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2010.032010.032010.032010.03

Sino-American Silicon Sino-American Silicon Products Inc.Products Inc.

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Safe Harbor NoticeAny statements set forth of forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements.

Potential risks and uncertainties include, but are not limited to, such factors as fluctuations in product demand, the introduction of new products, the Company's ability to maintain customer and vendor relationships, technological advancements, impact of competitive products and pricing, growth in targeted markets, risks of foreign operations, foreign exchange rates, and other information detailed from time to time.

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Company ProfileEstablishedEstablishedEstablishedEstablished

Locations :Locations :Locations :Locations :

EmployeesEmployeesEmployeesEmployees

Main ProductsMain ProductsMain ProductsMain Products

Quality SystemQuality SystemQuality SystemQuality System

1981198119811981

1,7001,7001,7001,700

Semiconductor WafersSemiconductor WafersSemiconductor WafersSemiconductor Wafers

Solar Ingots / WafersSolar Ingots / WafersSolar Ingots / WafersSolar Ingots / Wafers

Sapphire WafersSapphire WafersSapphire WafersSapphire Wafers

SAS / Hsinchu, TaiwanSAS / Hsinchu, TaiwanSAS / Hsinchu, TaiwanSAS / Hsinchu, Taiwan

GTI –TX, USAGTI –TX, USAGTI –TX, USAGTI –TX, USASST – Kunshan, ChinaSST – Kunshan, ChinaSST – Kunshan, ChinaSST – Kunshan, China

SSC1 , 2 – Chunan, TaiwanSSC1 , 2 – Chunan, TaiwanSSC1 , 2 – Chunan, TaiwanSSC1 , 2 – Chunan, Taiwan

ChairmanChairmanChairmanChairman

PresidentPresidentPresidentPresident

M.K.LuM.K.LuM.K.LuM.K.Lu

Doris HsuDoris HsuDoris HsuDoris Hsu

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Milestones1981 Sino-American Silicon Products Inc. established1999 SST established in China 2000 Enter Solar Ingot / Wafer Business2001 SAS IPO in Taiwan ( OTC traded # 5483 )2004 Receive Taiwan Government’s 12th Excellent Enterprise

Innovation Award2006 SSC1 Founded in Chunan - Expansion for PV business2007 Optoelectronics Business Unit established 2008 GlobiTech Inc. (TX USA) acquired 2008 Receive Taiwan Government’s 16th Outstanding Enterprise

Innovation Award2009 SSC 2 operation starts2009 Completed 9 Solar Farms in Italy

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Global Sites

Headquarters /Hsinchu Factory

(SAS)

Headquarters /Hsinchu Factory

(SAS)

TAIWANUSA

USA TX Factory (GTI)

USA TX Factory (GTI)

Kunshan Factory(SST)

Kunshan Factory(SST)

Chunan Factory(SSC1 、 SSC2)Chunan Factory(SSC1 、 SSC2)

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SAS Core Technology

ThinningThinningTech.Tech.

ThinningThinningTech.Tech.

Nano Nano StructurizationStructurization

Tech.Tech.

Nano Nano StructurizationStructurization

Tech.Tech.

Crystallization Crystallization Tech.Tech.

Crystallization Crystallization Tech.Tech.

C.T.

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Product Development Strategy

High bright LED related sapphire wafers

High Power Discrete-

Semiconductor grade silicon

wafers

Renewable Energy-

Solar grade wafers

Energy Saving Energy

Solution

Energy Creating

Energy Control

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12 Years Sales Revenue Trend

unauditedunauditedunauditedunaudited

522756 1,027 1,039 1,176 1,417

1,699 2,075

4,514

7,253

10,769

11,800

01,0002,0003,0004,0005,0006,0007,0008,0009,000

10,00011,00012,00013,000

REVENUE

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

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Year 2009 Sales Trend Chart

880

72

800

28

712

46

810

75

792

102

753

101

829

128

843

151

852

165

884

155

908

159

1,025

164

1,157

192

1,195

150

0

250

500

750

1000

1250

1500

2008.12 2009.01 2009.02 2009.03 2009.04 2009.05 2009.06 2009.07 2009.08 2009.09 2009.10 2009.11 2009.12 2010.01

parent-only consolidated

758

885 894854

957994 1017

1039 10671189

1349 1345

952

828

In NTD$MIn NTD$M

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Main Products

Heavily-doped wafersDeep diffusion wafersSilicon-on-insulatorEpitaxial wafers

Heavily-doped wafersDeep diffusion wafersSilicon-on-insulatorEpitaxial wafers

Mono-crystal ingotsThin Mono and Multi

wafers

Mono-crystal ingotsThin Mono and Multi

wafers

Sapphire ingot

Sapphire wafers

Sapphire ingot

Sapphire wafers

Automotive power device

Power discreteMEMS

Automotive power device

Power discreteMEMS

Solar cellSolar cell

Lighting LED lamp Back light LED

Lighting LED lamp Back light LED

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EUR

14%

CHN

7%

TWN

41%

USA

9%

J PN&KOR

29%

SAS Group Sales Break upby Region

Year 2009Year 2009

12

30%

69%

1%

Semi Solar Sapphire

SAS Group Sales Break upby Business Unit

Year 2009Year 2009

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Solar Capacity Expansion Plan

20 50120

280

400

0

200

400

600

800

1000

1200

1400

2005 2006 2007 2008 2009 2010 2011 2012

Unit : MW/Year

20 50120

280

400

0

200

400

600

800

1000

1200

1400

2005 2006 2007 2008 2009 2010 2011 2012

Unit : MW/Year

600~800

1000

1200

14

31 35

54 60 5565 70

140

100

170

0

50

100

150

200

1Q08 2Q08 3Q08 4Q08 1Q09 2Q09 3Q09 4Q09 1Q10(F) 2Q10(F)

Output

SAS Solar Product ShipmentSAS Solar Product Shipment

MWMW

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SAS PV Vertical Integration

Poly SiPoly Si

Poly SiPoly Si

IngotIngot SAS(TWN)SAS(TWN) SSC(TWN)SSC(TWN) SST(ChinaSST(China))

IngotIngot SAS(TWN)SAS(TWN) SSC(TWN)SSC(TWN) SST(ChinaSST(China))

WaferWafer SAS(TWN)SAS(TWN) SSC(TWN)SSC(TWN) SST(ChinaSST(China)

WaferWafer SAS(TWN)SAS(TWN) SSC(TWN)SSC(TWN) SST(ChinaSST(China)

Cell Cell Sunrise(TW), CV21(Japan)

Cell Cell Sunrise(TW), CV21(Japan)

ModuleModule

CV21 (Japan)

ModuleModule

CV21 (Japan)

SystemSystem

SilfabSilfab

SystemSystem

SilfabSilfab

Upstream Downstream

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SAS partner with Silfab to develop solar farm projects in Italy, majority wafer provided by SAS. More projects in the pipe in Europe and USA.

SAS partner with Silfab to develop solar farm projects in Italy, majority wafer provided by SAS. More projects in the pipe in Europe and USA.

SILFAB —SILFAB —

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SAS Semiconductor capacity

ITEMSSAS Group

(Wafers/Month)

Non Polished Wafer1000K

4” Eqv.

Polished Wafer6” Equivalent 280K

EPI Wafer 200K

Diffusion Wafer 250K

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• Two epi reactor models available:• LV: Centura single-wafer• HV: EpiPro batch reactor

• 100mm/125mm batch reactors• Diameter – 100mm, 125mm, 150mm, 200mm• Dopant – As, P, B• Multi-layer Epi products available; P/N+, N/P+

available• Advanced reactor control and data collection

(RFID tracking)

GTI—GTI—

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Glance on Business Units

SolarSolar

Strong market demand.Full capacity utilization to June. 2010Pricing up atmosphere formingOngoing Expansion plan target 800MW by year end

SemiconductorSemiconductor

Strong growth with worldwide V shape recovery.40% growth expected for 2010.Full capacity utilization in SAS group (SAS,SST,GTI)8” New Products brought on line from 2H10Capacity expansion planned from 3Q10

SapphireSapphire

Soaring demand continued.Pricing up 20% from 2Q10.Capacity expanded to 60K WPM, 100K WPM targeted by year end.Approaching 3” & 4” Niche market in Japan and Korea.

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Market DynamicsMarket Dynamics

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Global PV Installation

Source:PIDA 2010/01Source:PIDA 2010/01Source:PIDA 2010/01Source:PIDA 2010/01

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Global PV Regional Installation Analysis

•SAS are getting involved in North America solar business opportunity

•SAS are getting involved in North America solar business opportunity

•Consensus of US will become the biggest solar market country in the future

•Consensus of US will become the biggest solar market country in the future

Source: HSBC 2010/01/20Source: HSBC 2010/01/20Source: HSBC 2010/01/20Source: HSBC 2010/01/20

Source:PIDA 2010/01Source:PIDA 2010/01Source:PIDA 2010/01Source:PIDA 2010/01

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Poly Price, How low will it go?

Source: HSBC 2010/01/20Source: HSBC 2010/01/20Source: HSBC 2010/01/20Source: HSBC 2010/01/20

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2008 2009

China 33% China 30%

Germany 19% USA 19%

Japan 16% Taiwan 17%

Taiwan 12% Japan 16%

USA 11% Germany 12%

Korea 2% Korea 2%

Spain 2% Spain 1%

India 1% India 1%

Italy 0% Italy 0%

Others 4% Others 2%

Solar Cell Manufacture worldwide Solar Cell Manufacture worldwide

Source: PIDA 2010/01Source: PIDA 2010/01Source: PIDA 2010/01Source: PIDA 2010/01

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iSuppli anticipates that manufacturing run rates in the second half of 2010 will continue to drive up total factory utilization. The utilization rate is expected to continue to rise and peak at 87% in the third quarter of 2010 before declining slightly to 86% in the fourth quarter.

iSuppli anticipates that manufacturing run rates in the second half of 2010 will continue to drive up total factory utilization. The utilization rate is expected to continue to rise and peak at 87% in the third quarter of 2010 before declining slightly to 86% in the fourth quarter.

Strong V-shape SemiconductorMarket Rebound

Strong V-shape SemiconductorMarket Rebound

Source: iSuppli 2010/01/22Source: iSuppli 2010/01/22Source: iSuppli 2010/01/22Source: iSuppli 2010/01/22

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Sources : SICAS, Semi Intelligence 2010/02/11Sources : SICAS, Semi Intelligence 2010/02/11Sources : SICAS, Semi Intelligence 2010/02/11Sources : SICAS, Semi Intelligence 2010/02/11

Strong V-shape Semiconductor Market Rebound

Strong V-shape Semiconductor Market Rebound

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“we are now starting to see the

first industry guidance revisions that tend to indicate even this range might be low. If the current growth momentum holds firm, 2010 chip market growth could easily hit 30 percent…”

“we are now starting to see the

first industry guidance revisions that tend to indicate even this range might be low. If the current growth momentum holds firm, 2010 chip market growth could easily hit 30 percent…”

Excerpted from the Global Semiconductor Monthly Report, Jan 2010

Excerpted from the Global Semiconductor Monthly Report, Jan 2010

Strong V-shape SemiconductorMarket Rebound

Strong V-shape SemiconductorMarket Rebound

Sources : SIA, 2010/01/07Sources : SIA, 2010/01/07Sources : SIA, 2010/01/07Sources : SIA, 2010/01/07

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Source:Mizuho Security 2010/01/08Source:Mizuho Security 2010/01/08

Rapidly Growing Sapphire MarketRapidly Growing Sapphire Market

Source: Daiwa Security 2010/02/03Source: Daiwa Security 2010/02/03

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White LED ASP TrendWhite LED ASP Trend

Source: Mizuho Security 2010/01/08Source: Mizuho Security 2010/01/08

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Driver: LED Backlight ApplicationDriver: LED Backlight Application

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Manufacturing Area :Manufacturing Area : 7,400 M27,400 M2Manufacturing Area :Manufacturing Area : 7,400 M27,400 M2

SAS HQSAS HQ

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SSC Fab1SSC Fab1-- Plant AreaPlant Area ：： 12,000 M212,000 M2- Manufacturing Area- Manufacturing Area ：： 27,400 M227,400 M2

-- Plant AreaPlant Area ：： 12,000 M212,000 M2- Manufacturing Area- Manufacturing Area ：： 27,400 M227,400 M2

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SSC Fab2SSC Fab2- Plant Area- Plant Area ：： 13,000 M13,000 M22

- Manufacturing Area- Manufacturing Area ：： 50,805 M50,805 M22

- Construction Completion- Construction Completion ：： June 2009June 2009

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Manufacturing Area:Manufacturing Area: 4,000 M2 4,000 M2

Manufacturing Area:Manufacturing Area: 4,000 M2 4,000 M2

SSTSST

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Plant Area :Plant Area : 120,000 FT 2 120,000 FT 2Manufacturing Area : 8,000 FT 2Manufacturing Area : 8,000 FT 2

Plant Area :Plant Area : 120,000 FT 2 120,000 FT 2Manufacturing Area : 8,000 FT 2Manufacturing Area : 8,000 FT 2

GTIGTI

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Thank you !

http://www.saswafer.com5483 TT

http://www.saswafer.com5483 TT