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2022年第2季度财务业绩电话会议 版权所有©2022威视仪器公司。保留所有权利。 1 威视(纳斯达克代码:Veco) 2022年8月8日 第二季度 财务业绩 电话会议

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2022年第2季度财务业绩电话会议 版权所有Harbor This presentation contains “forward - looking statements”,©2022 Veeco Instruments Inc.保留所有权利。 2 2 Safe Inc. within the meaning of the safe harbor provisions of the U . S . Private Securities Litigation Reform Act of 1995 , 已修改, that are based on management’s expectations, 预计, projections and assumptions . Words such as “expects,“ ”预计,“ ”计划,“ ”相信,“ ”已安排,” “estimates” and variations of these words and similar expressions are intended to identify forward - looking statements . Forward - looking statements include, 但 不限于 , those regarding anticipated growth and trends in our businesses and markets, industry outlooks and demand drivers, our investment and growth strategies, our development of new products and technologies, our business outlook for current and future periods, the impact of the COVID - 19 pandemic, our ongoing transformation initiative and the effects thereof on our operations and financial results ; and other statements that are not historical facts . These statements and their underlying assumptions are subject to risks and uncertainties and are not guarantees of future performance . Factors that could cause actual results to differ materially from those expressed or implied by such statements include, without limitation : the level of demand for our products ; global economic and industry conditions ; the effects of regional or global health epidemics, including the effects of the COVID - 19 pandemic on the Company’s operations and on those of our customers and suppliers ; 全球 交易 问题, including the ongoing trade disputes between the U . S . and China, and changes in trade and export license policies ; our dependency on third - party suppliers and outsourcing partners ; the timing of customer orders ; our ability to develop, deliver and support new products and technologies ; our ability to expand our current markets, increase market share and develop new markets ; the concentrated nature of our customer base ; our ability to obtain and protect intellectual property rights in key technologies ; our ability to achieve the objectives of operational and strategic initiatives and attract, motivate and retain key employees ; the variability of results among products and end - markets, and our ability to accurately forecast future results, 市场条件、 和 客户 需求 ; the impact of our indebtedness, including our convertible senior notes and our capped call transactions ; and other risks and uncertainties described in our SEC filings on Forms 10 - K, 10 - Q 和 8 - K, and from time - to - time in our other SEC reports . All forward - looking statements speak only to management’s expectations, 估计, projections and assumptions as of the date of this presentation . The Company does not undertake any obligation to update or publicly revise any forward - looking statements to reflect events, circumstances or changes in expectations after the date of this presentation .

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2022年第二季度财务业绩电话会议 版权所有©2022 Veeco Instruments Inc.保留所有权利。 3 CEO概述 和市场 更新 比尔·米勒

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2022年第二季度财务业绩电话会议 版权所有Highlights $164M $23M 35¢ Revenue Non - GAAP Operating 2022©2022 Veeco Instruments Inc.保留所有权利。 4 4 2022年第2季度GAAP收入 摊薄 非 - GAAP EPS 另一个创纪录的季度半导体收入 · 对我们产品的需求继续超过供应 }- 积压增长 · 发布的2021年可持续发展报告 · 供应链挑战持续存在 尽管供应链挑战持续存在,但季度业绩稳健 GAAP与非 - 财务指标的对账可在本演示的备份部分找到。

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2022年第2季度财务业绩电话会议 版权所有©2022 Veeco Instruments Inc.保留所有权利。 5 5 移动性和 身临其境的用户 体验 使用 5G、传感器、高级 显示 云 高速 通信和 海量数据存储 与Megatrends Compound Semiconductor Semiconductor Growth市场保持一致的差异化技术 汽车的核心Technologies Megatrends Laser Annealing AP Lithography Ion Beam Wet Processing MOCVD Transformation 行业电气化和 自主 改进 高性能 计算/AI 更快、更高效的计算,以实现大规模数据 中心应用和 人工智能 数据存储 离子束沉积 离子束 蚀刻 AI - 人工智能 5G - 第五代无线技术 AP - 高级封装 MOCVD - 金属有机化学气相沉积

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2022年第2季度财务业绩电话会议 版权所有capability ▪ Safety ▪ Culture ▪ 10% - 17%©2022 Veeco Instruments Inc.保留所有权利。 6 6 2022优先事项 - 执行我们的增长计划 保护 ▪ 容量扩展 ▪ 新技术 评估 ▪ 服务Veeco收入 增长 Supply chain ▪ Quality ▪ Delivery ▪ Evaluations Growth& ▪ 转型后的公司处于加速增长轨道上 执行 创新和投资 战略执行

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2022年第二季度财务业绩电话会议 版权所有©2022威视仪器公司。保留所有权利。 7 首席财务官财务审查 约翰·基尔南

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2022年第2季度财务业绩电话会议 版权所有& Other Semiconductor Compound Semiconductor Data 2022©Inc.保留所有权利。 8 8 2022年第2季度按市场和地区划分的收入 60% 19% 13% 8% 按地区划分的收入 按地区划分的收入 科学& Other Semiconductor Compound Semiconductor Data存储 30% 35% 17% 17% 欧洲、中东和非洲地区 中国 美国 亚太地区剩余收入 $1.64亿 收入趋势($M) 第二季度21 第一季度22 第二季度22 Semiconductor 54 78 98 Compound半 24 37 31 数据存储 52 22 22 科学与其他 16 20 14 总计 146 156 164 由于四舍五入,金额可能计算不准确。 行为1%

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2022年第二季度财务业绩电话会议 版权所有22 Revenue $156.4 $164.0 $156.4 $164.0 Gross 2022©Inc.保留所有权利。 9 9 第二季度经营业绩 (不包括每股金额) 公认会计准则 非 - 公认会计准则 第一季度22 第二季度22 第一季度22 第二季度Veeco利润 66.0 64.3 67.5 66.2 Margin 42.2% 39.2% 43.1% 40.3% Operating Expenses 49.5 51.4 42.8 43.2 Operating总收入 16.5 12.8 24.7 23.0 净收入 13.3 9.7 21.7 20.0 由于四舍五入的原因,可能无法准确计算每Share $0.24 $0.18 $0.38 $0.35 Diluted Shares 65.3 59.5 63.6 63.3 Amounts的摊薄收益。可在本演示文稿的备份部分找到GAAP与非 - GAAP财务指标的对账。

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2022年第二季度财务业绩电话会议 版权所有Receivable 99 127 Inventories 179 176 Accounts©2022 Veeco Instruments Inc.保留所有权利。 10 10 资产负债表和现金流亮点 $数百万 第一季度22 第二季度22 现金和短期 - 长期投资 232 231 应付帐款 56 47 长 - 包括当前部分的定期债务 274 运营现金流 25 3 由于四舍五入,DSO(days) 57 70 DIO 174 160 DPO 57 43 Amounts可能无法准确计算。可在本演示文稿的备份部分找到GAAP与非 - GAAP财务指标的对账。

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2022年第2季度财务业绩电话会议 版权所有Guidance GAAP Non - GAAP Revenue $160M - $180M $160M - $180M Gross Margin 40% - 42% 41% - 43% Operating 2022©Inc.保留所有权利。 11 11 2022年第3季度财务支出 $5300万 - $5500万 $4500万 - $4700万 公认会计原则与非Income $7M - $17M $18M - $28M Diluted对帐的每Share $0.14 – $0.30 $0.32 - $0.48 A净收益 - 公认会计原则财务指标可在本演示文稿的备份部分中找到。

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2022年第2季度财务业绩电话会议 版权所有©2022威视仪器公司。保留所有权利。 12 谢谢您 问答

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2022年第二季度财务业绩电话会议 版权所有©2022 Veeco Instruments Inc.保留所有权利。 13 备份和 财务表格

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2022年第二季度财务业绩电话会议 版权所有End - Market $M 2019 2020 2021 2022 Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4{©2022 Veeco Instruments Inc.保留所有权利。 14 14 由Veeco提供的历史收入Br}FY Q1 Q2 Semiconductor 44.6 37.8 41.8 51.3 175.6 37.4 37.5 33.6 57.4 165.9 51.6 53.7 76.3 65.4 247.1 77.6 97.5 复合Semi 15.0 16.4 26.3 28.1 85.9 18.4 17.8 26.6 45.2 107.9 24.8 24.2 23.3 34.7 107.0 37.1 31.1 Data存储 19.6 22.7 24.1 17.6 84.1 38.9 28.3 36.9 19.2 123.3 41.0 52.0 39.3 36.5 168.8 21.6 21.5 Scientific& 其他 20.2 20.8 16.6 16.2 73.8 9.8 15.1 15.0 17.1 57.0 16.4 16.4 11.4 16.3 60.5 20.1 13.8 Total 99.4 97.8 109.0 113.2 419.3 104由于四舍五入的原因,.5 98.6 112.1 138.9 454.2 133.7 146.3 150.2 153.0 583.3 156.4 164.0 Amounts可能计算不准确。

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2022年第二季度财务业绩电话会议 版权所有©2022 Veeco Inc.保留所有权利。 15 15 截至2022年6月30日的可转换票据 (1) 2027可转换票据的转换价格包括 上限看涨交易的影响 (2) 加权平均 (3) 反映采用ASU 2020的情况 - 06,1月1日生效2022 由于四舍五入,金额可能无法准确计算。 可转换债务 本金 账面价值 息票 年现金 利息 年非 - 现金 利息 3 初始转换 价格 1月到期的可转换票据2023 $20M $20M 2.7% $0.5M $0.1M $40.03 Convertible票据将于2025年1月到期 $133M $131M 3.5% $4.7M $0.5M $24.00 Convertible票据将于6月到期2027 $125M $123M 3.75% $4.6M $0.4M $18.46 1 Total可转换Debt $278M $274M 3.6% 2 $9.8M $1.0M

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2022年第二季度财务业绩电话会议 版权所有©2022 Veeco Instruments Inc.保留所有权利。 16 16 新会计准则对稀释每股收益的影响(2022年第一季度生效) 基于当前未偿还票据。上述计算仅供估计,并反映将IF - co 转换方法用于稀释每股收益目的,公司现在要求在采用ASU 2020 - 06时使用该方法,自2022年第一季度起生效。上面提到的每股收益阈值代表了不同的范围,在这些范围内,我们的一些票据可能会变得不受欢迎。如果增加此类股份(并减少 利息支出)将是反 - 稀释的,则不会增加任何股份用于稀释目的。 *非 - GAAP增量稀释股份包括与我们的2027年票据同时发行的公司上限看涨交易的影响,并假设每股股票平均价格高于$18.46. Quarterly GAAP Non - GAAP* EPS阈值 票据 减记利息支出 用于每股收益计算 (千) 递增稀释性 股份** (以千计) 每股收益阈值之前 票据 减息 用于每股收益计算 (以千计) 递增稀释性 股票** (千股) ≥$0.14

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2022年第二季度财务业绩电话会议 版权所有Tables These tables include financial measures adjusted for the impact of certain items ;2022©Veeco Instruments Inc.保留所有权利。 17 17 关于调节Veeco的说明 these financial measures are therefore not calculated in accordance with U . S . generally accepted accounting principles (“GAAP”) . These Non - GAAP financial measures exclude items such as : share - based compensation expense ; charges relating to restructuring initiatives ; non - cash asset impairments ; certain other non - operating gains and losses ; and acquisition - related items such as transaction costs, non - cash amortization of acquired intangible assets, incremental transaction - related compensation, and certain integration costs . These Non - GAAP financial measures may be different from Non - GAAP financial measures used by other companies . Non - GAAP financial Measures should not be considered a substitute for, 或 高于 measures of financial performance prepared in accordance with GAAP . By excluding these items,的 Non - GAAP financial measures are intended to facilitate meaningful comparisons to historical operating results, 竞争对手的 运营 业绩, and estimates made by securities analysts . Management is evaluated on key performance metrics including Non - GAAP Operating Income, which is used to determine management incentive compensation as well as to forecast future periods . These Non - GAAP financial measures may be useful to investors in allowing For greater transparency of supplemental information used by management in its financial and operational decision - making . In addition, similar Non - GAAP financial measures have historically been reported to investors ; the inclusion of comparable numbers provides consistency in financial reporting . Investors are encouraged to review the reconciliation of the Non - GAAP financial measures used in this news release to their most directly comparable GAAP financial measures .

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Q2 2022 Financial Results Conference Call Copyright © 2022 Veeco Instruments Inc. All Rights Reserved. 18 18 Supplemental Information — GAAP to Non - GAAP Reconciliation Amounts may not calculate precisely due to rounding. In millions Q1 22 Q2 22 Net sales $156.4 $164.0 GAAP gross profit 66.0 64.3 GAAP gross margin 42.2% 39.2% Add: Share - based comp 0.9 1.3 Add: Other 0.5 0.7 Non - GAAP gross profit $67.5 $66.2 Non - GAAP gross margin 43.1% 40.3% In millions Q1 22 Q2 22 GAAP Net income $13.3 $9.7 Add: Share - b ased comp 4.5 6.3 Add: Amortization 2.5 2.5 Add: Transition expenses related to San Jose expansion project 1.2 1.3 Add: Depreciation of PP&E fair value step - up for purchase accounting 0.1 0.1 Add: Interest expense 2.8 2.6 Add: Tax expense (benefit) 0.4 0.5 Non - GAAP operating income $24.7 $23.0 In millions, except per share amounts Q1 22 Q2 22 GAAP Basic weighted average shares 49.6 49.7 GAAP Diluted weighted average shares 65.3 59.5 GAAP Basic EPS $0.27 $0.19 GAAP Diluted EPS $0.24 $0.18 GAAP Net income $13.3 $9.7 Add: Share - based comp 4.5 6.3 Add: Amortization 2.5 2.5 Add: Transition expenses related to San Jose expansion project 1.2 1.3 Add: Depreciation of PP&E fair value step - up for purchase accounting 0.1 0.1 Add: Non - cash interest expense 0.2 0.2 Add: Tax adjustment from GAAP to Non - GAAP (0.1) (0.1) Non - GAAP net income $21.7 $20.0 Non - GAAP basic EPS $0.44 $0.40 Non - GAAP diluted EPS $0.38 $0.35 Non - GAAP basic weighted average shares 49.6 49.7 Non - GAAP diluted weighted average shares 63.6 63.3

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Q2 2022 Financial Results Conference Call Copyright © 2022 Veeco Instruments Inc. All Rights Reserved. 19 19 Reconciliation of GAAP to non - GAAP Financial Data Non - GAAP Adjustments GAAP Share - Based Compensation Amortization Other Non - GAAP Net Sales $164.0 $164.0 Gross Profit 64.3 1.3 — 0.7 66.2 Gross Margin 39.2% 40.3% Operating Expenses $51.4 (5.0) (2.5) (0.7) $43.2 Operating Income $12.8 6.3 2.5 1.4 $23.0 Net Income $9.7 6.3 2.5 1.5 $20.0 Q2 2022 Actual: GAAP to Non - GAAP Reconciliation (in millions, except per share amounts) Amounts may not calculate precisely due to rounding. Income per Diluted Common Share GAAP Non - GAAP Net Income $9.7 $20.0 Add: Interest on Convertible Senior Notes 1.3 2.5 Net income available to common shareholders 10.9 22.4 Basic weighted average common shares 49.7 49.7 Add: Dilutive effect of share - based awards 0.8 0.8 Add: Dilutive effect of 2023 Convertible Senior Notes - 0.5 Add: Dilutive effect of 2025 Convertible Senior Notes - 5.5 Add: Dilutive effect of 2027 Convertible Senior Notes 8.9 6.8 Diluted weighted average common shares 59.5 63.3 Basic income per common share $0.19 $0.40 Diluted income per common share $0.18 $0.35 Other Non - GAAP Adjustments Transition expenses related to San Jose expansion project $1.3 Depreciation of PPE fair value step - up associated with the Ultratech purchase accounting 0.1 Subtotal 1.4 Non - cash Interest Expense 0.2 Non - GAAP tax adjustment (0.1) Total Other $1.5

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Q2 2022 Financial Results Conference Call Copyright © 2022 Veeco Instruments Inc. All Rights Reserved. 20 20 Reconciliation of GAAP to non - GAAP Financial Data Non - GAAP Adjustments GAAP Share - Based Compensation Amortization Other Non - GAAP Net Sales $160 – $180 $160 – $180 Gross Profit 64 – 75 1 — 1 66 – 77 Gross Margin 40% – 42% 41% – 43% Operating Expenses $53 – $55 (5) (3) (1) $45 – $47 Operating Income $11 – $20 6 3 1 $21 – $30 Net Income $7 – $17 6 3 2 $18 – $28 Income per Diluted Share $0.14 – $0.30 $0.32 – $0.48 Q3 2022 Guidance (in millions, except per share amounts) Amounts may not calculate precisely due to rounding. Income per Diluted Common Share GAAP Non - GAAP Net Income $7 – $17 $18 – $28 Add: Interest on Convertible Senior Notes 1 - 3 2 Net income available to common shareholders 8 - 20 20 - 30 Basic weighted average common shares 50 50 Add: Dilutive effect of share - based awards 1 1 Add: Dilutive effect of 2023 Convertible Senior Notes - - Add: Dilutive effect of 2025 Convertible Senior Notes 0 - 6 6 Add: Dilutive effect of 2027 Convertible Senior Notes 9 7 Diluted weighted average common shares 60 - 66 64 Income per diluted common share $0.14 - $0.30 $0.32 - $0.48 Reconciliation of GAAP Net Income to non - GAAP Operating Income GAAP Net Income $7 – $17 Share - Based Compensation 6 Amortization 3 Interest Expense, Net 3 Other 2 - 1 Non - GAAP Operating Income $21 – $30