REC Silicon Investor Presentation

Pareto Investor Conference | Semiconductor Butte is the only large capacity silicon gas provider Silicon gases 7,200 MT silane capacity • 240 MT DCS capacity • 300 MT MCS capacity 2.4 MT DiSilane capacity 50% of Total Global Market Silicon gas Silicon gas market share • 70% of Semi Market Investment opportunities within silicon gas DCS: $5M for an additional 300MT • DiSilane: $ 2.7M for an additional 2.1MT REC is one of only two companies manufacturing FZ >30 years experience producing FZ product Prior 12-month EBITDA contribution: $30M Electronic polysilicon - Float Zone Highest Purity Float Zone sells at a significant premium over EG polysilicon O REC Silicon ASA. All rights reserved. Confidential • 800 MT Possible Investment for Larger Rod Mass ~$20M (not active) RECSILICON

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