Slide 1: 2026第二季法人說明會
2026第二季法人說明會 August 14th, 2026 Embedded Wisely, Embedded Widely Embedded Wisely, Embedded Widely
Slide 2: 智慧財產權聲明
智慧財產權聲明 All rights, titles and interests contained in this information, texts, images, figures, tables or other files herein, including, but not limited to, its ownership and the intellectual property rights, are reserved to eMemory. This information may contain privileged and confidential informati
Slide 3: 投資安全聲明
投資安全聲明 This presentation contains forward-looking statements, which are subject to risk factors associated with semiconductor and intellectual property business. It is believed that the expectations reflected in these statements are reasonable. But they may be affected by a variety of variables, man
Slide 4: 內容
內容 1 Review of Operations 2 Future Outlook Securing the Next Generation of AI Infrastructure, 3 the hardware anchor for Caliptra Root-of-Trust to secure Chiplets & CXL 4 Q&A 5 Appendix Embedded EmbeddedWisely, Wisely,Embedded EmbeddedWidely Widely 4
Slide 5: 營運回顧
營運回顧 Embedded Wisely, Embedded Widely 5
Slide 6: 第二季綜合損益表
第二季綜合損益表 (thousands of NT dollars) Q2 2026 Q1 2026 QoQ Q2 2025 YoY H1 2026 H1 2025 YoY Revenue 1,096,627 1,093,993 0.2% 936,535 17.1% 2,190,620 1,848,269 18.5% Gross Margin 100.0% 100.0% - 100.0% - 100.0% 100.0% - Operating Expenses 430,520 431,616 -0.3% 390,644 10.2% 862,136 780,031 10.5% Operating
Slide 7: 第二季營收分析 – 授權金&權利金
第二季營收分析 – 授權金&權利金 Q2 Revenue Breakdown (NTD) (NT$ K) 26Q2 in comparison to 26Q1 Royalty $1,000,000 26Q2 26Q1 60.8% $500,000 Licensing $0 39.2% Licensing Royalty NT$ Q2 2026 Q1 2026 QoQ Q2 2025 YoY H1 2026 H1 2025 YoY Thousands Licensing 429,640 381,035 12.8% 317,976 35.1% 810,675 558,193 45.2% Royal
Slide 8: 第二季營收分析 – 產品線
第二季營收分析 – 產品線 Q2 2026 Total Revenue Licensing Revenue Royalty Revenue NT$ % of % of % of QoQ YoY QoQ YoY QoQ YoY Revenue Licensing Royalty NeoBit 21.9% 9.6% 7.3% 14.3% 11.2% -22.4% 26.8% 9.0% 9.2% NeoFuse 56.6% -5.6% 10.6% 38.5% 24.8% 55.6% 68.2% -13.3% 4.4% PUF-Based 10.9% -7.6% 153.8% 25.3% -13.8%
Slide 9: 第二季營收分析 – 晶圓尺寸
第二季營收分析 – 晶圓尺寸 (NT$ K) 26Q2 in comparison to 26Q1 Q2 Royalty Breakdown (NTD) $500,000 26Q2 26Q1 12-Inch 62.5% $400,000 $300,000 $200,000 $100,000 8-Inch $0 37.5% 8-Inch 12-Inch Q2 2026 H1 2026 NT$ % of Royalty QoQ YoY % of Royalty YoY 8-Inch 37.5% 4.2% 1.2% 35.5% -8.0% 12-Inch 62.5% -11.9% 12.3% 64.
Slide 10: 未來展望
未來展望 Embedded Wisely, Embedded Widely 10
Slide 11: 未來展望 – 授權金&權利金
未來展望 – 授權金&權利金 ◼ Licensing Revenue: Licensing will continue its strong momentum due to robust demand for our technologies from leading edge to legacy process node, security, and next-generation Flash technologies. ◼ Royalty Revenue: Royalty Revenue growth is expected to accelerate, driven by higher
Slide 12: 未來展望 – 新IP技術&商務平台擴展
未來展望 – 新IP技術&商務平台擴展 ◼ New IP Technologies 1. Advanced-Node OTP and PUF-based Hardware Security: Continuing to develop and qualify next-generation OTP and PUF-based hardware security solutions for 2nm GAA and sub-2nm nodes, meeting growing customer demand in device identity, key protection, Secure Bo
Slide 13: Slide 13
Slide 14: Securing the Next Generation of AI Infrastructure
Securing the Next Generation of AI Infrastructure The hardware anchor for Caliptra Root-of-Trust to secure Chiplets & CXL 2026 Q2 Investor Conference
Slide 15: AI Compute Can No Longer Scale in a Single Die
AI Compute Can No Longer Scale in a Single Die page 15 eMemory Technology Inc.
Slide 16: Composable AI Infrastructure Expands the Attack Surface
Composable AI Infrastructure Expands the Attack Surface page 16 eMemory Technology Inc.
Slide 17: Caliptra Root of Trust Requires a Physical Security Anchor
Caliptra Root of Trust Requires a Physical Security Anchor Privileged and Confidential Information page 17
Slide 18: PUFrt Provides the Physical Anchor Beneath Caliptra
PUFrt Provides the Physical Anchor Beneath Caliptra Privileged and Confidential Information page 18
Slide 19: From Hardware Anchor to Security Platform
From Hardware Anchor to Security Platform Privileged and Confidential Information page 19
Slide 20: Trust Must Extend Across Every Layer of AI Infrastructure
Trust Must Extend Across Every Layer of AI Infrastructure Privileged and Confidential Information page 20
Slide 21: Q&A
Q&A Embedded Wisely, Embedded Widely 21
Slide 22: Appendix
Appendix Embedded Wisely, Embedded Widely 22
Slide 23: Company Overview
Company Overview ▪ eMemory leads the global market in Logic NVM and PUF-Based Security IPs Revenue Trend (Unit: NT$ in Million) 4,500 4,000 Royalty License/Design Revenue 3,500 3,000 2,500 2,000 1,500 1,000 500 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 20
Slide 24: Quarterly Revenue Pattern
Quarterly Revenue Pattern ▪ 1st month: Receive License Fees of the month and Royalty from most foundries on previous quarter’s wafer shipments. ▪ 2nd month: Receive License Fees of the month and Royalty from other foundries. ▪ 3rd month: License Fees Only. (Unit: NT$ 1,000) 2020 2021 2022 2023 2024
Slide 25: Quarterly Number of Licensed Tape-outs
Quarterly Number of Licensed Tape-outs 2020 2021 2022 2023 2024 2025 2026 (Unit: IP Numbers) 3nm 201 5nm 200 179 181 180 184 171 173 7nm 149 154 160 156 16nm 160 149 143 150 154 134 136 138 143 150 147 139 137 139 140 137 28nm 120 109 103 40nm 100 55nm 80 80nm 60 0.13um 40 0.18um 20 0.25um 0 Q1 Q2 Q
Slide 26: Accumulated Advanced-Node Licensed Tape-outs
Accumulated Advanced-Node Licensed Tape-outs ▪ eMemory secures future growth with over 150 advanced-node tape-out licenses, building a high- value royalty pipeline driven by increasing adoption. Leading-Edge Nodes (3nm–7nm) Mainstream Advanced Nodes (12nm/16nm) 70 TOTAL TAPE-OUTS 88 TOTAL TAPE-OUTS
Slide 27: Worldwide Customers
Worldwide Customers ▪ Our IP solutions are adopted by leading foundries, IDMs and fabless worldwide Country Foundry IDM Fabless Taiwan 4 1 365 China 13 1 1522 max_logo_header_25yrs Korea 4 0 109 Japan 2 6 93 North 2 0 391 America Europe 0 2 249 Others 3 0 152 Embedded Wisely, Embedded Widely 27
Slide 28: Business Model
Business Model ▪ Recurring royalty is the backbone of our business License Fee: ≈30% ▪ Around 70% revenue are from royalty based on wafer production Royalty: ≈70% ▪ More adoption = more volume shipment ▪ More advanced node wafers = higher ASP per wafer Revenue Breakdown 1-4 years 1-4 years License F
Slide 29: Technology Licenses
Technology Licenses Number of Licenses Year 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026H1 License 43 20 26 18 28 32 29 48 41 63 33 Note: Terms (including number of process platforms and licensing fees) for each technology license are set contractually. Payments are made according to set m
Slide 30: Technology Development
Technology Development ▪ Developments by process nodes 12" Fabs Production Development IP Type Process Type 2nm 0 4 OTP, PUF Nanosheet/GAA 3nm 2 4 OTP, PUF FF, FFP 4/5nm 10 2 OTP, PUF FF, FF-Auto 6/7nm 4 4 OTP, PUF FF, FF+ 12/16/17nm 16 17 OTP, PUF, MTP FF, FF+, FFC. FFC+, LPP, DRAM, HV LP/ULP/ULL,
Slide 31: For more information, please visit
Embedded Wisely, Embedded Widely For more information, please visit: eMemory Website: https://www.ememory.com.tw/ PUFsecurity Website: https://www.pufsecurity.com/ Embedded Wisely, Embedded Widely 31