Soitec : Capital Markets Day 2021- Presentation

CAPITAL MARKETS DAY 2021

GEARING UP FOR EXTENDED AMBITIONS

Paris | June 10, 2021

DISCLAIMER

This document is provided by Soitec (the "Company") for information purposes only.

The Company's business operations and financial position are described in the Company's 2019-2020 Universal Registration Document (which notably includes the 2019-2020 Annual Financial Report) and in the Company's FY'21 half-year report released on November 19th, 2020. The Company's 2019-2020 Universal Registration Document was filed with the AMF. Both the Universal Registration Document and the half-year report are available on the Company's website in both French and English versions (www. soitec.com, in section "Company - Investors - Financial Reports").

Your attention is drawn to the risk factors described in Chapter

2.2 of the Company's 2019-2020 Universal Registration Document.

This document contains summary information and should be read in conjunction with the 2019-2020 Universal Registration Document and the FY'21 half-year report.

This document contains certain forward-looking statements. These forward-looking statements relate to the Company's future prospects, developments and strategy and are based on analyses of earnings forecasts and estimates of amounts not yet determinable. By their nature, forward-looking statements are subject to a variety of risks and uncertainties as they relate to

future events and are dependent on circumstances that may or may not materialize in the future. Forward-looking statements are not a guarantee of the Company's future performance.

The Company's actual financial position, results and cash flows, as well as the trends in the sector in which the Company operates may differ materially from those contained in this document. Furthermore, even if the Company's financial position, results, cash-flows and the developments in the sector in which the Company operates were to conform to the forward- looking statements contained in this document, such elements cannot be construed as a reliable

indication of the Company's future results or developments.

The Company does not undertake any obligation to update or make any correction to any forward- looking statement in order to reflect an event or circumstance that may occur after the date of this document. In addition, the occurrence of any of the risks described in Chapter 2.2 of the Universal Registration Document may have an impact on these forward-looking statements.

This document does not constitute or form part of an offer or a solicitation to purchase, subscribe for, or sell the Company's securities in any country whatsoever. This document, or any part thereof, shall not form

the basis of, or be relied upon in connection with, any contract, commitment or investment decision.

Notably, this document does not constitute an offer or solicitation to purchase, subscribe for or to sell securities in the United States. Securities may not be offered or sold in the United States absent registration or an exemption from the registration under the U.S. Securities Act of 1933, as amended (the "Securities Act"). The Company's shares have not been and will not be registered under the Securities Act. Neither the Company nor any other person intends to conduct a public offering of the Company's securities in the United States.

PART ONE

PART TWO

AGENDA

#01		#02		#03		#04		Q&A
VISION		STRATEGY		GLOBAL		INNOVATION		SESSION #1
& OUTLOOK		Thomas Piliszczuk		BUSINESS UNITS		Christophe Maleville
Paul Boudre				Bernard Aspar

BREAK

#05 #06 Q&A

OPERATIONS	FINANCE	SESSION #2
Cyril Menon	Léa Alzingre

CEO WRAP UP

01VISION & OUTLOOK

PAUL BOUDRE

Chief Executive Officer

1 V I S I O N & O U T LO O K	2 3 4 5 6	© Soitec 2021. No copying or distribution permitted.	PAGE 4

CEO KEY MESSAGES

STRATEGIC VISION

FOR THE NEXT 5 YEARS

• Powerful megatrends drive unprecedented semiconductor demand
• Soitec addressable market estimated at ~7 million wafers/year by FY26

FINANCIAL MODEL FOR FY26

• 3x revenues to ~$2B
• ~35% EBITDA margin

SUSTAINABILITY SUPPORTS

OUR VALUE CREATION STRATEGY

• Innovate towards a sustainable economy
• Act to become a corporate role model
• Leverage our inclusive and inspiring

company culture

1 V I S I O N & O U T LO O K	2 3 4 5 6	© Soitec 2021. No copying or distribution permitted.	PAGE 5