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Nanometrics Management Hosts At 14th Annual Pacific Crest Global Leadership Technology Forum (Transcript)

Just a quick overview of Nanometrics. We offer a complete suite of non-destructive optical technologies that we use in our products such as our Atlas product, which is our flagship OCD tool. The UniFire which is a product we acquired from Zygo in 2009 which is focused on the advanced Wafer Scale packaging market. And Spark which we acquired from Nanda in November of 2011.

We share multiple markets and the main value proposition of our process control tools is to increase yields, accelerate the ramp of new technologies and overall reduce manufacturing costs, which is becoming increasingly more important as the value in capsulated and wafers continues to increase.

There is, a number of drivers that are creating specific growth opportunities for Nanometrics. One is, as the chips become smaller, the strings and node sizes become smaller, more process steps are added. And as you add more process steps, there is a number of Mac-in labels increase substantially and this shows the increase from 130 to the 1X nodes, 100% more process steps and 200% increase in sampling and dye sampling.

The other driver is that OCD is replacing conditional metrologies in the fab space, increasing to almost half the market. And the thing that’s really driving the displacement by OCD is the appearance of 3D device structures such as Intel’s Intercept, vertical memory devices such as Samsung’s, DNAND.

And then lastly, the 3D packaging market or the advanced wafer-scale packaging in terms of micro bump, through-silicon via, their UniFire tool, is directly focused on our another opportunity for significant growth for Nano.

Just real quickly, OCD has become a disruptive force because OCD is the only technology that provides a 3D visibility across all the layers of device, in a very fast online methodology that’s non-destructive.

This chart shows a number of OCD measurements or recipes that are in production with our customers using our systems. And what I’d like to point out is this is separated by node, and you can see the rapid growth over time in the number of recipes in production as the 2X node. And the 2X node is really where OCD started to gain traction and a deep presence in the fab. We’re also starting to see an increase in growth in recipes for the 1X node in the fab. And then, later this month, we’ll be shipping our first 450 tool to the industry.

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