3665 Q2 2025 Earnings Presentation

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2© 2025 BizLink Group BizLink Property The contents of this presentation are based on available information, and the Company’s views when made. The information in this presentation may contain descriptions of the future prospects of the Company and its subsidiaries, and are subject to risks and uncertainties, which may cause actual results to be materially different from any future result. The Company disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information or later developments. This presentation is provided for information purposes only. The Company, its consultants, its representatives, and the presenter are not liable for any damages resulting from the use of the contents in this presentation. Safe Harbor Statement

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3© 2025 BizLink Group BizLink Property I. Financial Highlights: Second Quarter 2025 Sales Structure Transformation & Business Function Differentiation ◼ Sales mix shifting toward specification-rich, mission-critical, and multi-year programs ◼ Customer base transitioning toward hyperscalers, semiconductor toolmakers, and leading-edge platform developers ◼ Expanding design-in and early-stage engagement to increase solution content per project ◼ Strengthening integration between front-end customer engagement and back-end engineering/operations ◼ HPC and SPE momentum diverging — HPC accelerating while SPE moderates but deepens structural outsourcing 75% 52% 59% 52% 9% 13% 14% 13% 16% 35% 27% 35% 0% 20% 40% 60% 80% 100% 2Q24 2Q25 1Q25 2Q25 Sales Mix Shift Others SPE HPC YoY QoQ -7% -5% +83% +3% +196% +41%

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5© 2025 BizLink Group BizLink Property TOTAL SALES 2Q25 NT$ 16.93B GPM 2Q25 31.12% OPM 2Q25 16.93% NET PROFIT 2Q25 NT$ 2.02B EPS 2Q25 NT$ 10.54 I. Financial Highlights: Second Quarter 2025 24.20% 26.20% 25.80% 26.30% 25.50% 21.90% 26.70% 24.52% 26.34% 28.11% 29.33% 28.78% 30.38% 31.12% 7.30% 12.10% 10.70% 10.60% 9.00% 6.30% 10.80% 7.09% 8.86% 11.42% 13.97% 13.80% 14.64% 16.93% 0% 10% 20% 30% 40% 11 13 15 17 19 21 23 25 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 Sales(LHS) Gross Margin(RHS) Operating Margin(RHS)

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6© 2025 BizLink Group BizLink Property I. Financial Highlights: Second Quarter 2025 Profit Curve Uplift & Financial Discipline Anchoring ◼ Revenue growth increasingly driven by high-margin, high-content businesses ◼ Record OPM and 14% opex ratio achieved — demonstrating scalable infrastructure and self-reinforcing growth ◼ Maintaining disciplined capital allocation and ROI tracking across programs ◼ Balancing organic growth with selective, accretive M&A ◼ Preserving cash flow strength to support growth and long-term shareholder returns ◼ Multi-year program visibility into 2026–2028 across AI infrastructure and semiconductor systems 75.58% 73.84% 74.25% 73.73% 74.52% 78.08% 73.31% 75.48% 73.66% 71.89% 70.67% 71.22% 69.62% 68.88% 16.66% 14.10% 15.03% 15.61% 16.52% 15.60% 15.94% 17.43% 17.48% 16.69% 15.35% 14.95% 15.74% 14.19% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 COGS/Sales Opex/Sales

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7© 2025 BizLink Group BizLink Property II. Operational Highlights: Second Quarter 2025 Market Trends & Product Dynamics ◼ New AI workloads and supply chain architecture shifts accelerating interconnect and power demand ◼ While 800G AEC adoption has only just begun, we are collaborating with supply chain partners on next-gen HVDC ◼ Rising outsourcing of subsystem and box build in semiconductor capital equipment ◼ Neutral, embedded role enables cross-domain coordination across data and power domains ◼ Tightening customer qualification standards creating higher barriers to entry Technology Moats & Strategic Advantages ◼ Deep expertise in high-speed, high-power, and high-reliability interconnect systems ◼ Co-design and rapid prototyping capabilities across both Asia and the U.S. ◼ Long-standing, trust-based relationships with industry leaders ◼ Global manufacturing footprint with flexible, scalable capacity ◼ Proven track record of seamless integration and operational excellence in acquisitions

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8© 2025 BizLink Group BizLink Property II. Operational Highlights: Second Quarter 2025 Market Pulse & Forward-Looking Drivers ◼ Monitoring hyperscaler AI capex acceleration and supply chain digestion pace — AI infrastructure buildouts unfolding in multi-phase waves ◼ Tracking semiconductor equipment order patterns, fab investment cycles, and early N3/N2 preparation activities ◼ Watching adoption speed of next-generation data center architectures (GB200-class, next-gen ASICs) and associated rack-to-rack interconnects/HVDC transitions ◼ Identifying early signals from sovereign AI programs and emerging growth verticals (automotive, robotics, edge AI) ◼ Continuing to manage execution risks as we scale complex, multi-domain programs — ensuring operational readiness while capturing growth opportunities ◼ Multi-year visibility supported by power and silicon capacity commitments through 2028 from hyperscalers and sovereign AI customers

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9© 2025 BizLink Group BizLink Property III. Corporate Highlights: Second Quarter 2025 HPC Strategic Direction & Growth Drivers ◼ Capitalizing on hyperscale AI data center buildouts with high-speed data and power interconnects ◼ Scaling AEC production to support 800G and beyond rack-to-rack deployments ◼ Expanding role in HVDC busbar and power whip solutions for next-gen racks ◼ Leveraging co-design partnerships to embed early into customer architectures ◼ Forward visibility supported by multi-year power and silicon capacity commitments 0 50,000 100,000 150,000 200,000 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 Data PowerUSD, ‘000

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10© 2025 BizLink Group BizLink Property III. Corporate Highlights: Second Quarter 2025 SPE Early Positioning & Platform Penetration ◼ Strengthening partnerships with leading semiconductor toolmakers for system-level outsourcing ◼ Capturing box build and subsystem integration opportunities ◼ Expanding into new process nodes (N3/N2) and tool platforms ◼ Increasing content share per system through vertical integration ◼ Proactively scaling integration capacity to meet rising complexity in EDS/FDS for N3/N2 transitions 0 20,000 40,000 60,000 80,000 100,000 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25USD, ‘000

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12© 2025 BizLink Group BizLink Property APPENDIX: Condensed Income Statement 2020 2021 2022 2023 2024 Sales 22,537,767 28,564,375 53,757,171 51,051,791 54,080,481 GPM 25.34% 23.21% 25.65% 24.65% 28.20% Opex 3,265,296 3,971,071 8,218,883 8,349,633 8,686,524 OPM 10.85% 9.31% 10.36% 8.30% 12.14% Non-OP -189,786 -17,006 -253,812 -794,759 -247,886 Net Profit 1,820,296 2,021,972 3,853,107 2,310,777 4,390,510 NPM 8.08% 7.08% 7.17% 4.53% 8.12% EPS (NT$) 13.84 15.05 25.00 14.37 25.41

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13© 2025 BizLink Group BizLink Property APPENDIX: Condensed Balance Sheet 2020 2021 2022 2023 2024 Cash & Equiv. 5,360,003 23.59% 3,209,592 12.55% 8,497,568 15.90% 10,627,389 19.43% 10,175,676 18.61% Inventory 4,649,474 20.47% 6,378,838 24.94% 12,323,217 23.06% 10,102,719 18.48% 11,231,621 20.54% Net A/R 5,235,100 23.04% 7,005,579 27.39% 10,060,143 18.82% 8,187,814 14.97% 10,261,563 18.77% Fixed Assets 3,224,081 14.19% 3,864,308 15.11% 10,018,018 18.74% 12,252,251 22.41% 14,676,509 26.84% Total Assets 22,717,189 25,572,481 53,446,242 54,682,928 60,914,831 Current Liab. Short-term Debt 259,833 1.14% 827,652 3.24% 748,542 1.40% 2,658,746 4.86% 3,832,174 7.01% A/P 3,501,322 15.41% 4,492,550 17.57% 5,547,952 10.38% 4,488,677 8.21% 6,038,514 11.04% Other Payables 1,372,585 6.04% 1,571,126 6.14% 3,004,797 5.62% 2,945,595 5.39% 3,697,606 6.76% Current Portion of LT Debt 55,719 0.25% 1,362,561 5.33% 2,477,952 4.64% 1,873,578 3.43% 1,182,150 2.16% Long-term Liab. Debt Payable 2,739,430 12.06% 0 0.00% 3,728,371 6.98% 8,538,297 15.61% 837,566 1.53% Long-term Debt 385,162 1.70% 314,664 1.23% 10,283,057 19.24% 4,784,190 8.75% 3,865,414 7.07% Total Liabilities 9,439,664 41.55% 10,422,339 40.76% 30,942,218 57.89% 30,085,561 55.02% 24,697,985 45.17% Shareholder Equity 13,277,525 58.45% 15,150,142 59.24% 22,504,024 42.11% 24,597,367 44.98% 36,216,846 66.23%

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14© 2025 BizLink Group BizLink Property APPENDIX: Condensed Cash Flow Statement 2020 2021 2022 2023 2024 Starting Cash 9,020,132 5,360,003 3,209,592 8,497,568 10,627,389 Net Cash from Operating 1,871,527 364,965 2,779,419 7,446,277 6,908,915 Cash Flow from Investing PP&E -759,861 -1,244,650 -1,877,242 -2,558,729 -3,110,357 Others -1,276,117 -230,831 -9,737,947 -2,016,374 -1,266,483 Net Cash From Investing -2,035,978 -1,475,481 -11,615,189 -4,575,103 -4,376,840 Cash Flow from Financing Debt Issuance 0 0 3,426,445 4,481,495 0 Capital Increase 0 0 2,880,000 1,150,000 0 Increase in Short-Term Debt 189,949 584,341 6,332,989 11,109,309 13,300,049 Decrease in Short-Term Debt 0 0 -6,431,131 -9,216,031 -12,169,916 Increase in Long-term Debt 0 112,036 12,078,209 8,340,599 4,178,313 Decrease in Long-term Debt -13,914 -170,926 -58,848 -14,756,951 -6,263,238 Cash Dividends -1,174,657 -1,082,724 -1,385,649 -1,564,463 -1,469,782 Others -2,827,513 -275,558 -2,981,077 -486,100 -518,083 Net Cash from Financing -3,826,135 -832,831 13,860,938 -942,142 -2,942,657 Net Cash Inflow (Outflow) -3,660,129 -2,150,411 5,287,977 2,129,821 -451,713 Ending Cash 5,360,003 3,209,592 8,497,569 10,627,389 10,175,676 Free Cash Flow (Outflow) 1,111,666 -879,685 902,164 4,887,548 3,798,558

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15© 2025 BizLink Group BizLink Property Contact us Mike Wang Senior Manager, Investor Relations T +886 2 8226 1000 ext. 52663 E mike_wang@bizlinktech.com Jimmy Hsu Deputy Manager, Investor Relations T +886 2 8226 1000 ext. 52794 E jimmy_hsu@bizlinktech.com Upcoming IR Activities Stay Connected @BizLink Group Bizlinktech.com Aug 21: TW, BofA Conference Aug 22: TW, EnTrust Conference Aug 25: TW, JPMorgan Conference Aug 29: TW, CTBC Conference Sep 02: TW, MasterLink Conference Sep 03: TW, Yuanta Conference Sep 11: TW, Citi Conference Sep 12: TW, Morgan Stanley Conference Sep 15: EU, Europe NDR

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