Vanguard International Semiconductor Corp · TPEX:5347
Vanguard International Semiconductor — Q1 2026 Earnings Presentation
15 slides from Vanguard International Semiconductor's earnings presentation, May 5, 2026
Slide 1: 2026 First Quarter Results Investor Conference
VANGUARD 2026 First Quarter Results Investor Conference May 5, 2026
Slide 2: Agenda
Agenda • Welcome • 1Q26 Consolidated Financial Results • Remark • Q&A 1Q26 Investor Conference - 2
Slide 3: Disclaimer
Disclaimer This presentation material 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. 1Q26 Investor
Slide 4: 1Q26 Result Highlights
1Q26 Result Highlights Amount : NT$ Million 1Q26 4Q25 1Q25 Amount Amount Amount Net Revenue 12,532 12,594 11,949 Net Income Attributable to 2,246 1,748 2,414 Shareholders of the Parent EPS (NT$) 1.18 0.93 1.30 Cash and Financial Instruments 46,537 41,716 64,911 Equity Attributable to Shareholders 68
Slide 5: Statements of Comprehensive Income
Statements of Comprehensive Income 1Q26 4Q25 1Q25 QoQ YoY Amount: NT$Million Selected Items from Statements of Comprehensive Income Amount % Amount % Amount % % % Net Revenue 12,532 100.0 12,594 100.0 11,949 100.0 (0.5) 4.9 Cost of Revenue (8,861) (70.7) (9,129) (72.5) (8,352) (69.9) (2.9) 6.1 Gross
Slide 6: Balance Sheets & Key Indices
Balance Sheets & Key Indices Amount : NT$ Million Selected Items from Mar. 31, 2026 Dec. 31, 2025 Mar. 31, 2025 Balance Sheets Amount % Amount % Amount % Total Assets 219,206 100.0 200,469 100.0 154,429 100.0 Cash & Financial Instruments 46,537 21.2 41,716 20.8 64,911 42.0 Accounts Receivable 7,203
Slide 7: Cash Flows
Cash Flows Amount : NT$ Million 1Q26 4Q25 1Q25 Selected Items from Cash Flows Amount Amount Amount Cash - Beginning of Period 39,635 48,393 60,695 - Income before Income Tax 2,437 2,095 2,675 - Depreciation & Amort. 2,192 2,216 2,046 - Changes of Notes and Accounts Receivable (824) 130 (1,277) - Cha
Slide 8: Remarks
Remarks 1Q26 Investor Conference - 8
Slide 9: Net Revenue & Gross Margin
Net Revenue & Gross Margin 1Q26 Investor Conference - 9
Slide 10: Revenue Breakdown by Technology
Revenue Breakdown by Technology 1Q26 Investor Conference - 10
Slide 11: Revenue Breakdown by Platforms
Revenue Breakdown by Platforms 1Q26 Investor Conference - 11
Slide 12: 1Q26 Result Summary & Guidance Comparison
1Q26 Result Summary & Guidance Comparison 1Q26 Result Guidance Wafer Shipment +3% QoQ to increase by 1% to 3% QoQ Blended ASP -4% QoQ to decrease by 3% to 5% QoQ Gross Profit Margin 29.3% to be between 28% and 30% 1Q26 Investor Conference - 12
Slide 13: 2Q26 Guidance
2Q26 Guidance Wafer shipment to increase by 11% to 13% QoQ; Blended ASP to increase by 2% to 4% QoQ; Based on the exchange rate assumption of 1 USD to 31.3 NTD: Gross profit margin to be between 31% and 33%. 1Q26 Investor Conference - 13
Slide 14: Q&A
Q&A 1Q26 Investor Conference - 14
Slide 15: http://www.vis.com.tw
Http://www.vis.com.tw 1Q26 Investor Conference - 15
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