Slides
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Confidential July 28, 2026 2026 2Q Investor Conference
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2Confidential Agenda • 2Q26 Financial Results • Business Update
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3 2Q26 Financial Results
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4Confidential Statements of Comprehensive Income Unit: NT$ Million 2Q26 1Q26 2Q25 QoQ % YoY % Revenues 3,314 2,589 4,512 28.0% -26.6% IP 433 413 289 4.8% 49.7% NRE 451 537 412 -16.1% 9.5% MP 2,430 1,639 3,811 48.3% -36.2% Gross Profit 1,499 1,225 1,091 22.4% 37.3% Operating Expenses (1,228) (1,129) (1,027) 8.8% 19.5% Operating Income 271 96 64 182.2% 324.0% Non-operating Items 111 83 (19) 33.3% -678.6% Income Tax (97) (44) (9) 118.6% 916.3% Net Income 285 135 36 111.2% 712.1% Net Income Attributable to the Parent 198 104 26 89.9% 666.4% EPS (NTD) 0.76 0.40 0.1 Gross Margin 45.2% 47.3% 24.2% Operating Margin 8.2% 3.7% 1.4% Net Income Margin 8.6% 5.2% 0.8%
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5Confidential Condensed Balance Sheet Unit: NT$ Million 2026/6/30 2026/3/31 Cash and Cash Equivalents 9,488 8,381 Notes and Accounts Receivable 1,052 1,864 Inventories 1,508 1,120 Total Assets 25,115 20,896 Notes and Accounts Payable 2,363 2,124 Current Liabilities 6,437 5,733 Total Liabilities 7,188 6,486 Stockholders’ Equity 17,927 14,410 A/R Turnover Days 43 63 Inventory Turnover Days 71 69
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6 Business Update
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7Confidential Sales Breakdown by Billing Method 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000 2Q25 3Q25 4Q25 1Q26 2Q26 NT$ M 85% 72% 52% 63% 73% 9% 15% 33% 21% 14% 6% 13% 15% 16% 13% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2Q25 3Q25 4Q25 1Q26 2Q26 MP NRE IP 2Q25 3Q25 4Q25 1Q26 2Q26 IP 289 413 412 413 433 NRE 412 492 931 537 451 MP 3,811 2,331 1,465 1,639 2,430 Total 4,512 3,236 2,808 2,589 3,314
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8Confidential NRE/MP Breakdown by Application 4% 9% 13% 7% 21% 10% 14% 25% 27% 19% 60% 43% 3% 1% 22% 26% 45% 53% 49% 4% 8% 14% 12% 11% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2Q25 3Q25 4Q245 1Q26 2Q26 MP Communication Industrial AI IoT MM / Con / PC 8% 8% 25% 22% 17% 49% 28% 22% 24% 21% 32% 51% 14% 35% 35% 9% 9% 35% 10% 16% 2% 4% 4% 9% 11% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2Q25 3Q25 4Q25 1Q26 2Q26 NRE Communication Industrial AI IoT MM / Con / PC * MM / Con / PC includes multimedia, consumer electronics and PC peripheral.
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9Confidential NRE/MP Breakdown by Technology 52% 50% 56% 36% 29% 28% 13% 34% 41% 36% 11% 32% 7% 19% 21% 4% 1% 1% 3% 8% 4% 3% 2% 1% 6% 1% 1% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2Q25 3Q25 4Q25 1Q26 2Q26 NRE <=14nm 28nm 40nm 55nm ~ 90nm 0.11um ~ 0.18um >=0.25um 60% 43% 3% 3% 7% 11% 8% 21% 13% 16% 25% 23% 18% 20% 27% 47% 55% 49% 4% 7% 12% 13% 11% 2% 1% 1% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2Q25 3Q25 4Q25 1Q26 2Q26 MP <=14nm 28nm 40nm 55nm ~ 90nm 0.11um ~ 0.18um >=0.25um
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10Confidential • Confidential information The material is being disclosed to you pursuant to a non-disclosure agreement between you or your employer and Faraday. Information disclosed in this presentation may be used only as permitted under such an agreement. • Legal notice The information contained in this presentation is intended to provide a general guide as to which product is suited for a given requirement and shows suggested product applications. Specified functions and properties for products are only valid when handling instructions and other stated conditions and recommendations have been considered and followed. All descriptions, illustrations and dimensions in the information represent general particulars and do not form part of any contract. All information is provided “as is”, with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance. All information is subject to change without prior notice. Faraday assumes no responsibility whatsoever for any errors or inaccuracies about the information.
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11 www.faraday-tech.com ir@faraday-tech.com