Investor Fact Sheet About Pericom Semiconductor Pericom Semiconductor Corporation by kbrillhart

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									                                                                       Investor Fact Sheet FQ109
                                                                       About Pericom Semiconductor
                                                                       Pericom® Semiconductor Corporation (NASDAQ: PSEM) enables serial
                                                                       connectivity with the industry’s most complete solutions for the computing,
                                                                       communications and consumer market segments. Pericom’s analog,
                                                                       digital and mixed-signal integrated circuits, along with its SaRonix-eCera™
                                                                       frequency control products, are essential in the timing, switching, bridging
                       FUNDAMENTALS
                                                                       and conditioning of high-speed signals required by today’s ever-increasing
     NASDAQ: PSEM                                                      speed-and-bandwidth-demanding applications. Company headquarters
     Fiscal Year Ends...........................June 27, 2009          are in San Jose, California, with design centers and technical sales and
     FQ109 Revenue .....................................$43.9M         support offices around the world.
     FQ109 Net Income................................... $3.9M
     FQ109 EPS ............................................... $0.15   Diversified Technology For Growth Markets
     FQ408 Gross Margin ............................... 36.4%          Pericom’s technology encompasses all major high-speed serial signal
     Closing Price at 10/31/08 ........................$7.80           protocols including PCI Express, USB 2.0, HDMI/DVI, DisplayPort, SAS/
     Shares Outstanding .................................25.7M         SATA, XAUI, Fibre Channel and Ethernet.
     Market Cap ............................................ $199M         ENABLING SERIAL CONNECTIVITY                 ENABLING SERIAL CONNECTIVITY
                                                                           IN HIGH-SPEED PROTOCOLS:                     WITH THESE PRODUCT OFFERINGS:
     52-week Share Price..................... $6.86–19.50
                                                                           USB                                          BRIDGE
     (listings here are as of 10/31/08)                                    XAUI                                         REDRIVER
                                                                           SAS/SATA                                     PACKET SWITCH
                                                                           HDMI/DVI                                     ANALOG SWITCH
                                                                           DISPLAYPORT                                  CRYSTALS & OSCILLATORS
                                                                           PCI EXPRESS                                  APPLICATION SPECIFIC SWITCH
                 REVENUE (in Millions)                                     FIBRE CHANNEL                                SPECIALTY INTERFACE
                                                                           GIGABIT ETHERNET                             DIGITAL BUS SWITCH
                                                         43.9                                                           CLOCK & TIMING
                                             43.4
40
                      40.7       41.2
          38.5
                                                                                   COMPUTER                     CONSUMER                         COMMUNICATION
                                                                                   Notebook                     Set-top Box/DVR                  Access
                                                                                   Desktop/MB                   Mobile Phone                     Switch/Router
30                                                                                 Server                       DTV & Display                    Wireless Infrastructure
                                                                                   Storage                                                       Wireline Infrastructure
                                                                                   NIC/HBA/HDD



20
                                                                       Complete Solutions for High-Speed Serial Connectivity
                                                                       Pericom differentiates by bringing a complete high-speed serial connectivity
10                                                                     solution to the marketplace:
                                                                       Unique signal integrity solutions
$        Q108         Q208       Q308        Q408        Q109          ∙    ReDrivers (signal conditioners) boost distance on PCB or
                                                                            through connectors and cables while maintaining proper
         EARNINGS PER SHARE (GAAP)                                          signal integrity
 0.20                                                                  ∙    Products supporting PCIe, SAS, SATA, XAUI, Fibre Channel with
 0.18                                                                       data rate up to 5.4 Gbps
 0.16                                            0.17
 0.14        0.15
                        0.16         0.16
                                                             0.15      Broadest signal switching & routing solutions
 0.12                                                                  ∙    Physical level switching solution for PCI Express Gen1+Gen2,
 0.10                                                                       USB, HDMI / DVI + DisplayPort, SAS/SATA, XAUI, Fiber
 0.08                                                                       Channel, and GbE.
 0.06                                                                  ∙    Fully featured PCIe Bridge and Packet Switch families
 0.04
 0.02
                                                                       Precise timing references & clock distribution solutions
                                                                       ∙    Frequency Synthesizers, Zero-Delay Buffers, Crystals,                                   FR E E & G
     $     Q108 Q208 Q308 Q408 Q109                                                                                                                               B-
                                                                                                                                                                             RE
                                                                                                                                                     R IC O M P




                                                                                                                                                                  Pb
                                                                                                                                                                                 EN




                                                                                                 Pb-Free & Green 16-contact TDFN packaging for
                                                                                                                                                       PE




          www.pericom.com                                                                             modern mobile and handheld products
                                                            Diversified Market Solutions for Global Customers
                                                            Within the computer, communications, and consumer markets, Pericom focuses on
                                                            high-growth segments. This focus allows alignment between multi-product penetration
                                                            opportunites and Pericom’s technology focus.

                                                               Q109 Revenue by Products
       STRONG BALANCE SHEET                                                                    Core IC Business = 58%
                                                                        13%
                                                                                 8%            Focus Products:
Cash & Investments ..........................$121M                                                Analog Switches ~21%
                                                                                                  Connect ~13%
                                                               21%                    11%
Working Capital .............................. $124M                                              Clock ICs ~ 8%

Total Assets .....................................$232M                                5%      Legacy Products:
                                                                                                  Digital Switches ~11%
Total Liabilities .................................. $26M                                         Interface Logic ~ 5%
Shareholders’ Equity ....................... $207M
                                                                                               FCP Business = 42%
Book Value/Share .............................$8.04                      42%                      Crystals, Crystal Oscillators, VCXOs
Cash/Share .......................................$4.71

                                                              Q109 Revenue by the “3 C’s”

                                                                                                      Communication
PERICOM’S TOP 5 CUSTOMERS
                                                                         44%                          (networking + telecom)
(Q109):
                                                                                                      Computer
                                                                                                      (computing + storage)
                                                                                       5%
                                                                                                      Consumer
                                                               17%                                    (mobile terminal + digital media)


                                                                                34%                   Other
ANALYST COVERAGE*

Richard Shannon, Northland Securities
(612) 851-5908                                              Why Choose Pericom?
                                                                          GLOBAL SALES & SUPPORT
Hans Mosesmann, Raymond James
                                                                              •Technical experts
& Associates, Inc.                                                            •Award-winning customer service
(212) 856-5404                                                                •Sales & technical support in Asia, Europe & the Americas

Christopher J. Longiaru, Sidoti & Company, LLC
(212) 894-3340                                                            HIGH-PERFORMANCE PRODUCTS
                                                                              •Enabling key industry trends
                                                                              •Pb-Free & Green products
Suji De Silva, Kaufman Bros. Equity Research
                                                                              •Broad spectrum of product offerings
(415) 449-0102                                                                •Best-in-class performance solutions

Salomon Kamalodine, B. Riley & Co., LLC                                   STRONG OPERATIONS
(310) 966-1443                                                                •ISO 9001 Certified
                                                                              •High-volume production
                                                                              •Experienced management team

*For information purposes only - Pericom                    Patents
does not endorse any opinions or fore-                      The United States Patent and Trademark Office has granted Pericom 110 U.S. patents
casts made by research analysts.
                                                            and with at least 10 U.S. patent applications pending.

                                                                                                                                       S    E        T           RI
                                                                                                                                     RY DG TY IN TAL RED
                                                                                                                                    C I                                DI
Pericom Semiconductor Corp.                                 Investor Contact Information:                                                     L       I
                                                                                                                                      BR CIA     DI
                                                                                                                                                    G
3545 North 1st Street                                       Jason Golz                                                                    E             OG       USB
                                                                                                                                       SP TCH ANAL
                                                            Assistant Vice President, FD Ashton Partners                                    I
San Jose, CA 95134                                                                                                                       SW             ING
                                                                                                                                                & TIM BUFFERS
Telephone: 800-435-2336                                     (415) 869-5750                                                              CLOCK                        VCX
Fax: 408-435-1100                                           Email: jgolz@ashtonpartners.com                                              PCI EXPRESS
                                                                                                                                        LVDS        PACKET SWITCH
                                                                                                                                       SIGN             SIGNAL SW
                                                                                                                                                                  ITCH
                                                                                                                                      TRA AL COND
                                                                                                                                                        I              RE

								
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