Innodisk Corp. · TPEX:5289
Innodisk — Innodisk Corporate Investor Conference (March 2026)
37 slides from Innodisk's conference presentation, Mar 30, 2026
Slide 1: Innodisk Corporate Investor Conference (Symbol: 5289)
© COPYRIGHT INNODISK CORPORATION Innodisk Corporate Investor Conference (Symbol: 5289) Randy Chien, Chairman 2026.3.30
Slide 2: Disclaimer
© COPYRIGHT INNODISK CORPORATION P1 DISCLAIMER This file and the financial information and forecast information are based on information obtained by the company from internal and external sources. The actual operating results and financial conditions of the company may differ from these predictive s
Slide 3: Agenda
© COPYRIGHT INNODISK CORPORATION P2 AGENDA ◼ Company Profile and Overview ◼ Market Trend and Product Strategy ◼ AI in Action Global Campaign ◼ ESG Commitment ◼ Financial Information ◼ Q&A
Slide 4: Company Profile & Overview
© COPYRIGHT INNODISK CORPORATION P3 COMPANY PROFILE & OVERVIEW
Slide 5: Corporate Overview
© COPYRIGHT INNODISK CORPORATION P4 CORPORATE OVERVIEW REVENUE CAPITAL EPS NT$14.3B NT$960M NT$21.72 (2025) (2025) PATENTS CUSTOMERS 203(+8) 4,000+
Slide 6: Global Business Operations
© COPYRIGHT INNODISK CORPORATION P5 GLOBAL BUSINESS OPERATIONS California Beijing Netherlands New Jersey Tokyo Jinan/ Poland Hangzhou/ France Germany Suzhou/ Boston Shanghai Korea Chengdu Texas Guangzhou Taiwan Shenzhen Vietnam Innodisk HQ ◼ R&D and Production Center ◼ Research Center Locations Empl
Slide 7: Yilan R&D & Manufacturing Center
© COPYRIGHT INNODISK CORPORATION P6 Lot Size Floor Area: Floor Area: 2026 Capacity Maximum Capacity (Sq. Meter) 1st building (Sq. Meter) 2nd building (Sq. Meter) (SMT x 6) (SMT x 8) Edge AI System and Solution 27,000 12,000 15,000 Edge AI Embedded Peripheral Edge AI Camera Module 1,080K 1,440K YILAN
Slide 8: Innodisk Headquarter
© COPYRIGHT INNODISK CORPORATION P7 SPACE Total :19,800 m² 17F 1,650 m²(Aetina) 16F 3,300 m² (R&D Center / Sports & Recreation Center) 7F 3,300 m²(Aetina 660 m²) 5F 3,300 m² INNODISK 4F 3,300 m² 3F 3,300 m² HEADQUARTER 2F 1,650 m²(Aetina 660 m²)
Slide 9: Quality & Sustainability: Our Top Priority
© COPYRIGHT INNODISK CORPORATION P8 PRODUCTION 1,440K / Maximum Capacity (SMT x 8) ISO9001 / ISO14001 / ISO45001 / CERTIFICATIONS QC080000 / ISO14064-1 / ISO27001 / IEC62443-4-1 MANUFACTURING New Taipei City / Yilan County QUALITY & SUSTAINABILITY: OUR TOP PRIORITY
Slide 10: Partnership and Awards
© COPYRIGHT INNODISK CORPORATION P9 PARTNERSHIP AND AWARDS Partner … AI ASIC Official Intel NVIDIA Elite Partner (Aetina) Qualcomm Official partner of AI ASIC & NPU Gold Partner MGX Partner (Aetina) IoT Partner Azure Sphere Partner Achievements World’s TOP 1 World’s TOP 10 TOP 40 International Asia’
Slide 11: Market Trend & Product Strategy
© COPYRIGHT INNODISK CORPORATION P10 MARKET TREND & PRODUCT STRATEGY
Slide 12: Cloud and Edge AI Dual-Revolution
© COPYRIGHT INNODISK CORPORATION P11 ◼ Focus on OT-oriented Industry ◼ Rugged & Robust Edge AI ◼ Real Time 24hr/365days Cloud & Communication 1G to 5G → Cloud & AI Bandwidth Growth / Ultra-Low Latency & Infrastructure / Cloud Service & AI Training Edge Computing & Device ◼ Focus on IT-oriented PLC →
Slide 13: AI Infrastructure Global: Level Up Application
© COPYRIGHT INNODISK CORPORATION P12 LEVEL UP APPLICATION AI Infrastructure ◼ GPU Server / Networking Switch / Router ◼ Humanoid Robot / Drone / Autonomous Global Vertical Leaders ◼ Medical / 5G / Surveillance / Gaming / Automation ◼ Tier-1 Market Leaders High Value-added Industrial Solution Provide
Slide 14: Edge AI Stack: Architect Intelligent
© COPYRIGHT INNODISK CORPORATION P13 EDGE AI STACK: ARCHITECT INTELLIGENT Technology Stack for Edge Computing Stack 5: Software Stack 4: Sensing & Communication Stack 3: Storage Stack 2: Memory Stack 1: Compute
Slide 15: Stack 1: Compute
© COPYRIGHT INNODISK CORPORATION P14 Stack 1:Compute COMPUTING INTELLIGENCE APPLIED INTELLIGENCE 10,000 TOPS NVIDIA APEX-S100 Qualcomm Intel APEX-X100 AI ASIC APEX-X200 Advanced AI inference & model training AIB-THOR-ES 1,000 TOPS APEX-P100 APEX-X100-Q High-precision data analysis & large-scale AI i
Slide 16: Stack 2: Memory
© COPYRIGHT INNODISK CORPORATION P15 Stack 2: Memory DATA INTELLIGENCE EMPOWERING EDGE AI COMPUTING BREAKING AI ARCHITECTURE BOTTLENECKS DDR5 7200MT/s Edge AI Ultra-High-Speed Computing Engine CXL AIC (ADD-IN-CARD) Breaking Edge Computing's Memory Barrier ◼ Target: Edge AI & high-speed networking ba
Slide 17: Stack 3: Storage
© COPYRIGHT INNODISK CORPORATION P16 Stack 3: Storage DATA INTELLIGENCE ENTERPRISE EDGE AI Central Cloud AI server (CSP) Data Storage ENTERPRISE EDGE AI On-prem edge AI SSD Enterprise private AI server (KV cache SSD) INDUSTRIAL EDGE AI On-device SSD Industrial vertical market Inference Training
Slide 18: Stack 3: Storage - Datacenter SSD
© COPYRIGHT INNODISK CORPORATION P17 Stack 3: Storage DATA INTELLIGENCE MAXIMIZING SYSTEM BOOT RELIABILITY ACCELERATING LARGE-SCALE DATA THROUGHPUT DATACENTER SSD | BOOT DRIVE DATACENTER SSD | STORAGE DRIVE SATA III and PCIe Gen 4 / U.2, M.2, 2.5”, E1.S PCIe Gen5 / U.2, EDSFF (E3.S, E3.L and E1.S) ◼
Slide 19: Stack 4: Sensing & Communication - LAN and CAN FD
© COPYRIGHT INNODISK CORPORATION P18 Stack 4: Sensing & Communication CONNECTING INTELLIGENCE REVOLUTIONIZING COMPACT SYSTEM BOOTING ENHANCING HIGH-EFFICIENCY DATA EXCHANGE HIGH SPEED LAN MODULE CAN FD SERIES M.2 to Dual 10GbE SFP+ LAN Module M.2 2280 Dual 10GbE LAN Module ◼ Space-Efficient: World’s
Slide 20: Stack 4: Sensing & Communication - Camera Modules
© COPYRIGHT INNODISK CORPORATION P19 Stack 4: Sensing & Communication SENSING INTELLIGENCE RUGGEDIZED LONG-RANGE VISION & CLARITY REDEFINING EDGE AI VISION STANDARDS GMSL2 CAMERA SERIES MIPI OVER TYPE-C CAMERA MODULE High-bandwidth, long-range, and low-latency transmission 8MP Fixed Focus Camera Mod
Slide 21: Stack 5: Software
© COPYRIGHT INNODISK CORPORATION P20 Stack 5: Software MANAGEMENT INTELLIGENCE MACHINE LEARNING INTELLIGENCE Accelerate Agentic AI Development Model Training / Inference Tool Kits API & SDK Remote Management OS / Driver
Slide 22: Innovating in Software. Elevating Value at the Edge.
© COPYRIGHT INNODISK CORPORATION P21 Stack 5: Software MANAGEMENT INTELLIGENCE MACHINE LEARNING INTELLIGENCE INNOVATING IN SOFTWARE. ELEVATING VALUE AT THE EDGE.
Slide 23: Innodisk Edge AI Building Blocks
© COPYRIGHT INNODISK CORPORATION P22 INNODISK EDGE AI BUILDING BLOCKS Cloud AI Platform Remote Management / OOB / OTA / Recovery / Security / Diagnosis AI-Stack Tool / SDK AccelBrain(RAG) / AccelTune / iVIT-Training / iVIT-Inference SOFTWARE / FIRMWARE Software Tools iSMART / iTracker / iOPAL / iRAI
Slide 24: AI in Action Global Campaign
© COPYRIGHT INNODISK CORPORATION P23 AI IN ACTION GLOBAL CAMPAIGN
Slide 25: Embedded World 2026
© COPYRIGHT INNODISK CORPORATION P24 EMBEDDED WORLD 2026 @Nuremberg, Germany
Slide 26: NVIDIA GTC 2026
© COPYRIGHT INNODISK CORPORATION P25 NVIDIA GTC 2026 @San Jose, USA
Slide 27: Innodisk AI in Action
© COPYRIGHT INNODISK CORPORATION P26 INNODISK AI IN ACTION Promote AI solutions with global partners Smart City Expo World Congress Edge Tech+ @Japan Smart Factory & Automation @Korea ICE 2026 @Spain @Spain
Slide 28: ESG Commitment
© COPYRIGHT INNODISK CORPORATION P27 ESG COMMITMENT
Slide 29: Path to Sustainability
© COPYRIGHT INNODISK CORPORATION P28 2025 HIGHLIGHTS 2026 OBJECTIVES ◼ Maintaining a Corporate Governance Evaluation between 6% to 20%. ◼ Accelerated renewable energy transition and energy ◼ Approved by the Board of Directors, the company has set its Net Zero management efforts, delivering concrete
Slide 30: Financial Information
© COPYRIGHT INNODISK CORPORATION P29 FINANCIAL INFORMATION
Slide 31: Revenues and GPM over last 5 years
© COPYRIGHT INNODISK CORPORATION P30 Revenues and GPM over last 5 years NT$: K GPM 16,000,000 33.6% 40% 34.2% 31.1% 35% 14,000,000 30.3% 31.7% 12,000,000 14,261,262 30% 10,000,000 25% 8,000,000 20% 6,000,000 15% 10,195,658 10,303,229 4,000,000 8,313,778 8,915,642 10% 2,000,000 5% 0 0% 2021 2022 2023
Slide 32: Net Profits and EPS over last 5 years
© COPYRIGHT INNODISK CORPORATION P31 Net Profits and EPS over last 5 years NT$: K EPS: NT$ 2,200,000 21.72 25 2,000,000 21.46 1,800,000 18.94 20 1,600,000 2,021,262 1,400,000 12.98 12.20 15 1,200,000 1,000,000 1,850,189 10 800,000 1,560,888 600,000 1,104,544 400,000 1,147,616 5 200,000 0 0 2021 2022
Slide 33: Revenue Breakdown by Product Lines
© COPYRIGHT INNODISK CORPORATION P32 Revenue Breakdown by Product Lines 2023 2024 2025 2% 3% 6% 2% 7% 7% 37% 37% 54% 39% 51% FLASH 55% DRAM FLASH DRAM FLASH DRAM DRAM FLASH AI Solutions Others
Slide 34: Revenue Breakdown by Regions
© COPYRIGHT INNODISK CORPORATION P33 Revenue Breakdown by Regions 100 2 1 1 90 12 14 15 80 17 15 70 22 60 14 19 50 19 23 40 21 17 30 20 32 30 10 26 0 2023 2024 2025 Taiwan Europe America China Asia Others
Slide 35: Annual Income Statement
© COPYRIGHT INNODISK CORPORATION P34 Annual Income Statement 2023 2024 2025 YoY Revenues 8,313,778 8,915,642 14,261,262 60.0% Cost of good sold 5,467,866 6,090,393 9,829,334 61.4% Gross profit 2,845,912 2,825,249 4,431,928 56.9% Operation expenses 1,465,884 1,646,753 2,042,500 24.0% Operation profit
Slide 36: Q&A
© COPYRIGHT INNODISK CORPORATION P35 Q&A
Slide 37: © COPYRIGHT INNODISK CORPORATION
© COPYRIGHT INNODISK CORPORATION
Innodisk — Innodisk Corporate Investor Conference (March 2026) on 6ix