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GTAT_Corporate_Overview

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Polysilicon Business Q3CY13 Update<br />

• Remain optimistic about long term poly<br />

opportunities<br />

– Pipeline continues to develop<br />

– Supply and demand are coming into<br />

balance<br />

– Expect poly pricing to stabilize over<br />

next 6-9 months<br />

– China’s preliminary ruling on silicon<br />

tariffs favorable for GT’s largest<br />

customers<br />

• While polysilicon opportunities exist, GT<br />

does not expect increase in bookings until<br />

2015; polysilicon revenues likely to remain<br />

light through 2014<br />

©2013 <strong>GTAT</strong> Corporation. All rights reserved. 22

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