Vanguard International Semiconductor Corp · TPEX:5347
Vanguard International Semiconductor — Q2 2026 Earnings Presentation
15 slides from Vanguard International Semiconductor's earnings presentation, Aug 4, 2026
Slide 1: 2026 Second Quarter Results Investor Conference
VANGUARD 2026 Second Quarter Results Investor Conference August 4, 2026
Slide 2: Agenda
Agenda • Welcome • 2Q26 Consolidated Financial Results • Remark • Q&A 2Q26 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. 2Q26 Investor
Slide 4: 2Q26 Result Highlights
2Q26 Result Highlights Amount : NT$ Million 2Q26 1Q26 2Q25 Amount Amount Amount Net Revenue 14,245 12,532 11,699 Net Income Attributable to 2,975 2,246 2,043 Shareholders of the Parent EPS (NT$) 1.56 1.18 1.10 Cash and Financial Instruments 44,751 46,537 60,903 Equity Attributable to Shareholders 62
Slide 5: Statements of Comprehensive Income
Statements of Comprehensive Income 2Q26 1Q26 2Q25 QoQ YoY Amount: NT$Million Selected Items from Statements of Comprehensive Income Amount % Amount % Amount % % % Net Revenue 14,245 100.0 12,532 100.0 11,699 100.0 13.7 21.8 Cost of Revenue (9,640) (67.7) (8,861) (70.7) (8,419) (72.0) 8.8 14.5 Gross
Slide 6: Balance Sheets & Key Indices
Balance Sheets & Key Indices Amount : NT$ Million Selected Items from Jun. 30, 2026 Mar. 31, 2026 Jun. 30, 2025 Balance Sheets Amount % Amount % Amount % Total Assets 219,187 100.0 219,206 100.0 157,093 100.0 Cash & Financial Instruments 44,751 20.4 46,537 21.2 60,903 38.8 Accounts Receivable 8,080
Slide 7: Cash Flows
Cash Flows Amount : NT$ Million 2Q26 1Q26 2Q25 Selected Items from Cash Flows Amount Amount Amount Cash - Beginning of Period 44,353 39,635 59,787 - Income before Income Tax 3,313 2,437 2,382 - Depreciation & Amort. 2,227 2,192 2,086 - Changes of Notes and Accounts Receivable (1,150) (824) 232 - Cha
Slide 8: Remarks
Remarks 2Q26 Investor Conference - 8
Slide 9: Net Revenue & Gross Margin
Net Revenue & Gross Margin 2Q26 Investor Conference - 9
Slide 10: Revenue Breakdown by Technology
Revenue Breakdown by Technology 2Q26 Investor Conference - 10
Slide 11: Revenue Breakdown by Platforms
Revenue Breakdown by Platforms 2Q26 Investor Conference - 11
Slide 12: 2Q26 Result Summary & Guidance Comparison
2Q26 Result Summary & Guidance Comparison 2Q26 Result Guidance Wafer Shipment +11% QoQ to increase by 11% to 13% QoQ Blended ASP +3% QoQ to increase by 2% to 4% QoQ Gross Profit Margin 32.3% to be between 31% and 33% 2Q26 Investor Conference - 12
Slide 13: 3Q26 Guidance
3Q26 Guidance Wafer shipment to increase by 1% to 3% QoQ; Blended ASP to increase by 2% to 4% QoQ; Based on the exchange rate assumption of 1 USD to 32.0 NTD: Gross profit margin to be between 32.5% and 34.5%. 2Q26 Investor Conference - 13
Slide 14: Q&A
Q&A 2Q26 Investor Conference - 14
Slide 15: Http://www.vis.com.tw
Http://www.vis.com.tw 2Q26 Investor Conference - 15
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