Fiti — Investor Presentation 2024

Sep 6, 2024

==> picture [103 x 74] intentionally omitted <==

==> picture [591 x 89] intentionally omitted <==

2024 Second Quarter Investor Presentation

Safe Harbor Notice

==> picture [45 x 32] intentionally omitted <==

 Foxsemicon′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 statements, whether as a result of new information, future events, or otherwise.  No material from these slides may be copied, modified, re-edited, transmitted or used for commercial purposes in any way, except with Foxsemicon’s permission.

2

FOXSEMICON INTEGRATED TECHNOLOGY INC.

Agenda

==> picture [45 x 32] intentionally omitted <==

 Company Profile

 Financial Reports

 Business Performance and Outlook

 Q&A

3

FOXSEMICON INTEGRATED TECHNOLOGY INC.

==> picture [45 x 32] intentionally omitted <==

==> picture [151 x 12] intentionally omitted <==

----- Start of picture text -----

2019-2023 CAGR=16%
----- End of picture text -----

==> picture [750 x 157] intentionally omitted <==

----- Start of picture text -----

13,051
12,246
2015-2023 CAGR=12%
24.64
9,942
9,305
8,168 20.48
7,838
7,306 7,043
17.01
5,409 14.91
13.63 14.06
9.05
8.11 7.85
----- End of picture text -----

==> picture [45 x 32] intentionally omitted <==

NPI (New Product Introduction)

HVM (High Volume Manufacturing)

==> picture [923 x 443] intentionally omitted <==

----- Start of picture text -----

Silicon Valley,USA
Chunan #1,TW(HQ) Chunan #2, TW Songjiang, CN Kunshan, CN
China - Kunshan US – Union City,
CA
California
Manpower in Taiwan 745 Manpower in China 2,292 Texas
Jiangsu
Shanghai
Thailand Chunan
SCM & IPO
BKK Int’l Airport
CA/TX,USA
China+1 ChonBuri, THL
China - Kunshan C棟 D棟 US – San Jose,
B棟
ChonBuri CA
A棟
Leam Chabang Port Manpower in USA 75
：MFG Center-Taiwan/China Rayong, THL
：MFG Center(Expansion)-Thailand
：NPI R&D Center-,USA Rayong
：Sales/Service Center -Taiwan/China/USA
U-Tapao int’l Airport
(2028 Enabled)
FOXSEMICON INTEGRATED TECHNOLOGY INC. 5
----- End of picture text -----

==> picture [882 x 413] intentionally omitted <==

----- Start of picture text -----

Upstream Mid-stream Downstream
IC Manufacturing
IC Packaging & Testing IC
(Foundry/Memory)
IP Design
/IC Design IC Design
OEM
Equipment Mask Chemicals Equipment Substrate Lead Frame IC
Channel
Semiconductor Industry Eco-System
High-yield Fab productivity & Provide Total Solutions
Critical Component/ Engineering/
High Level system vertical Integration
Technology Designing
Wafer Handling Reticle
Critical Components/Spare Module System  R&D Engineering
Intelligence Intelligence
 Thin Film  Semi/Solar/Medical  Concurrent Design
(CVD/PVD/ALD) Equip. System Integration  ODM/JDM Design
Micro
 ETCH & EPI & RTP  System Virtual Virtual Factory
Contamination Wafer Inspection
Equip. Integration & Testing  DFx Collaboration
Process Vacuum Chambers Control
Transfer Vacuum Chambers  CMP Equip.  Merge-in-Transit to  EC Control &
 Power Distribution Consolidation Hub Management
Unit  Equipment Installation
Customized &
Standardized
Standardized
Critical Component R&D innovation Automation Products and
High Level System Integrator NPI Partner Equipment
Provider Modules
----- End of picture text -----

High-yield Fab productivity & Provide Total Solutions

Critical Component/ Engineering/ High Level system vertical Integration Technology Designing  Critical Components/Spare Module System  R&D Engineering Parts

 Thin Film  Semi/Solar/Medical  High Purity/Vacuum (CVD/PVD/ALD) Equip. System Integration Components  ETCH & EPI & RTP  System Virtual  Wafer Process Kits Equip. Integration & Testing  Process Vacuum Chambers  Transfer Vacuum Chambers  CMP Equip.  Merge-in-Transit to  Power Distribution Consolidation Hub Unit

Critical Component Provider

Business Units & Plans

 Wafer process equipment manufacturing (ETCH, ThinFilm, CMP)

Semi-conductor process related product Fab automation manufacturing design and service. manufacturing

 Solar/Panel/LED Equipment Manufacturing

 Critical components and spare parts Manufacturing

 Equipment / Parts

refurbishing, repairing, and recycling services

Equipment and components circular economy

Medical equipment OEM and manufacturing

 Technology application at re-circular services

==> picture [45 x 32] intentionally omitted <==

 Non-process equipment development

 Wafer Handling Intelligence

 Reticle Intelligence

 Micro Contamination Control  Wafer Inspection

 Medical image diagnostic equipment

 Critical components OEM

 Equipment contract manufacturing

 Radiotherapy equipment manufacturing

7

FOXSEMICON INTEGRATED TECHNOLOGY INC.

==> picture [45 x 32] intentionally omitted <==

2Q24 Financial Reports

FOXSEMICON INTEGRATED TECHNOLOGY INC.

8

Statements of Comprehensive Income

==> picture [852 x 432] intentionally omitted <==

==> picture [45 x 32] intentionally omitted <==

==> picture [40 x 46] intentionally omitted <==

==> picture [40 x 46] intentionally omitted <==

==> picture [40 x 46] intentionally omitted <==

9

FOXSEMICON INTEGRATED TECHNOLOGY INC.

Balance Sheets & Key Indices

==> picture [45 x 32] intentionally omitted <==

==> picture [852 x 426] intentionally omitted <==

10

FOXSEMICON INTEGRATED TECHNOLOGY INC.

Cash Flows

==> picture [45 x 32] intentionally omitted <==

==> picture [682 x 412] intentionally omitted <==

*Free Cash Flow=Cash from operating activities-Capital expenditures

11

FOXSEMICON INTEGRATED TECHNOLOGY INC.

==> picture [45 x 32] intentionally omitted <==

Business Performance and Outlook

FOXSEMICON INTEGRATED TECHNOLOGY INC.

12

==> picture [45 x 32] intentionally omitted <==

2024Q2 revenue: $3.721 billion, QoQ: +12,YoY: +13%, a record high for the period 2024H1 revenue: $7.043 billion,YoY: +5.2%, a record high in the same period

==> picture [835 x 279] intentionally omitted <==

----- Start of picture text -----

4,181
4,055 +3.1%
4%
4% -18.6% 3,721
+26.8%
3,410 -6.3% 3,403 -3.3% 3,292 3,379 -1.7% 3,322 +12% 1%
4% 3,197 2% -9.6% +13.5%
3% 3% 2,977 5% 2%
2%
96%
96%
99%
96% 98% 97% 95% 98%
97%
98%
----- End of picture text -----

2Q24 Revenues by Business

==> picture [45 x 32] intentionally omitted <==

==> picture [25 x 11] intentionally omitted <==

----- Start of picture text -----

1%
----- End of picture text -----

==> picture [11 x 11] intentionally omitted <==

==> picture [10 x 10] intentionally omitted <==

Manufacturing Services

==> picture [105 x 13] intentionally omitted <==

----- Start of picture text -----

Self-Development
----- End of picture text -----

==> picture [32 x 11] intentionally omitted <==

----- Start of picture text -----

99%
----- End of picture text -----

Manufacturing Services +12.7% QoQ

==> picture [366 x 191] intentionally omitted <==

----- Start of picture text -----

Unit: NT$M
+14.7% YoY
4,000 3,667
3,000
2,000
1,000
-
23Q2 24Q1 24Q2
----- End of picture text -----

==> picture [377 x 236] intentionally omitted <==

----- Start of picture text -----

Self-Development
-20.7% QoQ
Unit: NT$M
-42.7% YoY
100
80
54
60
40
20
-
23Q2 24Q1 24Q2
----- End of picture text -----

14

FOXSEMICON INTEGRATED TECHNOLOGY INC.

Manufacturing Services Revenue by Products

==> picture [45 x 32] intentionally omitted <==

3667	3667	3667
20% 30% 28% 20% 21% 19% 13% 11% 11% 8% 5% 5% 8% 4% 6% 7% 7% 7% 7% 9% 8% 5% 5% 4% 9% 6% 11% 3,254 3,198 ,

3Q24 Business Outlook

==> picture [45 x 32] intentionally omitted <==

==> picture [869 x 382] intentionally omitted <==

----- Start of picture text -----

Manufacturing Auto Design &
Fiti
Services Manufacturing
QoQ QoQ QoQ
YoY YoY YoY
----- End of picture text -----

16

FOXSEMICON INTEGRATED TECHNOLOGY INC.

==> picture [45 x 32] intentionally omitted <==

CY2030 Semi industry revenue>$1T

WFE($B) 2023 2024(F) 2025(F) 2026(F) 2027(F) Semi (2024/06) 103 109 128 YoY 2% 6% 17% Gartner (2024/07) 103 106 113 122 119 YoY 2% 3% 7% 8% -2% TechInsights 99 102 122 140 132 (2024/06) YoY 1% 3% 20% 15% -6%

Recap of Recent Major Events

==> picture [45 x 32] intentionally omitted <==

 FITI has distributed a cash dividend of NT$1,173,260,000 (approximately NT$11.29991481 per share) on 31 July for the 2023 earnings

 The Board of Directors increased capital expenditure for the establishment of a plant in Thailand, increasing the budget from US$120 million to US$292 million

 Kainova Technology, a subsidiary of Foxsemicon, will participate SEMICON Taiwan 2024 on September 4-6 to showcase the latest semiconductor and EUV Reticle Automation and technology

18

FOXSEMICON INTEGRATED TECHNOLOGY INC.

Summary

==> picture [45 x 32] intentionally omitted <==

 2024 H1 Revenue and Profit double growth

• H1 EPS of NT$12.29 hits record high

• Fiti Q2 margin in GP/OP/NP grows QoQ and YoY, EPS NT$6.75 at second highest in a quarter

• Q3 revenue to hit new highs, 2024 operations to outperform semiconductor equipment market

 AI applications push growth of memory and advanced logic process equipment and capacity utilization rate, which will contribute to the Company's revenue performance

• Existing customers & products growth, new customers & new products in-depth cultivation to sustain the company's operational capability.

 Accelerated China+1 capacity in response to geopolitical impacts and to meet semiconductor equipment market growth

19

FOXSEMICON INTEGRATED TECHNOLOGY INC.

==> picture [103 x 74] intentionally omitted <==

Thank you

FOXSEMICON INTEGRATED TECHNOLOGY INC.

20