Slides
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Confidential October 27, 2026 2026 3Q Investor Conference
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2Confidential Agenda • 3Q26 Financial Results • Business Update
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3 3Q26 Financial Results
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4Confidential Statements of Comprehensive Income Unit: NT$ Million 3Q26 2Q26 3Q25 QoQ % YoY % Revenues 3,664 3,314 3,236 10.6% 13.2% IP 448 433 413 3.5% 8.4% NRE 309 451 492 -31.3% -37.1% MP 2,907 2,430 2,331 19.6% 24.7% Gross Profit 1,557 1,499 1,075 3.9% 44.9% Operating Expenses (1,343) (1,228) (1,035) 9.4% 29.7% Operating Income 214 271 40 -20.8% 442.9% Non-operating Items 266 111 173 138.8% 53.2% Income Tax (111) (97) (48) 15.3% 130.5% Net Income 369 285 165 29.2% 124.1% Net Income Attributable to the Parent 279 198 152 40.8% 83.8% EPS (NTD) 1.07 0.76 0.58 Gross Margin 42.5% 45.2% 33.2% Operating Margin 5.8% 8.2% 1.3% Net Income Margin 10.1% 8.6% 5.1%
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5Confidential Condensed Balance Sheet Unit: NT$ Million 2026/9/30 2026/6/30 Cash and Cash Equivalents 9,043 9,488 Notes and Accounts Receivable 1,022 1,052 Inventories 2,032 1,508 Total Assets 26,358 25,115 Notes and Accounts Payable 2,289 2,363 Current Liabilities 6,597 6,437 Total Liabilities 7,430 7,188 Stockholders’ Equity 18,928 17,927 A/R Turnover Days 39 43 Inventory Turnover Days 77 71
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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 3Q25 4Q25 1Q26 2Q26 3Q26 NT$ M 72% 52% 63% 73% 79% 15% 33% 21% 14% 9% 13% 15% 16% 13% 12% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 3Q25 4Q25 1Q26 2Q26 3Q26 MP NRE IP 3Q25 4Q25 1Q26 2Q26 3Q26 IP 413 412 413 433 448 NRE 492 931 537 451 309 MP 2,331 1,465 1,639 2,430 2,907 Total 3,236 2,808 2,589 3,314 3,664
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8Confidential NRE/MP Breakdown by Application 9% 13% 7% 21% 15% 14% 25% 27% 19% 18% 43% 3% 1% 6% 26% 45% 53% 49% 50% 8% 14% 12% 11% 11% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 3Q25 4Q245 1Q26 2Q26 3Q26 MP Communication Industrial AI IoT MM / Con / PC 8% 25% 22% 17% 16% 28% 22% 24% 21% 27% 51% 14% 35% 35% 34% 9% 35% 10% 16% 8% 4% 4% 9% 11% 15% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 3Q25 4Q25 1Q26 2Q26 3Q26 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 50% 56% 36% 29% 14% 13% 34% 41% 36% 62% 32% 7% 19% 21% 14% 1% 1% 3% 8% 9% 3% 2% 1% 6% 1% 1% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 3Q25 4Q25 1Q26 2Q26 3Q26 NRE <=14nm 28nm 40nm 55nm ~ 90nm 0.11um ~ 0.18um >=0.25um 43% 3% 7% 7% 11% 8% 21% 15% 16% 25% 23% 18% 20% 27% 47% 55% 49% 48% 7% 12% 13% 11% 9% 2% 1% 1% 1% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 3Q25 4Q25 1Q26 2Q26 3Q26 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