Asolid Technology Co Ltd · TPEX:6485
Asolid Technology — Investor Conference 2026
19 slides from Asolid Technology's conference presentation, May 11, 2026
Slide 1: © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 ©
© ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 1
Slide 2: Forward-looking statements
This document and relevant information may contain certain forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to market risks, supply chain risks, market demand, product competition, other risks and etc. Actual results may differ materially
Slide 3: Agenda
ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 Agenda About ASolid 2026Q1 Report Future Plans & Outlook © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 3
Slide 4: About ASolid
Founded: Feb. 13, 2008 Listed OTC: Nov. 17, 2015 Chairman: Kevin Liu Co-Presidents: Andy Yen & Jimmy Chen Headquarter: 8F.-1, No. 31, Huanke 1st Rd., Zhubei City, 80% Hsinchu County, Taiwan (R.O.C.) Capital: NT$469M Market Cap: NT$4.1B Product: Controllers SD 2.0/ UHS-I engineers
Slide 5: One of the few covering four NAND Flash controller categories
ASolid is one of the few that covers four NAND Flash controller categories. SD UFD SSD eMMC © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 5
Slide 6: ASolid SD, USB3.2, eMMC and SSD Controllers
ASolid SD Controllers ASolid USB3.2 Controllers Worldwide NO.1 Market Share Worldwide NO.1 Market Share ASolid eMMC Controllers ASolid SSD Controllers Stable Expansion Across Stable Cooperation With Brand Different Applications Customers To Expand Applications © ASolid Technology Co., Ltd. All right
Slide 7: © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01
© ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 7
Slide 8: Total Shareholders' Equity
NTD in thousands 2026Q1 2025 Items Amount % Amount % Cash and Cash Equivalents 709,620 29.2 640,008 28.9 Account Receivable 98,388 4.0 160,190 7.2 Inventory 401,122 16.5 224,080 10.1 Property, Plant and Equipment 941,049 38.7 947,559 42.9 Other Assets 281,194 11.6 239,218 10.9 Total Assets 2,431,373
Slide 9: 2026Q1 Income Statement
NTD in thousands 2026Q1 2025 Items Amount % Amount % Operating Revenue 338,036 100% 1,474,489 100% Operating Costs 144,787 43% 742,072 50% Gross Profit 193,249 57% 732,417 50% Operating Expenses 193,693 57% 730,211 50% Operating Income (444) 0% 2,206 0% Non-Operating Revenue and 484 0% 19,298 1% Exp
Slide 10: Revenue by region
2026Q1 Revenue 2024 Revenue NT$338 Million NT$1,262 Million Others Others 11% South 23% South Korea China China Korea 6% 48% 18% 41% Taiwan 23% Taiwan 30% Others South 18% Korea China 10% 46% Taiwan 26% 2025 Revenue NT$1,474 Million © ASolid Technology Co., Ltd. All rights reserved Confidential & Pr
Slide 11: © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01
© ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 11
Slide 12: © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01
© ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 12
Slide 13: © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01
© ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 13
Slide 14: Controller application areas and current status
1 SD Controller 2 USB Controller Application Areas Current Status Application Areas Current Status QLC NAND migration drives QLC migration expands Game Security high-capacity demand and applications and supports Consoles Surveillance solution upgrades USB PC Peripherals ASolid’s U3 leadership
Slide 15: Product roadmap by process node
2026 2027 2028 40nm (SD, USB) 28nm (SATA SSD) 22nm (pSSD, eMMC, PCIe) 40nm 28nm 22nm SD UHS-I Controller SSD SATA III Controller pSSD (2026/Q4 ES) (2026/Q4 CS) (ES) Support 1.2 Gb I/O Support SD DDR 300 Support 4K LDPC Support R/W 2000 MB/s Support New 4K LDPC Support LTT I/O Support Secur
Slide 16: Growth strategy
1 2 3 4 NAND Flash Embedded Niche Market Product Line Control Upgrade Application Expansion Collaboration Expansion Expansion Expand SD NAND Develop Expand Higher-end into consumer automotive, partnerships with designs sustain wearables as a medical, and NAND vendors and leadership in the pa
Slide 17: Growth through SD/USB, eMMC and SSD
ASolid Technology is set to drive growth through its four primary product lines—SD, USB, eMMC, and SSD. By deepening collaborations with international NAND flash original equipment manufacturers and major brand customers, the company aims to enhance product value and continuously expand future marke
Slide 18: © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01
© ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 18
Slide 19: Contact
TEL: +886-3-573-6032 WEBSITE: www.asolid-tek.com © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 © ASolid Technology Co., Ltd. All rights reserved Confidential & Proprietary document Ver.03.01 19