The document summarizes an outlook webcast on passive components from March 2008. It discusses trends in the passive components market including increasing demand for multilayer ceramic capacitors and declining average selling prices. It also covers challenges in the supply chain for materials and technologies driving demand such as portable devices and environmental concerns.

1. Welcome to the 2008 Passive Market Outlook Thank you for joining us! Listen in as Dennis Zogbi and experts from KEMET, Littelfuse, and Vishay provide a detailed market overview of the passive industry. Sit back, relax and learn what to look for in 2008!

2. TTI Marketing Outlook Webcast Capacitors March 2008

4. Industry Trends Consumption, Price, Lead Time

5. Global Semiconductor Industry Source: Henderson Electronic Market Forecast (February 2008)

6. Global Capacitor Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data

7. Global MLCC Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data

8. Global Tantalum Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data

9. Global Aluminum Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data

10. Global Paper & Film Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data

11. Global MLCC Capacitor Industry Shipments Source: Based on World Cap data 3 yr. CAGR ’05 to ’07: 17.6% 5 yr. CAGR ’03 to ’07: 21.6% 10 yr. CAGR ’98 to ’07: 19.4% 3 yr. CAGR ’05 to ’07: 18.1% 5 yr. CAGR ’03 to ’07: 8.5% 10 yr. CAGR ’98 to ’07: 8.3%

12. Global Tantalum Capacitor Industry Shipments 3 yr. CAGR ’05 to ’07: 1.6% 5 yr. CAGR ’03 to ’07: 4.4% 10 yr. CAGR ’98 to ’07: 3.4% 3 yr. CAGR ’05 to ’07: -0.6% 5 yr. CAGR ’03 to ’07: -2.2% 10 yr. CAGR ’98 to ’07: 0.1% Source: Based on World Cap data

13. Global Aluminum Capacitor Industry Shipments 3 yr. CAGR ’05 to ’07: -0.9% 5 yr. CAGR ’03 to ’07: 2.7% 10 yr. CAGR ’98 to ’07: 2.8% 3 yr. CAGR ’05 to ’07: 9.1% 5 yr. CAGR ’03 to ’07: -0.5% 10 yr. CAGR ’98 to ’07: 0.2% Source: Based on World Cap data

14. Global Paper and Film Capacitor Industry Shipments 3 yr. CAGR ’05 to ’07: -2.6% 5 yr. CAGR ’03 to ’07: -1.6% 10 yr. CAGR ’98 to ’07: -1.6% 3 yr. CAGR ’05 to ’07: 6.9% 5 yr. CAGR ’03 to ’07: -6.6% 10 yr. CAGR ’98 to ’07: -5.0% Source: Based on World Cap data

15. Global MLCC Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 9.3%

16. Global Tantalum Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 4.9%

17. Global Aluminum Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 3.4%

18. Global Paper & Film Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 4.8%

19. U.S. Passive Component Industry Source: Henderson Electronic Market Forecast (February 2008)

20. Passive Component Lead Times Source: www.TTI.com 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Ceramic Capacitors Film Capacitors Tantalum Capacitors Resistors Aluminum Electrolytic Capacitors Connectors Mica Capacitors

21. Material Trends Supply Chain

23. Technology Trends and Drivers

26. TTI Marketing Outlook Webcast Capacitors March 2008

27. Thank you! Please visit www.ttiinc.com/marketeye for more information