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KYEC Investor Presentation 2025

Nov 13, 2025

52090_rns_2025-11-13_5cbb5656-70eb-4355-9241-3aa666a2e04b.pdf

Investor Presentation

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Benchmark of The Testing Industry

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King Yuan Electronic Co., Ltd. 京元電子股份有限公司

[TWSE: 2449] November, 2025

  • Wafer Test Service

  • Assembly Service

  • Burn-In Service

IC Test Service

  • Backend Support

  • Turnkey Operation

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Safe Harbor Notice

  • Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward - looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company most recent Annual Report on Taiwan Stock Exchange (Market Observation Post System).

□極機密 / TOP SECRET □機密 / SECRET □密 / CONFIDENTIAL ■非機密 /NON- CONFIDENTIAL

2

KYEC rou sna shot g p p

  • Overview Manufacturing footprint in Taiwan

  • Established In: May 1987 Headquarters Chu-Nan fab.

  • Headquarters: Hsinchu, Taiwan Tou-Fen fab.

  • TWSE Listed: 2449.TW Tung-Luo fab.

  • Market Cap.[(1)] : NT$200,530 millionEmployees: 8,623

Key milestones

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Began wafer sort
service for logic Complete Chu- Complete Tong-
and memory Complete Complete Chu- Nan fab V Luo fab III
Chu-Nan fab I Nan fab III & IV
product
Began wafer
dicing service Began burn-in Complete Complete Complete Tong- Complete Tong-
services Hsinchu HQ Chu-Nan fab II Luo fab I Luo fab II
1987 1990 1993 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2022
2020 2025
Establish
Establish US Inception of Establish Japan
Inception of subsidiary KLT Suzhou Singapore subsidiary Dispose of
KYEC subsidiary
entire KLT
Listed in DLT merger share
Inception of ZKT
TWSE Market
Suzhou
Note: (1) As of September 30, 2025
----- End of picture text -----

□極機密 / TOP SECRET □機密 / SECRET □密 / CONFIDENTIAL ■非機密 /NON- CONFIDENTIAL

3

KYEC is the benchmark of semi testin industr g y

KYEC is uniquely positioned, locally and globally, as a pure-play testing house and aiming to take advantages of the ever-growing outsourced semi testing business.

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1
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5,100+ sets of installed test system, including both commercial and in-house developed testers, providing testing services for various end applications

2

Optimal customer structure and balanced business exposure to maintain strong margin growth during the volatile semiconductor market environment

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3
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In-house test system developing and manufacturing capability as a core competence differentiate KYEC from its OSAT peers

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4
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Seasoned management team with broad and deep industry experiences

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5 Healthy financial structure and strong EBITDA profit to support CapEx
6 Corporate strategies dedicated to enhance shareholder’s interests
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□極機密 / TOP SECRET □機密 / SECRET □密 / CONFIDENTIAL ■非機密 /NON- CONFIDENTIAL

4

IC manufacturin rocess and KYEC available services g p

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

Laser Repair
Front-End Manufacturing
IC Design/ Wafer
IDM Foundry Die Wafer
CP
Bank Grinding
IDM
Gold / Solder
WL
Bump WLBI
Cycling
Dicing
Backend
- Marking/ LS Cycling Burn-In
- Tape & Reel
Customer - Dry Pack
Assembly
FT
Drop Ship
Module Test
Note: Blue colors are KYEC available services
----- End of picture text -----

□極機密 / TOP SECRET □機密 / SECRET □密 / CONFIDENTIAL ■非機密 /NON- CONFIDENTIAL

5

Diversified roduct mix for stable lon -term rowth p , g g

In general, test services contributed about 95% of company’s total revenue.

  • Devices tested by KYEC have been widely used in various applications, including consumer, communication, automotive, data computing and industrial … etc.

  • Revenue recorded in Others included sale of equipment and tooling, lease income, and miscellaneous items.

Revenue breakdown for Q3’25

By Manufacturing Process

By Application

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□極機密 / TOP SECRET □機密 / SECRET □密 / CONFIDENTIAL ■非機密 /NON- CONFIDENTIAL

6

KYEC services lobal to tier customers g p

48% of global top 50 semi companies use KYEC’s test services


2024
Company
2023
2024
Change
1
NVIDIA
34,846 76,692
120.1%
2
SamsungElectronics
40,868 65,697
60.8%
3
Intel

49,427 49,804
0.8%
4
SK hynix
23,077 44,186
91.5%
5
Qualcomm
29,229 32,976
12.8%
6
Broadcom
25,613 27,801
8.5%
7
Micron Technology
16,153 27,619
71.0%
8
AMD

22,307 24,127
8.2%
9
Apple
18,052 20,510
13.6%
10
MediaTek
13,451 15,934
18.5%
11
Infineon Technologies

17,022 15,777
-7.3%
12
Texas Instruments
16,483 14,718
-10.7%
13
STMicroelectronics
16,941 12,899
-23.9%
14
NXP
13,076 12,438
-4.9%
15
Sony

10,195 11,148
9.3%
16
KIOXIA
5,842
9,523
63.0%
17
AnalogDevices
11,813
9,367
-20.7%
18
Renesas Electronics

10,436
8,732
-16.3%
19
Onsemi
7,927
6,802
-14.2%
20
Western Digital
5,269
6,462
22.6%
21
Yangtze Memory
2,180
5,645
158.9%
22
Marvell TechnologyGroup

5,450
5,637
3.4%
23
HiSilicon
2,332
4,785
105.2%
24
MicrochipTechnology
8,424
4,646
-44.8%
25
Realtek Semiconductor

3,047
3,524
15.7%

2024
Company
2023
2024
Change
1
NVIDIA
34,846 76,692
120.1%
2
SamsungElectronics
40,868 65,697
60.8%
3
Intel

49,427 49,804
0.8%
4
SK hynix
23,077 44,186
91.5%
5
Qualcomm
29,229 32,976
12.8%
6
Broadcom
25,613 27,801
8.5%
7
Micron Technology
16,153 27,619
71.0%
8
AMD

22,307 24,127
8.2%
9
Apple
18,052 20,510
13.6%
10
MediaTek
13,451 15,934
18.5%
11
Infineon Technologies

17,022 15,777
-7.3%
12
Texas Instruments
16,483 14,718
-10.7%
13
STMicroelectronics
16,941 12,899
-23.9%
14
NXP
13,076 12,438
-4.9%
15
Sony

10,195 11,148
9.3%
16
KIOXIA
5,842
9,523
63.0%
17
AnalogDevices
11,813
9,367
-20.7%
18
Renesas Electronics

10,436
8,732
-16.3%
19
Onsemi
7,927
6,802
-14.2%
20
Western Digital
5,269
6,462
22.6%
21
Yangtze Memory
2,180
5,645
158.9%
22
Marvell TechnologyGroup

5,450
5,637
3.4%
23
HiSilicon
2,332
4,785
105.2%
24
MicrochipTechnology
8,424
4,646
-44.8%
25
Realtek Semiconductor

3,047
3,524
15.7%

2024
Company
2023
2024
Change
1
NVIDIA
34,846 76,692
120.1%
2
SamsungElectronics
40,868 65,697
60.8%
3
Intel

49,427 49,804
0.8%
4
SK hynix
23,077 44,186
91.5%
5
Qualcomm
29,229 32,976
12.8%
6
Broadcom
25,613 27,801
8.5%
7
Micron Technology
16,153 27,619
71.0%
8
AMD

22,307 24,127
8.2%
9
Apple
18,052 20,510
13.6%
10
MediaTek
13,451 15,934
18.5%
11
Infineon Technologies

17,022 15,777
-7.3%
12
Texas Instruments
16,483 14,718
-10.7%
13
STMicroelectronics
16,941 12,899
-23.9%
14
NXP
13,076 12,438
-4.9%
15
Sony

10,195 11,148
9.3%
16
KIOXIA
5,842
9,523
63.0%
17
AnalogDevices
11,813
9,367
-20.7%
18
Renesas Electronics

10,436
8,732
-16.3%
19
Onsemi
7,927
6,802
-14.2%
20
Western Digital
5,269
6,462
22.6%
21
Yangtze Memory
2,180
5,645
158.9%
22
Marvell TechnologyGroup

5,450
5,637
3.4%
23
HiSilicon
2,332
4,785
105.2%
24
MicrochipTechnology
8,424
4,646
-44.8%
25
Realtek Semiconductor

3,047
3,524
15.7%

2024
Company
2023
2024
Change
1
NVIDIA
34,846 76,692
120.1%
2
SamsungElectronics
40,868 65,697
60.8%
3
Intel

49,427 49,804
0.8%
4
SK hynix
23,077 44,186
91.5%
5
Qualcomm
29,229 32,976
12.8%
6
Broadcom
25,613 27,801
8.5%
7
Micron Technology
16,153 27,619
71.0%
8
AMD

22,307 24,127
8.2%
9
Apple
18,052 20,510
13.6%
10
MediaTek
13,451 15,934
18.5%
11
Infineon Technologies

17,022 15,777
-7.3%
12
Texas Instruments
16,483 14,718
-10.7%
13
STMicroelectronics
16,941 12,899
-23.9%
14
NXP
13,076 12,438
-4.9%
15
Sony

10,195 11,148
9.3%
16
KIOXIA
5,842
9,523
63.0%
17
AnalogDevices
11,813
9,367
-20.7%
18
Renesas Electronics

10,436
8,732
-16.3%
19
Onsemi
7,927
6,802
-14.2%
20
Western Digital
5,269
6,462
22.6%
21
Yangtze Memory
2,180
5,645
158.9%
22
Marvell TechnologyGroup

5,450
5,637
3.4%
23
HiSilicon
2,332
4,785
105.2%
24
MicrochipTechnology
8,424
4,646
-44.8%
25
Realtek Semiconductor

3,047
3,524
15.7%

2024
Company
2023
2024
Change
1
NVIDIA
34,846 76,692
120.1%
2
SamsungElectronics
40,868 65,697
60.8%
3
Intel

49,427 49,804
0.8%
4
SK hynix
23,077 44,186
91.5%
5
Qualcomm
29,229 32,976
12.8%
6
Broadcom
25,613 27,801
8.5%
7
Micron Technology
16,153 27,619
71.0%
8
AMD

22,307 24,127
8.2%
9
Apple
18,052 20,510
13.6%
10
MediaTek
13,451 15,934
18.5%
11
Infineon Technologies

17,022 15,777
-7.3%
12
Texas Instruments
16,483 14,718
-10.7%
13
STMicroelectronics
16,941 12,899
-23.9%
14
NXP
13,076 12,438
-4.9%
15
Sony

10,195 11,148
9.3%
16
KIOXIA
5,842
9,523
63.0%
17
AnalogDevices
11,813
9,367
-20.7%
18
Renesas Electronics

10,436
8,732
-16.3%
19
Onsemi
7,927
6,802
-14.2%
20
Western Digital
5,269
6,462
22.6%
21
Yangtze Memory
2,180
5,645
158.9%
22
Marvell TechnologyGroup

5,450
5,637
3.4%
23
HiSilicon
2,332
4,785
105.2%
24
MicrochipTechnology
8,424
4,646
-44.8%
25
Realtek Semiconductor

3,047
3,524
15.7%
(US$ Millions)

2024
Company
2023
2024
Change
26
Skyworks Solutions
3,882
3,368
-13.2%
27
Novatek

3,515
3,165
-10.0%
28
Bosch
2,962
2,989
0.9%
29
OMNIVISION

2,422
2,963
22.3%
30
Qorvo
2,477
2,712
9.5%
31
CXMT
629
2,574
309.2%
32
Rohm
2,833
2,547
-10.1%
33
ams OSRAM
2,332
2,412
3.4%
34
Toshiba

2,661
2,318
-12.9%
35
Monolithic Power Systems
1,783
2,160
21.1%
36
Nexperia
2,151
2,043
-5.0%
37
UniSoC Technologies
1,833
2,015
9.9%
38
Cirrus Logic
1,790
1,843
3.0%
39
DENSO
1,847
1,775
-3.9%
40
Mobileye

1,986
1,553
-21.8%
41
Winbond Electronics
1,206
1,446
19.9%
42
Nichia
1,435
1,401
-2.4%
43
AlchipTechnologies

776
1,396
79.9%
44
Vishay
1,709
1,393
-18.5%
45
Mitsubishi Electric
1,491
1,383
-7.2%
46
LX Semicon
1,455
1,361
-6.5%
47
Hangzhou Silan
1,179
1,312
11.3%
48
Sanechips Technology
1,309
1,301
-0.6%
49
Socionext
1,589
1,293
-18.6%
50
Hygon
847
1,273
50.3%
(US$ Millions)

2024
Company
2023
2024
Change
26
Skyworks Solutions
3,882
3,368
-13.2%
27
Novatek

3,515
3,165
-10.0%
28
Bosch
2,962
2,989
0.9%
29
OMNIVISION

2,422
2,963
22.3%
30
Qorvo
2,477
2,712
9.5%
31
CXMT
629
2,574
309.2%
32
Rohm
2,833
2,547
-10.1%
33
ams OSRAM
2,332
2,412
3.4%
34
Toshiba

2,661
2,318
-12.9%
35
Monolithic Power Systems
1,783
2,160
21.1%
36
Nexperia
2,151
2,043
-5.0%
37
UniSoC Technologies
1,833
2,015
9.9%
38
Cirrus Logic
1,790
1,843
3.0%
39
DENSO
1,847
1,775
-3.9%
40
Mobileye

1,986
1,553
-21.8%
41
Winbond Electronics
1,206
1,446
19.9%
42
Nichia
1,435
1,401
-2.4%
43
AlchipTechnologies

776
1,396
79.9%
44
Vishay
1,709
1,393
-18.5%
45
Mitsubishi Electric
1,491
1,383
-7.2%
46
LX Semicon
1,455
1,361
-6.5%
47
Hangzhou Silan
1,179
1,312
11.3%
48
Sanechips Technology
1,309
1,301
-0.6%
49
Socionext
1,589
1,293
-18.6%
50
Hygon
847
1,273
50.3%
(US$ Millions)

2024
Company
2023
2024
Change
26
Skyworks Solutions
3,882
3,368
-13.2%
27
Novatek

3,515
3,165
-10.0%
28
Bosch
2,962
2,989
0.9%
29
OMNIVISION

2,422
2,963
22.3%
30
Qorvo
2,477
2,712
9.5%
31
CXMT
629
2,574
309.2%
32
Rohm
2,833
2,547
-10.1%
33
ams OSRAM
2,332
2,412
3.4%
34
Toshiba

2,661
2,318
-12.9%
35
Monolithic Power Systems
1,783
2,160
21.1%
36
Nexperia
2,151
2,043
-5.0%
37
UniSoC Technologies
1,833
2,015
9.9%
38
Cirrus Logic
1,790
1,843
3.0%
39
DENSO
1,847
1,775
-3.9%
40
Mobileye

1,986
1,553
-21.8%
41
Winbond Electronics
1,206
1,446
19.9%
42
Nichia
1,435
1,401
-2.4%
43
AlchipTechnologies

776
1,396
79.9%
44
Vishay
1,709
1,393
-18.5%
45
Mitsubishi Electric
1,491
1,383
-7.2%
46
LX Semicon
1,455
1,361
-6.5%
47
Hangzhou Silan
1,179
1,312
11.3%
48
Sanechips Technology
1,309
1,301
-0.6%
49
Socionext
1,589
1,293
-18.6%
50
Hygon
847
1,273
50.3%
(US$ Millions)

2024
Company
2023
2024
Change
26
Skyworks Solutions
3,882
3,368
-13.2%
27
Novatek

3,515
3,165
-10.0%
28
Bosch
2,962
2,989
0.9%
29
OMNIVISION

2,422
2,963
22.3%
30
Qorvo
2,477
2,712
9.5%
31
CXMT
629
2,574
309.2%
32
Rohm
2,833
2,547
-10.1%
33
ams OSRAM
2,332
2,412
3.4%
34
Toshiba

2,661
2,318
-12.9%
35
Monolithic Power Systems
1,783
2,160
21.1%
36
Nexperia
2,151
2,043
-5.0%
37
UniSoC Technologies
1,833
2,015
9.9%
38
Cirrus Logic
1,790
1,843
3.0%
39
DENSO
1,847
1,775
-3.9%
40
Mobileye

1,986
1,553
-21.8%
41
Winbond Electronics
1,206
1,446
19.9%
42
Nichia
1,435
1,401
-2.4%
43
AlchipTechnologies

776
1,396
79.9%
44
Vishay
1,709
1,393
-18.5%
45
Mitsubishi Electric
1,491
1,383
-7.2%
46
LX Semicon
1,455
1,361
-6.5%
47
Hangzhou Silan
1,179
1,312
11.3%
48
Sanechips Technology
1,309
1,301
-0.6%
49
Socionext
1,589
1,293
-18.6%
50
Hygon
847
1,273
50.3%
(US$ Millions)

2024
Company
2023
2024
Change
26
Skyworks Solutions
3,882
3,368
-13.2%
27
Novatek

3,515
3,165
-10.0%
28
Bosch
2,962
2,989
0.9%
29
OMNIVISION

2,422
2,963
22.3%
30
Qorvo
2,477
2,712
9.5%
31
CXMT
629
2,574
309.2%
32
Rohm
2,833
2,547
-10.1%
33
ams OSRAM
2,332
2,412
3.4%
34
Toshiba

2,661
2,318
-12.9%
35
Monolithic Power Systems
1,783
2,160
21.1%
36
Nexperia
2,151
2,043
-5.0%
37
UniSoC Technologies
1,833
2,015
9.9%
38
Cirrus Logic
1,790
1,843
3.0%
39
DENSO
1,847
1,775
-3.9%
40
Mobileye

1,986
1,553
-21.8%
41
Winbond Electronics
1,206
1,446
19.9%
42
Nichia
1,435
1,401
-2.4%
43
AlchipTechnologies

776
1,396
79.9%
44
Vishay
1,709
1,393
-18.5%
45
Mitsubishi Electric
1,491
1,383
-7.2%
46
LX Semicon
1,455
1,361
-6.5%
47
Hangzhou Silan
1,179
1,312
11.3%
48
Sanechips Technology
1,309
1,301
-0.6%
49
Socionext
1,589
1,293
-18.6%
50
Hygon
847
1,273
50.3%
2024 Company 2023 2024 Change 2024 Company 2023 2024 Change
1 NVIDIA* 34,846 76,692 120.1% 26 Skyworks Solutions* 3,882 3,368 -13.2%
2 SamsungElectronics 40,868 65,697 60.8% 27 Novatek* 3,515 3,165 -10.0%
3 Intel* 49,427 49,804 0.8% 28 Bosch* 2,962 2,989 0.9%
4 SK hynix 23,077 44,186 91.5% 29 OMNIVISION* 2,422 2,963 22.3%
5 Qualcomm 29,229 32,976 12.8% 30 Qorvo 2,477 2,712 9.5%
6 Broadcom* 25,613 27,801 8.5% 31 CXMT 629 2,574 309.2%
7 Micron Technology 16,153 27,619 71.0% 32 Rohm 2,833 2,547 -10.1%
8 AMD* 22,307 24,127 8.2% 33 ams OSRAM* 2,332 2,412 3.4%
9 Apple 18,052 20,510 13.6% 34 Toshiba* 2,661 2,318 -12.9%
10 MediaTek* 13,451 15,934 18.5% 35 Monolithic Power Systems 1,783 2,160 21.1%
11 Infineon Technologies* 17,022 15,777 -7.3% 36 Nexperia 2,151 2,043 -5.0%
12 Texas Instruments 16,483 14,718 -10.7% 37 UniSoC Technologies 1,833 2,015 9.9%
13 STMicroelectronics* 16,941 12,899 -23.9% 38 Cirrus Logic* 1,790 1,843 3.0%
14 NXP 13,076 12,438 -4.9% 39 DENSO 1,847 1,775 -3.9%
15 Sony* 10,195 11,148 9.3% 40 Mobileye* 1,986 1,553 -21.8%
16 KIOXIA 5,842 9,523 63.0% 41 Winbond Electronics* 1,206 1,446 19.9%
17 AnalogDevices* 11,813 9,367 -20.7% 42 Nichia 1,435 1,401 -2.4%
18 Renesas Electronics* 10,436 8,732 -16.3% 43 AlchipTechnologies* 776 1,396 79.9%
19 Onsemi* 7,927 6,802 -14.2% 44 Vishay 1,709 1,393 -18.5%
20 Western Digital 5,269 6,462 22.6% 45 Mitsubishi Electric 1,491 1,383 -7.2%
21 Yangtze Memory 2,180 5,645 158.9% 46 LX Semicon 1,455 1,361 -6.5%
22 Marvell TechnologyGroup* 5,450 5,637 3.4% 47 Hangzhou Silan 1,179 1,312 11.3%
23 HiSilicon 2,332 4,785 105.2% 48 Sanechips Technology 1,309 1,301 -0.6%
24 MicrochipTechnology* 8,424 4,646 -44.8% 49 Socionext 1,589 1,293 -18.6%
25 Realtek Semiconductor* 3,047 3,524 15.7% 50 Hygon 847 1,273 50.3%

Source: Gartner 2025

Note: company’s names in blue * are KYEC’s customers. AMD includes Xilinx.

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KYEC retains flexible and cost effective test solutions

Current semi testing service provider is demanding on flexibility, cost effective and various platform/capacity for servicing the small-volume business trend.KYEC is standing to take advantage of this market trend for its flexible in test platform choices, capacity and in-house capability.

KYEC currently installed 5,100+ test systems on its shop floor.

Memory Logic /
Mixed-Signal
CIS/CCD LCD Driver RF / Wireless SOC
Advantest T5571P / T5581H /
T5585 / T5588
T5371 / T5372 / T5377S
T5382A / T5771
T5335 / T5365 / T5334 /
T5335P
T6672 / T6673
T6575 / T6577
T6683
T6331
T6371
T6372
T6373
T2000-RF T2000
Agilent
(Verigy)
V1200 / V2000
V3000 / V4400
HP93K / HP94K / HP83K HP93KIP / 94KIP HP93KPSRF HP93KPS / PS1600
HP93K-EXA
LTX-
Credence
Kalos / XW
Kalos II / HEX
Pkalos / Pkalos II
Duo / Quartet
SCX12 / ITS9KEXA / CV
ITS3KEXA /
ASL1K / ASL3K-MS
Sapphire/D10
ASL3K-RF
Fusion-CX
Fusion-MX
Sapphire / D10
Fusion-MX
DiamondX
Teradyne M1 / M2 Catalyst / J750
J750EX / iFlex
Ultra Flex
IP750
IP750EMP
Flex-RF
Catalyst-RF
Ultra Flex-RF
J750EX / J750 /
J750HD / ETS-364
iFlex / Ultra Flex
Catalyst / M1 / M2
Yokogawa TS6700
ST6730
KYEC M-series tester E-series tester I-series tester D-series tester E-series tester E-series tester

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In-house test s stems widel use in mass roduction y y p

In general, in-house test system provide a custom-tailored solution flexible in test configuration and programming for device used in various applications.

In addition, KYEC designs and manufactures test tooling and probe card in-house.

Application of in-house tester

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CIS Tester
Integration Image
Process & Optical
Logic Tester
MEMS G-sensor Tester
Integration of Motion & thermal
socket
SOC solution
MEMS Microphone Tester Integration of Analog
module & RF module
Integration of
Acoustic chamber
& kit design
High Power Solution
Integration of Hi-voltage
LCD Driver Solution module & Hi-current module
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KYEC develo ed ovens for burn-in test services p

  • In-house burn-in ovens provide flexibility, custom tailored test services.

  • Our burn-in oven is able to offer testing under wide range of power/watts for products after one single test setup.

  • Our high-power burn-in oven employs the air-cooling technologies instead of the liquid-cooling used in the market available ovens, providing advantages of cost saving and easy maintenance.

  • Develop liquid-cooling burn-in oven for mass-production.

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Network
GPU
< 1 watt / -40 ° C communication 50 watts 300 watts 700 watts 1500 watts
10 watts
KYE601 KYE700-32 HP600-12 HP600-20
HPII600 Oven HPV600 Oven
Oven Oven Oven Oven
1996 1998 2000 2002 2006 2008 2010 2012 2014 2016 2019 2024 2025
KYE600 KYE680 HP600-6 HP600-16 HP600-20Z HPII600-20Z HP320
Oven Oven Oven Oven Oven Oven Oven
Memory Logic 20 watts Automotive GPU 1000 watts 1500 watts
(DRAM / SRAM) (Chipset) 120 watts 500 watts
< 1 watt < 1 watt
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KYEC rovides turnke WLCSP services as well p y

KYEC’s WLCSP process flow

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Wafer incoming
inspection
Wafer Test
Wafer grinding
Laser mark
Die saw
(Laser grooving)
AOI
T & R
Waffle pack
Ship
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In addition to wafer testing, KYEC provides wafer grinding, die sawing/laser grooving, AOI and packing services for Wafer Level Chip Scale Package (WLCSP) as well.

  • WLCSP is primarily for applications as: e- compass, accelerometer, gyroscope, pressure, humidity, microphone, power management and memory products.

  • WLCSP revenue in KYEC has increased significantly over last couple years. We expects this trend to continue in the future.

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KYEC group management team with deep industry experience

C.K. LEE - Chairman & CEO

  • Over 40 Years of semiconductor industry experience

  • Former Manager of Manufacturing, United Microelectronics Corporation

  • Bachelor of Department of Shipping &Transportation Management, National Taiwan Ocean University.

Gauss CHANG - General Manager & CSO

  • Over 30 Years of semiconductor industry experience

  • Former Manager of foundry business, Winbond Electronics Corp.  MBA. from Saginaw Valley State University, Michigan, USA.

Winnie Chou – VP & CFO

  • Over 20 Years of

  • semiconductor industry experience

  • Former CFO of Dawning Leading Technology Inc.

  • Bachelor of Department of International Trade , Tamkang University. EMBA of National Tsing Hua University

Logan CHAO - VP & CA0 Steven CHANG - EVP & CISO Andy LIANG - Senior VP Hans HAN- Vice President

  • Over 20 Years of semiconductor industry experience

  • Over 20 Years of  Over 20 Years of semiconductor industry semiconductor industry experience experience

  • Over 30 Years of semiconductor industry experience

  • Former Audit manager of KPMG

  • Former Manager of quality assurance, Macronix International Co., LTD.

    • Former deputy vice president of Walton Advanced Engineering Inc.
  • Former manager of equipment engineering, UTAC/Taiwan

  • Bachelor of Department of Accounting, Chinese Culture University. EMBA of National Tsing Hua University.

  • Bachelor of Department of Electrical Engineering, Chung Yuan Christian University. M.Sc. from Graduate School of Electrical Engineering, National Central University.

  • Bachelor of Department of Electronic

  • of Electronic  Bachelor of Department of Engineering, Minghsin Electrical Engineering, University of Science National Taiwan University and Technology. of Science and MBA from Minghsin Technology. M.Sc. from University of Science Department of Electronic and Technology. and Computer Engineering, National Taiwan University of Science and Technology.

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Financial highlights

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Financial Sna shot p

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(NT$ Millions) Q3’25 Q2’25 UTR
Net Revenue(exclude revenue of
9,290.5 8,361.9
ex-subsidiary in China)
Gross Margin (%) 36.0% 35.5%
Expenses
SG&A 636.9 583.3
R&D 217.8 212.1
EBITDA(exclude data of ex-
4,396.0 3,944.5
subsidiary in China)
EPS – diluted (NT$) $1.87 $1.77
EPS – basic (NT$) $1.88 $1.78
Revenue and Gross Margin
(NT$ Millions) (exclude data of ex-subsidiary in China)
10,000 60%
50%
8,000
40%
6,000
30%
4,000
20%
2,000
10%
0 0%
Q1'22 Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25
Revenue (NT$
7,032 7,428 6,721 6,400 5,542 5,868 6,236 6,346 5,977 6,543 7,039 7,297 7,315 8,362 9,291
Millions)
Gross Margin 35.1% 34.9% 33.1% 35.1% 32.5% 32.5% 33.7% 33.3% 33.0% 35.3% 35.9% 34.8% 33.5% 35.5% 36.0%
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Optimal financial leverage enhances shareholder interest

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Cash Flow from Operations CapEx
(NT$ Millions) (NT$ Millions)
Debt | Cash
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Net Debt/Equity
32.1% 33.3% 38.4% 29.8% 25.1% 24.4% 30.0% 30.4% -15.7% 7.5% 21.6%
(NT$ Millions)
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Com an website p y

http://www.kyec.com.tw

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