Exhibit 99.4 Header of all slides [Logo] Microsemi more than solutions - enabling possibilities Analyst Day | | http://www.microsemi.com Slide 1 DC:DC Terms Switching Regulators Paul Pickle, Product Marketing Manager, DC:DC Circuits Slide 2 Agenda . Overview of DC:DC Terms -- "Water in the Bucket" . Focus on Switching Regulators -- Comparing Topologies -- Why Load Share(TM)? -- Applications and Benefits Slide 3 DC:DC Terms . Buck - (Down) . Boost - (Up) . PWM . PFM . Quiescent Power . Efficiency . Power Demand . Switcher . Linear Regulators . Charge Pump [graphic of Linfinity LX8580-00CDD THAI 0034C] Slide 4 Knowing The Application LCD +/-15V, 3.3V @200mA, 700V @ 5mA Strong Arm 1.75V @ 200mA, 3.3V @ 600mA Pentium IV 1.6V @ 50A, 3.3V @ x mA DSP 1.8V @ 90mA, 3.3V @ 50mA DRAM 2.8V @ 10mA Slide 5 Example: PDA Power Management [schematic] 110VAC, AC/DC Converter, LX1552 SG3842, 4.4VDC @ 1.1A, [3.6V, 1.8V @ 500 mA, 2.5V @ 400mA, 3.3V @ 200mA, 5V @ 50mA], Wireless Application 3.6V Switcher PFM/PWM 1.8V @ 500mA 3.6V Switcher PWM 2.5V @ 400mA 3.6V LDO PMOS 3.3V @ 200mA 3.6V Charge Pump 5V @ 50mA Slide 6 Implementation Tradeoffs Pro Con [schematic] LDO - Input, 5V @ 3A, 1.4V Dropout, --------------- --------------------- Output 3.3V @ 3.0 A Simple Can Be Inefficient Low Cost Heat P in -P out = P Dissipation 1 Device Maximum efficiency at 15W - 9.9W = 5.1W Specific JOJT to VIN %eff = 66% Point of Use Relationship Pro Con [schematic] Switcher - Input, 5V @ 2.15A, --------------- --------------------- output 3.3V @ 3.0A Hight Efficiency Magnetics High Power Noise P in -P out = P Dissipation I/O Adaptable Board Space/Components 10.75W - 9.9W = .85W Complexity % eff = 92% Pro Con [schematic] Charge Pump* - Input, 3.3V @ 111mA, --------------- --------------------- output 5.0V @ 50mA No Magnetics Output Current Limited Simple Boost Efficiency % eff = 68% *90% eff @ V out = 2V in Cost Noise Slide 7 Switching Regulators Slide 8 History . 1968 - Silicon General: First Integrated PWM Controller IC . 1993 to 1997 - Developed Family of 10 PWM VRM Controller ICs In Conjunction With Intel VRM Specification . 1998 - Ceased Development On VRM Due To Poor Sales and Market Volatility (We Hit A Brick Wall!) . 2001 - Architected New Patented Architecture Targeting Video Card and Other Applications Slide 9 Core Competency / New Strategy . Leverage What We Know Into An Application With An Identified Need . Video Processor Power Demands Were Quickly Exceeding Available Power Budgets . Roadmap For Power Budget Showed a Continued Increase . Can We Make Money In A Desktop Environment? . How Do We Leverage The Video Market Success Into More Dollars - DVD, Gaming Consoles, etc. Slide 10 Targeting Video Processors . What Sets us Apart - Current Sharing Voltage Mode Multipurpose Operation - Patented architecture, best of both worlds Topology Applications Desktop Notebook Video Card - ---------------------------------------------------------- Duty Cycle Semtech Semtech Semtech Sense Resistor Linear Tech Linear Tech RDS(ON) Intersil Intersil Inductor Reactance Semtech Semtech Load Share Microsemi Microsemi . Our Products - LX167X Family of Controllers - Addresses major issues facing high speed video processor companies [schematic] LX1671 - V Out 1 =, L3, +5V, 3.3V, L1, V Out1 =, L3, +5V, 3.3V, V Out 3 = . Target Applications - Graphic Cards - Game Consoles - Next Generation Set-Top Box [Logo nVidia gForce3 Ti] [picture of two monitors] [picture of game machine] Slide 11 What is LoadSHARE(TM)? Slide 12 Current Mode - Sense Resistor . Uses Sense Resistors In Current Path To Balance Current In Each Phases . Best Precision Current Sharing . Sense Resistors Are Costly - Asian Manufacturers Prefer Not To Use Them [schematic] 12V, L3, CFB1, V Out, FB, CFB2, L3, 5V Linear Tech - Notebooks Slide 13 Current Mode - RDS(ON) . Uses FET Resistance In Current Path To Balance Current In Each Phases . Poor Current Sharing Due To Variation In RDS(ON) With Temperature . RDS(ON) Trends Continue Downward Creating A Signal To Noise Problem [schematic] CFB1, 12V, L3, V Out, FB, L3, 5V, CFB2 Intersil - P4 MB Slide 14 Current Mode - Inductor Reactance . Reliant on Additional Matched and Tuned Components . Poor Current Sharing greater than 10% . Very Dependent on Component Types and Tolerances. . No Load Sharing On Multiple Supplies [schematic] 12V, CFB1, L3, V Out, FB, CFB2, L3, 5V On Semi - P4 MB Slide 15 Voltage Mode - Duty Cycle . Open Loop Current Feedback . Poor Current Sharing greater than 10% Even With 1% Accuracy In Duty Cycle (aka. Marketing Scam) . No Load Sharing On Multiple Supplies [schematic] 5V, L3, V Out, FB, L3, 5V Semtech - P4 MB Slide 16 Voltage Mode - LoadSHARE(TM) . Forces Pre-Inductor Switching Output DC Voltage To Be Equal . Inexpensive Components . Load Sharing From Multiple Inputs Via Inductor ESR . less than 10% Current Sharing Tolerance . Programmable Current Sharing Via One Of Three Methods . Good Transient Response . Patented By Microsemi [schematic] 12V, CFB1, L3, V Out, FB, L3, CFB2, 5V MSCC - Video Cards / Notebooks Slide 17 Why LoadSHARE for Video Applications 3.3V @ 6A = 19.8W 5V @ 3A = 15W 12V @ 1A = 12W Accelerated Graphics Port Available Power [schematic] 2.8V @ 3.86A = 10W, Memory Core, 1.4V @ 3.21A = 4.5W, DDR Termination, Memory Bus, 1.6V @ 15A = 24W, Core, [nVidia gForce 3 Ti Logo], I/O, DDR memory PCORE = 24W greater than Any Available Supply!! Slide 18 Sneak Peek - Notebook LoadSHARE(TM) [schematic] U1 LX167x_MLP-Q, FB-1, DF Out 2, EO1 3, EA1-4, DACOUT 5, PWRGD 6, GND 7, VIN 8, ROSC 9, ENA 10, VID4 11, VID3 12, VID2 13, VID1 14, VID0 15, VS2 16, HO2 17, VC2 18, VDD 19, PGN3 20, I-MIN 21, VCCL 22, LO2 23, PGN 24, LO1 25, VS1 26, HO1 27, VC1 28, VC3 29, I-MAX 30, VS3 31, CSHP 32, ILIM 33, LP1 34, LP2 35, EA2-36, EO2 37, FB+ 38, R7 TBD, R8 TBD, C9 TBD, R9 TBD, C10, 4.7uF, VBAT, R10 TBD, R11 TBD, R12 TBD, R13 TBD, R14 TBD, R15 TBD, +5VP, R16 TBD, J1 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, +5V, C1 4700pF, R1 200K, R2 61.9K, C2 4700pF, R3 TBD, C3 4700pF, R4 61.9K, R5 TBD, R6 10.0, +5VP, C7 4.7uF, C8 4.7uF, CR3 1N5817, Si4842DY, Q1, C4 0.1, Si4842DY, Q2, CR1 TBD, +C11 150uF 6.3V, CR2 TBD, L3 100nh, CR4 1N5817, +5VP, C13 4.7uF, TB3 1 CORE+, R17 ZOJ, + C19 270uF 2V, TB4 1 VCORE, TB3 2 CORE-, R18 ZOJ, ED120/2DS, TB4 2 RTN, ED 120/2DS, +C18 270 uF 2V, +C20 270uF 2V, +C21 270uF 2V, L2 4.7 uh, TB1 2, +5VIN, +5VP, TB1 1, +5RTN, +C12 150uF 6.3V, ED120/2DS, TB2 2, +BATT IN, VBAT, TB2 1, BATT RTN, +C15 100uF 25v, ED 120/2DS, CR4 IN5817, +5VP, C3 4.7uF, VBAT, +C16 TBD, Q3 Si4842DY, C5 0.1, L1 4.7uh, Q4 Si4842DY, CR5 IN5817, +5VP, C14 4.7uF, VBAT, +C17 TBD, Q5 Si4842DY, C6 0.1, L2 4.7uh, Q6 Si484 2DY, +C20 270uF, 2V, +C21 270uF, 2V