Investor Update 9M2022

AEM's Business Model ΛΕΜ Business Model Growing recurring demand for kits, pans, and spares underpinned by a growing install base of >1,000 Test 2.0 tools Grow share of wallet of the overall consumable stack within each tool REVENUE MIX IN 9 M2022 ■Consumables Services ■ Equipment Equipment 35% Services 25% Consumables 40% ✓ AEM's SAM for Test 2.0: US$3.0B ✓ Growing the SAM by expanding capabilities • • ATE: US$300M out of total US$5,400M market Socket: US$200M out of total US$1,500M market Prober: US$100M out of total US$1,100M market Benefits ✓ Mitigate volatile equipment sales ✓ Bolster profitability with higher margin consumables Increase customer intimacy AEM | Investor Update 9M2022 GROWING THE SAM (US$M) 200 190 180 170 160 150 140 4,000 100 3,600 200 CONSUMABLES 13% CAGR 3,500 300 (S$M) 3,000 3,000 2,500 2,000 1,500 1,000 130 120 500 110 100 0 FY2018 FY2019 FY2020 FY2021 Test 2.0 ATE Socket Prober Total SAM Source: AEM estimates 8

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