Capital Deployment and M&A Highlights

Revenue Growth Outperforming WFE and Primary Process Tool SAM WFE(1) $100 WFE in $B $100 $90 $80 $70 $60 $50 $54 $48 $40 $30 $32 $20 $10 $36 $50 17% CAGR $61 $85 $11 $12 Dry Etch & CVD(2) Ichor Revenue (pre-IMG) (3) Primary SAM in $B $33 $38 Ichor Revenues ($M) $914 $824 $22 $20 $19 $656 $17 $621 19% CAGR $291 $406 24% CAGR $1,097 $1,333 2015 2016 2017 2018 2019 2020 2021 2022E 2015 2016 2017 2018 2019 2020 2021 2022E 2015 2016 2017 2018 2019 2020 2021 2022E (I) Mean of analyst and industry OEM estimates that have been updated since January 2022. (2) Gartner estimates 2015-2016; Needham estimates for 2017-2022 as of January 2022. (3) 2022E represents Street analyst consensus as of 2/15/2022. ichor Proprietary 6

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