Taiwan Surface Mounting Technology Corp. · TWSE:6278

Taiwan Surface Mounting Technology — Q3 2025 Earnings Presentation

13 slides from Taiwan Surface Mounting Technology's earnings presentation, November 2025

  1. Slide 1: Taiwan Surface Mounting Technology Corporation Presentation

    TSMT Taiwan Surface Mounting Technology Corporation Presentation 2025/Nov

  2. Slide 2: Basic Profile: Company overview

    TSMT | Basic Profile Company overview •Founded : in 1990 •HQ : No.437, Taoying Rd., Taoyuan City, Taiwan •Capital : $USD 100M •Revenue:$USD 1.21B(2025/Q3); $USD 1.41B(2024) •Services：OEM(SMT modules) / JDM / ODM •Stock code@ Twex : 6278 •Capacity : 240 SMT lines, 14 Factories (Taiwan ,China , India,

  3. Slide 3: TSMT Group Structure

    TSMT |TSMT Group Structure i TSMT 99.99% 100% 100% =— _RM(BVD———(Mexico),_INDIA),_ (vietnam) 100% 100% | 100% | 100% | 100% | 100% 100% | 100% >- Skt RRES REET HRET SEKE BEET BRST a=) “ey Ga) (EF) (468) (6%) B2e5 (82) (eS)

  4. Slide 4: EMS Business Model to Provide professional TQMDC

    TSMT | EMS Business Model _to Provide professional TQMDC 3

  5. Slide 5: Manufacturing Sites

    TSMT | Manufacturing Sites Total of 14 Production Sites Worldwide • Taiwan (Taoyuan City), x2 Ninh Binh 寧平省 [前 河南省] • China (Multiple locations), x8 2024.1.3 • India (Chennai + Sanand[2026]), x2 Sanand, Gujarat • Vietnam (HaNam Province), x1 2026Q4 • Mexico (Monterrey), x1 INDIA VIETNAM Chennai, Tam

  6. Slide 6: Production Capacity & Capability

    TSMT |Production Capacity& Capability Capacity (SMT Lines) 生產基地 2021 2022 2023 2024 2025 東莞D G 18 19 19 18 17 蘇州SZ 72 75 76 76 89 寧波N B 14 14 14 10 0 廈門X M 11 10 10 15 17 台灣TW 26 27 28 22 26 合肥H F 18 22 24 26 26 重慶C Q 29 29 26 28 25 咸陽X Y 12 14 14 14 14 India 10 10 11 11 12 M exico - - - 3 3 V ietna

  7. Slide 7: Financial Highlights-2024 Annual Results

    TSMT |Financial Highlights-2024 Annual Results 6

  8. Slide 8: Financial Highlights-2025 3Q Results

    TSMT |Financial Highlights-2025 3Q Results (NTD’000) 2025 3Q 2024 3Q Change Revenue 37,790,010 33,440,265 13.01% Gross profit 4,807,106 4,318,345 11.32% Operating profit 2,722,212 2,048,469 32.89% Net profit 2,017,735 2,202,681 -8.40% Gross profit margin 12.72% 12.91% -0.19pp Operating profit margin

  9. Slide 9: Turnover & Margin Analysis

    TSMT |Turnover & Margin Analysis 8

  10. Slide 10: Financial Position

    TSMT |Financial Position As at 30 Sep As at 31 Dec As at 30 Sep (NTD’000) 2025 2024 2024 Change (reviewed) (audited) (reviewed) Total assets 52,287,996 52,196,295 49,211,523 6.25% Net assets 21,371,415 22,585,554 21,270,420 0.47% Total borrowings 8,502,948 7,292,356 7,416,665 14.65% Cash and bank ba

  11. Slide 11: Breakdown of product revenue

    TSMT | Breakdown of product revenue Revenue 2025 3Q 2024年 2023年 2022年 TFT-LCD 46% 50% 48% 43% Mini Led 12% 11% 20% 32% Other 42% 39% 32% 25% TOTAL 100% 100% 100% 100% TFT-LCD 2025 3Q 2024年 2023年 2022年 Control Borad 76% 76% 75% 74% Light Bar 15% 18% 19% 19% TOUCH 9% 6% 6% 7% TOTAL 100% 100% 100% 100%

  12. Slide 12: Breakdown of customer revenue

    TSMT | Breakdown of customer revenue Customer 2025 3Q 2024年 2023年 2022年 TW panel Maker 15% 19% 20% 17% China panel Maker 16% 19% 19% 17% Korea panel Maker 1% 2% 2% 2% NY 34% 31% 37% 45% Other 34% 29% 22% 19% Total 100% 100% 100% 100% 11

  13. Slide 13: END

    TSMT 1 TSMT END

Taiwan Surface Mounting Technology — Q3 2025 Earnings Presentation on 6ix