Presentation - Result for Q3 FY2025

Results for

Third Quarter of FY2025 (Ended September 30, 2025)

3Q-2025 Results Nov. 11, 2025

November 11, 2025 SUMCO Corporation

（Code：3436）

（LEI：353800SUSRUOM0V6KU92）

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Notes Regarding the Forecasts

This material is prepared for the purpose of continuous disclosure to general shareholders and investors and will not constitute an offer or solicitation of securities of the Company in any states or jurisdictions.

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The estimate, expectation, forecast and other future information is prepared based on the information which is available for the Company as of today and on certain assumptions and qualifications (which includes our subjective judgment) and the actual financial performance or result may be substantially different from such future information contained in the material due to risk factors including domestic and global economic conditions, trend of semiconductor market and foreign exchanges.

3Q-2025 Results Nov. 11, 2025

Contents

• Summary and Market Environment

• 3Q-2025 Consolidated Business Result

  • Summary of Consolidated Business Result

  • Analysis of Changes in Operating Profit

  • Consolidated Balance Sheet and Consolidated Cash-Flow

• 4Q-2025 Consolidated Business Forecast

  • Consolidated Business Forecast

  • Analysis of Changes in Operating Profit

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• Reference Materials

3Q-2025 Results Nov. 11, 2025

Summary and Market Environment

Mayuki Hashimoto

Representative Director,

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CEO & Chairman of the Board

3Q-2025 Results Nov. 11, 2025

1-1. Summary

• 3Q-2025 Consolidated Business Result

  	3Q-2025 Actual	4Q-2025 Forecast	Change
  Net Sales	99.1	100.0	+0.9
  Operating Profit	(1.6)	(10.0)	(8.4)
  Ordinary Profit	(2.6)	(13.0)	(10.4)
  Profit (Note)	(3.9)	(16.0)	(12.1)
  EBITDA margin (%)	27.6%	24.6%	(3.0%)
  Exchange Rate (Yen/US$)	147.1	148.0	+0.9

• 4Q-2025 Consolidated Business Forecast

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  (Note) Profit attributable to owners of parent

  (Billions of Yen)

  (Billions of Yen)

  SUMCO CORPORATION

  3Q-2025 Results Nov. 11, 2025

  1-2. Shareholder Return (Forecast)

  		FY2021 (Dec-2021)	FY2022 (Dec-2022)	FY2023 (Dec-2023)	FY2024 (Dec-2024)	FY2025 (Dec-2025)
  Dividends per share for common stocks (Yen)	Interim Year-end	17 24	36 45	42 13	15 6	10 10
  	Total	41	81	55	21	20
  Dividends payment (Billions of Yen)	Interim Year-end	4.9 8.4	12.6 15.7	14.7 4.5	5.2 2.1	3.5 3.5
  	Total	13.3	28.3	19.2	7.3	7.0

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  Dividends are decided based on an overall consideration of profit levels, future outlook, funding needs for capital investment and other purposes, free cash flow, EBITDA, the status of dividend resources, and other factors.

  SUMCO CORPORATION

  3Q-2025 Results Nov. 11, 2025

  
  
  

  2-1. 200 mm Wafer Trend

  SUMCO CORPORATION

  3Q-2025 Results Nov. 11, 2025

  （Source： SUMCO's estimation)

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  2-2. 300 mm Wafer Trend

  SUMCO CORPORATION

  3Q-2025 Results Nov. 11, 2025

  （Source： SUMCO's estimation)

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  2-3. Market Environment

• 3Q-2025

  • Volume - After a large increase in 2Q, 300 mm wafer shipments were mostly flat in 3Q.

    • Shipments remained slow for 200 mm wafers.

  • Pricing - Long-term contract prices were honored.

• 4Q-2025 Forecast

  • Volume - 300 mm wafer outlook remains favorable for leading-edge products, driven by AI.

    As demand recovery for legacy products is slow, more time will be needed for customer inventory drawdown.

    • Shipments will continue to be slow for 200 mm wafers.

  • Pricing - Long-term contract prices are being maintained, while spot prices vary widely by region and application.

• Outlook

• The semiconductor market will see continued strong growth for AI use, and gradual recovery for other than AI.

• The silicon wafer market can expect strong demand for 300 mm leading-edge wafers for logic chips and increased demand for 300 mm products for data center memory chips.

Shipments of 200 mm and smaller wafers look to remain slow, with the ongoing shift to 300 mm wafers along with competition from China.

3Q-2025 Results Nov. 11, 2025

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1. AI and Wafer Demand

   1. Semiconductor Market Forecasts and AI-Related Semiconductor Growth

   2. Increase in AI-Capable Smartphones and Wafer Demand

   3. Increase in AI PCs/Tablets and Wafer Demand

   4. Increase in AI Servers and Wafer Demand

   5. Wafer Market Forecasts by Semiconductor Type

Nov. 11, 2025

SUMCO CORPORATION 3Q-2025 Results 10