UCT End Market Update

(UCT End Market Update Foundry CONTINUING LEADING EDGE INVESTMENT 5G infrastructure buildout and handset demand are near and mid-term drivers Logic LOGIC RAMP CONTINUES Higher server and PC demand, supporting higher network traffic due to remote working and learning 3D NAND CONTINUING TRANSITION TO MORE LAYERS Servers and higher content 5G handset demand continues Gaming console SSD transition driving incremental demand DRAM NODE TRANSITIONS CONTINUING Servers and handsets are near- and mid-term demand drivers 17

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