Slide 1: Investor Relations
INVESTOR RELATIONS Diodes Incorporated (DIOD) August 5, 2026 diodes.com
Slide 2: Safe Harbor Statement
Safe Harbor Statement 1 Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995: Any statements set forth above that are not historical facts are forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those i
Slide 3: Management Representative Gary Yu
Management Representative 2 Gary Yu President and CEO Experience: ▪ Diodes Incorporated, since 2008 ▪ Chief Operating Officer ▪ Senior Vice President, Business Groups ▪ President, Asia Pacific Region ▪ General Manager, Shanghai Wafer Fabrication and BCD Business Unit ▪ Vice President of Asia Pacific
Slide 4: Company Representative Gurmeet Dhaliwal
Company Representative 3 Gurmeet Dhaliwal VP, Corporate Marketing & Investor Relations Experience: ▪ Head of Corporate Marketing, Diodes Incorporated ▪ Head of Corporate Marketing, Pericom Semiconductor ▪ Vice President, Marketing, CA Technologies (Broadcom) ▪ Director, Global Marketing Strategy, EM
Slide 5: About Diodes Incorporated
About Diodes Incorporated 4 Diodes delivers analog and power solutions through its high-quality semiconductor products to the world’s leading companies in the automotive, industrial, computing, consumer electronics, and communications markets. FY 2025 67 34 ~8000 Vision: Years in Consecutive years N
Slide 6: Investing for the Future
Investing for the Future 5 Global Operations and World-Class Manufacturing ▪ Headquartered in Plano, TX ▪ Manufacturing in US, UK, Germany, China, and Taiwan ▪ ISO 9001:2015 Certified / IATF 16949:2016 Certified ▪ ISO 14001:2015 Certified Key Acquisitions Anachip Corporation Zetex BCD TI’s Greenock
Slide 7: Global Organization
Global Organization 6 Seongnam-si, South Korea Neuhaus, Germany Wuxi, China Tokyo, Japan South, Greenock, Portland, UK Chengdu, Maine China Milpitas, California Shanghai, Logistics Hub China and Warehouses Taipei, Oldham, Taiwan UK Munich, Germany Key: Headquarters Chongli, Plano, Texas Bratislava,
Slide 8: Our Sustainability Commitment
Our Sustainability Commitment 7 Our commitment to a sustainable and profitable business is built around ESG. Climate Change Supply Chain Natural Resources Product Integrity Pollution & Waste Human Capital Biodiversity Community Environ Social ment (S) (E) Governance (G) Strategy & Oversight Risks Ma
Slide 9: $Billion Financial Targets
$Billion Financial Targets 8 3-Year Targets (2028): $2B Revenue Gross Profit: $700M Goal 4: $1B Profit Before Tax Gross Margin: 35%+ Non-GAAP EPS: $4.00+ Goal 3: $2.5B Revenue $1B Gross Profit (40% GM) Goal 2: $1B Revenue- 2017 Goal 1: $1B Market Cap - 2010
Slide 10: Profitability Growth
Profitability Growth 9 Track Record of Continued Performance Annual Revenue ($ in millions) Gross Profit ($ in millions)
Slide 11: Targeted Market Segments
Targeted Market Segments 10 Automotive ▪ Connected driving, comfort/style/safety, electrification/powertrain 44% of revenue Industrial (Q2 2026) ▪ Embedded systems, industrial automation, medical, energy management, smart buildings Computing ▪ AI data center including AI server, storage, and edge AI
Slide 12: Total Solutions Provider
Total Solutions Provider 11 Example: Embedded System Applications
Slide 13: Automotive Applications Driving Growth
Automotive Applications Driving Growth 12 Focus Applications: Automotive Connected Driving Revenue Growth ▪ ADAS (Advanced Driver Assistance Systems) ▪ Telematics ▪ Infotainment Systems Comfort, Style, and Safety ▪ Lighting ▪ Migration to LED and intelligent illumination ▪ BLDC motor / fan control ▪
Slide 14: Automotive Opportunity
Automotive Opportunity 13 Automotive Potential Revenue $ / Car $ Content / Car Automotive Motor Control $56.00 Connected Driving (Infotainment, Telematics & ADAS) $100.00 Powertrain, Electrification & Body Control Electronics $60.00 Lighting – Moving to LED $23.00 Total $239.00 Year
Slide 15: Automotive USB Ports – PD Charging and Displays
Automotive USB Ports – PD Charging and Displays 14 USB-C charging is a high-growth application with 2 to 8 ports per vehicle. Diodes’ Key Products $ / per car ▪ USB PD is an important expansion capability → up to 100W/port → growing to 140+W Power Management $6.20 ▪ USB-C supports DP over USB and op
Slide 16: xEV Automotive High-Voltage DC-DC Conversion
xEV Automotive High-Voltage DC-DC Conversion 15 xEVs create the need for high-efficiency conversion of high-voltage batteries Diodes’ Key Products $ / per car to lower, safe voltages. Amplifier and Sensor $0.25 ▪ Converts high-voltage DC (300V to 900V) to a galvanically isolated 48V or 12V DC rail P
Slide 17: Power and Load Management Growth in Industrial Markets
Power and Load Management Growth in Industrial Markets 16 Focus on key growing industrial sectors Energy Management ▪ Energy efficiency is always the target ▪ Diodes supports ▪ Isolated products, High voltage DCDC, SiC MOSFETs and Diodes Industrial Automation ▪ Driven by moves to AI and robotics ▪ D
Slide 18: Solar Inverters
Solar Inverters 17 $ / per unit Diodes’ Key Products Microinverter String Inverter (500W) (3kW) MOS $8.40 $17.50 SiC $15.00 $26.20 Power Management $4.80 $9.60 Analog $6.40 $8.00 ▪ Solar inverters are a high-growth segment driven by residential and commercial PV adoption. Total $36.40 $61.30 ▪ Diode
Slide 19: Industrial – Humanoid Robot / Cobot
Industrial – Humanoid Robot / Cobot 18 Diode’s Solution Advantage High degree ▪ Power Management Solutions offer the most efficient power tree to of freedom extend battery life and provide clean power rails for sensors and digital Motor Drive processing AI edge controller ▪ MOSFET Solutions provide
Slide 20: AI Ecosystem – Data Center
AI Ecosystem – Data Center 19 Diodes’ Key Products $ / Box Server Motherboard $109 Server Power Solution $50 Network Switch Interconnect Network Switch $73 Storage and Interconnect $35 Total $267 Server and Rack Power Diodes’ products: Server Motherboard AI accelerator + NIC • PCIe® packet switches,
Slide 21: AI Server Motherboard + AI Accelerator + NIC
AI Server Motherboard + AI Accelerator + NIC 20 SoA Schottky DC-DC Current Power Clock Comp MOSFET Crystal Oscillator MOSFET diode Converter Monitor Switch Buffer Server Platform Solution: 48V/12V TVS Hotswap controller DC-DC Controller LDO Reset Supervisor REF Logic Clock generator RTC Hotswap Syst
Slide 22: Consumer: IoT Driving Power & Connectivity Requirements
Consumer: IoT Driving Power & Connectivity Requirements 21 Lifestyle Consumer & Home Diodes’ Key Products $ / Box Analog >$0.20 Power Management >$1.30 MOS/BJT >$10.00 Wearables Asset Tracking Diodes and Rectifiers >$5.00 Timing and Connectivity $3.50 Total $20.00 Growth Opportunities: ▪ Power ▪ LED
Slide 23: Communications: AI Driven Networks
Communications: AI Driven Networks 22 Focus Applications: Cloud Computing ▪ Data Center Network Switches Gateways ▪ Internet gateways ▪ Fiber networks ▪ Space-Based Connectivity Core Networks, Cell Stations ▪ Small cells ▪ Base stations ▪ Edge computing servers ▪ Smart antennas ▪ Fiber networks End
Slide 24: Data Center Network Switch
Data Center Network Switch 23 Network Switch Solution: ▪ Complete timing solutions, from Hotswap/ Current Power Comp Diodes DC-DC eFuse Monitor Switch crystals, Oscillators, clock generators 48V/12V Reset and clock buffers, to support every need ESD MOSFET LDO Supervisor REF Logic of a timing tree S
Slide 25: Complete Platform Solution: Notebook
Complete Platform Solution: Notebook 24
Slide 26: Technology Focus
Technology Focus 25 Products Wafer Fab Assembly/Test ▪ Packet Switches in AI server ▪ High-performance 8” MOSFET trench ▪ Cu Pillar with flip chip on lead frame I/O port expansion technology ▪ High pin-count BGA, LGA and AQFN ▪ eUSB/USB repeaters and Ultra-Low Cj TVS for packages signal integrity ▪
Slide 27: Efficient Manufacturing + Superior Processes
Efficient Manufacturing + Superior Processes 26 Wafer Fabs ▪ US: South Portland, Maine ▪ China: Shanghai and Wuxi ▪ Taiwan: Hsinchu ▪ UK: Greenock and Oldham ▪ Bipolar, BiCMOS, CMOS, and BCD process ▪ Global footprint with strong engineering capabilities Assembly and Test ▪ China: Shanghai, Chengdu,
Slide 28: Revenue Profile for Second Quarter 2026
Revenue Profile for Second Quarter 2026 27
Slide 29: Income Statement – Second Quarter 2026
Income Statement – Second Quarter 2026 28 ($ in millions, except EPS) 2Q25 1Q256 2Q26 Net sales 366.2 405.5 445.5 Gross profit (GAAP) 115.3 128.8 147.6 Gross profit margin % (GAAP) 31.5% 31.8% 33.1% Net income (GAAP) 46.1 15.0 46.6 Net income (non-GAAP) 15.0 19.8 32.5 Diluted EPS (non-GAAP) 0.32 0.4
Slide 30: Balance Sheet
Balance Sheet 29 ($ in millions) Dec 31, 2024 Dec 31, 2025 June 30, 2026 Cash* 322 382 442 Inventory 475 472 505 Current assets 1,224 1,257 1,360 Total assets 2,386 2,448 2,583 Total debt 52 56 40 Total liabilities 517 510 561 Total equity 1,869 1,938 2,022 * Cash and cash equivalents, restricted ca
Slide 31: Business Outlook - Third Quarter 2026
Business Outlook - Third Quarter 2026 30 ▪ Revenue to be ~$510 million, +/- 3.0% Representing 30% growth over the prior year period and a 14% increase sequentially at the mid-point, which is significantly better than typical seasonality ▪ GAAP gross margin of 35%, +/- 1% ▪ Non-GAAP adjusted EPS is e
Slide 32: Investment Summary
Investment Summary 31 Vision: ▪ Inspire future technology through leading semiconductor solutions Mission: ▪ Deliver profitability growth through advanced analog and power solutions that enable innovation and efficiency across high-growth markets 3-year Target : $2B revenue and $4.00+ non-GAAP EPS S
Slide 33: Thank You
THANK YOU diodes.com Inspiring future technology through leading semiconductor solutions