Slides
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01/29/2026 © 2026 GUC Proprietary & Security B
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01/29/2026 © 2026 GUC Proprietary & Security B 2025 Fourth Quarter Results IR Conference 01/29/2026
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01/29/2026 © 2026 GUC Proprietary & Security B Agenda 3 4Q25 Financial Results Business Update
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01/29/2026 © 2026 GUC Proprietary & Security B 4 GUC’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward- looking statements. Except as required by law, we undertake no obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise. Safe Harbor Notice
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01/29/2026 © 2026 GUC Proprietary & Security B 4Q25 Financial Results
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01/29/2026 © 2026 GUC Proprietary & Security B 6 Unit: NT$M 4Q25 QoQ 3Q25 4Q24 YoY Revenues 12,400 44% 8,613 6,022 106% NRE 2,041 -26% 2,745 1,808 13% Turnkey 10,293 79% 5,754 4,159 147% Others 66 -42% 114 55 20% Gross Margin 2,361 13% 2,086 2,000 18% % 19.0% 24.2% 33.2% SG&A Exp (224) 3% (218) (240) -7% R&D Exp (880) 8% (813) (808) 9% R&D Exp Bad debts 0 0 (75) -100% Operating Income 1,257 19% 1,055 877 43% % 10.1% 12.2% 14.6% Non-Operating Items 99 (39) 104 Income Tax (196) (149) (134) Net Income 1,160 34% 867 847 37% % 9.4% 10.1% 14.1% EPS (NT$) 8.65 34% 6.47 6.32 37% 4Q25 Statements of Comprehensive Income
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01/29/2026 © 2026 GUC Proprietary & Security B 7 Unit: NT$M Amount % Amount % Amount % Amount % Revenues 24,040 59% * 26,241 9% * 25,044 -5% * 34,141 36% * 36% NRE 6,539 27% 6,763 26% 8,436 34% 8,032 24% -5% Turnkey 16,880 70% 18,981 72% 16,161 64% 25,736 75% 59% Others 621 3% 497 2% 447 2% 373 1% -17% Gross Margin 8,335 34.7% 7,976 30.4% 8,108 32.4% 8,454 24.8% 4% SG&A Exp (946) -3.9% (891) -3.4% (1,082) -4.3% (774) -2.3% -28% R&D Exp (3,290) -13.7% (3,116) -11.9% (3,223) -12.9% (3,330) -9.8% 3% Operating Income 4,099 17.1% 3,969 15.1% 3,803 15.2% 4,350 12.7% 14% Non-Operating Items 246 1.0% 186 0.7% 260 1.0% 93 0.3% -64% Income Tax (635) -2.7% (647) -2.4% (612) -2.4% (673) -2.0% 10% Net Income 3,710 15.4% 3,508 13.4% 3,451 13.8% 3,770 11.0% 9% EPS (NT$) 27.69 26.18 25.75 28.13 9% *Revenue growth rate YoY YoY 2024 2023 2025 2022 Statements of Comprehensive Income
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01/29/2026 © 2026 GUC Proprietary & Security B 8 Annual Sales Breakdown by Region 2024 Sales(NT$M) $25,044 2025 Sales(NT$M) $34,141
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01/29/2026 © 2026 GUC Proprietary & Security B Business Update
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01/29/2026 © 2026 GUC Proprietary & Security B 10 YoY +106% QoQ +44% YoY -14.2 ppt QoQ -5.2 ppt 4Q25 Revenue & Gross Margin
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01/29/2026 © 2026 GUC Proprietary & Security B 11 YoY NRE:+13% Turnkey:+147% Others: +20% QoQ NRE: -26% Turnkey: +79% Others: -42% 4Q25 Revenue Breakdown
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01/29/2026 © 2026 GUC Proprietary & Security B 12 % of Sales 4Q24 1Q25 2Q25 3Q25 4Q25 R&D 13.4% 11.4% 13.7% 9.5% 7.1% SG&A 5.2% 1.1% 4.2% 2.5% 1.8% OPEX 18.6% 12.5% 17.9% 12.0% 8.9% OPM 14.6% 15.6% 15.4% 12.2% 10.1% YoY R&D: +9% SG&A: -29% OPM: +43% QoQ R&D: +8% SG&A: +3% OPM:+19% 4Q25 OPEX & OPM
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01/29/2026 © 2026 GUC Proprietary & Security B 13 YoY -4.7 ppt QoQ - 0.7 ppt QoQ +34% YoY +37% 4Q25 NPM & EPS
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01/29/2026 © 2026 GUC Proprietary & Security B 14 Quarterly Sales Breakdown by Technology
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01/29/2026 © 2026 GUC Proprietary & Security B 15 Annual Sales Breakdown by Technology
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01/29/2026 © 2026 GUC Proprietary & Security B 16 Annual NRE Breakdown by Technology
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01/29/2026 © 2026 GUC Proprietary & Security B 17 Annual Turnkey Breakdown by Technology
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01/29/2026 © 2026 GUC Proprietary & Security B Presentation Disclaimer The content may only represent current status and are subject to change without prior notice.
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01/29/2026 © 2026 GUC Proprietary & Security B Thank You for your attention