CONTENTS CONTENTS A. Company Profile 03 B. Products 06 Appendix - PDF document

MPI Co. <6223TT> MPI Co. <6223TT> Goldman Sachs Goldman Sachs “ Taiwan Corporate Day “ Taiwan Corporate Day” ” 1 Updated: Jan, 2010 Updated: Jan, 2010 CONTENTS CONTENTS A. Company Profile 03 B. Products 06 Appendix 29 2/30

A. Company Profile a1. Company at a Glance a2. Business Portfolio 3/30 A A a1. Company at a Glance a1. Company at a Glance No. 155, Chung-Ho St., Chu-Pei, Hsinchu, Address 302 Taiwan, R.O.C. Founded July, 25, 1995 Paid-in Capital NTD$ 733M No. of Employees 743 No. 7, Luke 1st Rd., Luzhu Shiang, Kaohsiung, Southern Taiwan Branch 821 Taiwan, R.O.C. 4/30

A A a2. Business Portfolio : 2009 a2. Business Portfolio : 2009 Solar 15% Leda Probe Card 24% 61% 5/30 B. Products b1. LED: Prober & Sorter 01. LED Food Chain 02. LED Trend 03. Business Contents b2. Semi-conductor: Probe Card 01. Semi-conductor 02. Peer Group Analysis 03. Business Contents b3. Solar: Ingot Slicing 01. Wafer Process in Solar 02. Business Contents 6/30

B1 B1 01. LED EPI-Wafer Process 01. LED EPI-Wafer Process Wafer Wafer Laser Scriber Laser Scriber Mounter 400um Mounter 100um Breaker Breaker Grinder Grinder Expander Expander 7 1 7 1 7 7 PC PC PC PC PC PC PC PC Prober Prober PC PC PC PC MOCVD MOCVD Prober Prober Sorter Sorter 42(P)/Run 42(P)/Run • MPI Co. (75%) MPI Co. (75%) • • Fittech Fittech Co. Co. • • Chroma Chroma ATE Inc. ATE Inc. CCD • 2 5 Tape Tape Mounter Mounter Counter Counter 6 0 QC Prober Sorter Sorter QC Prober Post Post • MPI Co. (30%) MPI Co. (30%) • Inspection Inspection 7/30 • ASMP (HK) ASMP (HK) • B1 B1 02. LED Trend 02. LED Trend 8/30

B1 B1 02. LED CAGR 02. LED CAGR 9/30 B1 B1 03. Equipment Shipment 2008~2009 03. Equipment Shipment 2008~2009 PC 100 86 80 Shipment 60 P.O. 40 20 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 10/30

B1 B1 03. Shipment: Geography & Product Mix 03. Shipment: Geography & Product Mix by Geography by Geography by Product by Product by Geography by Product % PC 100% 9 10 12 Korea 21 80% 5% 60% Taiwan 89 54% China 40% 39 43 41% 31 20% Sorter Prboer 0% Q1 Q2 Q3 Q4 Season 11/30 B1 B1 03. 2009 Major Customers 03. 2009 Major Customers Taiwan Taiwan Korea Korea China China 12/30

B1 B1 03. Prober 03. Prober ����������������� ���������������������������� 13/30 B1 B1 03. Sorter 03. Sorter ��������� �������� !��������""��#������� 14/30

B1 B1 03. Auto Taping Machine 03. Auto Taping Machine ���&'�����(�) �����������"��#����$���%� 15/30 B1 B1 03. State-of-the-Art 2 in 1 Machine 03. State-of-the-Art 2 in 1 Machine 16/30

B2 B2 01. Market Consensus: Semi-Conductor 01. Market Consensus: Semi-Conductor 17/30 B2 B2 b2. Peer Group Analysis b2. Peer Group Analysis NT$ Million 35,000 6,936 30,000 11,231 25,000 20,000 15,252 2008 10,941 2007 15,000 2006 3,963 4,074 3,973 10,000 4,286 4,347 4,857 12,184 5,000 10,164 1,946 4,824 1,708 4,593 4,127 1,450 0 FFI MJC JEM TCL MPI SV P1 ： ： Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 ： ： P2 ： ： SV probe in 100% wholly own by Ellipsiz, an semi-conductor equipment maker, from 2006. ： ： 18/30

B2 B2 b2. Peer Group Analysis (con.) b2. Peer Group Analysis (con.) (%) 36% 40% 30% 23% 21% 20% 17% 20% 6% 10% 0% FFI MJC JEM TCL MPI SV -10% 08Q4 -20% 09Q1 -30% 09Q2 09Q3 -40% P1 ： ： same quarter period in all company. Ex: Q1= 2008.01~2008.03. ： ： P2 ： ： Exchange rate: 1 dollar = NT 33 ; 1 JPY = NT 0.3; 1SGD = NT 22 ： ： P3 ： ： SV probe in 100% wholly own by Ellipsiz, an semi-conductor equipment maker, from 2006. ： ： 19/30 B2 B2 03. Categories of Probe Card 03. Categories of Probe Card Logic P/C LCD Driver IC 40 μ μ m pitch for LCD Driver IC μ μ 20/30

B2 B2 03. Product Mix in 2009 % 80% 70% 70% 66% 63% 60% 60% 50% 40% 33% 32% 27% 27% 30% 20% LCD 10% 7% 7% 5% Logic 3% Memory 0% Q1'09 Q2'09 Q3'09 Q4'09 21/30 B2 B2 03. Monthly Shipment 2007~2009 Pin 300,000 250,000 200,000 150,000 100,000 2007 50,000 2008 2009 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 22/30

B2 B2 03. 2009 Major Customers Design Houses Foundries Testing Houses Design Houses Foundries Testing Houses 23/30 B2 B2 03. B/B Ratio 2007~2009 1.5 1.25 1.2 0.9 2009 2009 2009 2009 2008 2008 2008 2008 0.6 2007 2007 2007 2007 0.3 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 24/30

B2 B2 03. Product & Customers Mix (%) 2009 2009 by Product by Customer by Product by Customer by Product by Customer Memory Testing Design 6% house house LCD 58% 35% 64% Logic 30% Foundry 7% 25/30 B3 B3 01. Wafer Process in Solar ������� ������������� ��������������� �������� ����������������� ������� ������ ���������������� ������������� ��������������� �������������� ���������������� 26/30

B3 B3 02. Shipment 2009 Pcs 900,000 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 Jan-09 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Month 27/30 B3 B3 02. 2009 Shipment by Geography Taiwan 70% Korea US 5% 25% 28/30

Appendix 29/30 Global LED Sectors Global LED Sectors Global LED Sectors 30/30