Slide 1: WIN Semiconductors 1Q2026 Investor Conference
WIN Semiconductors 1Q2026 Investor Conference April 2026 WIN Semiconductors Confidential
Slide 2: Safe Harbor Notice
Safe Harbor Notice This presentation 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. Except as
Slide 3: ESG Achievements
ESG Achievements WIN recognized in DJSI World Index for the fifth consecutive year. (2020~2024) WIN has been included in the S&P Global Sustainability Yearbook for the sixth consecutive year. (2020~2025) WIN ranked in the top 5% among TPEx-listed companies for the Corporate Governance Evaluati
Slide 4: Quarterly Results & Guidance
QUARTERLY RESULTS & GUIDANCE WIN Semiconductors Confidential 4
Slide 5: Revenue & Margin Trend
Revenue & Margin Trend 1Q26 consolidated revenue was NT$4,590mn, down 4% QoQ and up 28% YoY, slightly above previous expectations. 1Q26 fab capacity utilization was flat QoQ at 60%. Due to a slightly less favorable product mix, 1Q26 individual GM was 32.2%, consolidated GM was 26.3%, and consoli
Slide 6: Earnings Trend
Earnings Trend 1Q26 net income attributable to the parent company was NT$533mn, with EPS of NT$1.26, both showing significant YoY growth. Earnings & growth trend NT$ EPS NT$M 1,200 3.00 1,000 2.50 800 2.00 600 1.50 400 1.00 200 0 0.50 -200 0.00 -400 (0.50) -600 (1.00) 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25
Slide 7: Product Mix
Product Mix 1Q25 1Q26 Others* 17% Others* Cellular 6% 30-35% Optical Wi-Fi 5-10% 10-15% Cellular 30-35% Infra. 30-35% Wi-Fi 15-20% 4Q25 Others* 17% Cellular 25-30% Infra. Wi-Fi 30-35% 15-20% * Others: Revenue not attributable to main product segments and additional revenue being consolidated in acco
Slide 8: Guidance
Guidance We expect 2Q26 consolidated revenue to increase mid-teens QoQ. We expect 2Q26 consolidated gross margin to be around the level of high twenties. WIN Semiconductors Confidential 8
Slide 9: Financial Summary
FINANCIAL SUMMARY WIN Semiconductors Confidential 9
Slide 10: Consolidated Statements of Comprehensive Income – Quarterly
Consolidated Statements of Comprehensive Income – Quarterly 1Q'26 Unit: NTD Million 1Q'25 4Q'25 QoQ YoY (unaudited) Net revenue 3,576 4,794 4,590 -4% +28% Gross profit 598 1,525 1,209 -21% +102% Gross margin (%) 16.7% 31.8% 26.3% Operating expenses (815) (860) (778) -10% -5% Operating expenses rate
Slide 11: Non-operating Items
Non-operating Items 1Q'26 Unit: NTD Million 1Q'25 (unaudited) Foreign exchange gains (losses) 113 182 Gains (losses) on disposals of property, plant and 0.5 - equipment Gain (losses) on financial assets (liabilities) at fair value 78 (126) through profit or loss, net Share of gians (losses) of assoc
Slide 12: Consolidated Balance Sheets
Consolidated Balance Sheets 2026/03/31 2025/3/31 2025/12/31 (Unit: NTD Million) Major Item (unaudited) $ % $ % $ % Cash and cash equivalents 5,546 9% 7,067 12% 6,321 10% Current financial assets at fair value through profit or loss 183 0.3% 227 0.4% 229 0.4% Notes and accounts receivable, net 1,042
Slide 13: Q&A
Q&A For more information regarding WIN www.winfoundry.com For all inquiries, suggestions, and comments ir@winfoundry.com WIN Semiconductors Confidential 13