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Silergy Corp. 2026Q2 Investor Conference August 28, 2026 1
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2 | SILERGY CONFIDENTIAL AND PROPRIETARY Safe Harbor Statement The information provided herein may include assumptions, estimates, projections, or other statements regarding our business and industry that might be considered forward-looking. These statements are subject to a number of risks, uncertainties, and other factors that may cause actual results to be materially different from those expressed or implied in such forward-looking statements. These factors include, but are not limited to: global macroeconomic conditions, changes of dynamics in global geo-political environment, the impact of competitive products and pricing, timely acceptance of products designed by our customers, timely introduction of new technologies, ability to ramp new product production into volume, industry wide shifts in supply and demand for semiconductor products, market oversupply, availability of manufacturing capacity, financial stability in end markets, potential difficulties in talents retention, unexpected costs and expenses, any merger and acquisition associated uncertainties sub as obtaining of regulatory approval or integration delay, loss of significant customers, involvement in legal or administrative proceedings, new regulations that may impact our business operation, fluctuations in foreign exchange rates, global economic conditions or non-economic conditions and any other risk factors. Except as required by law, we undertake no obligation to update any forward-looking statements, whether as a result of new information, future events, or otherwise.
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3 | SILERGY CONFIDENTIAL AND PROPRIETARY Summary of Operating Results: 2Q26 P&L (IFRS) Unit: NT$mn 2Q26 1Q26 2Q25 2Q26 QoQ 2Q26 YoY Revenue 6,003 4,860 4,564 23.5% 31.5% R&D Expense 1,453 1,367 1,212 6.3% 19.8% Operating Expense 2,079 1,953 1,809 6.4% 14.9% Net Income 1,571 769 630 104.4% 149.4% EPS 4.05 1.98 1.63 104.5% 148.5% Gross Margin 47.0% 48.2% 51.5% -1.2ppts -4.5ppts R&D Exp as % of Rev 24.2% 28.1% 26.6% -3.9ppts -2.4ppts OPEX Ratio (of Rev) 34.6% 40.2% 39.6% -5.6ppts -5.0ppts Operating Margin 12.4% 8.0% 11.9% +4.4ppts +0.5ppts Net Profit Margin 26.2% 15.8% 13.8% +10.4ppts +12.4ppts
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4 | SILERGY CONFIDENTIAL AND PROPRIETARY Summary of Operating Results – As of Ending 2Q26 Unit: NT$mn 2Q26 1Q26 2Q25 Cash & Financial Assets - Current 14,878 16,425 17,343 Inventory 5,706 5,071 3,161 Days of Inventory 155 172 134 Cash Conversion Cycle 171 188 150 ST & LT Loans 4,451 3,711 2,235 Book Value Per Share (NT$) 104.10 98.25 83.20 Net Cash Per Share (NT$) 39.78 38.95 47.63
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5 | SILERGY CONFIDENTIAL AND PROPRIETARY Revenue by Application
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6 | SILERGY CONFIDENTIAL AND PROPRIETARY Revenue by Application
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7 | SILERGY CONFIDENTIAL AND PROPRIETARY Supplemental Pro Forma Information In the presentation, we have included certain pro forma financial information, including: (1) Gross profit, (2) Gross margin, (3) Operating profit, (4) Operating margin, (5) Net income, (6) EPS Our pro forma information exclude, where applicable, the amortization and depreciation of assets, loss from inventory depreciation or gain from recovery, and share-based compensation expense. These pro forma information are provided in addition to, and not as a substitute for, or superior to, measures of financial performance prepared in accordance with IFRS.
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8 | SILERGY CONFIDENTIAL AND PROPRIETARY 2Q2026 Pro Forma Financial Results (NTD) IFRS Pro Forma Unit: NT$bn 2Q26 QoQ YoY 2Q26 QoQ YoY Revenue 6.00 23.5% 31.5% 6.00 23.5% 31.5% Gross Margin 47.0% -1.2ppts -4.5ppts 48.5% -2.1ppts -4.1ppts Operating Profit 0.74 90.6% 36.5% 1.13 42.9% 28.0% Operating Margin 12.4% +4.4ppts +0.5ppts 18.9% +2.6ppts -0.5ppts Net Income 1.57 104.4% 149.4% 1.96 67.4% 101.9% EPS (NT$) 4.05 2.07 2.42 5.06 2.04 2.54
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9 | SILERGY CONFIDENTIAL AND PROPRIETARY 2Q2026 Pro Forma Financial Results (USD) IFRS Pro Forma Unit: US$K 2Q26 QoQ YoY 2Q26 QoQ YoY Revenue 189,962 23.6% 29.0% 189,962 23.6% 29.0% Gross Margin 47.0% -1.2ppts -4.5ppts 48.5% -2.1ppts -4.1ppts Operating Profit 23,522 90.7% 35.7% 35,905 43.1% 25.9% Operating Margin 12.4% +4.4ppts +0.6ppts 18.9% +2.6ppts -0.5ppts Net Income 49,706 104.5% 146.9% 62,089 67.5% 98.2%
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SILERGY POWERING THE FUTURE https://www.silergy.com/ Email：ir@silergycorp.com