Aspeed Technology, Inc. · TPEX:5274

Aspeed Technology — ASPEED Technology Investor Conference 2025

19 slides from Aspeed Technology's conference presentation, September 2025

  1. Slide 1: ASPEED Technology Investor Conference

    信驊科技2025年法人說明會 ASPEED Technology Investor Conference September 2025 © ASPEED Technology. Property and Confidential​

  2. Slide 2: Safe Harbor Notice

    Safe Harbor Notice ASPEED’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward- looking statements. Except as required by law, we undertake no obligation to

  3. Slide 3: Agenda

    Agenda ● 公司簡介 ● 2025年第二季財務表現 ● 產品組合 ● Q&A © ASPEED Technology. Proprietary and Confidential.

  4. Slide 4: 公司簡介

    公司簡介 © ASPEED Technology. Proprietary and Confidential.

  5. Slide 5: 公司簡介

    公司簡介 ● 2004 年成立 ● 無晶圓廠 IC 設計公司 ● 員工人數：148 (2025 年 9 月初資料) ● 產品組合 - 企業及雲端業務 (BMC/BIC/PFR) #1 in BMC - 智慧 AV (Cupola360 & AVoIP SoC) #1 in AV over IP (1G Ethernet) #1 in Commercial 360 camera ● 營運地點: - 總部： 台灣新竹市 - 分公司： 台灣台北市 - 美國辦公室： San Jose, CA © ASPEED Technology. Proprietary and Confidential.

  6. Slide 6: 2025年第二季財務表現

    2025年第二季 財務表現 © ASPEED Technology. Proprietary and Confidential.

  7. Slide 7: 損益表

    損益表 QoQ YoY 2Q25 2Q25 In NT$ thousands 2Q25 1Q25 2Q24 over over 1Q25 2Q24 Operating Revenue 2,246,547 2,065,118 1,356,045 8.79% 65.67% Gross Profit 1,524,869 1,367,763 859,222 11.49% 77.47% Gross Margin (%) 67.88% 66.23% 63.36% +1.64ppts +4.52ppts Operating Expenses 340,785 340,700 279,069 0.02% 22.

  8. Slide 8: 合併營業收入

    合併營業收入 Unit : NTD 1,000 2,500,000 69% 68% 2,000,000 67% 1,500,000 66% 65% 1,000,000 64% 63% 500,000 62% - 61% 2Q24 3Q24 4Q24 1Q25 2Q25 Revenue Gross Margin 2Q24 3Q24 4Q24 1Q25 2Q25 QoQ YoY Revenue 1,356,045 1,986,435 2,103,713 2,065,118 2,246,547 8.79% 65.67% Gross Margin 63.36% 64.28% 65.45% 66.23%

  9. Slide 9: 營業利益

    營業利益 Unit : NTD 1,000 1,400,000 60% 1,200,000 50% 1,000,000 40% 800,000 30% 600,000 20% 400,000 200,000 10% - 0% 2Q24 3Q24 4Q24 1Q25 2Q25 Operating Profit Operating Margin (%) 2Q24 3Q24 4Q24 1Q25 2Q25 QoQ YoY Operating Profit 580,153 951,456 1,000,352 1,027,063 1,184,084 15.29% 104.10% Operating Mar

  10. Slide 10: 營業費用

    營業費用 Unit : NTD 1,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 - 2Q24 3Q24 4Q24 1Q25 2Q25 R&D Admin Sales 2Q24 3Q24 4Q24 1Q25 2Q25 QoQ YoY R&D 183,548 205,974 267,482 244,021 223,223 -8.52% 21.62% Admin 68,944 81,735 76,073 72,548 85,170 17.40% 23.54% Sales 26,577 37,642 32,946

  11. Slide 11: 本期淨利

    本期淨利 Unit : NTD 1,000 1,000,000 50% 900,000 45% 800,000 40% 700,000 35% 600,000 30% 500,000 25% 400,000 20% 300,000 15% 200,000 10% 100,000 5% - 0% 2Q24 3Q24 4Q24 1Q25 2Q25 Net Income Net Profit Margin (%) 2Q24 3Q24 4Q24 1Q25 2Q25 QoQ YoY Net Income 507,796 729,320 942,842 886,770 629,097 -29.06% 23

  12. Slide 12: 有效稅率

    有效稅率 Unit : NTD 1,000 250,000 21% 20% 200,000 20% 150,000 19% 100,000 19% 18% 50,000 18% - 17% 2Q24 3Q24 4Q24 1Q25 2Q25 Tax Effective Tax Rate (%) 2Q24 3Q24 4Q24 1Q25 2Q25 QoQ YoY Tax 125,804 182,203 211,125 218,330 157,670 -27.78% 25.33% Effective Tax Rate (%) 19.86% 19.99% 18.30% 19.76% 20.04% +0.

  13. Slide 13: 每股盈餘

    每股盈餘 Unit : NTD 25 20 15 10 5 - 2Q24 3Q24 4Q24 1Q25 2Q25 Quarterly 2Q24 3Q24 4Q24 1Q25 2Q25 QoQ YoY EPS 13.44 19.30 24.95 23.46 16.65 -29.03% 23.88% © ASPEED Technology. Proprietary and Confidential.

  14. Slide 14: 產品組合

    產品組合 © ASPEED Technology. Proprietary and Confidential.

  15. Slide 15: 產品組合

    產品組合 BMC：AST2500, AST2600, AST2700, AST2750 Cloud & BIC：AST1030 Enterprise PFR：AST1060 I/O Expander：AST1700, AST1800 AV Matrix：AST1520, AST1530 Smart AV AV Extender: AST1620, AST1630 Cupola360：AST1220, AST1230 © ASPEED Technology. Proprietary and Confidential.

  16. Slide 16: 產品規劃路線圖

    產品規劃路線圖 BMC AST2700 AST2700 AST2600 AST2700 Ramp-up Design-in Phase Production-ready Ramp-up BIC AST1030 Ramp-up PFR AST1060 AST1060 Production-ready Ramp-up I/O Expander AST1700 AST1700 AST1700 AST1800 Design-in Phase Production-ready Ramp-up Design-in Phase AVoIP AST1530 AST1630 AST1532 AST1540 &

  17. Slide 17: 邁向多元應用

    邁向多元應用 雲端與企業級 SoC 透過全方位解決方案驅動創新 © ASPEED Technology. Proprietary and Confidential.

  18. Slide 18: Q&A

    Q&A © ASPEED Technology. Proprietary and Confidential.

  19. Slide 19: © ASPEED Technology. Proprietary and Confidential.

    © ASPEED Technology. Proprietary and Confidential.

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