Team Group Inc. · TWSE:4967
Team — SinoPac Securities Investor Conference (November 2025)
20 slides from Team's conference presentation, Nov 28, 2025
Slide 1: TEAMGROUP Investors Conference
TEAMGROUP Investors Conference President Gerry Chen 2025/11/28 www.teamgroupinc.com
Slide 2: Disclaimer
Disclaimer The predictive information contained in this presentation is for reference only and will be affected by various risks and uncertainties. Therefore, there is no guarantee that the actual results will be completely consistent with the predictive statements. The company does not assume any r
Slide 3: Outline
Outline 01 Company Profile 02 Financial Performance 03 Industry Overview 04 Future Development/ Product Application Direction 05 Q&A www.teamgroupinc.com
Slide 4: Company Overview
TEAMGROUP Geam sae Company Overview
Slide 5: Company Overview
Company Overview Full product lines of DRAM and Flash memory products Founded in April, 1997 Capital 850 million NTD Total Employees 450 Headquarters：Taiwan Subsidiaries：Japan, China, Hong Kong Quality and Environment Management Certification ISO-9001、ISO-14001 、 ISO-14064-1 www.teamgroupinc.com 5
Slide 6: Product Focus
Product Focus Made for daily consumers Made for various embedded industrial use With Practicality, Stability, With durability and stability, responding to the Trustworthiness. needs of various industrial and AIoT fields.Offering Offering powerful performance to capture precious reliable products and
Slide 7: International Recognition × Innovation Elevated
International Recognition × Innovation Elevated Team Group continues to push design and engineering boundaries, earning multiple international honors. The T-CREATE EXPERT P35S and industrial P250Q one-touch-erase SSDs won 2026 Taiwan Excellence Awards; both use a chip-level destruction circuit paten
Slide 8: Financial Performance
Revenue Financial Performance 8
Slide 9: 1Q25-3Q25 Consolidated Income Statement
1Q25 -3Q25 Consolidated Income Statement Unit: Thousands of New Taiwan Dollars (NT$) 2025 Q1 2025 Q2 2025 Q3 QoQ Total Revenue 5,350,298 4,565,796 4,163,407 -8.8% 14,079,501 Cost of Goods Sold (4,872,468) (4,109,684) (3,610,474) -12.15% (12,592,626) Gross Profit 477,830 456,112 552,933 21.23% 1,486,
Slide 10: 4Q24-3Q25 Balance Sheet
4Q24 -3Q25 Balance Sheet Unit: Thousands of New Taiwan Dollars (NT$) 2025Q3 % 2025Q2 % 2025Q1 % 2024Q4 % Current 9,073,673 94.18% 9,168,315 94.34% 12,913,566 96.47% 9,532,483 95.37% Assets Inventories 4,392,957 45.59% 4,877,138 50.18% 4,247,995 31.74% 5,822,995 58.26% Noncurrent 561,177 5.82% 550,51
Slide 11: 2025 Q1-Q3 Product Sales Breakdown
2025 Q1-Q3 Product Sales Breakdown 2024 Q1-Q3 Product Sales Breakdown Others, Others, 0.12% 0.46% 其他 0.13% Flash, Flash, 34.23% 33.35% Dram, Dram, 66.53% 65.31% Dram Flash Others Dram Flash Others www.teamgroupinc.com 11
Slide 12: 2025 Q1-Q3 DRAM Sales Breakdown
2025 Q1-Q3 DRAM Sales Breakdown 2024 DRAM Sales Breakdown 欄1 DDR3, DDR3, 0.35% 其他 0.76% 0.13% DDR4, DDR4, 15.26% 30.79% DDR5, DDR5, 84.38% 68.45% DDR3 DDR4 DDR5 DDR3 DDR4 DDR5 www.teamgroupinc.com 12
Slide 13: Inventory Breakdown
Inventory Breakdown Dram Inventory Breakdown Product Inventory Breakdown DDR3其他 0.55% 0.13% DDR4 28.77% FLASH 30.13% DDR5 70.68% DRAM 69.87% DDR3 DDR4 DDR5 DRAM FLASH www.teamgroupinc.com 13
Slide 14: Industry Overview
TEAMGROUP Geam sae Industry Overview
Slide 15: DRAM Spot Price Trend
DRAM Spot Price Trend Unit : USDT DDR5 16GB(2GX8)4800/5600 30 25.77 25 20 15.49 15 10 7.68 5.32 5.52 5.56 6.08 6.14 6.02 4.76 4.69 4.69 4.89 5 0 2024.11 2024.12 2025.01 2025.02 2025.03 2025.04 2025.05 2025.06 2025.07 2025.08 2025.09 2025.10. 2025.11 DDR4 8GB(1GX8)3200 16 14.15 14 12 9.88 10 8 6.36 6
Slide 16: NAND Flash Contract Price Trend
NAND Flash Contract Price Trend Unit : USDT TLC 512GB WAFER 7 6.46 6 4.83 5 4 3.12 2.72 2.8 3 2 1 0 2025.07 2025.08 2025.09 2025.10. 2025.11 TLC 1Tb Wafer 9 8.47 8 6.67 7 5.58 6 5.12 5.1 5 4 3 2 1 0 2025.07 2025.08 2025.09 2025.10. 2025.11 Source:DRAMeXchange www.teamgroupinc.com 16
Slide 17: Future Development/ Product Application Direction
Future Development/ Product Application Direction 17
Slide 18: WW Supply Bit Distribution
y WW Supply Bit Distribution MI change of Nov. — 2026 Supply YoY: 20% 2025 Supply YoY: 24% la TrendForce A % of Total Supply Year of 2026 Yov(%) Nov. Version MI PC 5.1% 8.2% Server 23.1% 39.2% Mobile 17.3% 35.3% Graphics 23.6% 2.8% Consumer 6.2% 5.4% HBM 38.2% 9.1% Year of 2025 Yo¥(%) % of Total Sup
Slide 19: Continue to Deploy in Various Application Fields
Continue to Deploy in Various Application Fields www.teamgroupinc.com
Slide 20: Thank you!
Thank you! www.teamgroupinc.com 20
Team Group — SinoPac Securities Investor Conference (November 2025) on 6ix