Raydium Semiconductor Corp. · TWSE:3592

Raydium Semiconductor — Q2 2026 Earnings Presentation

22 slides from Raydium Semiconductor's earnings presentation, Aug 6, 2026

  1. Slide 1: Raydium Semiconductor Corp. 2Q26 Earnings Conference

    3592 TT 瑞鼎科技 Raydium Semiconductor Corp. 2Q26 Earnings Conference 2026/08/06 Confidential

  2. Slide 2: Disclaimer

    DISCLAIMER • The content mentioned in this presentation is the information obtained by the company based on company information and current situation. If there is further development or adjustment in the future, the company will disclose the information in accordance with the law, but will not updat

  3. Slide 3: Agenda

    Agenda 1 Company Facts 2 2Q26 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential Confidential. © Raydium, all rights reserved. 2

  4. Slide 4: Company Facts

    1 Company Facts 2 2Q26 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential Confidential. © Raydium, all rights reserved. 3

  5. Slide 5: Company Introduction

    Company Introduction Headquarters 1H26 Revenue Hsinchu, TW NTD 12.26 Billions Established Oct, 2003 Employees ＄ $ Capital 1,207 (2026/6/30) NTD 759 Millions Confidential Confidential. © Raydium, all rights reserved. 4

  6. Slide 6: Revenue Mix by Product Line

    Revenue Mix by Product Line Large-Sized Small & Medium Display Driver IC Display Driver IC Automotive & GD Driver IC LDDI &TCON & PMIC (SMDDI-AMOLED) TV Mobile/Tablet/NB CID/ICD/HUD Monitor Wearable General Display NB 47% 47% 13% 18% 3% 37% 35% 1H26 REVENUE : NTD 12.26B Confidential Confidential. ©

  7. Slide 7: Products for Applications

    Products for Applications LCD AMOLED Confidential. © Raydium, all rights reserved. 6 Confidential

  8. Slide 8: Consolidated Revenue (2022~1H2026)

    Consolidated Revenue (2022~1H2026) Q1 Q2 Q3 Q4 Unit：NT Billion 28 24.38 22.82 22.40 21 5.69 4.20 18.35 5.29 3.90 4.92 6.20 14 5.43 12.26 7.02 5.02 6.45 5.85 6.82 7 4.75 7.70 6.04 5.83 5.44 3.66 0 2022 2023 2024 2025 1H 2026 Confidential Confidential. © Raydium, all rights reserved. 7

  9. Slide 9: Consolidated Revenue (2022~1H2026) by product line

    Consolidated Revenue (2022~1H2026) LDDI/TCON/PMIC SMDDI Automotive/GD Unit：NT Billion 28 24.38 22.82 22.40 15% 21 15% 17% 18.35 17% 14 45% 53% 12.26 48% 43% 18% 7 47% 40% 32% 35% 40% 35% 0 2022 2023 2024 2025 1H 2026 Confidential Confidential. © Raydium, all rights reserved. 8

  10. Slide 10: 2Q26 Financial Result

    1 Company Facts 2 2Q26 Financial Result 3 Recent Major Events and Key Messages 4 Q&A Confidential Confidential. © Raydium, all rights reserved. 9

  11. Slide 11: Consolidated Income Statement (2Q26 QoQ & YoY)

    Consolidated Income Statement (2Q26 QoQ & YoY) Unit: NTD Million 10 Confidential Confidential. © Raydium, all rights reserved.

  12. Slide 12: Consolidated Income Statement (1H26 YoY)

    Consolidated Income Statement (1H26 YoY) Unit: NTD Million 11 Confidential Confidential. © Raydium, all rights reserved.

  13. Slide 13: Consolidated Balance Sheets 2026/6/30

    Consolidated Balance Sheets-2026/6/30 Unit: NTD Million 12 Confidential Confidential. © Raydium, all rights reserved.

  14. Slide 14: Consolidated Revenue (2Q25~2Q26)

    Consolidated Revenue (2Q25~2Q26) LDDI/TCON/PMIC SMDDI Automotive/GD Unit: NT Billion 8 6.82 5.85 5.43 5.29 5.44 6 4 2 0 2Q25 3Q25 4Q25 1Q26 2Q26 Confidential Confidential. © Raydium, all rights reserved. 13

  15. Slide 15: Revenue Mix by Product Line (2Q25~2Q26)

    Revenue Mix by Product Line (2Q25~2Q26) LDDI/TCON/PMIC SMDDI Automotive/GD UNIT：% 100% 16% 18% 18% 19% 18% 75% 50% 45% 44% 48% 49% 50% 25% 34% 37% 37% 33% 34% 0% 2Q25 3Q25 4Q25 1Q26 2Q26 Confidential Confidential. © Raydium, all rights reserved. 14

  16. Slide 16: Recent Major Events and Key Messages

    1 Company Facts 2 2Q26 Financial Result 3 Recent Major Events and Key Messages 與答 4 Q&A Confidential Confidential. © Raydium, all rights reserved. 15

  17. Slide 17: Recent Major Events

    Recent Major Events Selected as a Constituent of the Taiwan High Salary 100 Index for Five Consecutive Years (2022–2026) 01 Selected among the Top 100 companies based on average employee compensation, net income, and book value per share (BVPS), recognizing companies that reward employees through st

  18. Slide 18: Recent Key Messages - 1/2

    Recent Key Messages - 1/2 ⚫ Review of 2Q26 Operational Highlights ✓ Revenue Reached a Four-Year High Post-COVID • End-market demand remained cautious due to rising memory prices and AI-driven mature- node capacity constraints. • Driver IC customers increased inventory ahead of supply constraints and

  19. Slide 19: Recent Key Messages - 2/2

    Recent Key Messages - 2/2 ⚫ 3Q26 Business Highlights ✓ Overall business trend: • End-market demand turns more cautious as memory price hikes are reflected in retail pricing. • Customer inventory pre-builds have largely concluded. • Overall momentum is expected to soften QoQ. ✓ Product line trends: •

  20. Slide 20: Q&A

    1 Company Facts 2 2Q26 Financial Result 3 Recent Major Events and Key Messages 與答 4 Q&A Confidential Confidential. © Raydium, all rights reserved. 19

  21. Slide 21: Q & A

    Q &A Confidential Confidential. © Raydium, all rights reserved.

  22. Slide 22: We Differentiate By Technology

    We Differentiate By Technology Confidential

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