Slide 1: WIN Semiconductors 3Q2025 Investor Conference
WIN Semiconductors 3Q2025 Investor Conference October 2025 WIN Semiconductors Confidential
Slide 2: Safe Harbor Notice
Safe Harbor Notice This presentation contains certain forward-looking statements that are based on current expectations and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Except as
Slide 3: ESG Achievements
ESG Achievements WIN recognized in DJSI World Index for the fifth consecutive year. (2020~2024) WIN has been included in the S&P Global Sustainability Yearbook for the sixth consecutive year. (2020~2025) WIN ranked in the top 5% among TPEx-listed companies for the Corporate Governance Evaluati
Slide 4: Quarterly Results & Guidance
QUARTERLY RESULTS & GUIDANCE WIN Semiconductors Confidential 4
Slide 5: Revenue & Margin Trend
Revenue & Margin Trend 3Q25 consolidated revenue was NT$4,488 mn, up 19% QoQ and up 3% YoY. Benefiting from the traditional strong season of new flagship smartphone launches from U.S. brands and the rising penetration of Wi-Fi 7, all major product segments recorded QoQ growth during the quarter.
Slide 6: Earnings Trend
Earnings Trend After three consecutive quarters of business downturn, we returned to a clear growth trajectory this quarter. With significant improvements in both revenue and GM, while operating expenses remained stable, net income attributable to the parent company totaled NT$1,070 mn in 3Q25, co
Slide 7: Product Mix
Product Mix 3Q24 3Q25 Others* 16% Cellular Others* 35-40% 16% Wi-Fi 15-20% Cellular 30-35% Infra. 25-30% Wi-Fi 2Q25 15-20% Others* 13% Cellular 30-35% Wi-Fi Infra. 15-20% 30-35% * Others: Revenue not attributable to main product segments and additional Infra. revenue being consolidated in accordance
Slide 8: Guidance
Guidance We expect 4Q25 consolidated revenue to increase low-single digit QoQ. We expect 4Q25 consolidated gross margin to be around the level of high- twenties. WIN Semiconductors Confidential 8
Slide 9: Financial Summary
FINANCIAL SUMMARY WIN Semiconductors Confidential 9
Slide 10: Consolidated Statements of Comprehensive Income – Quarterly
Consolidated Statements of Comprehensive Income – Quarterly 3Q'25 Unit: NTD Million 3Q'24 2Q'25 QoQ YoY (unaudited) Net revenue 4,348 3,780 4,488 +19% +3% Gross profit 938 698 1,205 +73% +28% Gross margin (%) 21.6% 18.5% 26.9% Operating expenses (813) (817) (820) +0% +1% Operating expenses rate (%)
Slide 11: Consolidated Statements of Comprehensive Income - YTD
Consolidated Statements of Comprehensive Income - YTD 2025Q1-3 Unit: NTD Million 2024Q1-3 YoY (unaudited) Net revenue 13,752 11,844 -14% Gross profit 3,284 2,502 -24% Gross margin (%) 23.9% 21.1% Operating expenses (2,474) (2,452) -1% Operating expenses rate (%) -18% -21% Operating income (loss) 810
Slide 12: Non-operating Items
Non-operating Items 3Q'25 2025Q1-3 Unit: NTD Million 3Q'24 2024Q1-3 (unaudited) (unaudited) Foreign exchange gains (losses) 264 189 231 57 Gains (losses) on disposals of property, plant and 0.04 1,942 (0.2) 1,968 equipment Gains on financial liabilities at amortised cost - - 254 - Gain (losses) on f
Slide 13: Consolidated Balance Sheets
Consolidated Balance Sheets 2025/9/30 2024/9/30 2025/6/30 (Unit: NTD Million) Major Item (unaudited) $ % $ % $ % Cash and cash equivalents 5,673 9% 5,460 9% 5,837 10% Current financial assets at fair value through profit or loss 180 0.3% 174 0.3% 214 0.4% Notes and accounts receivable, net 1,204 2%
Slide 14: For more information regarding WIN
Q&A For more information regarding WIN www.winfoundry.com For all inquiries, suggestions, and comments ir@winfoundry.com WIN Semiconductors Confidential 14