Team Group Inc. · TWSE:4967
Team — TEAMGROUP — Q3 2026 Earnings Presentation
24 slides from Team's earnings presentation, Nov 2, 2026
Slide 1: TEAMGROUP Investors Conference
TEAMGROUP Investors Conference CEO Gerry Chen & Management Team 2026/11/2
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 Business Objectives 05 Q&A www.teamgroupinc.com
Slide 4: Company Overview
Gan TEAMGROUP +R BB = wv > Some a) > e) > c © or € O U
Slide 5: TEAMGROUP (4967.TW): Full product lines of DRAM and Flash memory products
TEAMGROUP (4967.TW) Full product lines of DRAM and Flash memory products Founded in April 1997 Capital NT$986 million Total Employees 500 Headquarters: Taiwan Subsidiaries: Japan, Shenzhen, Hong Kong, USA Quality and Environmental Management Certifications ISO 9001, ISO 14001, ISO 14064-1 www.teamgr
Slide 6: Two-Business-Group Organization
Two-Business-Group Organization TEAMGROUP B2B B2C Enterprise & Industrial Brand & Channel Applications Business Business Group Group www.teamgroupinc.com 6
Slide 7: Product Focus
Product Focus www.teamgroupinc.com 7
Slide 8: 2026 Q3 Results & Growth Initiatives
2026 Q3 Results & Growth Initiatives 2026 Q3 Revenue 2026 Q3 Gross Margin 2026 Q3 Net Income 2026 Q3 Basic EPS NT$10.139 bn 49.27% NT$3.618 bn NT$37.19 QoQ +33.61% QoQ +6.50 ppt QoQ +49.96% QoQ +40.50% 2026Q1-Q3: NT$26.772 bn 2026Q1-Q3 Gross Profit: 2026Q1-Q3 : NT$8.324 bn 2026Q1-Q3 : NT$90.95 NT$11
Slide 9: Financial Performance
TEAMGROUP Gleam +8 HR F | Financial Performance
Slide 10: 2026 Q1-Q3 Quarterly Profitability & Gross Margin
2026 Q1-Q3 Quarterly Profitability & Gross Margin Trends in Quarterly Revenue, Gross Profit, and Net Financial 2026 2026 2026 QoQ 9M26 Metrics Q1 Q2 Q3 Income（NT$100mn） 120.00 +33.61% Revenue 9.045 bn 7.588 bn 10.139 bn 26.772 bn 101.39 100.00 90.45 Gross Profit 3.438 bn 3.245 bn 4.996 bn +53.93% 11
Slide 11: 2026 Q1-Q3 Balance Sheet
2026 Q1-Q3 Balance Sheet Unit: Thousands of New Taiwan Dollars (NT$) 2026 Q3 % 2026 Q2 % 2026 Q1 % Current Assets 27,323,734 96% 21,732,375 96% 20,958,301 96% Inventories 17,241,717 60% 14,111,592 62% 13,569,831 62% Noncurrent Assets 1,105,359 4% 857,589 4% 940,006 4% Total Assets 28,429,093 100% 22
Slide 12: Market Sales Breakdown 2026Q1-Q3 vs 2025Q1-Q3
2026Q1-Q3 Market Sales Breakdown 2025Q1-Q3 Market Sales Breakdown 其他 B2B, 0.13% 24.60% B2C, 35.40% B2B, 64.60% B2C, 75.40% B2C B2B B2C B2B www.teamgroupinc.com 12
Slide 13: Product Sales Breakdown 2026Q1-Q3 vs 2025Q1-Q3
2026Q1-Q3 Product Sales Breakdown 2025Q1-Q3 Product Sales Breakdown Others, Others, 2.69% 其他 6.23% Flash, 0.13% 13.68% Flash, 24.98% DRAM, DRAM, 68.79% 83.63% DRAM Flash Others DRAM Flash Others www.teamgroupinc.com 13
Slide 14: DRAM Sales Breakdown 2026Q1-Q3 vs 2025Q1-Q3
2026Q1-Q3 DRAM Sales Breakdown 2025Q1-Q3 DRAM Sales Breakdown DDR3 DDR3 0.33% DDR4, 0.46% 其他 DDR4, 11.61% 0.13% 14.50% DDR5, DDR5, 87.93% 85.17% DDR5 DDR4 DDR3 DDR5 DDR4 DDR3 www.teamgroupinc.com 14
Slide 15: 2026Q3 Inventory Breakdown (Units)
2026Q3 Inventory Breakdown (Units) Product Inventory Breakdown DRAM Inventory Breakdown 其他 DDR3 1.40% 0.13% Flash 29.62% DDR4 60.09% DDR5 38.51% DRAM 70.38% DRAM Flash DDR5 DDR4 DDR3 www.teamgroupinc.com 15
Slide 16: Industry Overview
TEAMGROUP Gleam +8 HR Industry Overview
Slide 17: DRAM Contract Price Trend
DRAM Contract Price Trend Unit: USD DDR5 16Gb(2Gx8) 60.00 46.50 48.00 50.00 45.00 40.00 37.50 40.00 35.00 30.00 31.00 28.50 30.00 19.50 20.80 20.00 8.70 10.00 0.00 2025.10. 2025.11 2025.12 2026.01 2026.02 2026.03 2026.04 2026.05 2026.06 2026.07 2026.08 2026.09 DDR4 8Gb(1Gx8) 30.00 26.00 25.00 24.00
Slide 18: NAND Flash Contract Price Trend
NAND Flash Contract Price Trend Unit: USD TLC 512Gb Wafer 30 26.43 26.43 24.87 25.46 25.76 25.76 23.69 25 19.98 20 16.14 15 12.16 8.48 10 5.12 5 0 2025.10. 2025.11 2025.12 2026.01 2026.02 2026.03 2026.04 2026.05 2026.06 2026.07 2026.08 2026.09 TLC 1Tb Wafer 40 32.43 32.49 32.90 33.48 35 30.70 31.26
Slide 19: 2026 Q4–2027 Memory Market Outlook & TEAMGROUP Strategy
2026 Q4–2027 Memory Market Outlook & TEAMGROUP Strategy Industry Dynamics Market Trends Strategic Response Suppliers prioritize HBM and advanced DDR5, reducing Plan DDR4 inventory based on DDR4 output Supplier Capacity customer demand and supply needs Reallocation Long-cycle industrial and
Slide 20: Business Objectives
Business Objectives Presenters： • Jonathan Shia, General Manager of Enterprise & Industrial Solutions Business Group • Ken Cho, General Manager of Brand & Channel Business Group • Sam Wang, Research and Development officer
Slide 21: Enterprise & Industrial Applications: Expand Edge AI, IPC & Server Business
Enterprise & Industrial Applications: Expand Edge AI, IPC & Server Business AI Drives Diversified Memory TEAMGROUP’s Enterprise & Delivering Differentiated Demand Industrial Strengths Service Value Servers | Training and Custom firmware, New plant to enhance inference drive high- technical sup
Slide 22: Brand & Channel: Seize New Opportunities in High-End Markets
Brand & Channel: Seize New Opportunities in High-End Markets TEAMGROUP’s Brand & AI Reshapes Market Dynamics Focus on High-End Applications Channel Strengths Supplier capacity shifts Over 20 years of global Expand high-end PC toward AI and servers, channel experience builds and professional re
Slide 23: R&D: Core Technology, Applications & Production Readiness
R&D: Core Technology, Applications & Production Readiness Core Technology Customer Application Manufacturing Readiness Development Integration High-Speed Memory, Storage & Industrial & Enterprise Product & Platform Testing Thermal Design Solutions Compatibility and reliability Advanced DDR5 and AI s
Slide 24: Q&A
Q&A www.teamgroupinc.com