Alchip Technologies Ltd. · TWSE:3661

Alchip Technologies — Q2 2026 Earnings Presentation

10 slides from Alchip Technologies's earnings presentation, Aug 14, 2026

  1. Slide 1: Alchip Investor Conference, Aug 14th, 2026

    (3661 TT) 世芯電子 法人說明會 Aug 14th, 2026 1 © 2019 Alchip Technologies Proprietary and Confidential Information

  2. Slide 2: Safe Harbor Disclaimer

    Safe Harbor Disclaimer This presentation contains forward-looking statements, including statements about business outlook and strategy, and statements about historical results that may suggest trends for our business. These statements are based on estimates and information available to us at the tim

  3. Slide 3: Meeting guidelines

    ◼ This meeting will be in English, If you need Chinse presentation slides, please go to MOPS to download the Chinese version ◼ Participants please write down your questions to host through Team’s message function with your and your company name ◼ Please use the “raise hand” function through Team for

  4. Slide 4: 總經理報告

    總經理報告 ⚫ 2Q26 總結 ⚫ 未來營運展望 ⚫ 結論 4 © 2019 Alchip Technologies Proprietary and Confidential Information

  5. Slide 5: 2026年第二季損益

    2026年第二季損益 US$'000 1Q26 2Q26 QoQ (%) YoY (%) Revenue 132,366 241,728 82.6 -18.7 COGs 65,948 157,490 138.8 -33.2 Gross Profit 66,417 84,238 26.8 36.7 Op. Exp 23,181 32,130 38.6 33.5 Op. Income 43,236 52,108 20.5 38.7 Non. Op. 13,165 12,288 -6.7 -14.7 Pre-Tax Profit 56,402 64,396 14.2 23.9 Income Tax

  6. Slide 6: 營收應用分布

    營收應用分布 季度分布 年度分布 100% 100% 80% 80% 51% 50% 50% 67% 60% 79% 60% 83% 93% 3% 1% 2% 40% 10% 16% 40% 14% 4% 7% 20% 1% 1% 20% 36% 32% 1% 34% 3% 22% 18% 3% 12% 3% 1% 0% 0% 3Q25 4Q25 1Q26 2Q26 2024 2025 1H26 Consumer Networking Niche HPC Consumer Networking Niche HPC 6 © 2019 Alchip Technologies Proprietary

  7. Slide 7: 營收製程分布

    營收製程分布 季度分布 年度分布 100% 100% 1% 14% 19% 21% 80% 36% 80% 38% 47% 60% 60% 94% 73% 70% 63% 43% 40% 40% 48% 40% 20% 20% 11% 9% 6% 5% 8% 11% 10% 7% 7% 2% 7% 0% 3% 0% 3% 3% 3Q25 4Q25 1Q26 2Q26 2024 2025 1H26 28nm and lower 16/12nm 7nm/5nm 3nm/2nm 28nm and lower 16/12nm 7nm/5nm 3nm/2nm Advanced process node

  8. Slide 8: 營收地區分布

    營收地區分布 季度分布 年度分布 100% 100% 2% 2% 6% 17% 19% 22% 26% 80% 80% 23% 60% 74% 60% 41% 51% 86% 78% 50% 40% 40% 47% 32% 20% 7% 20% 25% 18% 8% 17% 10% 8% 8% 7% 6% 7% 0% 2% 0% 3Q25 4Q25 1Q26 2Q26 2024 2025 1H26 Japan Asia Pacific N.A. Others Japan Asia Pacific N.A. Others 8 © 2019 Alchip Technologies Propriet

  9. Slide 9: 2Q26 營運回顧

    2Q26 營運回顧 量產業務貢獻提升，帶動營收加速成長 – 2Q26 營收達 2.42 億美元，季增 82.6%，年減 18.7%。 – 受量產營收佔比提高影響，2Q26 毛利率（GM）下滑。惟營業利益率（OPM）較去年 同期呈改善趨勢。 – 營業費用（OPEX）增加，主要反映 1) 人員擴編與薪資調整；2) EDA 工具及伺服器 使用等相關費用增加。 N3 加速器自五月起開始進入量產 – 核心量產專案 (北美 CSP 客戶之 N3 加速器) 已於五月啟動出貨。 – 該加速器專案將於整個 3Q26 持續放量。 – 供應予中國車廠的自動駕駛晶片出貨維持穩健；次世代專案接近 Tape-out 階段

  10. Slide 10: 謝謝指教

    謝謝指教 www.alchip.com 10 © 2019 Alchip Technologies Proprietary and Confidential Information

Alchip Technologies — Q2 2026 Earnings Presentation on 6ix