Investor Presentaiton

FY2024 SPE New Equipment Sales Forecast Sales by Application (Billion yen) 1,000 917.7 ■DRAM 15% 775.0 690.0 13% 23% 573.0 16% 22% 500 24% 9% ■Non-volatile memory 10% 62% 71% 69% 66% ■Logic foundry + Logic & others 0 FY'23 H1 (Actual) FY'23 H2 (Actual) FY'24 H1 (Estimates) (Estimates) FY'24 H2 Sales expected to bottom out in H1, then move towards a recovery TEL. 20 CORP IR / May 11, 2023 Percentages on the graph show the composition ratio of new equipment sales. Field solutions sales are not included.

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