FIRST AMENDMENT TO SECOND AMENDED AND RESTATED LEASE AGREEMENT BY AND BETWEEN ET LLC, a Delaware limited liability company d/b/a ET QRS LLC as LANDLORD and ETEC SYSTEMS, INC. a Nevada corporation as TENANT Premises: Hayward, California Dated as of March 31, 1998 THIS FIRST AMENDMENT TO SECOND AMENDED AND RESTATED LEASE AGREEMENT made as of March 31, 1998 by and between ET LLC, a Delaware limited liability company d/b/a ET QRS LLC ("Landlord") and ETEC SYSTEMS INC., a Nevada corporation ("Tenant"). W I T N E S S E T H WHEREAS Landlord and Tenant entered into a certain Second Amended and Restated Lease Agreement, dated as of February 2, 1998 (the "Original Lease"); and WHEREAS Landlord and Tenant desire to amend the Original Lease as hereinafter set forth; NOW THEREFORE for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, Landlord and Tenant covenant and agree as follows: 1. Subparagraphs (c)(i) and (c)(ii) of Paragraph 1 Basic Rent of Exhibit D to the Original Lease is hereby deleted in its entirety and the following is inserted in lieu thereof: "(i) with respect to the Project II Improvements, commencing on the first day of the first calendar month following the calendar month in which the first advance of Project II Costs is made and continuing on the first day of each calendar month thereafter to and including June 1, 1999 (each such date also a "Basic Rent Payment Date"), Basic Rent with respect to the Leased Premises shall be payable monthly in arrears on each Basic Rent Payment Date in an amount equal to the product of (x) the LIBOR then in effect stated on an annual basis plus 150 basis points divided by 12 multiplied by (y) the weighted average of the amount outstanding during the prior calendar month for Project II Costs (exclusive of the Project II Acquisition Fee) for the Project II Improvements based on the number of days each advance is outstanding prior to such Basic Rent Payment Date. The amount set forth in the foregoing sentence shall, absent manifest error, be conclusively determined from the books and records of Landlord. Tenant shall have the right, upon reasonable prior notice, to inspect Landlord's books and records to verify the accuracy of Landlord's calculation of such Basic Rent. (ii) commencing on July 1, 1999 and continuing on the first day of each calendar month thereafter (each such date also a "Basic Rent Payment Date") until the expiration of the Initial Term, monthly installments of Basic Rent payable with respect to the Project II Improvements should be an amount equal to the equal monthly amortization payment required to pay the Project II Costs (exclusive of the Project II Acquisition Fee) in full over the remainder of the Initial Term assuming an interest rate of 8.13% per annum. Promptly following the Project II Final Completion Date Landlord and Tenant shall execute an addendum to this Lease setting forth the numerical amount of the initial annual and monthly installments of Basic Rent with respect to the Project II Improvements." 2. Except as specifically amended hereby, the terms and conditions of the Original Lease shall remain in full force and effect from and after the date hereof the term "Lease" shall refer to the Original Lease as amended by this First Amendment to Second Amended and Restated Lease Agreement. 3. This First Amendment shall be binding upon the parties thereto and their respective successors and assigns. IN WITNESS WHEREOF, the parties hereto have duly executed and delivered this First Amendment to Second Amended and Restated Lease Agreement as of the date first above written. LANDLORD: ET LLC, a Delaware limited liability company, d/b/a ET QRS LLC By: Corporate Property Associates 12 Incorporated, Member By: Title: First Vice President By: Corporate Property Associates 14 Incorporated, Member By: Title: First Vice President TENANT: ETEC SYSTEMS, INC., a Nevada corporation By: Title: