3665 Q2 2026 Earnings Presentation

Page 1

Page 2

© 2026 BizLink Group Confidential & Privileged 2 Safe Harbor Statement This presentation contains forward-looking statements based on currently available information and the Company’s current expectations and assumptions. These statements may include, but are not limited to, projections regarding future business performance, market opportunities, industry trends, and strategic initiatives. Actual results may differ materially from those expressed or implied due to various risks and uncertainties, including but not limited to changes in market demand, technology developments, supply chain conditions, customer deployment schedules, and broader economic or geopolitical factors. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. This presentation is provided for informational purposes only and does not constitute investment advice. The Company, its affiliates, and their respective representatives assume no liability for any loss arising from the use of the information contained herein.

Page 3

© 2026 BizLink Group Confidential & Privileged 3 I. Corporate Highlights: Second Quarter 2026 Capturing the Next Phase of AI Growth Through Deployment & Capability Expansion ◼ Deployment First — Infra deployment, not individual tech transitions, determines opportunity; multiple gen’s can coexist and scale. ◼ Rising Complexity Expands Our Opportunity — Higher power density, bandwidth and integration requirements raise engineering content required across power and data. ◼ From Copper to Power to Optics — Broader capabilities allow us to participate across more layers of increasingly integrated AI infra. ◼ Investing Ahead of Curve — Current-gen solutions contribute today while development already extends to N+1 and, in some areas, N+2. ◼ Strong Growth, Not a Straight Line — Platform transitions, deployment timing and customer synchronization will create variability even within a structural growth cycle. 0 50,000 100,000 150,000 200,000 250,000 300,000 350,000 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 BizLink: HPC Sales (USD, '000) 0 25,000 50,000 75,000 100,000 125,000 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 BizLink: Capital Eqpt Sales (USD, '000)

Page 4

© 2026 BizLink Group Confidential & Privileged 4 I. Corporate Highlights: Second Quarter 2026 Architecture Is Evolving — And So Are We ◼ Higher power, bandwidth and system complexity are increasing engineering requirements across AI infrastructure. ◼ Our participation is expanding from individual components toward higher-value, more integrated solutions. ◼ While today’s platforms contribute to growth, we are already working on next-generation and, in selected areas, N+2 solutions. Being In Today Helps Us Stay In Tomorrow ◼ Early customer engagement matters — engineering involvement begins well before volume deployment. ◼ Experience compounds across generations — qualification, manufacturing know-how and system knowledge carry forward. ◼ Capability expansion is deliberate — we invest organically and through M&A in capabilities that can be applied across customers, products and technology cycles.

Page 5

© 2026 BizLink Group Confidential & Privileged 5 II. Financial Highlights: Second Quarter 2026 TOTAL SALES 2Q26 NT$ 23.28B GPM 2Q26 30.73% OPM 2Q26 17.22% NET PROFIT 2Q26 NT$ 2.98B EPS 2Q26 NT$ 15.28 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% 33.25% 31.93% 28.77% 30.73% 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% 19.54% 18.37% 14.90% 17.22% 0% 10% 20% 30% 40% 10 15 20 25 30 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 Sales(LHS) Gross Margin(RHS) Operating Margin(RHS)

Page 6

Page 7

© 2026 BizLink Group Confidential & Privileged 7 II. Financial Highlights: Second Quarter 2026 Broad-Based Growth & Disciplined Capital Allocation Drive Long-Term Value Creation ◼ Broad-Based Growth — Q2 recovery extended across HPC, SPE and our broader portfolio, demonstrating the resilience of our multi- engine business model. ◼ Higher-Value Mix — HPC and SPE continue to increase their contribution as we expand into more complex, higher-value opportunities across the portfolio. ◼ Disciplined Capital Allocation — We invest selectively behind customer demand, strategic fit and expected returns, while maintaining the financial flexibility to pursue long-term opportunities. 53% 44% 41% 44% 13% 14% 13% 14% 34% 42% 46% 42% 0% 20% 40% 60% 80% 100% 2Q25 2Q26 1Q26 2Q26 Sales Mix Shift Others SPE HPC Growth Drivers YoY QoQ +13% +18% +52% +28% +67% +1%

Page 8

Page 9

© 2026 BizLink Group Confidential & Privileged 9 APPENDIX: Condensed Income Statement 2021 2022 2023 2024 2025 Sales 28,564,375 53,757,171 51,051,791 54,080,481 71,247,272 GPM 23.21% 25.65% 24.65% 28.20% 31.73% Opex 3,971,071 8,218,883 8,349,633 8,686,524 10,146,987 OPM 9.31% 10.36% 8.30% 12.14% 17.49% Non-OP -17,006 -253,812 -794,759 -247,886 -591,756 Net Profit 2,021,972 3,853,107 2,310,777 4,390,510 9,005,235 NPM 7.08% 7.17% 4.53% 8.12% 12.64% EPS (NT$) 15.05 25.00 14.37 25.41 46.57

Page 10

© 2026 BizLink Group Confidential & Privileged 10 APPENDIX: Condensed Balance Sheet 2021 2022 2023 2024 2025 Cash & Equiv. 3,209,592 12.55% 8,497,568 15.90% 10,627,389 19.43% 10,175,676 16.70% 14,395,187 17.49% Inventory 6,378,838 24.94% 12,323,217 23.06% 10,102,719 18.48% 11,231,621 18.44% 13,824,198 16.79% Net A/R 7,005,579 27.39% 10,060,143 18.82% 8,187,814 14.97% 10,261,563 16.85% 14,087,366 17.11% Fixed Assets 3,864,308 15.11% 10,018,018 18.74% 12,252,251 22.41% 14,676,509 24.09% 17,323,807 21.05% Total Assets 25,572,481 53,446,242 54,682,928 60,914,831 82,312,791 Current Liab. Short-term Debt 827,652 3.24% 748,542 1.40% 2,658,746 4.86% 3,832,174 6.29% 2,323,731 2.82% A/P 4,492,550 17.57% 5,547,952 10.38% 4,488,677 8.21% 6,038,514 9.91% 9,291,283 11.29% Other Payables 1,571,126 6.14% 3,004,797 5.62% 2,945,595 5.39% 3,697,606 6.07% 4,234,001 5.14% Current Portion of LT Debt 1,362,561 5.33% 2,477,952 4.64% 1,873,578 3.43% 1,182,150 1.94% 2,490,090 3.03% Long-term Liab. Debt Payable 0 0.00% 3,728,371 6.98% 8,538,297 15.61% 837,566 1.37% 8,290,333 10.07% Long-term Debt 314,664 1.23% 10,283,057 19.24% 4,784,190 8.75% 3,865,414 6.35% 3,387,737 4.12% Total Liabilities 10,422,339 40.76% 30,942,218 57.89% 30,085,561 55.02% 24,697,985 40.55% 35,670,143 43.33% Shareholder Equity 15,150,142 59.24% 22,504,024 42.11% 24,597,367 44.98% 36,216,846 59.45% 46,642,648 56.67%

Page 11

© 2026 BizLink Group Confidential & Privileged 11 APPENDIX: Condensed Cash Flow Statement 2021 2022 2023 2024 2025 Starting Cash 5,360,003 3,209,592 8,497,568 10,627,389 10,175,676 Net Cash from Operating 364,965 2,779,419 7,446,277 6,908,915 8,595,400 Cash Flow from Investing PP&E -1,244,650 -1,877,242 -2,558,729 -3,110,357 -3,189,215 Others -230,831 -9,737,947 -2,016,374 -1,266,483 -7,648,649 Net Cash From Investing -1,475,481 -11,615,189 -4,575,103 -4,376,840 -10,837,864 Cash Flow from Financing Debt Issuance 0 3,426,445 4,481,495 0 9,038,718 Capital Increase 0 2,880,000 1,150,000 0 0 Increase in Short-Term Debt 584,341 6,332,989 11,109,309 13,300,049 8,635,695 Decrease in Short-Term Debt 0 -6,431,131 -9,216,031 -12,169,916 -10,024,585 Increase in Long-term Debt 112,036 12,078,209 8,340,599 4,178,313 7,048,414 Decrease in Long-term Debt -170,926 -58,848 -14,756,951 -6,263,238 -6,150,820 Cash Dividends -1,082,724 -1,385,649 -1,564,463 -1,469,782 -2,278,026 Others -275,558 -2,981,077 -486,100 -518,083 -956,928 Net Cash from Financing -832,831 13,860,938 -942,142 -2,942,657 5,312,468 Net Cash Inflow (Outflow) -2,150,411 5,287,976 2,129,821 -451,713 4,219,511 Ending Cash 3,209,592 8,497,568 10,627,389 10,175,676 14,395,187 Free Cash Flow (Outflow) -879,685 902,164 4,887,548 3,798,558 5,406,185

Page 12

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 Stay Connected Bizlinktech.com @BizLink Groupin

Slides