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TXC Corporation Investor Conference I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved
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1 Disclaimer Except for statements in respect of historical matters, the statements in this release are forward- looking statements. Such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual performance, financial condition or results of operations of TXC to be materially different form what may be implied by such forward-looking statements. The financial forecasts and forward-looking statements in the release reflect the current belief of TXC as of the date of this release and TXC undertakes no obligation to update these forecasts and forward-looking statements for events or circumstances that occur subsequent to such date. The statements in respect of historical matters may contain unaudited information, which may have certain deficiency or weakness so as not to fairly present financial condition or the results of operations of TXC. 1I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved
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2 Making Every Connection Better Across Every Generations 2020-2025 2026(F)-2030(F) - 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 20,000 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 - 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 20,000 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 .COM & Social Network AI-Powered Ecosystems 3G DATACOM/HPC/Edge • Mobile Phone • ICT Products • Electric Vehicle (Auto) • Smart IoT & Wearable Devices • Advanced Infrastructure Network • AI RAN/CLOUD • AI on All Devices ••••••••• Go Public TXC Revenue Performance During 2000–2025 & 2026-2030(F) Automotive Deployed Production N+1 PlanUltra Miniature Crystal (1008) & Advanced OCXO Shipment 5G Deployed Capacity planning & supply strategy AI, 5G-A/Next 6G, Automotive & IDH Deployment AOM, Advanced Crystal Customized Timing Solutions 2000 2010~ (Maintaining a leading position in the timing market) MHz Crystal & XO/ TCXO Developed Think of Frequency, Think of TXC I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved
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An integrated Architecture for An Intelligent, Distributed Ecosystem 3 Compute Disperses, Communication Converges, Synchronization Hardens Communication Path Synchronization Path I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved
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Timing Is the Control Layer of AI-Driven, Distributed Ecosystem How Timing Value Change Wired-first systems Higher Frequency, Lower jitter, phase noise and long-term Precise stability Hybrid systems Ruggedized, wide- temperature (125C) and reliable timing Wireless-first systems Miniature, low-power and thermally stable timing WIRED-FIRST | Mission-Critical Control HYBRID | Reliability + Mobility Balance WIRELESS-FIRST | Mobility / Wearable AI AI Data Center 99% 1% AI-RAN Transport / Sync Infra Fronthaul / DU-CU / PTP / SyncE / GNSS holdover 70% 30% Industrial Automation 68% 32% Broadband / Networking 62% 38% Medical Systems 48% 52% Robotics 53% 47% AI PC 20% 80% Smart IoT 15% 85% AI Glasses 3% 97% WIRED WIRELESS There is no single Edge AI timing product; power, stability, phase noise and reliability trade-offs differ by application requirements. 4I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved
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z 5I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved From Bandwidth Growth to Time Value Expansion Scale-up GPU-to-GPU (NVLink / UALink) Scale-out Rack-to-rack (AOC/AEC) Storage (Memory Pulling) CPU+DPU + network High Speed Interconnects Optics / SerDes / PCIe / CXL AI Infrastructure performance is increasingly constrained by data movement, synchronization, and clock-domain complexity What's Changing What Timing Must Deliver How Timing Value Re-rates Optical steps to 1.6T and 3.2T PAM4 sustained to 448G; PAM6 and PAM8 under evaluation on electrical lanes. Protocols coexist in one system NVLink, UALink, CXL, PCIe Gen 6/7 and Ethernet run side by side. Clock domains multiply GPU, CPU, DPU, NIC, switch and optics each carry their own timing. Higher reference frequencies Reference clocks move up the frequency range as baud rates rise. Sub-30 fs becomes the entry point Phase jitter shifts from a differentiator to a basic requirement. Sync across more clock domains Stability must hold as the number of clock domains keeps growing. The reference devices for these positions. Timing Value (ASP) increase Per Rack New Timing Content Added for IEEE 1588 Same socket. Higher specification. Different Value Scale. ASP: +50% Synchronized Oscillator Added Differential XO / Precise TCXO
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6I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved 6G RAN : Timing Value Beyond Base-Station Volume Cloudification, disaggregation and NTN create more clock domains and synchronization risks. Radio RF coherence Transport PTP / SyncE Compute Edge AI-RAN Space GNSS / NTN Timing value grows as 6G expands across more network domains What's Changing What Timing Must Deliver How Timing Value Re-rates The network disaggregates RAN splits across DU and CU on general-purpose compute, each carrying its own timing. Reference frequencies move up 10 MHz to 100 MHz and 491.52 MHz for cleaner RF coherence at FR3 and THz sensing. Timing extends into space GNSS and NTN pull non-terrestrial links into the terrestrial sync chain. Sub-5 ppb class stability Precision has to hold across disaggregated and non-terrestrial timing domains. Holdover without GNSS 4 to 12 hours at 1.5 microsecond TAE when the satellite reference is unavailable. Network-managed and trimmable Remote trim and software control, built for Edge AI-RAN automation. OCXO / Precise TCXO The reference devices as sync moves up a grade. Integrated Compute Clock domains per site Advanced OCXO-grade ASP Increase Same site count. More clock domains. Higher-grade timing. 6G ISAC Edge AI RAN Computing (Integrated Sensing and Communication)
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7I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved Elevate More Timing Value in Every Vehicle Automotive growth should be managed by value-per-vehicle, not just volume. ADAS Sensor Fusion / Domain Control Smart Cockpit AI Cockpit / Infotainment Zonal Network Ethernet / Optics / TSN / Gateway Telematics / GNSS V2X / Positioning / Connectivity 25 Gb/s Automotive Ethernet / TSN 32 Gbps MIPI A-PHY sensors I/O 40+ Camera / Radar / LiDar sensors nodes E/E ARCHITECTURE Distributed ECU Domain Control Zonal Control Centralized compute Timing Domain Complexity Central compute Zone controllers Camera / radar / LiDAR Ethernet / Optics / TSN GNSS / V2X Cockpit / always-on Fewer ECUs. More timing domains. More value per vehicle. What Timing Must Deliver How Timing Value Re-rates Grade 1 across more of the car Minus 40 to plus 125 degrees C as timing moves out of the cabin. Higher frequency for 4D radar Sensing resolution pushes reference frequencies up. Low EMI and radio coexistence GNSS and Wi-Fi 7 must share one vehicle without interference. Crystal & TSX / TCXO / XO Three families, qualified to automotive grade. Automotive electronics ecosystem expanding into AI generation technologies Automotive Emerging as a Key Edge AI Platform 20~25% Penetration +45 pcsL2 to L3
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8 Crystal & TSX Oscillator (CMOS/TCXO) Higher Drive PowerBetter Thermal Resistance Lower ESR Ultra Low PN & PJ Low Power Consumption Ultra MiniatureUltra High Frequency Margin Optimized Advanced Solutions Ruggedized Reliability Edge AI Will Arrive in Waves – not as just one single AI Market Different Timelines, with long-term opportunity Driving Timing Innovation to Support Emerging Technologies
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I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved 9 Key Industry Segment Breakdown Focus on Potential Market with Sustainable Growth 2025 16% 28% 24% 9% 9% 14% AI Automotive Mobile Communication Networking Computing Connectivity & others 2026(E) AI Automotive Mobile Communication Networking Computing Connectivity & others 11% 26% 29% 9% 10% 15%
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I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved Statements of Comprehensive Income Growth with Stable & Health Financial Status 10 Unit: NT$ Million Q2'26 Q1'26 QoQ YOY H1'26 H1'25 YoY Net Revenue 3,699 3,339 10.77% 9.87% 7,038 6,533 7.73% Gross Profit 1,225 1,080 13.42% 8.23% 2,304 2,252 2.32% Operating Expenses 602 576 4.56% 3.54% 1,178 1,187 -0.71% Operating Profit 622 503 23.55% 13.20% 1,126 1,065 5.70% Non-Operating Items 48 50 -3.86% 133.39% 97 -81 219.64% Income before Tax 670 553 21.09% 64.75% 1,223 984 24.36% Net Income (attributed to the parent) 555 450 23.31% 49.96% 1,006 842 19.43% Basic EPS (NT$) 1.64 1.32 24.24% 51.85% 2.96 2.46 20.33% Gross Margin(%) 33.11% 32.33% 32.74% 34.47% OPEX(%) 16.28% 17.25% 16.74% 18.17% Operating Margin(%) 16.82% 15.08% 16.00% 16.30% Income before Tax Margin(%) 18.11% 16.57% 17.38% 15.06% Net Income(%) (attributed to the parent) 15.01% 13.49% 14.29% 12.89%
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I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved Balance Sheet Growth with Stable & Health Financial Status 11 Unit: NT$ Million Jun. '26 Dec. '25 Jun. '25 Item Amount % Amount % Amount % Cash & Cash equivalents 4,682 20.1% 3,877 17.8% 5,943 25.7% NR+AR 3,744 16.1% 3,666 16.8% 3,332 14.4% Inventories 3,163 13.6% 2,732 12.5% 2,789 12.0% Current Assets 14,532 62.4% 12,949 59.3% 14,063 60.8% Total Assets 23,293 100.0% 21,820 100.0% 23,147 100.0% Current Liabilities 6,095 26.2% 4,069 18.6% 6,689 28.9% Non-current Liabilities 1,324 5.7% 1,713 7.9% 1,789 7.7% Total Liabilities 7,419 31.9% 5,783 26.5% 8,478 36.6% Total Shareholders' Equity 15,874 68.1% 16,037 73.5% 14,669 63.4% AR Turnover Days 96 102 99 Inventory Turnover Days 114 113 120 Current Ratio(%) 238% 318% 210% Debt Ratio(%) 31.9% 26.5% 36.6% ROA(%) 9.2% 8.5% 7.6% ROE(%) 12.7% 11.1% 10.8%
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I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved 2026 CAPEX Outlook AiX Transformation, Sustainability, & Geo-politic Diversification 12 Unit: NT$ Million (Capacity +) (Capacity +) （New Factory） A+ Enhancements Core Technology Advanced Process Innovation Capability (Wafer & IM Capacity) (Wafer Capacity & Technology Upgrade) Smart Factory Smart Manufacturing Automation and Robotics Data Analytics and AI N+1 New Factory Indonesia Asia ESG Sustainability Environment Social Responsibility Governance Key Segments of CAPEX 2025 Deferred 135M
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I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved EPS & DPS High Dividends Payout, with Sustainable Business Growth Average 80%+ Payout Ratio 3.21 3.03 3.28 3.11 2.08 2.17 4.61 10.06 9.06 5.53 6.55 5.28 2.5 2.5 2.8 2.5 2.0 2.5 3.8 7.5 7.0 4.5 5.2 4.8 EPS(NTD) Cash Dividend(NTD) Year 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Share Price 41.1 44.5 39.0 36.0 44.0 99.8 98.0 89.4 105.5 100.5 91.0 Payout Ratio(%) 82.5% 85.4% 80.4% 96.2% 115.2% 82.4% 74.6% 77.3% 81.4% 79.4% 90.9% EPS (NTD) 3.03 3.28 3.11 2.08 2.17 4.61 10.06 9.06 5.53 6.55 5.28 Cash Dividend(NTD) 2.5 2.8 2.5 2.0 2.5 3.8 7.5 7.0 4.5 5.2 4.8 13
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I TXC Proprietary and Confidential. © 2026 TXC Corporation All Right Reserved Thank You Think of Frequency, Think of TXC Copyright & Trademarks Statement All Rights Reserved. All content (texts, trademarks, illustrations, photos, graphics, files, designs, arrangements, etc.) on this document of the TXC corporation are protected by copyright and other protective laws.