Investor Presentaiton

ID Our plans have significant operational leverage and benefits from capital offsets 100% IDM 2.0 Total Capex Investment that enables both IFS and IDM Net Capital Intensity Capital offsets Targeted Capital Offsets Net Capital Intensity % (Net Capex/Revenue) % of Capex IDM tools Space IFS Tools 2022 2023 2024 2025 2026 '22-26 IDM 2.0 Investment Space and TD spends enable both IDM and IFS Capital Offsets Assumed in our Plan Additional Prepay and Financing Opportunity Conservative assumptions for capital offsets 2021 2022 2023 2024 2025 2026 Manage long-term net capital intensity to ~25%

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