Slides
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R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 113 B 198 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. Q3 2026 Investor Conference Nanya Technology Dr. Pei-Ing Lee, President & Spokesman October 12, 2026 1October 12, 2026
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R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 113 B 198 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. Safe Harbor 2 The information herein and the presentation made during the conference contain forward-looking statements. Neither Nanya Technology Corp. nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements or undertakes duty to update the statements. You are urged to review carefully the information provided herein. This information shall not be distributed, reproduced or disclosed in whole or in part without prior written permission of Nanya Technology Corp. October 12, 2026
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R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 113 B 198 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. Contents 01. Q3’26 Revenue & Results 02. CAPEX & Bit Shipment 03. Market Outlook 04. Business Review & Outlook 3October 12, 2026
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R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 113 B 198 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. Q3’26 Revenue & Results 4 01. October 12, 2026
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 5 Q3’26 Financial Results Summary Amount in Million NT$, except for EPS & BVPS Q3’26 (Unaudited) Q2’26 QoQ Q3’25 YoY Net Sales 133,649 82,549 61.9% 18,779 611.7% Gross Profit (Loss) Gross Margin (%) 114,482 85.7% 65,619 79.5% 74.5% 3,465 18.5% 3204.1% Operating Income (Loss) Operating Margin (%) 106,894 80.0% 60,826 73.7% 75.7% 1,119 6.0% 9451.3% EBITDA EBITDA Margin (%) *110,002 82.3% 63,786 77.3% 72.5% 4,731 25.2% 2225.2% Non-operating Income (Expense) 2,438 1.8% 1,503 1.8% 904 4.8% Income Tax Benefit (Expense) -21,705 -16.2% -12,138 -14.7% -460 -2.4% Net Income (Loss) Net Margin (%) 87,627 65.6% 50,192 60.8% 74.6% 1,563 8.3% 5505.1% Earnings Per Share (NT$) **25.40 14.66 0.50 Book Value Per Share (NT$) ***118.99 93.49 50.78 * EBITDA = Operating income + Depreciation & Amortization Expenses ** Q3’26 EPS is based on weighted average outstanding shares of 3,450M *** Q3’26 BVPS is calculated based on 3,450M outstanding shares October 12, 2026
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 6 Quarterly Revenue Results QoQ Q3’26 vs. Q2’26 YoY Q3’26 vs. Q3’25 Revenue 61.9% 611.7% ASP Increased > 60% Increased > 500% Shipment Decreased mid-single digit% Decreased low-single digit% Exchange Rate Favorable low-single digit% Favorable high-single digit% October 12, 2026
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 7 Q3’26 vs. Q2’26 Results Comparison Amount in Million NT$ Q3’26 (Unaudited) Q2’26 QoQ (PPT Delta) Remarks Net Sales 133,649 82,549 61.9% ◼ ASP increased >60% (Note1) ◼ Bit shipment decreased mid-single digit% ◼ FX favorable low-single digit% Gross Profit (Loss) Gross Margin (%) 114,482 85.7% 65,619 79.5% 6.2% ◼ Gross profit increased NT$48.9B, mainly due to higher ASP (Note1) Operating Expense 7,588 5.7% 4,793 5.8% -0.1% ◼ R&D expense increased NT$1.9B (Note2) ◼ SG&A expense increased NT$0.9B (Note2) Operating Income (Loss) Operating Margin (%) 106,894 80.0% 60,826 73.7% 6.3% ◼ OP income increased NT$46.1B Net Income (Loss) Net Margin (%) 87,627 65.6% 50,192 60.8% 4.8% ◼ Net income increased NT$37.4B • Income tax: NT$9.6B unfavorable October 12, 2026 Note: (1) Q3’26 ASP increases primarily reflect renewed long-term agreements (2) Expenses increased mainly due to concurrent and future employee compensation
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. R&D Expenses (*Unaudited) 1,531 2,109 1,711 3,2301,672 5,145* (Note) 2,127 2025 2026 8 Operating Expenses Amount in Million NT$ SG&A Expenses (*Unaudited) Amount in Million NT$ Note: QoQ expenses increased mainly due to concurrent and future employee compensation Note: QoQ expenses increased mainly due to concurrent and future employee compensation October 12, 2026 Total: 7,041 Q4 Q3 Q2 Q1549 1,096625 1,563674 2,443* (Note) 852 2025 2026 Total: 2,700 Q4 Q3 Q2 Q1
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 9 (Note) Free Cash Flow = Cash from operating activities – Capital expenditures Amount in Million NT$ Q3’26 (Unaudited) Q2’26 Beginning Balance 217,603 86,281 Cash from Operating Activities 96,017 55,859 Capital Expenditures -20,783 -4,046 Financial Activities & Others *-4,330 79,509 Ending Balance **288,507 217,603 Free Cash Flow (Note) 75,234 51,813 2026 Q3 Cash Flow Jul. 1, 2026 Beginning Balance Sep. 30, 2026 Ending Balance 288,507 Financial Activities & Others -4,330 Capital Expenditures - 20,783 Cash from Operating Activities 96,107 217,603 October 12, 2026 Cash Flows ** (1) Q3’26 net cash and equivalents NT$ 270.1B = Cash and equivalents NT$ 288.5B - L/T debt NT$ 18.4B; (2) Q2’26 net cash and equivalents NT$ 199.2B * (1) Cash dividend payout of NT$ 4.6B; (2) Proceeds of NT$ 0.5B from Piecemakers’ stake sale Unit: Million NT$
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R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 113 B 198 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. CAPEX & Bit Shipment 10 02. October 12, 2026
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 11 CAPEX & Bit Shipment CAPEX Bit Shipment (YoY) Amount in Billion NT$ Down mid-single% Flat Up fifties% Up high-teens% 2023 2024 2025 2026E Bit Shipment ⚫ Low inventory level ⚫ Y2026 bit shipment target up high-teens% YoY Note: Approved by the Board on August 5, 2026 October 12, 2026 ⚫ Y2026 Q1~Q3 CAPEX was NT$ 27.6B ⚫ Y2026E CAPEX up to NT$69.7B(Note), WFE CAPEX to account ~50% ⚫ New Fab 5A 1st Phase CAPEX of NT$346.6 billion (Note) for 35.9K WSPM in Y2026~Y2029 Capital Expenditure 13.2 16.1 13.4 ~ 69.7 2023 2024 2025 2026E Q1~Q3 27.6
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R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 113 B 198 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. Market Outlook 12 03. October 12, 2026
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 13 DRAM Market Outlook (Q4'26) ⚫ AI computation (GPU, TPU, CPU & ASIC) dominate DRAM demand growth ⚫ Memory supply to smartphones, PCs, and general consumers, suppressed ⚫ Suppliers’ long-term capacity planned based on LTA commitments Market Supply Demand ⚫ New fab construction, equipment delivery and process-node introduction all require longer lead time ⚫ LTAs enable efficient product and capacity planning, supporting market stability ⚫ Lean supply-side inventory AI driven: ⚫ Expanding AI applications are driving memory demand for higher-content, higher- bandwidth, and customized architectures ⚫ AI drives DRAM demand beyond HBM and LPDDR5, across networking, storage, and system management General applications: ⚫ Supply shortage and higher ASP, result in down-specification or extended lifecycles ⚫ Recycled DRAM partially supports low-end market October 12, 2026
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R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 113 B 198 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. Business Review & Outlook 14 04. October 12, 2026
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 15 ◼ Q3’26 net profit of NT$ 87.6 billion, EPS NT$ 25.4 ◼ Q3’26 gross margin 85.7%, net margin 65.6% ◼ Q1’26~Q3’26 net profit of NT$ 163.9 billion, EPS NT$ 49.28* ◼ Shipment stay flat until new fab wafer output Q4’27 ◼ Operational results sustained by favorable ASP, may continue Financial Summary & Outlook (Note: EPS is based on weighted average outstanding shares of 3,325M) October 12, 2026
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 16 ◼ AI infrastructure and servers contribute >20% of revenue ◼ Flat shipment until new fab wafer output Q4’27 ◼ New fab equipment move-in Q1’27; ramp to 30K WSPM by end of 2028; target up to 50K WSPM by 2030 (Note) ◼ 3D wafer packaging & testing fab, planned in Ping Tung Science Park (Note) ◼ 1C CS Q1’27; 1D/1E/EUV development on track ◼ Continue to provide a broad product portfolio, incl. DDR5, LPDDR5/5X, DDR4, LPDDR4/4X, DDR3 and LPDDR3 ◼ Support customized AI/WoW products and AI infrastructure solutions Note: new fabs planned generally aligned with future AI projects under LTAs Operation Update & Outlook October 12, 2026
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R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 113 B 198 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 17 Thanks & Questions October 12, 2026
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R 0 G 113 B 198 R 0 G 182 B 214 R 206 G 89 B 132 R 140 G 211 B 231 R 222 G 239 B 247 R 206 G 219 B 41 R 247 G 177 B 37 R 0 G 32 B 99 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 18 Q3’26 Consolidated Income Statement Amount in Million NT$, except for EPS & BVPS Q3’26 (Unaudited) Q2’26 QoQ Q3’25 YoY Net Sales 133,649 82,549 61.9% 18,779 611.7% Cost of Goods Sold 19,167 14.3% 16,930 20.5% 15,314 81.5% Gross Profit (Loss) 114,482 85.7% 65,619 79.5% 74.5% 3,465 18.5% 3204.1% SG&A Expenses 2,443 1.8% 1,563 1.9% 674 3.6% R&D Expenses 5,145 3.8% 3,230 3.9% 1,672 8.9% Operating Income (Loss) 106,894 80.0% 60,826 73.7% 75.7% 1,119 6.0% 9451.3% Non-operating Income (Expense) 2,438 1.8% 1,503 1.8% 904 4.8% Income before Tax (Loss) 109,332 81.8% 62,329 75.5% 75.4% 2,023 10.8% 5304.6% Income Tax Benefit (Expense) -21,705 -16.2% -12,138 -14.7% -460 -2.4% Net Income (Loss) 87,627 65.6% 50,192 60.8% 74.6% 1,563 8.3% 5505.1% Earnings Per Share (NT$) 25.40 14.66 0.50 Book Value Per Share (NT$) 118.99 93.49 50.78 October 12, 2026