Innodisk Corp. · TPEX:5289

Innodisk — Investor Presentation (March 2025)

56 slides from Innodisk's investor presentation, Mar 13, 2025

1. Slide 1: Innodisk Corporate Investor Conference (Symbol: 5289)

   © COPYRIGHT INNODISK CORPORATION Innodisk Corporate Investor Conference (Symbol: 5289) Randy Chien, Chairman 2025.03.

2. Slide 2: Disclaimer

   © COPYRIGHT INNODISK CORPORATION P2 DISCLAIMER This file and the financial information and forecast information are based on information obtained by the company from internal and external sources. The actual operating results and financial conditions of the company may differ from these predictive s

3. Slide 3: Agenda

   © COPYRIGHT INNODISK CORPORATION P3 Agenda • Company Profile and Overview • Market Trend and Product Strategy • AI In Action Global Campaign • ESG Commitment • Innodisk 20th Anniversary • Financial Information • Q&A

4. Slide 4: Company Profile & Overview

   © COPYRIGHT INNODISK CORPORATION P4 COMPANY PROFILE & OVERVIEW

5. Slide 5: Company key facts: revenue, capital, EPS, patents, customers

   © COPYRIGHT INNODISK CORPORATION P5 2025 Revenue Founded NT$8.92B 20 years Capital EPS NT$915M NT$12.20 Patents Customers 192 (+4) 4,000+

6. Slide 6: Global Business Operations

   © COPYRIGHT INNODISK CORPORATION P6 GLOBAL BUSINESS OPERATIONS Tokyo New Office Poland Nanjing, Netherlands Hangzhou, Germany Beijing Suzhou, France Wuhan, Shanghai California Spain New Jersey Changsha Tokyo Southern Texas Chengdu California Guangzhou Taiwan Shenzhen Vietnam Innodisk HQ • R&D and Pr

7. Slide 7: Yilan R&D and Manufacturing Center

   © COPYRIGHT INNODISK CORPORATION P7 Lot Size (Sq. Meter) Floor Area: 1st building (Sq. Meter) 2024 Capacity (SMT x 6) Maximum Capacity (SMT x 8) Floor Area: 2nd building (Sq. Meter) AI System and Solution 27,000 12,000 900K 1,200K 15,000 AI Peripheral AI Purpose-built Camera YILAN R&D AND MANUFACTUR

8. Slide 8: Innodisk Headquarter

   © COPYRIGHT INNODISK CORPORATION P8 Floor Space 17F 1,650 m² (Aetina) 16F 3,300 m² 7F 3,300 m² (Aetina 660 m²) 5F 3,300 m² 4F 3,300 m² 3F 3,300 m² 2F 1,320 m² (Aetina 660 m²) Total :19,800 m² INNODISK HEADQUARTER

9. Slide 9: Quality & Sustainability Our Top Priority

   © COPYRIGHT INNODISK CORPORATION P9 PRODUCTION 1,350K / Monthly (2024) CERTIFICATIONS ISO9001 / ISO14001 / ISO45001 / QC080000 / ISO14064-1 / ISO27001 MANUFACTURING New Taipei City / Yilan County QUALITY & SUSTAINABILITY OUR TOP PRIORITY

10. Slide 10: Enhancing Cybersecurity Resilience with Zero-Trust Architecture & AI-Driven Security Governance

    © COPYRIGHT INNODISK CORPORATION P10 Enhancing Cybersecurity Resilience with Zero-Trust Architecture & AI-Driven Security Governance Strengthen Zero-trust Architecture Focus on Information Security Risks AI Empowerment & Intelligent Integration 1. Deploy the information security protection on the Fo

11. Slide 11: Partnership and Awards

    © COPYRIGHT INNODISK CORPORATION P11 PARTNERSHIP AND AWARDS … … AI ASIC Official Intel® NVIDIA Elite Partner (Aetina) Official partner of On-premise Gold Level Partner MGX Partner (Aetina) Azure Sphere Partner AI ASIC & NPU World’s TOP 1 TOP 40 International World’s TOP 10 Asia’s 200 Best Companies

12. Slide 12: Market Trend & Product Strategy

    © COPYRIGHT INNODISK CORPORATION P12 MARKET TREND & PRODUCT STRATEGY

13. Slide 13: Industries served and global clients and partners

    © COPYRIGHT INNODISK CORPORATION P13 Communication Manufacturing Transportation Aerospace Edge Server Enterprise Smart Energy Surveillance Healthcare Retail & Logistics Entertainment IT Service Industrial and Vertical AI Enterprise AI 4000 + Global Clients 83 Global Partners

14. Slide 14: We Are the Key to the Industry Growth

    © COPYRIGHT INNODISK CORPORATION P14 Evolution toward Edge AI FROM IPC TO AI NEW ERA WE ARE THE KEY TO THE INDUSTRY GROWTH INDUSTRIAL PC VERTICAL SMART VERTICAL INDUSTRY EDGE AI MARKET MARKET (IIoT) MARKET (AIoT) ENTERPRISE EDGE AI

15. Slide 15: Internet & AI Drive Industry Innovation

    © COPYRIGHT INNODISK CORPORATION P15 INTERNET & AI DRIVE INDUSTRY INNOVATION Cloud Early Stage of The Rise of Web 2.0 Deep Learning and The Transformer LLMs Go Open Source Internet Internet & Web 1.0 Cloud Computing Cloud AI Integration Accelerates GAI - TCP/IP Laid the Foundation for Modern Network

16. Slide 16: Open-Source LLMs: Accelerating AI Deployment at the Edge

    © COPYRIGHT INNODISK CORPORATION P16 OPEN-SOURCE LLMS: ACCELERATING AI DEPLOYMENT AT THE EDGE LLM Model Size Open-Source LLM Boosting Edge AI Development Reference: Artificial Analysis GPT 3.5 GPT 4 1.76T Grok-1 314B Llama-2 70B Ernie 4.0 1T Gemini .ULTRA 4 1.5T PaLM-2 340B Gemini PRO 671B 400B 70B

17. Slide 17: Innodisk Edge AI

    Innodisk Edge AI © COPYRIGHT INNODISK CORPORATION P17 Enterprise Edge AI Enterprise Edge Server • AI Driving Product Development • Cross-Platform Integration of AI Computing • Scalable Deployment for Innodisk Groups SDK/AI-Stack Tool Industry Edge AI • AI Software & Value-Added Service • AI Training

18. Slide 18: Innodisk Edge AI

    Innodisk Edge AI © COPYRIGHT INNODISK CORPORATION P18 Industrial PC IIOT+AIOT Industry Edge AI Enterprise Edge AI Software/ Smart Solution GPU+/ Edge Computing SDK/AI-Stack Tool Enterprise Edge Server Hardware/Module Service/Integration • Software, Hardware, and Firmware • 3G/4G Smart Applications •

19. Slide 19: Building Block of Architect Intelligence

    © COPYRIGHT INNODISK CORPORATION P19 Training and AI-Stack Tool: RAG and FineTune Inference AI Platform: Nvidia/AMD Intel/NXP/RK MTK/Qualcomm AI Accelerator: Nvidia GPU Intel GPU/AI ASIC Qualcomm GPU Computing : <100 TOPS 1000+ TOPS >20,000 TOPS Operating System: ARM / Linux X86 / Windows BIOS / BMC

20. Slide 20: Architect Intelligence

    INTELLIGENCE STRUCTURE © COPYRIGHT INNODISK CORPORATION P20 Cloud AI Platform AI-Stack Tool Software / Firmware Software Tools Operating System AI NVIDIA Qualcomm Accelerator Intel AI ASIC AI x86 Platform Arm Embedded Flash Display LAN GNSS CANbus / Peripheral DRAM Storage Wireless CANFD Embedded Ca

21. Slide 21: Innodisk Edge AI Strategy

    © COPYRIGHT INNODISK CORPORATION P21 INNODISK EDGE AI STRATEGY Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connecting Camera Module SENSOR Air Sensor

22. Slide 22: Edge AI Strategy: Sensing Intelligence Product Portfolio

    © COPYRIGHT INNODISK CORPORATION P22 INNODISK EDGE AI STRATEGY SENSING INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connecting Camer

23. Slide 23: Edge AI Strategy: Data Intelligence Product Portfolio

    © COPYRIGHT INNODISK CORPORATION P23 INNODISK EDGE AI STRATEGY DATA INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connecting Camera M

24. Slide 24: Edge AI Strategy: Data Intelligence Product Portfolio

    © COPYRIGHT INNODISK CORPORATION P24 INNODISK EDGE AI STRATEGY DATA INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connecting Camera M

25. Slide 25: Edge AI Strategy: Connecting Intelligence Product Portfolio

    © COPYRIGHT INNODISK CORPORATION P25 INNODISK EDGE AI STRATEGY CONNECTING INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connecting Ca

26. Slide 26: Edge AI Strategy: Extended Intelligence Product Portfolio

    © COPYRIGHT INNODISK CORPORATION P26 INNODISK EDGE AI STRATEGY EXTENDED INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connecting Came

27. Slide 27: Edge AI Strategy: Computing Intelligence Product Portfolio

    © COPYRIGHT INNODISK CORPORATION P27 INNODISK EDGE AI STRATEGY COMPUTING INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connecting Cam

28. Slide 28: Applied Intelligence: APEX Series Optimized AI System

    © COPYRIGHT INNODISK CORPORATION P28 INNODISK EDGE AI STRATEGY APPLIED INTELLIGENCE｜PRODUCT PORTFOLIO APEX SERIES ─ OPTIMIZED AI SYSTEM Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peri

29. Slide 29: Applied Intelligence: On-Premises LLM APEX-S100 Edge AI Server

    © COPYRIGHT INNODISK CORPORATION P29 INNODISK EDGE AI STRATEGY APPLIED INTELLIGENCE｜PRODUCT PORTFOLIO ON-PREMISES LLM Cloud AI Platform APEX-S100 EDGE AI SERVER SOFTWARE / AI-Stack Tool FIRMWARE ◼ Single Intel® Xeon® 6700-series with P-cores. Software Tools ◼ 2U server - 420mm (16.5") short-depth ra

30. Slide 30: Hardware-Software Integration AI Solutions Tailored for Specific Applications

    © COPYRIGHT INNODISK CORPORATION P30 INNODISK EDGE AI STRATEGY APPLIED INTELLIGENCE｜PRODUCT PORTFOLIO Application Scenario Cloud AI Platform HARDWARE-SOFTWARE INTEGRATION SOFTWARE / AI-Stack Tool FIRMWARE AI SOLUTIONS TAILORED FOR SPECIFIC APPLICATIONS Software Tools AI NVIDIA / Qualcomm ACCELERATOR

31. Slide 31: Edge AI Strategy: Management Intelligence Product Portfolio

    © COPYRIGHT INNODISK CORPORATION P31 INNODISK EDGE AI STRATEGY MANAGEMENT INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connecting Ca

32. Slide 32: Edge AI Strategy: Machine-Learning Intelligence Product Portfolio

    © COPYRIGHT INNODISK CORPORATION P32 INNODISK EDGE AI STRATEGY MACHINE-LEARNING INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASIC AI x86 / Arm PLATFORM DRAM / Flash EMBEDDED Peripheral PERIPHERAL Connect

33. Slide 33: Machine-Learning Intelligence: Enterprise AI Tools

    © COPYRIGHT INNODISK CORPORATION P33 INNODISK EDGE AI STRATEGY MACHINE-LEARNING INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform Enterprise AI Tools: Enhance Knowledge Management & Operational Efficiency SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / AI ASI

34. Slide 34: Machine-Learning Intelligence: Optimize LLM Deployment

    © COPYRIGHT INNODISK CORPORATION P34 INNODISK EDGE AI STRATEGY MACHINE-LEARNING INTELLIGENCE｜PRODUCT PORTFOLIO Cloud AI Platform Optimize LLM Deployment for Better GPU Utilization & Lower AI Adoption Barriers SOFTWARE / AI-Stack Tool FIRMWARE Software Tools AI NVIDIA / Qualcomm ACCELERATOR Intel / A

35. Slide 35: Innodisk Edge AI Building Blocks

    © COPYRIGHT INNODISK CORPORATION P35 INNODISK EDGE AI BUILDING BLOCKS Cloud AI Platform Remote Management / OOB / OTA / Recovery / Security / Diagnosis AI-Stack Tool / SDK AccelBrain(RAG) / AccelTune / iVIT-Training / iVIT-Inference / SOFTWARE / FIRMWARE Software Tools iSMART / iTracker / iOPAL / iR

36. Slide 36: Edge AI → GAI on Edge → AGI on Edge

    © COPYRIGHT INNODISK CORPORATION P36 Edge AI → GAI on Edge → AGI on Edge Enterprise Edge AI GAI: AGI: Generative Artificial Artificial General Intelligence Intelligence Industry Edge AI Data GPU SSD Software Service Quick, Algorithm Peripheral Integration deployable CPU DRAM solutions. AI-Stack Tool

37. Slide 37: AI in Action Global Campaign

    © COPYRIGHT INNODISK CORPORATION P37 AI IN ACTION GLOBAL CAMPAIGN

38. Slide 38: A Fresh Look of New Website & Brand Identity

    © COPYRIGHT INNODISK CORPORATION P38 A FRESH LOOK OF NEW WEBSITE & BRAND IDENTITY FOR A ENHANCED AI BRAND IMAGE Impactful visuals Intelligence-driven solutions More intuitive presentation of comprehensive product lines

39. Slide 39: 2024 Super Computing (SC24)

    © COPYRIGHT INNODISK CORPORATION P39 2024 SUPER COMPUTING (SC24) @Georgia, US On SC24, Aetina showcased its next-gen LLM solution enhanced by RAG, on-prem enterprise AI deployment, traffic management powered by NVIDIA VLM, and comprehensive AI platforms for training and inference.

40. Slide 40: Embedded World 2024

    © COPYRIGHT INNODISK CORPORATION P40 EMBEDDED WORLD 2024 @Nuremberg, Germany

41. Slide 41: Computex 2024

    © COPYRIGHT INNODISK CORPORATION P41 COMPUTEX 2024 @Taipei, Taiwan

42. Slide 42: NVIDIA AI Summit 2024

    © COPYRIGHT INNODISK CORPORATION P42 NVIDIA AI SUMMIT 2024 @Taipei, Taiwan

43. Slide 43: Innodisk AI in Action

    © COPYRIGHT INNODISK CORPORATION P43 INNODISK AI IN ACTION Promote AI solutions with global partners GLOBAL INDUSTRIES @FRA MEDICAL EXPO @CHN ISC WEST @USA Edge Tech+ @JPN Arm EDGE AI Seminar @TW WIN EURASIA 2024 @TUR Aimex 2024 @AUS LOCAL SEMINARS

44. Slide 44: ESG Commitment

    © COPYRIGHT INNODISK CORPORATION P44 ESG COMMITMENT

45. Slide 45: Innodisk's Path to Sustainability

    © COPYRIGHT INNODISK CORPORATION P45 INNODISK'S PATH TO SUSTAINABILITY 2024 HIGHLIGHTS - Maintaining a Corporate Governance Evaluation between 6% to 20%. - Signed the "Biodiversity Support Action" and proposed the "Wuweigang Biodiversity Three-Year Plan" - Implementing RBA, adhering to the highest s

46. Slide 46: Biodiversity Three-Year Plan

    © COPYRIGHT INNODISK CORPORATION P46 Innodisk cooperates with Innodisk Education Foundation and works with local units to BIODIVERSITY THREE-YEAR PLAN support local biodiversity and ecological restoration. @Wuweigang, Yilan County 1. Align TNFD with international standards 2. Boost stakeholder aware

47. Slide 47: Innodisk 20th Anniversary

    © COPYRIGHT INNODISK CORPORATION P47 INNODISK 20TH ANNIVERSARY

48. Slide 48: 20 Years of Empowerment

    © COPYRIGHT INNODISK CORPORATION P48 20 YEARS OF EMPOWERMENT 2022 – NOW EDGE AI MARKET 2025 Celebrating 20th Anniversary 2024 Opened Phase II R&D and Manufacturing Center Sustainability x Society 2024 Introduced "Architect Intelligence" Brand Initiative x Education 2022 Adopted "Edge AI" as Business

49. Slide 49: Financial Information

    © COPYRIGHT INNODISK CORPORATION P49 FINANCIAL INFORMATION

50. Slide 50: Revenues and GPM over last 5 years

    © COPYRIGHT INNODISK CORPORATION P50 Revenues and GPM over last 5 years NT$: K GPM 12,000,000 40% 33.6% 34.2% 30.3% 31.7% 35% 10,000,000 29.8% 30% 8,000,000 8,915,642 25% 6,000,000 f 20% 10,195,658 10,303,229 15% 4,000,000 8,313,778 7,152,015 10% 2,000,000 5% 0 0% 2020 2021 2022 2023 2024

51. Slide 51: Net Profits and EPS over last 5 years

    © COPYRIGHT INNODISK CORPORATION P51 Net Profits and EPS over last 5 years NT$: K EPS: NT$ 2,000,000 25.00 21.46 1,800,000 18.94 1,600,000 20.00 1,400,000 1,200,000 1,850,189 12.98 12.20 15.00 11.46 1,000,000 f 800,000 1,560,888 10.00 600,000 1,147,616 1,106,172 400,000 931,663 5.00 200,000 0 0.00 2

52. Slide 52: Revenue Breakdown by Product Lines

    © COPYRIGHT INNODISK CORPORATION P52 Revenue Breakdown by Product Lines 2022 2023 2024 2% 7% 2% 3% 7% 7% 52% 37% 54% 51% 39% 39% DRAM Flash AI Solutions Others

53. Slide 53: Revenue Breakdown by Regions

    © COPYRIGHT INNODISK CORPORATION P53 Revenue Breakdown by Regions 100 2 2 1 90 14 12 17 80 16 17 12 70 60 15 14 19 50 22 23 40 21 30 20 31 32 30 10 0 2022 2023 2024 Taiwan Europe America China Asia Others

54. Slide 54: Annual Income Statement

    © COPYRIGHT INNODISK CORPORATION P54 Annual Income Statement 2022 2023 2024 YoY Revenues 10,303,229 8,313,778 8,915,642 7.2% Cost of good sold 6,844,611 5,467,866 6,090,393 11.4% Gross profit 3,458,618 2,845,912 2,825,249 -0.7% Operation expenses 1,419,157 1,465,884 1,646,753 12.3% Operation profits

55. Slide 55: Q&A

    © COPYRIGHT INNODISK CORPORATION P55 Q&A

56. Slide 56: © COPYRIGHT INNODISK CORPORATION

    © COPYRIGHT INNODISK CORPORATION

Innodisk — Investor Presentation (March 2025) on 6ix