Slide 1: In Search of Incredible
i, a IN SEARCH OF INCREDIBLE
Slide 2: 聲明
聲明 本簡報及同時發佈之相關訊息內含有從公司內部與外部來源所取得的預測 性資訊。 本公司未來實際所發生的營運結果、財務狀況以及業務展望，可能與這些 預測性資訊所明示或暗示的預估有所差異，其原因可能來自於各種本公司 所不能掌控的風險。 本簡報中對未來的展望，反應本公司截至目前為止對於未來的看法。對於 這些看法，未來若有任何變更或調整時，本公司並不負責隨時提醒或更新。 2
Slide 3: 議程
議程 • 2026年第2季財務結果 • 策略與展望 • 問與答
Slide 4: In Search of Incredible
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Slide 5: 2026年第2季自結品牌損益
2026年第2季自結品牌損益 in NT$ Mn 2026 2Q 2026 1Q QoQ 2025 2Q YoY Net Revenue 241,056 194,051 24% 174,018 39% COGS (201,199) (167,343) 20% (152,490) 32% Gross Profit 39,857 26,709 49% 21,527 85% Operating Expenses (20,219) (16,207) 25% (15,568) 30% Operating Profit 19,638 10,502 87% 5,959 230% Non-OP Items 5
Slide 6: 2026年第2季自結品牌業外損益
2026年第2季自結品牌業外損益 in NT$ Mn 2026 2Q 2026 1Q QoQ 2025 2Q YoY Interest Income (net) 463 518 -11% 912 -49% Investment Income 1,472 1,373 7% 1,076 37% Askey 156 64 144% 112 39% Others 1,316 1,309 1% 964 36% Exchange Gain/(Loss) 1,221 (217) 664% 1,092 12% Dividend Income 1,803 2,031 -11% Other Income (net
Slide 7: 2026年第2季自結品牌資產負債表
2026年第2季自結品牌資產負債表 in NT$ Mn Jun 30, 2026 Mar 31, 2026 QoQ Jun 30, 2025 YoY Cash & equivalents 70,948 42,829 66% 77,891 -9% Accounts receivable 165,363 128,262 29% 116,636 42% Inventories 339,906 247,099 38% 140,793 141% Current Assets 604,652 441,839 37% 359,647 68% Long-term investments 146,694 118
Slide 8: 2026年第2季營收組合
2026年第2季營收組合 Business Group Region 8 (unaudited brand consolidated financials)
Slide 9: 2026年第3季營運展望
2026年第3季營運展望 • PC QoQ +15% ~ +20%, YoY +20% ~ +30% • Component QoQ +5% ~ +10%, YoY flattish • Server QoQ +10% ~ +15%, YoY +150% 9 (unaudited brand consolidated financials)
Slide 10: In Search of Incredible
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Slide 11: Exceptional Growth x Record-High Revenue
Exceptional Growth x Record-High Revenue + 39% + 2X + 20% 2Q Revenue YoY Server 2Q Revenue YoY PC 2Q Revenue YoY • Hyper-growth in Server and robust order pipeline • PC consistently outperforming the broader industry • Proven execution and operational resilience 11 (unaudited brand consolidated fina
Slide 12: Ubiquitous AI. Incredible Possibilities
Ubiquitous AI. Incredible Possibilities ASUS AI Ecosystem Comprehensive, end-to-end products and solutions Cloud & Edge Local Client Physical AI Infrastructure AI Accelerators AI PC/ Devices AI Applications Infrastructure Solutions BG Open Platform BG System BG AIoT BG 12
Slide 13: Infrastructure Solutions Strategy
Infrastructure Solutions Strategy End-to-End Infrastructure Solution Provider DCS EC Solution • AI & General Server • Edge Computing • Storage Solution & • Dedicated Team to • Industrial & Vertical Infrastructure Solution Support Next-Wave Customers • Customized Design & CSPs Customized Technical Su
Slide 14: Driving Next-Gen PC Leadership Through Innovation
Driving Next-Gen PC Leadership Through Innovation Empowering User Experiences ProArt P16/P14 Zenbook 14 First-Mover in the New NVIDIA RTX Spark Category Winning Premium Mainstream Thin-and-Light Best of Best in Show Computex 2026 Computex 2026 14
Slide 15: ASUS ExpertBook Ultra
ASUS ExpertBook Ultra Ruggedized Design for Enterprise Scratch Resistant Easy to Clean Abrasion Resistant 9H hardness Stain-resistant and 100,000 simulated hand 5X the industry standard fingerprint-resistant hand pressure tests 15
Slide 16: ASUS Zenni Claw
ASUS Zenni Claw Making AI Agents More Practical Easy to install, Ready-to-use Flexible local-cloud Built-in safety easy to use ASUS skills routing protection One-click setup and Built-in ASUS skills help Dynamic routing helps each A more controlled intuitive interaction make users get immediate valu
Slide 17: ~ 35M Shipments ROG NB > 130M Shipments
~ 35M Shipments > 130M Shipments ROG NB Graphics Cards 17
Slide 18: ROG 20th Anniversary: Community & Innovation
ROG 20th Anniversary: Community & Innovation Celebrating 20 years with our fans, while unveiling the future of gaming. ROG XBOX Ally ROG Edition 20 X20 Bundle ROG Homecoming A design language that respects the past, "It leapfrogs every other handheld I've ever seen Turning fan dreams into reality —
Slide 19: System Business Group
System Business Group PC Revenue High-Value Product Commercial PC Shipments +20% YoY Revenue Share > 65% +50% YoY 2026 Q2 Performance Premium • Robust growth in PC Revenue and AI PC takes over 30% share of consumer revenue. Business • Majority of revenue from high-value products to support profit re
Slide 20: Open Platform Business Group
Open Platform Business Group OP Revenue Revenue Grew YoY NUC Revenue -15% ~ -10% YoY Across the Board +30% YoY +50% 2026 Q2 Performance ~20% • Display & Accessory strengthen gaming leadership and boost revenue. Business • The increase in NUC revenue was attributable to higher demand for the ASUS Asc
Slide 21: Infrastructure Solutions Business Group
Infrastructure Solutions Business Group Server Revenue ASUS Accelerates AI Factory ASUS AI Lab Validates AI + 2X YoY Deployment with NVIDIA Infrastructure for DSX at COMPUTEX 2026 Enterprise-Scale Reliability 2026 Q2 Performance • Server business scales new heights with 2X revenue growth. • At COMPU
Slide 22: AIoT Business Group
AIoT Business Group ASUS Blade Healthcare AI , ASUS x NHRI: Building Trust Software Receives HSA for Healthcare AI Approval in Singapore 2026 Q2 Performance • ASUS showcased its healthcare AI portfolio at Smart Health Asia 2026, highlighting ASUS Blade — its first HSA-approved Class B IVD software i
Slide 23: Awards and Achievements
Awards and Achievements ASUS Ranked in the Top 5% of ASUS and ROG Win 10 Best ASUS and Republic of Gamers Listed Companies at the 12th Choice Awards at Computex 2026 Win 43 Red Dot Product Design Corporate Governance Evaluation Awards 2026 23
Slide 24: In Search of Incredible
FUSS _INSEARCH OF INCREDIBLE