Slide 1: Investor Conference – Q1 2026
1 Elitegroup Computer Systems (ECS) Investor Conference – Q1 2026 Copyright © Elitegroup Computer Systems. All Rights Reserved Copyright © Elitegroup Computer Systems. All Rights Reserved
Slide 2: Agenda
2 Agenda ◼ Introduction to Elitegroup Computer Systems (ECS) ◼ PC/NB Trends and Outlook for 2026 ◼ Q1 2026 Financial Results ◼ H1 2026 Outlook ◼ ECS Future Development Strategy ◼ Appendix I: Macroeconomic Trends and Risk Management ◼ Q&A and Discussion Copyright © Elitegroup Computer Systems. All Ri
Slide 3: ECS Introduction
3 ECS Introduction Elitegroup Computer Systems (ECS) – Established in 1987 Chairman: Mr. Jung-Hua Chang President: Mr. Yu-Pin Weng Chairman: Mr. President: Mr. Yu- Jung-Hua Chang Pin Weng Product Scope 38 Years of history up to the present Founded in 1987 with a focus on the motherboard business. Th
Slide 4: 2026 Global PC Market in a Phase of Demand Restructuring and Supply Chain Reshaping
2026 Global PC Market in a Phase of Demand 4 Restructuring and Supply Chain Reshaping 01. Geopolitical & Supply 02. AI Computing Architecture 03. Component Shortages Chain Shifts Competition ⚫ 關稅不確定性迫使品牌廠商 採取更保守策略 ⚫ 關稅驅動美國市場終端售價 調漲，將抑制市場需求 ⚫ ICT供應鏈移轉加快，但進度 待觀察 ⚫ 各國著重技術自主與關鍵零 組件在地化發展 10 資料來源：MIC，2026
Slide 5: The Global PC Market Faces Dual Pressures of Weak Demand and Rising Costs in 2026
The Global PC Market Faces Dual Pressures of Weak5 Demand and Rising Costs in 2026 ◼ In 2026, enterprise capital expenditure (CAPEX) is expected to become more conservative. IT budget allocations will focus more on infrastructure like cloud and AI data centers. Furthermore, sustained memory price in
Slide 6: Copyright © Elitegroup Computer Systems. All Rights Reserved
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Slide 17: Appendix I: Macroeconomic Trends and Risk Management
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Slide 19: Q&A
19 Q&A Thank you for your participation, and please feel free to share your feedback! Elitegroup Computer Systems (ECS) IR Team Copyright © Elitegroup Computer Systems. All Rights Reserved