Lerain Technology Co., Ltd. · TWSE:6921

Lerain Technology — 2026 Q2 Investor Conference

19 slides from Lerain Technology's conference presentation, Jun 24, 2026

  1. Slide 1: LeRain Technology 2026 Q2 Investor Conference

    LeRain Technology Co., Ltd 2026 Q2 Investor Conference CEO Jerry Gao 2026 . 6 . 24

  2. Slide 2: Safe Harbor Notice

    Safe Harbor Notice ◆ The information contained in this presentation, including all forward looking statements, is subject to change without notice, whether as a result of new information, future events or otherwise, and the Company undertakes no obligation to update or revise the information contain

  3. Slide 3: Contents

    I. About LeRain II. Financial Performance CONTENTS III. Operational Overview IV. Future Outlook 3 3

  4. Slide 4: About LeRain

    About LeRain

  5. Slide 5: Company Profile

    I. Company Profile ◼ Company Name：LeRain Technology Co., Ltd (Stock Code：6921) ◼ Establishment Date ： January 2, 2020 ◼ Capital ： NT$318,369,410 ◼ Listing Date ： December 23, 2025 (Innovation Board) ◼ Core Business ： Design, Development, & Sales of High-Speed Interfaces and High-Speed Analog Circuit

  6. Slide 6: Major Products

    II. Major Products Major Product Key Application JYS13008MF Signal-enhancing multiplexer IC enabling gaming motherboards and AI PCs to support high-speed PCIe 5.0 JYS13004PE Linear signal equalizer IC enabling servers, workstations, and industrial computer motherboards to upgrade and support high-sp

  7. Slide 7: Financial Performance

    Financial Performance 7

  8. Slide 8: Sales of Major Products

    I. Sales of Major Products Unit：NT$ thousand；% 2024 2025 2026Q1 Major Product Amount % Amount % Amount % USB/DP Linear Re-driver IC 10,610 6.99 10,899 5.59 6,960 24.46 PCIe/CXL Linear Re-driver IC 141,117 93.01 183,999 94.41 21,493 75.54 Total 151,727 100.00 194,898 100.00 28,453 100.00 8

  9. Slide 9: Statement of Comprehensive Income

    II. Statement of Comprehensive Income Unit：NT$ thousand 2024 2025 2026Q1 Item Amount % Amount % Amount % Operating revenue 151,727 100 194,898 100 28,453 100 Operating costs 52,292 34 82,875 43 12,647 44 Gross Profit 99,435 66 112,023 57 15,806 56 Operating Expenses 87,584 58 96,057 49 26,294 93 Ope

  10. Slide 10: Balance Sheets

    III.Balance Sheets Unit：NT$ thousand Dec.31, 2024 Dec.31, 2025 Mar.31, 2026 Item Amount % Amount % Amount % Cash and Cash equivalents 123,170 40 138,321 37 70,748 24 Accounts receivable 18,447 6 34,064 9 20,533 8 Inventories 29,032 10 73,983 19 76,633 26 Property,plant and equipment 124,864 41 124,5

  11. Slide 11: Operational Overview

    \ DL Lids Operational Ove 11

  12. Slide 12: Product Portfolio

    I. Product Portfolio Comprehensive Signal Integrity Solutions Across 4 Major International Standards: 1.PCIe : Targeting server & high-speed storage cores. 2.USB : Consumer & commercial high-speed peripheral connectivity. 3.DisplayPort: High-end display transmission & AV signal processing. 4.Etherne

  13. Slide 13: Re-Driver application

    Re-Driver application Host Device TX RX Re-Driver RX TX CPU Display GPU Memory SSD/GPU PCIe USB Display Port Ethernet PC ⚫ ⚫ ⚫ Server ⚫ ⚫ ⚫ Cable ⚫ ⚫ ⚫ ⚫ (ACC,AOC) 13

  14. Slide 14: Growth Engine

    II. Growth Engine ➢ Server Signal Attenuation Solutions • Surging computing power causes severe signal attenuation on PCBs. • High-speed Re-driver chips have become standard hardware specifications. ➢ PCIe Gen6 Redriver Opportunities • Entering volume production and customer shipment phases. • Expec

  15. Slide 15: Future Outlook

    Future Outlook 15

  16. Slide 16: LeRain Products: Linear Re-Driver and Optical Engine

    LeRain Products: Linear Re-Driver (LRD) and Optical Engine for Scale-Up and Scale-Out Interconnect • Significantly Lower Power Consumption Memory Pool • Lower Latency (comparing to DSP-base solution) SWITCH (DDR) • Low Cost HBM HBM PCIe 5/6/7 GPU GPU Ethernet PCIe 5/6/7 (224Gbs/1.6T) PCIe 5/6/7 UPI

  17. Slide 17: LeRain Products: Linear Re-Driver and Optical Engine

    LeRain Products: Linear Re-Driver (LRD) and Optical Engine for Scale-Up and Scale-Out Interconnect LRD ACC (Active Copper Cable) LRD GPU/CPU GPU/CPU/SWITCH Internal/External Cable ≦ 3m AOC (Active Optical Cable)/ LPO/NPO/CPO LRD/EO LRD/OE GPU/CPU GPU/CPU/SWITCH External Cable > 3m Distributed PCB &

  18. Slide 18: Future Outlook

    Future Outlook ➢ Production Ramp-up • PCIe Gen6 solutions successfully validated by major end customers. • Shipments expected to gain momentum quarter over quarter. ➢ Continuous R&D • Next-gen pipelines (PCIe Gen7, next-gen USB) progressing on schedule. • Sustaining market-leading position through a

  19. Slide 19: Thank You

    Thank-You LeRain 19 EAsshst Sted bo VA CV ©. Va SV ©. Sa SS SS SV VS A Wn A mt cRain Technologupg

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