Inphi Moves Big Data Faster Inphi + eSilicon Accelerates 2.5D - PowerPoint PPT Presentation

Inphi Moves Big Data Faster Inphi + eSilicon Accelerates 2.5D Electro-Optics Leadership for Cloud & Telecom November 11, 2019 Inphi Propri rietary ry 1

eSilicon At-A-Glance ▪ ▪ ▪ ▪ ▪ ▪ ▪ Inphi Propri rietary ry 2

Inphi Leads in Physical Layer Data Movement for Cloud and Telecom Customers Proce cessing ssing Netw twork orking ng Physica ical l Laye yer CPU, U, GPU, U, AI Swit itching, ching, Routi ting, ng, NIC Anal alog og, , DSP , Optics cs Storag torage Stora torage, ge, Memor ory Inphi Propri rietary ry 3

Scale to Lead in 2.5D Electro-Optics for Cloud + Telecom Customers PAM SerDes 2.5D Packaging Custom Silicon DSP TiA, Driver Silicon Photonics Best World Class Operations at Scale Quality Inphi Propri rietary ry 4

eSilicon Brings 2.5D Packaging Expertise to Inphi 2.5D eSilicon IC/SiP for 5G Telecom Customer 2.5D: IC/SiP using a silicon interposer and through-silicon vias (TSVs) 1D: System-in-Package (SiP) Device Source: EETimes, M. Maxfield, April 2012 Inphi Propri rietary ry 5

Inphi + eSilicon Solve High Bandwidth Customer Issues Custom Silicon DSP TiA DSP SiPho Custom Driver Silicon Optics Packaging 2.5D 2. 5D Elec ectr tro-Op Optics tics Soluti lution on Inphi Propri rietary ry 6

Inphi + eSilicon Addresses Growing Complexities of Physical Layer Physi sical cal Lowe wer r Powe wer More Data Layer yer Higher er Order der Modulation lation DSP + S SiPho o + Advanced ced CMOS Longer ger Reach ch Faste ter r Speeds ds DSP + F FEC EC Higher er Frequen equencies cies More Cost Effectiv fective Complet plete e Platform atform DSP + O Optica ical l Platfor orm TiA + Driv iver er + DSP + SiPho ho Higher gher Densi sity ty Silico con Photon onics, ics, 2.5D 5D Packa ckagin ing Inphi Propri rietary ry 7

Deepens Relationships at Cloud and Telecom Infrastructure Customers Cloud Telecom MSDC: Massively Scaleable DCs: Long-Haul Metro Enterprise DCs Between DCs Between DCs Access Inside DCs Cable Inphi Propri rietary ry 8

Combined Scale Yields Financial Synergy = EPS Accretion and Acceleration + Operating Leverage >$500M + Scale to Invest for Customer/Partner Success + Revenue Growth Acceleration $440M* ~$100M * 2020 consensus revenue estimate courtesy of NASDAQ Inphi Propri rietary ry 9

Thank You Inphi Propri rietary ry 10