Alchip Technologies Ltd. · TWSE:3661
Alchip Technologies — Q1 2026 Earnings Presentation
11 slides from Alchip Technologies's earnings presentation, May 8, 2026
Slide 1: Alchip Technologies Investor Conference Meeting
(3661 TT) Alchip Technologies Investor Conference Meeting May 8th, 2026 1 © 2019 Alchip Technologies Proprietary and Confidential Information
Slide 2: Safe Harbor Disclaimer
Safe Harbor Disclaimer This presentation contains forward-looking statements, including statements about business outlook and strategy, and statements about historical results that may suggest trends for our business. These statements are based on estimates and information available to us at the tim
Slide 3: Meeting procedures and Q&A instructions
◼ This meeting will be in English, If you need Chinse presentation slides, please go to MOPS to download the Chinese version ◼ Participants please write down your questions to host through Team’s message function with your and your company name ◼ Please use the “raise hand” function through Team for
Slide 4: Message from CEO
Message from CEO ⚫ Q1 Summary ⚫ Geopolitical Risk Management ⚫ Future Business Outlook ⚫ Conclusion 4 © 2019 Alchip Technologies Proprietary and Confidential Information
Slide 5: 1Q26 Quarterly Income Statement
1Q26 Quarterly Income Statement US$'000 4Q25 1Q26 QoQ (%) YoY (%) Revenue 152,746 132,366 -13.3 -58.5 COGs 88,417 65,948 -25.4 -73.1 Gross Profit 64,329 66,418 3.2 -10.0 Op. Exp 25,196 23,181 -8.0 -18.4 Op. Income 39,133 43,237 10.5 -4.8 Non. Op. 16,780 13,165 -21.5 45.0 Pre-Tax Profit 55,913 56,402
Slide 6: Revenue Breakdown by Application
Revenue Breakdown by Application Quarterly breakdown Yearly breakdown 100% 100% 80% 80% 67% 70% 60% 82% 79% 60% 84% 83% 93% 40% 40% 4% 3% 7% 20% 1% 10% 1% 1% 20% 3% 1% 22% 6% 3% 14% 18% 17% 3% 12% 3% 0% 6% 3% 0% 1% 2Q25 3Q25 4Q25 1Q26 2023 2024 2025 Consumer Networking Niche HPC Consumer Networking
Slide 7: Revenue Mix by Process Node
Revenue Mix by Process Node Quarterly breakdown Yearly breakdown 100% 100% 0% 1% 5% 14% 19% 21% 80% 36% 80% 60% 60% 81% 89% 94% 63% 73% 70% 43% 40% 40% 20% 20% 11% 5% 9% 8% 4% 5% 11% 10% 7% 3% 7% 2% 7% 0% 0% 3% 2Q25 3Q25 4Q25 1Q26 2023 2024 2025 28nm and lower 16/12nm 7nm/5nm 3nm/2nm 28nm and lower
Slide 8: Revenue Breakdown by Region
Revenue Breakdown by Region Quarterly breakdown Yearly breakdown 100% 2% 2% 100% 2% 9% 6% 22% 26% 80% 80% 23% 60% 74% 60% 63% 79% 86% 78% 50% 40% 40% 47% 20% 7% 20% 18% 22% 10% 8% 17% 9% 8% 10% 6% 6% 8% 0% 0% 2% 2Q25 3Q25 4Q25 1Q26 2023 2024 2025 Japan Asia Pacific N.A. Others Japan Asia Pacific N.A
Slide 9: 1Q26 Business Review
1Q26 Business Review Revenue came slow but profits were promising – 1Q26 revenue declines by 13% QoQ and down 58% YoY, respectively. This result is a little bit lower than expected on postpone of a tape-out milestone. – Despite of the slow 1Q26 revenue, 1Q gross margin surprises on the upside by goi
Slide 10: Outlook for 2026
Outlook for 2026 A very strong expectation for 2026 revenue growth – The growth momentum is expected to pick up starting from 2Q26 – We expect a very strong QoQ revenue and profit growth starting from 3Q26 and going forward due to massive shipments for the N3 AI accelerator to the NA. customer We ex
Slide 11: Thanks!
Thanks! www.alchip.com 11 © 2019 Alchip Technologies Proprietary and Confidential Information