Allied Supreme Corp · TWSE:4770
Allied Supreme — Q1 2026 Earnings Presentation
19 slides from Allied Supreme's earnings presentation, Jan 13, 2026
Slide 1: ALLIED SUPREME CORP. 2026 Q1 Investor Conference
ALLIED SUPREME CORP. (4770.TW) 2026 Q1 Investor Conference We are the company which can offer you complete solution in Fluoropolymer https://www.alliedsupreme.com/ 1
Slide 2: Safe Harbor Notice
Safe Harbor Notice Except for historical information contained herein, the matters set forth in this presentation are forward looking statements subject to significant risks and uncertainties that could cause actual results to differ materially, including the impact of competitive products and prici
Slide 3: Contents
Contents 1. Company Introduction 2. Operating Performance 3. Business Outlook 4. Q & A https://www.alliedsupreme.com/ 3
Slide 4: Company Introduction
01 Company Introduction 4
Slide 5: About ASC
About ASC Founded Since 1981 Taiwan Headquarter Taipei Capital Plant、R&D Changhua 799,760,000 NTD Office Hsinchu USA Office Arizona Office Tainan IPO Date 2021/12 China Stock No. 4770 Plant、R&D Jiaxing Employee Consolidated 762 people Taiwan 485 people Photo of plant and R&D at Changhua https://www.
Slide 6: ASC Main products and industry overview
ASC Main products and industry overview Raw material supply ASC Product Lines ASC Customer Fluoropolymer Semi-Finished Final Products Raw Material Provider Products Lined Equipment Lined Pipe & Fitting IC Industry EL Chemical Industry LCD Industry Petrochem https://www.alliedsupreme.com/ 6
Slide 7: Applications
Applications TEFPASS® is a key success factor in maintaining stable quality for high-purity chemicals. High-purity electronic chemicals are crucial for semiconductor process yield. 光阻塗佈+曝光微影/ Photolithography Photoresist光阻液 (PR), EBR, TMAH, Thinner光阻稀釋液 (PGMEA, PGME) High Purity Chemical Stable qual
Slide 8: Applications Products for Electronic Grade Chemical Plants Construction
Applications Products for Electronic Grade Chemical Plants Construction Usage ratio in Item Formula wet process Sulfuric acid H2SO4 Hydrogen peroxide H2O2 Ammonia NH3.H2O Hydrofluoric acid HF 88% IPA(Isopropyl Alcohol) C3H8O Nitric acid HNO3 Hydrochloric acid HCL Phosphoric acid H3PO4 Usage ratio in
Slide 9: Applications Products for Semiconductor Fabs Construction
Applications Products for Semiconductor Fabs Construction https://www.alliedsupreme.com/ 9
Slide 10: Operating Performance
02 Operating Performance 10
Slide 11: 2025 Sales revenue % by Industries
2025 Sales revenue % by Industries (產業別) 11
Slide 12: 2025 Sales revenue % by Products
2025 Sales revenue % by Products (產品別) 12
Slide 13: 2025 Sales revenue % by Customers Location
2025 Sales revenue % by Customers Location (地區別) 13
Slide 14: Quarterly Consolidated Income Statement
Quarterly Consolidated Income Statement In NT$ thousands (In NT$ thousands) 3Q25 2Q25 QoQ 3Q24 YoY Operating Revenue and Gross Profit In 3Q25, single-quarter revenue reached NT$1.397 billion, up from NT$1.312 billion in Net sales 1,397,055 1,312,327 6% 1,772,441 -21% the previous quarter, representi
Slide 15: Business Outlook
03 Business Outlook 15
Slide 16: SEMI Reports Global Silicon Wafer Shipments to Rebound 5.4% in 2025
SEMI Reports Global Silicon Wafer Shipments to Rebound 5.4% in 2025, with New Record Expected by 2028 https://www.semi.org/en/semi-press-release/semi-reports-global-silicon-wafer-shipments-to-rebound-5.4-percent-in-2025-with-new- record-expected-by-2028 https://www.alliedsupreme.com/ 16
Slide 17: SEMI Reports Global 300mm Fab Equipment Spending Expected to Total $374 Billion
SEMI Reports Global 300mm Fab Equipment Spending Expected to Total $374 Billion Over Next Three Years https://www.semi.org/en/semi-press-release/semi-reports-global-300mm-fab-equipment-spending-expected-to-total-374-billion-dollars- https://www.alliedsupreme.com/ over-next-three-years 17
Slide 18: Q&A
04 Q&A 18
Slide 19: ALLIED SUPREME CORP
ALLIED SUPREME CORP (4770.TW) Investor Relations ir@alliedsupreme.com http://www.alliedsupreme.com We are the company which can offer you complete solution in Fluoropolymer 19