Slide 1: Nuvoton Technology Corporation 3Q'25 Investor Conference
Nuvoton Technology Corporation 3Q’25 Investor Conference Nov 4, 2025
Slide 2: Agenda
Agenda Nuvoton Financial Results Nuvoton 3Q’25 Business Update Nuvoton Digital Power and Motor MCU Q&A
Slide 3: Safe Harbor Notice
Safe Harbor Notice ❖ We have made forward-looking statements in this presentation. Our forward-looking statements contain information regarding, among other things, our financial condition, future expansion plans and business strategies. We have based these forward-looking statements on our current
Slide 4: Nuvoton Financial Results
Toy of innovation Pa UVvoTOon Nuvoton Financial Results
Slide 5: Statement of Comprehensive Income - Consolidated
Statement of Comprehensive Income - Consolidated 3Q’25 2Q’25 QoQ Unit: NT$ M Amount % Amount % Amount % Net Revenue 7,272 100 7,816 100 (544) - Gross Profit 2,597 35.7 2,728 34.9 (131) 0.8 Operating Income (516) (7) (302) (4) (214) (3) Non-Operating Income 45 (1) (343) (4) 388 3 Income before Income
Slide 6: Balance Sheet - Consolidated
Balance Sheet - Consolidated Sep 30 ’25 June 30 ’25 QoQ Unit: NT$ M Amount % Amount % Amount % Cash & Cash Equivalents 9,584 29 9,685 29 (101) - Accounts Receivable 4,239 13 4,353 13 (114) - Other Receivable 508 1 565 2 (57) (1) Inventories 6,188 19 6,537 19 (349) - Long-Term Investments 2,723 8 2,6
Slide 7: Statement of Cash Flows - Consolidated
Statement of Cash Flows - Consolidated 3Q’25 2Q’25 1Q’25 Unit: NT$ M Amount Amount Amount Cash Flows from Operating Activities 58 202 (898) Cash Flows from Investing Activities (124) (254) (437) Cash Flows from Financing Activities (242) 217 5,679 Cash & Cash Equivalents 9,584 9,685 10,436
Slide 8: Revenue and GM Trend - Consolidated
Revenue and GM Trend - Consolidated Revenue/Gross Profit (NT$ M) Gross Margin 42% 42% 41% 40% 37% 40% 38% 10,000 34% 35% 36% 8,970 8,470 8,468 8,228 8,364 7,957 7,816 7,270 7,272 30% 7,500 5,000 20% 3,756 3,534 3,451 3,354 2,821 2,972 2,769 2,728 2,597 2,500 10% - 0% 3Q'23 4Q'23 1Q'24 2Q'24 3Q'24 4Q
Slide 9: Nuvoton 3Q'25 Business Update
Nuvoton 3Q’25 Business Update
Slide 10: 3Q'25 Revenue by 4C Applications
3Q’25 Revenue by 4C Applications Automotive& 3Q’25 Industrial Computer BMC BM-IC EC HMI 2Q’25 27% Super IO IC Card 26% TPM MCU 38% HSIF 38% 15% Consumer 13% Communication & Audio IC Others 21% HSIF MCU MCU MOSFET 22% Note: Foundry revenue was not included in the numbers .
Slide 11: Nuvoton 3Q'25 Business Update (1)
Nuvoton 3Q’25 Business Update (1) Automotive & Industrial ❖ Continuing our innovation in the security sector, we have commenced mass production of the next-generation NFC Tag IC, which is used in Japan’s driver licenses ❖ Mass production of the digital power MCU for E-bike charging stations to a Jap
Slide 12: Nuvoton 3Q'25 Business Update (2)
Nuvoton 3Q’25 Business Update (2) Computer ❖ The Arbel NPCM8mnx System-in-Package (SiP), which was launched last quarter, was also announced at the OCP Global Summit this quarter, demonstrating our fully integrated BMC subsystem supports next-generation AI servers and datacenter infrastructure ❖ The
Slide 13: Nuvoton Digital Power and Motor MCU
Nuvoton Digital Power and Motor MCU Sales Center Johnson Chen
Slide 14: AI Drives the Growth of Server
AI Drives the Growth of Server Worldwide Server Shipment & Forecast (kset) 20,000 15,000 10,000 5,000 - 2024 2025(f) 2026(f) 2027(f) 2028(f) 2029(f) 2030(f) Shipments 14,888 15,636 16,058 17,215 17,834 18,298 19,103 資料來源：DIGITIMES， 2025/10
Slide 15: Increasing Needs of Power is a Problem
Increasing Needs of Power is a Problem Data center electricity demand will increase 530 ~ 845 TWh from 2024’ to 2030’. Or, 66~ 105 nuclear power plants. Or, USD 660 B ~ 1 T. => 1% energy saving ~ USD 10B 1260 TWh 945 TWh 415 TWh 2024 Global data center power consumption forecast by IEA (Internationa
Slide 16: Energy Saving & Comfort for a Better Work & Life
Energy Saving & Comfort for a Better Work & Life GP U
Slide 17: Focused Product Portfolio
Focused Product Portfolio Digital Power Control Motor Control Digital Power MCU DC Fan MCU Inverter MCU Server, Workstation Air Cooling, Liquid Cooling Home appliance Fan Pump Air con Washer Fridge PSU Server IBC Workstation PSU
Slide 18: Digital Power MCU
Toy of innovation AUVoOTONn Digital Power MCU
Slide 19: Evolving Power Architecture
Evolving Power Architecture Power Control MCUs Server rack Server board UPS PSU POLE GPU Single-phase input single phase AC 200-400V DC 12V DC 0.8-1V 10kV - 20kV Server rack Server board PSU IBC POLE GPU 3-phase input Three-phase AC 200-400V DC 48V DC 12V DC 48V DC 0.8-1V 10kV - 20kV BBU High power
Slide 20: Trend and Needs
Trend and Needs Single-phase power supply Three-phase power supply HVDC 24 25 26 27 28 29 30 2024 2025 2026 2027 2028 2029 2030 AI Server GB200: GB300 Vera Rubin:300kw Output power/Rack 1MW 66~132kw 120~150kw Rubin Ultra 600kw PSU Output power/Unit 8kW 18kW 25kW 12kW Topology Totem pole PFC Vienna R
Slide 21: Digital Power MCU Roadmap
Digital Power MCU Roadmap Increasing power control efficiency to meet the future trend of AI servers 2024 2025 2026 2027 Gen8 KM1M7CF3x For AI server (500kW+/rack) Gen7 CPU : Cortex-M7 ∔ HW accelerator KM1M7CF2x For AI server(250kW/rack) IBC CPU : Cortex-M7@160MHz + high speed ADC/PWM Gen6 KM1M7CF0x
Slide 22: DC Fan MCU
Toy of innovation NnuUVvOoOTOnN DC Fan MCU
Slide 23: Cooling Fan Market trend
Cooling Fan Market trend Server Fan Market trend Trend and Needs AI Servers is driving overall market growth High airflow fans are required to enhance GPU cooling performance Demand[M unit] 2024 24 2025 25 2026 26 2027 27 2028 28 2029 29 2030 30 300 100k 250kW 500kW 1MW Server Output power/Rack CAGR
Slide 24: Industry First 1U Server-Compatible 48V Fan Controller
Industry First 1U Server-Compatible 48V Fan Controller 1U: A unit that indicates the height of a rack-mounted server, 1U approx. 44.55mm 48V Fan Existing Configurations Nuvoton 48V Motor Controller ■ PCB over 2U ■1U PCB FACT Pre-driver FACT MCU 4mm2QFN φ28mm φ56mm High exothermic LDO Integrated Gate
Slide 25: DC Fan MCU Roadmap
DC Fan MCU Roadmap 2024 2025 2026 2027 Gen2 48V 3-phase, MCU+Gate Driver Gen1 (FOC) AI Server Fan 48V 3-phase, MCU+Gate Driver (Rectangular) AI Server Fan Gen1 Gen2 12V 3-phase 12V 3-phase MCU MCU+Gate Driver (Rectangular) (Rectangular) Server Fan Compact size for Fan Wall In Liquid Colling System
Slide 26: Inverter MCU for Home Appliance
Inverter MCU for Home Appliance
Slide 27: Home Appliance Market trend
Home Appliance Market trend HA Market trend Trend and Needs The sales growing steadily Innovation is essential to maintain competitiveness ■ Air conditioner ■ Washer ■ Fridge Comfort Mset Worldwide Inverter HA shipment 700 CAGR +4% 606 600 484 Energy 500 400 Efficiency 300 200 100 - 24' 25' 26' 27'
Slide 28: Address the Needs of End Users
Address the Needs of End Users Market requirement Comfort Energy Efficiency Suppress Vibration and Noise Reduce power consumption Our Solution by AI model embedded. during low load by high efficiency control.
Slide 29: Vibration and Noise Suppression by AI
Vibration and Noise Suppression by AI Nuvoton’s case examples Premonition detection Operation appliance AI technology vibration by clogging. by voice and motion. embedded MCU Data Analysis AI Model MCU Data Collection (Feature Extraction) development implementation
Slide 30: Inverter MCU Roadmap
Inverter MCU Roadmap 2024 2025 2026 2027 Gen8 Advanced AI Inverter MCU AI for up to 3 motors (commercial air conditioner) Gen7 Basic AI Inverter MCU AI for 1 motor (wash machine, refrigerator) Gen6 Existing MCU 1~ 3 motors (Wash machine, refrigerator, air conditioner, water pump for liquid cooling)
Slide 31: Questions & Answers
Questions & Answers Nuvoton Company Website: www.nuvoton.com