Slide 1: Airoha 2026-Q2 Investor Conference
達發科技2026年第二季法人說明會 Airoha 2026-Q2 Investor Conference Update: 1 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 2: Safe Harbor Statement
Safe Harbor Statement These factors may cause actual results materially different from the information provided herein. The factors include the impact of competitive products and pricing, timely acceptance of products design by our customers, timely introduction of new technologies, ability to ramp
Slide 3: Consolidated Revenue
Consolidated Revenue (NTD million) YoY QoQ +13.9% +15.3% 6,289 5,522 5,455 2Q25 1Q26 2Q26 3 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 4: Consolidated Gross Margin
Consolidated Gross Margin (%) YoY QoQ +0.7pts -1.5pts 52.7% 51.2% 50.5% 2Q25 1Q26 2Q26 4 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 5: Consolidated Operating Expenses
Consolidated Operating Expenses (NTD million) YoY QoQ +15.4% +10.3% 2,274 2,061 1,971 244 211 208 227 231 198 Sales Admin 1,822 1,546 1,619 R&D 2Q25 1Q26 2Q26 5 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 6: Consolidated Operating Income
Consolidated Operating Income (NTD million) YoY QoQ +15.6% +15.6% 943 816 816 2Q25 1Q26 2Q26 6 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 7: Consolidated Operating Margin
Consolidated Operating Margin (%) QoQ YoY +0.1pts +0.2pts 14.9% 15.0% 14.8% 2Q25 1Q26 2Q26 7 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 8: Consolidated Net Income
Consolidated Net Income (NTD million) YoY QoQ +16.9% +18.8% 886 758 746 2Q25 1Q26 2Q26 8 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 9: Consolidated Net Profit Margin
Consolidated Net Profit Margin (%) YoY QoQ +0.4pts +0.4pts 15% 14.1% 14% 13.7% 13.7% 13% 12% 11% 10% 2Q25 1Q26 2Q26 9 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 10: Consolidated Earnings Per Share
Consolidated Earnings Per Share (NTD) YoY QoQ +$0.61 +$0.78 0 5.25 0 4.64 4.47 0 0 0 0 2Q25 1Q26 2Q26 10 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 11: Appendix
Appendix 11 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 12: Consolidated Income Statement (Unaudited)
Consolidated Income Statement (Unaudited) (In NT$ millions, except EPS) 2Q26 1Q26 2Q25 QoQ YoY Net sales 6,289 5,455 5,522 15.3% 13.9% Operating costs (3,072) (2,578) (2,735) Gross profit 3,217 2,877 2,787 11.8% 15.4% Selling expenses (244) (211) (227) Administration expenses (208) (231) (198) R&D e
Slide 13: Consolidated Balance Sheet (Unaudited)
Consolidated Balance Sheet (Unaudited) (In NT$ millions) 2Q26 1Q26 2Q25 Cash and cash equivalents 13,577 12,433 13,187 Trade receivables 3,145 2,539 3,036 Inventories, net 3,174 2,716 1,948 Other current assets 644 595 454 Property, plant and equipment 3,934 3,899 3,732 Intangible assets 3,264 3,303
Slide 14: Consolidated Cash Flow Statement (Unaudited)
Consolidated Cash Flow Statement (Unaudited) (In NT$ millions) 2Q26 1Q26 2Q25 Net cash provided by (used in) operating activities 1,336 (67) 1,102 Net cash provided by (used in) investing activities (228) (332) (129) Net cash provided by (used in) financing activities (18) (18) (14) Effect of change
Slide 15: Thank you
Thank you Questions and Discussions 15 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.