Intel Capital Overview

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Intel Capital Overview

• Silicon Forest Forum
• Keith Larson
• Director, Manufacturing Emerging Technologies
• Intel Capital
• November 22, 2004

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Four Pillars of Intel Strategy

• Architecture
• Manufacturing
• Brand and Channel
• Investments

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• Intel Top Investor in IT Firms for 2003
• 2003 was the year of the Ram and for the third
  straight year Intel Capital led the IT investing
  charge.
• (VentureWire, Jan. 04)

Other brands and names are the property of their
respective owners.
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Intel Capital Mission
Make And Manage Financially Attractive
Investments In Support Of Intels Strategic
Objectives
External and Internal Investments
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What Intel Capital Does

• Builds business ecosystems
• Develops international presence
• Fosters silicon technology
• Scouts and commercializes new technologies

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Intel Capital Summary

• 100 investment professionals in 25 countries
• 40 of investments outside of US
• Returned enough cash to build a fab
• A value add co-investor worldwide

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Ecosystem Example Delivering Wi-Fi
N O M A D I X
TeleSym
Other names and brands may be claimed as the
property of others
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ICap Toolkit

• I2A2
• Investment
• Incubation
• Acquisition
• Alliance

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Technology Transitions Drive our Investment Themes
Mobility
Converged
Comp. / Comm.
Digital Home
Analog
Digital
Enterprise
Distributed
Virtualized
Comm. Infrastructure
Modular Systems
Closed/monolithic
Emerging Markets
Established Economies
Globalization
Mfg Tech
200mm/90nm
300mm/65nm
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EUV Lithography Ecosystem
NaWoTec Mask Pilot Line
InvestigatingMask Tools
Media Lario Collector Optics
Cymer EUV light source
Investigating Resist
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Some of What Intel Capital Brings

• Presence, Expertise, Track Record
• Technology diligence
• Comprehensive Portfolio Company support
• Access to Intel
• Seed to late stage capable
• We syndicate our deals

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Thank You!