our product portfolio Partnering with leading innovation platforms +

© Siltronic AG 2002 65 nm 2005 65 nm 2007 45 nm 2009 32 nm 2011 22 nm 2013 8 nm 2016 10 nm 2018 8 nm 2020 5 nm 2022 3 nm 2024 2 nm 2026 A14 SILTRONIC HAS A PROVEN TRACK RECORD AS A TECHNOLOGY LEADER 17 Investor Presentation - July 2026 Commercialization R&D Start 2004 45 nm 2006 32 nm 2008 22 nm 2009 16 nm 2012 10 nm 2014 16 nm 2016 5 nm 2019 3 nm 2021 2 nm 2023 A14 2025 A10

© Siltronic AG A NUMBER OF KEY INGOT AND WAFER PROPERTIES DEFINE THE WAFER SPECIFICATION AND ITS FURTHER USE BY THE CUSTOMER 18 Investor Presentation - July 2026 DATA

© Siltronic AG 19 Investor Presentation - July 2026 nm = nanometer PURITY AND FLATNESS REQUIREMENTS FOR WAFERS ARE EXTREME, AS SCALING THEM INTO THE MACRO WORLD SHOWS Particles Particle size specified in the nm range. Requirements are equivalent to a maximum of 10 grains of sand distributed over the city of Munich. Flatness 20 nm on a wafer are equivalent to the height of a leaf on the surface of Lake Chiemsee – or a single bacteria on a tennis court.

© Siltronic AG FINANCIALS AND OUTLOOK Investor Presentation - July 2026 20

© Siltronic AG 21 Investor Presentation - July 2026 SUCCESSFUL CAPITAL INCREASE Use of Proceeds o Supporting long-term growth and capturing market opportunities o Strengthening the balance sheet and increasing financial flexibility HAL Trust SIZE EUR 273 mn Gross issuance proceeds PRICE EUR 91.00 ~7% discount to prior day’s closing price CAPITAL INCREASE 10% of existing share capital (3.0m new shares) METHOD ABB Accelerated Bookbuilding, subscription rights excluded Investor Base Quality o High participation from new and existing long-only investors o Anchor shareholder HAL supported the transaction with a meaningful order o Strong demand among European and US investors

© Siltronic AG STRONG LIQUIDITY POSITION AND BALANCED DEBT MATURITY PROFILE 22 Investor Presentation - July 2026 Figures rounded SSD = Schuldscheindarlehen (Promissory Note Loan) Debt Financing Instruments in EUR million Interest expenses in the ballpark of EUR 50 mn in 2026 Prepayments of around EUR 10 mn expected to be refunded in 2026 -936 Variable loans, drawn Syn loan, not drawn yet Fixed loans, drawn SGP 229 EIB 175 SSD 280 SSD 390 Syn loan 253 Syn loan 127 1,454 Maturity Profile of Debt Financing in EUR million Cash & Securities in EUR million June 30, 2026 650 Syn loan (not drawn) 127 H2 2026 2027 2028 ∑ 2029 – 2033 63 250 220 790

© Siltronic AG 23 Investor Presentation - July 2026 Chart not to scale CAPEX SIGNIFICANTLY REDUCED SINCE PEAK IN 2023 Capital expenditure in EUR million 188 426 1.074 1.316 523 369 2020 2021 2022 2023 2024 2025 2026e Capability enhancement “staying one generation ahead” Maintenance of business Cost efficiency e.g. automation Capital expenditure expected Product mix ongoing improvement 180-220 Brownfield capex for the new Singapore fab Steady state capex ∅EUR 200 mn p.a.

© Siltronic AG SILTRONIC WITH HIGH CASH, COST AND CAPITAL ALLOCATION DISCIPLINE 24 Investor Presentation - July 2026 Depreciation Labor Supplies Polysilicon Energy Cash management Cost reduction program Capital allocation Major cost items 2026

© Siltronic AG EPIC Supplier Award Intel, April 2025 Best Supplier Award SSMC, September 2025 BEST in Value Award Samsung, September 2025 Outstanding Supplier Performance Award Micron, November 2025 SILTRONIC’S TECHNOLOGICAL LEADERSHIP AND EXCELLENCE RECOGNIZED WITH MULTIPLE AWARDS IN THE LAST 12 MONTHS 25 Investor Presentation - July 2026 Best Silicon Supplier Award ST, November 2025

© Siltronic AG 2026 SALES GUIDANCE EDGED UP 26 Investor Presentation - July 2026 1 EUR/USD exchange rate 1.18 for H2 2026, 2 Excluding the impact of the closure of the Small Diameter business and FX impact Sales Low to mid-single digit below 20251 like for like on or slightly above 20252 EBITDA margin Between 20% and 24% Capex Between EUR 180 and 220 mn EBIT Significantly below the previous year Depreciation Between EUR 490 and 520 mn Net Cash Flow In the range of the previous year © Siltronic AG

© Siltronic AG ESG @ SILTRONIC Investor Presentation - July 2026 27 Clear commitment to an emission-free future

© Siltronic AG 28 Investor Presentation - July 2026 SILTRONIC IS ENABLING TECHNOLOGIES FOR A SUSTAINABLE FUTURE Power focus Leading Edge focus R&D focus is crucial for sustainability strategy Investments needed to keep our equipment state of the art for Leading Edge wafers Strategy on Leading Edge and Power wafers supports sustainability strategy New chip generations increase energy efficiency and need less power Focus on Power wafers + R&D focus in special products and new materials Leading Edge wafers + R&D focus on new Design Rules Power chips are crucial for decarbonization and enable renewable energies and EV’s

© Siltronic AG ¹Absolute reduction, base year 2021