Mpi Corporation · TPEX:6223

Mpi — Taiwan Intelligence + COMPUTEX: Up Close with TWSE's Elite 25 (May 2025)

15 slides from Mpi's conference presentation, May 22, 2025

  1. Slide 1: MPI Corporation – Up Close with TWSE's Elite 25

    MPI Corporation TAIWAN INTELLIGENCE + COMPUTEX Up Close with TWSE’s Elite 25 2025.5.22 Presentation Disclaimer The information herein contains forward-looking statements. We have based these forward-looking statements on our current expectations and projections about future events. Although we belie

  2. Slide 2: Agenda

    免責聲明 以下資訊包含前瞻性陳述，我們基於目前對未來事件的預期和預測做 出了這些前瞻性陳述。儘管我們相信這些預期和預測是合理的，但這 些前瞻性陳述本質上會受到以下風險和不確定性響，包括但不限於： 半導體和LED產業與市場的激烈競爭、半導體行業的周期性特性、全 球業務活動所涉及的風險、整體經濟和政治環境。 此處討論的所有財務數字均根據國際財務報告準則(IFRS)編制，所有 數字將在會計審計過程完成後公布。 3 Agenda 營業內容- Business Contents Probe Card AST Photonics Automation Thermal 財務報表- Financial Sta

  3. Slide 3: MPI – The Powerhouse of Testing Solutions

    MPI-The Powerhouse of Testing Solutions ~ IC Design Wafer Chip IC Function IC Probing Package/ Test Reliability Assembly Burn-in Advanced Semiconductor Test Photonics Automation Thermal Probe Card 5 2025 Q1 Shipment Breakdown Other 12.6% Equipment 20.8% Probe Card 66.6% 6

  4. Slide 4: Probe Card

    Probe Card 7 One Stop Shop Vertical / MEMS Probe Card Cantilever Probe Card Features Fine Pitch MEMS High Pin Count High Speed Substrate Hand-wired RF

  5. Slide 5: Fast Growing Applications

    9 Fast Growing Applications Future Trend for Probe Card  Large size  Hi pin count  Hi CCC  Hi speed  Fine pitch  Low force  High/Low Temperature Source: TSMC Company Confidential B

  6. Slide 6: Top Non-Memory Probe Card Vendors

    Top 5 Non-Memory Probe Card Vendors (Rank) 2020 2021 2022 2023 2024 Technoprobe Italy 2 1 1 1 1 FormFactor USA 1 2 2 2 2 MPI Corporation Taiwan 3 3 3 3 3 Nidec SV Probe Singapore 4 5 4 4 4 Japan Electronic Materials Japan 5 4 5 5 5 Top 5 Non-Memory Suppliers 2023 2024 700 33% 600 589 500 13% 400 442

  7. Slide 7: Equipment

    Equipment -AST -PA -Thermal 13 Engineering Probe Systems and RF Probe Products 50 – 300 mm 26 – 110 GHz Applications & Industry Segments Design Validation Device Characterization Failure Analysis RF & mmW High Power Wafer Level Reliability Silicon Photonics Laser Cutter

  8. Slide 8: AST: Unique Market Leader

    AST: Unique Market Leader  Unique Global Position 全球獨特的市場地位 Combining Analytical probing solution and RF measurement core technology , MPI is top solution provider for full range hi-frequency response measurement.  VOC Design 客戶導向設計 Design based on Voice of the customer to full-fill customers’ nee

  9. Slide 9: PA: Work With Market Leaders

    PA: Work With Market Leaders  Value Enhanced Product Lines 客戶價值導向的產品線規劃 MPI’s experienced RD team comes across lighting and electrical fields with automation core technology that enables us to develop leading market solutions ie VCSEL & Micro LED.  Solid Global Clientele 穩固的全球客戶群 MPI works closely

  10. Slide 10: Thermal: Customer Focus

    Thermal: Customer Focus  Innovational Temperature System 創新的溫度測試系統 Ongoing R&D investments in platforms and improvements leads MPI to meet customer demands. Thermal systems have a number of patents to provide efficient energy saving products that helps clients to fulfill ESG responsibility.  Top S

  11. Slide 11: Revenue and Gross Profit; EPS

    Revenue and Gross Profit ($IN MILLIONS) 12,000 10,171 10,000 8,147 8,000 7,439 6,509 5,926 6,000 5,515 5,560 5,386 4,962 4,448 4,156 4,013 3,897 4,000 3,406 2,828 2,586 2,743 1,935 2,297 2,140 2,229 1,793 1,960 2,000 1,623 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025Q1 Revenue Gross

  12. Slide 12: ROE and Balance Sheet Highlight

    ROE 30.00% 27.17% 25.00% 20.00% 18.73% 18.05% 15.18% 14.74% 14.24% 15.00% 10.07% 11.89% 10.00% 8.55% 7.96% 7.32% 5.00% 3.85% 0.00% 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025Q1 23 Balance Sheet Highlight NT$M 2025Q1 2024Q1 Cash and Cash Equivalents 5,965 31% 2,546 20% Fixed Assets 7,

  13. Slide 13: P&L

    P&L NT$000 2025Q1 2024Q1 Net Sales 2,828,698 100% 2,046,692 100% Cost of Goods Sold 1,205,368 43% 1,020,800 50% Gross Profit 1,623,330 57% 1,025,892 50% Operating Expense 782,986 27% 639,117 32% Operating Income 840,344 30% 386,775 18% Investment Income & Others 47,380 95,592 Net Income (after tax)

  14. Slide 14: MPI's Advanced Technologies and Corporate Strategy

    MPI’s advanced technologies  Precision Mechanical Motion Control Technology  Microscale Electrical Signal Detection Technology  High-Frequency Environment and Measurement Technology  Thermal Control and Heat Dissipation Technology  Highly Integrated Optical, Electrical, and Automation Technolog

  15. Slide 15: Thank you Q&A

    Thank you Q&A

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