Slide 1: Q3 2025 Results Presentation
Q3 2025 Results Presentation 30 October 2025
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is provided for These forward-looking statements reflect the Company’s current informational purpose only and should not be relied upon for the expectations, beliefs, hopes, intentions or strategies regarding the purpose of making any investm
Slide 3: Agenda
Agenda 01 │ Key Highlights 02 │ Financial Performance 03 │ Q4 2025 Revenue Guidance 04 │ Q&A 3
Slide 4: Key Highlights
Key Highlights Private and confidential
Slide 5: Key Q3 2025 Highlights
Key Q3 2025 Highlights AI benefitting both AP and Mainstream Technology leadership in TCB for HBM4 and advanced Logic Recurring TCB orders from Memory and Logic customers SMT recovery with bookings better than expected Profitable quarter (excluding strategic restructuring costs) 5
Slide 6: Financial Performance
Financial Performance Private and confidential
Slide 7: Q3 2025 Adjusted Group Financial Results
Q3 2025 Adjusted Group Financial Results Q3 2025 QoQ (%) YoY (%) Revenue • Growth largely driven by SMT Revenue (US$’M) 468.0 +7.6 +9.5 Bookings • Recurring TCB orders in Memory and Logic Bookings (US$’M) 462.5 -3.5 +14.2 • Better than expected SMT bookings • YoY growth for 6th consecutive quarter B
Slide 8: Q3 2025 Semiconductor Solutions Adjusted Segment Performance
Q3 2025 Semiconductor Solutions Adjusted Segment Performance Revenue • Wire and die bonders increased US$’M Bookings • Strong demand for wire and die bonders • TCB orders up QoQ but remained at a lower level due to impact on AP demand Adjusted Gross Margin Adj. Gross Margin 48.6% 44.7% 41.3%* • QoQ
Slide 9: Q3 2025 SMT Solutions Segment Performance
Q3 2025 SMT Solutions Segment Performance US$’M Revenue • Growth driven by AI servers in Asia and EVs in China • Partial delivery of smartphone bulk order booked in Q2 2025 Bookings • QoQ marginally lower due to high base in Q2 (smartphone Gross Margin 32.3% 32.5% 33.9% bulk order) • YoY driven by s
Slide 10: Q4 2025 Revenue Guidance & Outlook
Q4 2025 Revenue Guidance & Outlook Private and confidential
Slide 11: Q4 2025 Revenue Guidance & Outlook
Q4 2025 Revenue Guidance & Outlook Q4 2025 Revenue Guidance US$470m to US$530m (+6.8% QoQ and +14.3% YoY at mid-point of guidance) Driven by momentum in both SEMI and SMT Looking Ahead • The Group’s TCB TAM projection has the potential to go beyond US$1 billion in 2027, supported by recent news abou
Slide 12: Q&A
Q&A Private and confidential
Slide 13: Thank You!
Thank You! For enquiries, please contact: Mr. Benjamin Poh/ b.poh@asmpt.com Mr. Leonard Lee / leonard.lee@asmpt.com asmpt.com Private and confidential
Slide 14: Appendix
Appendix Private and confidential
Slide 15: Reconciliation to Non-HKFRS Measures
Reconciliation to Non-HKFRS Measures The below tables highlighted the reconciliations of the Group’s financial measures prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for Q3 2025, Q2 2025 and Q3 2024 to the non-HKFRS measures: Q3 2025 Q2 2025 Q3 2024 Non-HKFRS adjustments Non-HKFRS