Sommaire

1. Sommaire • Les faits marquants • Contrefaçons de composants Nippon Chemi Con • Nouveau calendrier pour les usines de Shin Etsu • Les évènements clés à suivre 1

2. Contrefaçons de composants Nippon Chemi Con • Suite à une augmentation de contrefaçons de composants de la marque Nippon Chemi Con, le fabricant japonais de condensateurs a tenu à réagir lui-même en publiant le 31 mai sur son site internet l’avertissement suivant : • “Thank you very much for choosing our Nippon Chemi-Con products. • We have recently detected some counterfeit products labeled Nippon Chemi-Con or attached Counterfeit Nippon Chemi-Con labels on them, which are sold in many parts of the world. These counterfeit products have not been sold through the official channels: our sales branches, sales subsidiaries and distributors. And we are concerned about their influence on your equipment for they do not meet our Nippon Chemi-Con quality assurance standards. • For such current conditions, Nippon Chemi-Con is positively working on eliminating counterfeit products, but it is difficult to rule out all the unofficial channels. These counterfeit products show close similarity to our regular products and it is hard to recognize them by appearance. We, therefore, strongly recommend our customers to purchase Nippon Chemi-Con products only through our official sales channels. • For checking our official sales channels or any questions, please contact our sales office. You can also contact us from our Web site below : http://www.chemi-con.co.jp/e/toiawase/overseas.html • Please note that we hold no responsibilities for any failure or damages caused by using counterfeit products. We look forward to your continued patronage. Thank you and best regards.” 2

3. Nouveau calendrier pour les usines de Shin Etsu • Le fabricant de wafers et de matériaux SEH, qui possède 2 usines sur le territoire japonais qui ont été impactées par les catastrophes, a publié le 31 mai un nouveau calendrier de remise en route de ses 2 sites de Handotai’s Shirakawa et de Kashima qui, pour rappel, représentent 20% de la capacité total de production du groupe. • Point de la situation au 31 mai de l’usine d’Handotai’s Shirakawa : • “From April 20th, the Shirakawa Plant restarted partial operations, and since then it has been gradually increasing its operations in stages. SEH is carrying out the restoration work with the aim of returning the production capacity at the plant to the level prior to the disastrous earthquake by end of June to July of this year. • With regard to our outlook for the resumption of operations, as explained above, it is based on assumptions made as of this time, and thus please bear in mind that there is a possibility of a change depending on circumstances.” • Point de la situation au 31 mai de l’usine de Kashima : • From April 28th, the polyvinyl chloride (PVC) plant restarted part of its operations for Specialty PVC using the inventory of raw materials that SEH had on hand from prior to the earthquake. On May 20, Mitsubishi Chemical Corporation restarted the production and supply of ethylene. Accordingly, Kashima Vinyl Chloride Monomer restarted the production of vinyl chloride monomer (VCM). Because SEH was able to confirm the safety and stability of production, from May 31, the company restarted full-scale operations at Shin-Etsu Chemical’s Kashima PVC plant. • With regard to the Kashima optical fiber preform plant, SEH started partial operations from April 18th, and going forward, SEH will gradually restart the equipment that has been stopped. At present, the company is aiming for full-scale operations to start in late June.” 3

4. Les évènements clés à suivre • Vérifier l’échéancier prévu par RENESAS concernant son usine de Naka : • - 200 mm : “test production” = 23 avril, “mass production” = 15 juin • - 300 mm : 1 ligne de production = redémarrage début juillet • Suivre, au cours de l’été, la capacité des grands OEM à se fournir en composants critiques (en particulier en microcontrôleurs et en condensateurs alu); • Suivre les éventuels hausses de prix des composants critiques et le risque de développement de la contrefaçon; • D’autre part, suivre l’évolution de la remise en service du réseau électrique et des conséquences d’éventuels nouveaux tremblements de terre de forte magnitude. 4