Capital Deployment and M&A Highlights

Key Financial Strategies ichor Outgrow the Industry Focus on semi: next-generation device nodes require more fluid delivery Drive Gross Margin Improvement Grow share in higher-margin components businesses e.g., Weldments and Precision Machining Levered to etch, deposition and EUV Increase content of proprietary IP Next-Gen Gas Panel, Liquid Delivery Module e.g., Market share gains; Continued trend toward outsourcing; Expand global footprint Drive incremental cost reduction programs Accretive and complementary M&A COVID-related costs to eventually resolve Combined with Tight Control of OpEx to Drive Significant Earnings Leverage Along with Capital-Efficient Business Model to Drive Significant Free Cash Flow Proprietary ||

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