東芝グループ IR Day 2022 デバイスCo.事業戦略

1 2022 Toshiba Corporation 2022 2 8 IR Day 2022 Co. 2 2022 Toshiba Corporation 12

2 ( ) 3 2022 Toshiba Corporation Co. Co. 0102030405 Appendix4 2022 Toshiba Corporation 01 Co. 5 2022 Toshiba Corporation Co.

3 5 2022 Toshiba Corporation 6 2022 Toshiba Corporation Co. 6 2022 Toshiba Corporation 7 2022 Toshiba Corporation Co. 7 2022 Toshiba Corporation 8 2022 Toshiba Corporation / / Co. Co. 8 2022 Toshiba Corporation 9 2022 Toshiba Corporation 2017 7 1.

4 100 HDD ( ) ( ) ( ) 8,600 2021 2022 2 23,100 ( ) 9,200 13,900 2021 3 HDD 12 14 26 HDD 3 39 42 FY20 ( ) 37%HDD48% 5%10 2022 Toshiba Corporation /FAPC/ xEV +186% 1(2021 25)FA +27% 2(2021 25) +12% 3(2021 25)Large DC +13% 4(2021 25) +119% 5(2021 25) 1 :Strategy Analytics Global xEV Semiconductor Demand Forecast2019 to 2028 2 : Omdia Industrial Automation Equipment Market Tracker 3Q21 Data 3 :Gartner Forecast: PCs, Ultramobilesand Mobile Phones, Worldwide, 2019-2025, 4Q21 Update , RanjitAtwal et al.

5 , 17 December 2021, =Traditional PC + Ultramobile+ Smartphone, Units basis. 4 :Gartner Forecast: Data Centers, Worldwide, 2018-2025, 2021 Update , Adrian O'Connell, 1 December 2021,Site Class Large DC (20nm ) 5 : VLSI Research powered by TechInsights Worldwide Demand for Reticles October 202111 2022 Toshiba Corporation / / HDD HDD(Cloud, Enterprise ) (LV-MOS, IGBT) (MOSFET, SiC MCU, MCD MOSFET, IGBT IC HDD(Mobile, Game ) (LV-MOS, IGBT) MCU, MCD /FAPC/ 12 2022 Toshiba Corporation W/W ( / ))

6 FY20FY25DC 52% 69% 70% 81% 4 6,000 / 3 23 16 ( ) ( ) 38%14%17%22%9% DCPC 40% 13% FA17%22% 41% 29% 30% 49%32%19% 8%13 2022 Toshiba Corporation / / ( ) HDD ( ) HDD(PC ) ( ) HDD 14 2022 Toshiba Corporation BAA Blanking Aperture Array On/Off MEMS SiC HDD SiC BAA (LTA ) / / (LTA ) 15 2022 Toshiba Corporation 300mm (22 )

7 300mm 200mm 80% 70% HDD () ( FY20 ) 2,600 1 HDD 2 FY21-25 HDDBCP HDD 1 200mm 300mm 200mm )16 2022 Toshiba Corporation 100% ( ) FY30 100 1 2300mm FY26 100% ( PPA 1: 2: FY20FY30CN 100% 17 2022 Toshiba Corporation 1 Co.

8 5 5,000 HDD HDD 2,600 3,100 FY21-25 5,700 300 200 SiC/GaN ( ) BCP SiC GaN ( ) 1 18 2022 Toshiba Corporation FY21FY25 Co. 1 / FY21FY25 FCF 300mm FY24 +2 (FY21 25) (FY21 25)FCF 500 FY21-FY25 FCF 1,400 1 : 2.

9 (1 =110 )(1 =110 ) FCF 2 6%8%( )( )8,60010,100190550 CF 4,200 CF 2,800 19 2022 Toshiba Corporation 30% FCF 4 1 ROE 15% (2022 2 ) 1 FY22-FY25 20 2022 Toshiba Corporation M&A Co.

10 KPI KPI 21 2022 Toshiba Corporation 02 22 2022 Toshiba Corporation /FAPC/ xEV +186% 1(2021 25)FA +27% 2(2021 25) +12% 3(2021 25)Large DC +13% 4(2021 25) 1 :Strategy Analytics Global xEV Semiconductor Demand Forecast2019 to 2028 4 :Gartner Forecast: Data Centers, Worldwide, 2018-2025, 2021 Update , Adrian O'Connell, 1 December 2021,Site Class Large DC 2 : Omdia Industrial Automation Equipment Market Tracker 3Q21 Data 3 :Gartner Forecast: PCs, Ultramobilesand Mobile Phones, Worldwide, 2019-2025, 4Q21 Update , RanjitAtwal et al.