Slide 1: Supplemental Financial Information
Supplemental Financial Information July 29, 2026 1
Slide 2: Revenue by Geographic Region
Revenue by Geographic Region (in millions) Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Taiwan $ 94.4 $ 70.8 $ 57.6 $ 46.9 $ 52.9 South Korea 73.4 80.6 66.6 70.8 57.1 United States 38.2 29.4 34.5 36.4 40.9 China 16.9 11.4 23.3 11.7 9.4 Europe 9.5 7.8 6.4 7.4 7.2 Malaysia 9.1 3.7 5.6 5.8 5.2 Singapore 6.7
Slide 3: Revenue by Market Segment
Revenue by Market Segment (in millions) Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Foundry & Logic $ 121.8 $ 111.2 $ 92.2 $ 92.9 $ 99.5 DRAM 85.0 82.9 73.3 68.2 57.1 Flash 2.9 4.1 7.4 5.3 5.5 Probe Cards Segment 209.7 198.2 172.9 166.4 162.1 Systems Segment 48.5 27.9 42.3 36.3 33.7 $ 258.2 $ 226.1 $ 21
Slide 4: Customers > 10% of Total Revenue
Customers > 10% of Total Revenue Q2 Q1 Q4 Q3 Q2 2026 2026 2025 2025 2025 SK hynix Inc. 24.3% 29.5% 19.2% 24.5% 25.0% Intel Corporation * * * * 12.4% Samsung Electronics Co., Ltd. * * * * * NVIDIA Corporation * 10.2% * * * Taiwan Semiconductor Manufacturing Company Ltd. 11.0 % * * * 10.4% 35.3% 39.7%
Slide 5: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation (In thousands, except for per share amounts) GAAP Adjustments Non-GAAP Amortization of Intangibles and Three Months Ended Stock-based Acquisition Fair Three Months Ended June 27, 2026 Compensation Value Adjustments Restructuring Other June 27, 2026 Revenues $ 258,242
Slide 6: Non-GAAP Adjustments & EPS
Non-GAAP Adjustments & EPS (In thousands, except for per share amounts) Three Months Ended Six Months Ended June 27, March 28, June 28, June 27, June 28, 2026 2026 2025 2026 2025 GAAP net income $ 56,207 $ 20,384 $ 9,086 $ 76,591 $ 15,487 Adjustments: Restructuring charges 4,493 23,321 378 27,814 3,
Slide 7: Gross Profit and Gross Margin by Segment
Gross Profit and Gross Margin by Segment (GAAP) (In thousands, except for percentages) Three Months Ended June 27, 2026 June 28, 2025 Probe Corporate Probe Corporate Cards Systems and Other Total Cards Systems and Other Total Revenues $ 209,695 $ 48,547 $ — $ 258,242 $ 162,108 $ 33,690 $ — $ 195,798
Slide 8: Recent Results (non-GAAP)
Recent Results (non-GAAP) (in millions) ALL FIGURES NON-GAAP Revenue Gross Margin Diluted EPS Free Cash Flow Q1’26 Actual $226.1M 49.0% $0.56 $30.7M Q2’26 Actual $258.2M 53.3% $0.82 $52.6M Q3’26 Outlook $270.0M +/- $10M 54.0% +/- 1.5% $0.86 +/- $0.09 Q2’26 and Q3’26 Themes: Q2’26 revenue, gross marg