Slide 1: TEAMGROUP Investors Conference
TEAMGROUP Investors Conference President Gerry Chen 2026/4/28 www.teamgroupinc.com
Slide 2: Disclaimer
Disclaimer The predictive information contained in this presentation is for reference only and will be affected by various risks and uncertainties. Therefore, there is no guarantee that the actual results will be completely consistent with the predictive statements. The company does not assume any r
Slide 3: Outline
Outline 01 Company Profile 02 Financial Performance 03 Industry Overview 04 Future Development/ Product Application Direction 05 Q&A www.teamgroupinc.com
Slide 4: Company Overview
Geam TEAMGROUP ae = v > See o > O > c o o. E O U
Slide 5: Company Overview
Company Overview Full product lines of DRAM and Flash memory products Founded in April, 1997 Capital 849 million NTD Total Employees 450 Headquarters：Taiwan Subsidiaries：USA, Japan, China, Hong Kong Quality and Environment Management Certification ISO-9001、ISO-14001 、 ISO-14064-1 www.teamgroupinc.co
Slide 6: Core Business Segments
Core Business Segments www.teamgroupinc.com 6
Slide 7: Product Focus
Product Focus www.teamgroupinc.com 7
Slide 8: Expanding Presence at Global Exhibitions × Deepening Industrial Solutions
Expanding Presence at Global Exhibitions × Deepening Industrial Solutions TEAMGROUP Industrial is actively advancing its overseas footprint, recently showcasing cutting-edge solutions for Edge Computing and Defense & Security at major international embedded system exhibitions, including Embedded Wor
Slide 9: International Recognition × Innovation Elevated
International Recognition × Innovation Elevated Team Group’s product development capabilities have been consistently recognized by prestigious global awards. From 2024 to early 2026, the company has secured a total of 31 product awards. Most recently, four products from our gaming and creator brands
Slide 10: Financial Performance
Financial Performance 10
Slide 11: 3Q25-1Q26 Consolidated Income Statement
3Q25-1Q26 Consolidated Income Statement Unit: Thousands of New Taiwan Dollars (NT$) 2026 Q1 QoQ 2025 Q4 2025 Q3 Revenue 9,044,806 42.46% 6,348,948 4,163,407 Cost of Goods Sold (5,606,600) 13.92% (4,921,405) (3,610,474) Gross Profit 3,438,206 140.85% 1,427,543 552,933 Operating Expenses (533,148) 36.
Slide 12: 3Q25-1Q26 Balance Sheet
3Q25-1Q26 Balance Sheet Unit: Thousands of New Taiwan Dollars (NT$) 2026 Q1 % 2025 Q4 % 2025 Q3 % Current Assets 20,958,301 96% 14,418,702 96% 9,073,673 94% Inventories 13,569,831 62% 9,191,226 61% 4,392,957 46% Noncurrent Assets 940,006 4% 598,356 4% 561,177 6% Total Assets 21,898,307 100% 15,017,0
Slide 13: 2026Q1 Market Sales Breakdown
2026Q1 Market Sales Breakdown 2025Q1 Market Sales Breakdown 其他 B2B, 0.13% 16.82% B2B, B2C, 47.58% 52.42% B2C, 83.18% B2C B2B B2C B2B www.teamgroupinc.com 13
Slide 14: 2026Q1 Product Sales Breakdown
2026Q1 Product Sales Breakdown 2025 Product Sales Breakdown Others, Others, 1.23% 其他 8.66% Flash, 0.13% 16.1% Flash, 26.03% DRAM, DRAM, 65.30% 82.67% DRAM Flash Others DRAM Flash Others www.teamgroupinc.com 14
Slide 15: 2026Q1 DRAM Sales Breakdown
2026Q1 DRAM Sales Breakdown 2025 DRAM Sales Breakdown DDR3 DDR3 0.55% 其他 0.32% DDR4, DDR4, 0.13% 15.86% 15.08% DDR5, DDR5, 84.37% 83.83% DDR5 DDR4 DDR3 DDR5 DDR4 DDR3 www.teamgroupinc.com 15
Slide 16: 2026Q1 Inventory Breakdown
2026Q1 Inventory Breakdown Product Inventory Breakdown DRAM Inventory Breakdown 其他 DDR3 1.35% 0.13% Flash 31.37% DDR4 40.85% DDR5 57.80% DRAM 68.63% DRAM Flash DDR5 DDR4 DDR3 www.teamgroupinc.com 16
Slide 17: Industry Overview
TEAMGROUP Gea SS Industry Overview
Slide 18: DRAM Contract Price Trend
DRAM Contract Price Trend Unit : USD DDR5 16Gb(2Gx8) 40.00 37.50 35.00 31.00 30.00 28.50 30.00 25.00 20.80 19.50 20.00 15.00 8.70 10.00 6.10 4.60 4.80 5.10 5.25 5.25 5.00 0.00 2025.04 2025.05 2025.06 2025.07 2025.08 2025.09 2025.10. 2025.11 2025.12 2026.01 2026.02 2026.03 2026.04E DDR4 8Gb(1Gx8) 20.
Slide 19: NAND Flash Contract Price Trend
NAND Flash Contract Price Trend Unit : USD TLC 512Gb Wafer 30 27.24 23.69 25 19.98 20 16.14 15 12.16 10 8.48 5.12 5 2.99 3.07 3.13 3.26 3.37 3.48 0 2025.04 2025.05 2025.06 2025.07 2025.08 2025.09 2025.10. 2025.11 2025.12 2026.01 2026.02 2026.03 2026.04E TLC 1Tb Wafer 40 33.37 35 29.02 30 25.07 25 21
Slide 20: Future Development/ Product Application Direction
Future Development/ Product Application Direction 20
Slide 21: WW DRAM Supply Bit Distribution
y WW Supply Bit Distribution MI change of Nov. — 2026 Supply YoY: 20% 2025 Supply YoY: 24% la TrendForce A % of Total Supply Year of 2026 Yov(%) Nov. Version MI PC 5.1% 8.2% Server 23.1% 39.2% Mobile 17.3% 35.3% Graphics 23.6% 2.8% Consumer 6.2% 5.4% HBM 38.2% 9.1% Year of 2025 Yo¥(%) % of Total Sup
Slide 22: Continue to Deploy in Various Application Fields
Continue to Deploy in Various Application Fields www.teamgroupinc.com
Slide 23: Thank you!
Thank you! www.teamgroupinc.com