Slide 1: Nanya Technology Q2 2026 Investor Conference
Nanya Technology Q2 2026 Investor Conference Dr. Pei-Ing Lee, President & Spokesman July 10, 2026 July 10, 2026 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 1
Slide 2: Safe Harbor
Safe Harbor The information herein and the presentation made during the conference contain forward-looking statements. Neither Nanya Technology Corp. nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements or undertakes duty to update the state
Slide 3: Contents
01. Q2’26 Revenue & Results 02. CAPEX & Bit Shipment Contents 03. Market Outlook 04. Business Review & Outlook July 10, 2026 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 3
Slide 4: Q2'26 Revenue & Results
01. Q2’26 Revenue & Results July 10, 2026 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 4
Slide 5: Q2'26 Financial Results Summary
Q2’26 Financial Results Summary Q2’26 Q1’26 QoQ Q2’25 YoY (Note) Amount in Million NT$, except for EPS & BVPS (Unaudited) Net Sales 82,549 49,087 68.2% 10,526 684.2% Gross Profit (Loss) Gross Margin (%) 65,619 79.5% 33,316 67.9% 97.0% -2,165 -20.6% 3130.9% Operating Income (Loss) Operating Margin (%
Slide 6: Quarterly Revenue Results
Quarterly Revenue Results QoQ YoY Q2’26 vs. Q1’26 Q2’26 vs. Q2’25 Revenue 68.2% 684.2% ASP Increased > 60% Increased > 500% Shipment Flat Increased high-twenties% Exchange Rate Flat Favorable low-single digit% July 10, 2026 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 6
Slide 7: Q2'26 vs. Q1'26 Results Comparison
Q2’26 vs. Q1’26 Results Comparison Q2’26 Q1’26 QoQ Remarks Amount in Million NT$ (Unaudited) (PPT Delta) ◼ ASP increased >60% Net Sales 82,549 49,087 68.2% ◼ Bit shipment flat Gross Profit (Loss) ◼ Gross profit increased NT$32.3B, mainly 65,619 79.5% 33,316 67.9% 11.6% due to higher ASP Gross Margin
Slide 8: Operating Expenses
Operating Expenses SG&A Expenses (*Unaudited) R&D Expenses (*Unaudited) Amount in Million NT$ Amount in Million NT$ Total: 7,041 2,127 Q4 Total: 2,700 1,672 Q3 852 Q4 3,230* 1,563* 674 Q3 1,711 Q2 625 Q2 2,109 1,096 1,531 Q1 549 Q1 2025 2026 2025 2026 Note: QoQ increase is due to higher employee pro
Slide 9: Cash Flows
Cash Flows 2026 Q2 Cash Flow Amount in Million NT$ 79,509 Q2’26 Q1’26 Amount in Million NT$ (Unaudited) Beginning Balance 86,281 58,074 Financial Activities - 4,046 & Others Cash from Operating 55,013 Activities 55,013 31,549 Capital Cash from Expenditures Capital Expenditures -4,046 -2,809 Operatin
Slide 10: Sustained Profitability Over 13 years
Sustained Profitability Over 13 years ★ Cyclicality mitigated in DRAM industry ★ Accumulated profit of NT$ 282 billion for 13.5 years (as of 1H’26) Unit: NT$ billion 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1H’26 76.2 Net 40.3 39.4 28.2 23.7 22.8 8.1 17.1 9.8 7.7 14.6 Income
Slide 11: CAPEX & Bit Shipment
02. CAPEX & Bit Shipment July 10, 2026 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 11
Slide 12: CAPEX & Bit Shipment
CAPEX & Bit Shipment Amount in Billion NT$ ~ 52.0 Up fifties% Up high 13.2 16.1 13.4 teens% 1H’26 Down mid-single% Flat 6.9 2023 2024 2025 2026E 2023 2024 2025 2026E CAPEX Bit Shipment (YoY) Capital ⚫ 1H’26 CAPEX was NT$6.9B Expenditure (CAPEX) ⚫ Y2026 CAPEX up to NT$52B (Note), WFE CAPEX to account
Slide 13: Market Outlook
03. Market Outlook July 10, 2026 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 13
Slide 14: DRAM Market Outlook (Q3'26)
DRAM Market Outlook (Q3'26) ⚫ AI-driven structural change is mitigating memory market cyclicality Market ⚫ AI and general-purpose servers continue to drive strong demand for HBM and RDIMM, constraining memory supply for smartphones, PCs, automotive, and consumer electronics ⚫ Supply tightness is exp
Slide 15: Business Review & Outlook
04. Business Review & Outlook July 10, 2026 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 15
Slide 16: Financial Summary & Outlook
Financial Summary & Outlook ◼ Q2’26 net profit of NT$ 50.19 billion, EPS NT$ 14.66 ◼ Q2’26 gross margin 79.5%, net margin 60.8% ◼ 1H’26 net profit of NT$ 76.25 billion, EPS NT$ 23.38* (Note: EPS is based on weighted average outstanding shares of 3,262M) ◼ Q3’26 operational results expect to further
Slide 17: Operation Update & Outlook
Operation Update & Outlook ◼ AI infrastructure and servers contribute >20% of revenue ◼ New fab 1st phase ramp to 30K WSPM by 2028; Total capex plan of US$ 16 billion for 45K WSPM, incl. construction ◼ 1C/1D/1E/EUV development on schedule ◼ Continue to provide a broad product portfolio, incl. DDR5,
Slide 18: Thanks & Questions
Thanks & Questions July 10, 2026 ︱© 2026 Nanya Technology Corporation. All Rights Reserved. 18
Slide 19: Q2'26 Consolidated Income Statement
Q2’26 Consolidated Income Statement Q2’26 Q1’26 QoQ Q2’25 YoY (Note) Amount in Million NT$, except for EPS & BVPS (Unaudited) Net Sales 82,549 49,087 68.2% 10,526 684.2% Cost of Goods Sold 16,930 20.5% 15,771 32.1% 12,691 120.6% Gross Profit (Loss) 65,619 79.5% 33,316 67.9% 97.0% -2,165 -20.6% 3130.