Global Unichip Corp. · TWSE:3443

Global Unichip — Q2 2026 Earnings Presentation

20 slides from Global Unichip's earnings presentation, Jul 30, 2026

1. Slide 1: © 2026 GUC Proprietary & Security B

   © 2026 GUC Proprietary & Security B 07/30/2026

2. Slide 2: 2026 Second Quarter Results

   2026 Second Quarter Results IR Conference 07/30/2026 © 2026 GUC Proprietary & Security B 07/30/2026

3. Slide 3: Agenda

    2Q26 Financial Results Agenda  Business Update © 2026 GUC Proprietary & Security B 3 07/30/2026

4. Slide 4: Safe Harbor Notice

   Safe Harbor Notice  GUC’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward- looking statements.  Except as required by law, we undertake no obligation to

5. Slide 5: 2Q26 Financial Results

   2Q26 Financial Results © 2026 GUC Proprietary & Security B 07/30/2026

6. Slide 6: 2Q26 Statements of Comprehensive Income

   2Q26 Statements of Comprehensive Income Unit: NT$M 2Q26 QoQ 1Q26 2Q25 YoY Revenues 13,896 21% 11,448 6,104 128% NRE & IP 2,310 41% 1,643 2,080 11% Turnkey 11,586 18% 9,805 4,024 188% Gross Margin 2,994 -4% 3,113 2,034 47% % 21.5% 27.2% 33.3% SG&A Exp (271) -2% (276) (254) 7% R&D Exp (1,047) 3% (1,01

7. Slide 7: Statements of Comprehensive Income

   Statements of Comprehensive Income Unit: NT$M 2023 2024 2025 1H 2026 1H 2025 YoY Amount % Amount % Amount % Amount % Amount % Revenues 26,241 9% * 25,044 -5% * 34,141 36% * 25,344 93% * 13,128 6% * 93% NRE & IP 7,260 28% 8,883 35% 8,405 25% 3,953 16% 3,439 26% 15% Turnkey 18,981 72% 16,161 65% 25,73

8. Slide 8: Business Update

   Business Update © 2026 GUC Proprietary & Security B 07/30/2026

9. Slide 9: 2Q26 Revenue & Gross Margin

   2Q26 Revenue & Gross Margin YoY YoY +128% -11.8 ppt QoQ QoQ +21% -5.7 ppt © 2026 GUC Proprietary & Security B 9 07/30/2026

10. Slide 10: 2Q26 Revenue Breakdown

    2Q26 Revenue Breakdown YoY NRE & IP:+11% QoQ Turnkey:+188% NRE & IP: +41% Turnkey: +18% © 2026 GUC Proprietary & Security B 10 07/30/2026

11. Slide 11: 2Q26 OPEX & OPM

    2Q26 OPEX & OPM YoY R&D: +25% QoQ SG&A: +7% R&D: +3% OPM: +78% SG&A: -2% OPM: -8% % of Sales 2Q25 3Q25 4Q25 1Q26 2Q26 R&D 13.7% 9.5% 7.1% 8.9% 7.5% SG&A 4.2% 2.5% 1.8% 2.4% 1.9% OPEX 17.9% 12.0% 8.9% 11.3% 9.4% OPM 15.4% 12.2% 10.1% 15.9% 12.1% © 2026 GUC Proprietary & Security B 11 07/30/2026

12. Slide 12: 2Q26 NPM & EPS

    2Q26 NPM & EPS YoY YoY -1.6 ppt QoQ +99% QoQ -3.2 ppt -6% © 2026 GUC Proprietary & Security B 12 07/30/2026

13. Slide 13: Quarterly Sales Breakdown by Technology

    Quarterly Sales Breakdown by Technology © 2026 GUC Proprietary & Security B 13 07/30/2026

14. Slide 14: Annual Sales Breakdown by Technology

    Annual Sales Breakdown by Technology © 2026 GUC Proprietary & Security B 14 07/30/2026

15. Slide 15: Annual NRE Breakdown by Technology

    Annual NRE Breakdown by Technology © 2026 GUC Proprietary & Security B 15 07/30/2026

16. Slide 16: Annual Turnkey Breakdown by Technology

    Annual Turnkey Breakdown by Technology © 2026 GUC Proprietary & Security B 16 07/30/2026

17. Slide 17: Annual Sales Breakdown by Region

    Annual Sales Breakdown by Region © 2026 GUC Proprietary & Security B 17 07/30/2026

18. Slide 18: Annual Sales Breakdown by Application

    Annual Sales Breakdown by Application 2024 Sales(NT$M) $25,044 2025 Sales(NT$M) $34,141 1H26 Sales(NT$M) $25,344 © 2026 GUC Proprietary & Security B 18 07/30/2026

19. Slide 19: Presentation Disclaimer

    Presentation Disclaimer The content may only represent current status and are subject to change without prior notice. © 2026 GUC Proprietary & Security B 07/30/2026

20. Slide 20: Thank You

    Thank You for your attention © 2026 GUC Proprietary & Security B 07/30/2026

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