UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 Or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number: 002-25577 DIODES INCORPORATED (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or or ...

▪ Released 110 new automotive-compliant products (including SiC MOSFETs) in 2Q'23 ▪ Industrial – 15% CAGR (2013 – 2022) ▪ Building momentum for SiC Schottky diodes and MOSFETs 2QFY23 Performance Page 6 2QFY23 Highlights Page 7 2Q'23 represented sixth consecutive quarter of above 40% (our target model) gross margin 2,000 * Revenue/Gross Profit for 2023 are based on first half results and Q3 guidance provided on August 8, 2023 2005 250 41.8% 600 400 100 39.0% 29.0% I Gross Profit ($ M) ▪ Revenue to be ~$425 m ...

Financial Data and Key Metrics Changes - Revenue for the second quarter was $467.2 million, flat compared to the first quarter and a decrease of 6.8% from $501 million in the second quarter of 2022 [25][21] - Gross margin reached a record 41.8%, compared to 41.2% in the prior year quarter and 41.6% in the previous quarter [25][30] - Cash generated from operations was $92.6 million, allowing the company to reduce total debt by $34.4 million to $89 million as of June 30 [22][34] Business Line Data and Key Metrics Changes - Automotive and Industrial product revenue reached a record 48% of total product revenue, with automotive revenue growing 22% year-over-year [3][4] - In the Automotive market, design wins continued to ramp up across multiple applications, including electric vehicles [4][5] - The Industrial market saw increasing traction for silicon carbide products in power factor correction applications [7] Market Data and Key Metrics Changes - Global sales distribution showed Asia represented 67% of revenue, Europe 20%, and North America 13% [3] - The Automotive market accounted for 19% of product revenue, while Industrial was 29%, Computing 22%, Consumer 18%, and Communication 12% [3] Company Strategy and Development Direction - The company is focusing on expanding its presence in the Automotive and Industrial markets, which are expected to drive long-term growth [2][23] - A strong design pipeline, particularly in the Automotive sector, is seen as a key driver towards achieving 2025 operating goals [2][3] - The company aims to improve sales and product mix while reducing reliance on the 3C market, which has been challenging [40][41] Management's Comments on Operating Environment and Future Outlook - Management noted a slower-than-expected recovery in the consumer computing and communications markets, particularly in China [9][21] - There are early signs of market improvement, with inventory days decreasing and an increase in worldwide POS revenue [23][107] - The company expects revenue for the third quarter to be approximately $425 million, reflecting continued inventory reduction efforts [37] Other Important Information - The company introduced 110 new automotive compliance parts during the quarter, including silicon carbide MOSFETs [6] - Total inventory days decreased to approximately 112, down from 116 in the previous quarter [36] Q&A Session Summary Question: Can you provide insight into the gross margin headwind from manufacturing agreements? - Management indicated that the gross margin impact is due to soft loading from manufacturing service agreements, which is expected to affect net revenue slightly [11][13] Question: What are the expectations for revenue trends in the third quarter? - Management acknowledged that the guidance reflects some softness in end markets and a focus on drawing down channel inventory [46][65] Question: How is the company managing operating expenses in light of revenue declines? - The company plans to continue investing in R&D while managing SG&A expenses tightly [72][73] Question: What is the outlook for gross margin recovery? - Management believes that gross margin improvement will be driven by product mix initiatives and new product introductions, despite current pricing pressures [49][60]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number: 002-25577 DIODES INCORPORATED (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification Number) FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 F ...

Financial Data and Key Metrics Changes - Revenue for Q1 2023 was $467.2 million, a decrease of 3.1% year-over-year and down 5.8% from Q4 2022 [8] - Gross profit was $194.5 million, representing a gross margin of 41.6%, compared to 40.8% in Q1 2022 and 41.6% in Q4 2022 [8] - Non-GAAP adjusted net income was $73.4 million or $1.59 per diluted share, down from $80.3 million or $1.75 per diluted share in Q1 2022 [10] - Cash flow from operations was $99.8 million, with free cash flow of $51.8 million [11] Business Line Data and Key Metrics Changes - Automotive and industrial markets combined accounted for a record 47% of total product revenue, with automotive revenue growing 33% year-over-year [15][33] - Industrial market revenue grew 7% year-over-year, reaching 29% of total product revenue [35] - The computing market represented 22% and the consumer market 18% of product revenue [47] Market Data and Key Metrics Changes - Asia represented 68% of revenue, Europe 17%, and North America 15% [47] - Distributor inventory in terms of weeks increased sequentially, exceeding the normal range of 11 to 14 weeks due to slower recovery in China and the 3C market segment [32] Company Strategy and Development Direction - The company has focused on a total solution sales approach and has a diversified business across product groups, end markets, and geographies [7] - The strategy includes improving product mix and maintaining operational efficiencies to sustain margins during economic slowdowns [24][38] - The company aims to reduce channel inventory in the 3C market while continuing to grow in automotive and industrial sectors [14][90] Management's Comments on Operating Environment and Future Outlook - Management expects a slower than anticipated recovery in consumer computing and communications markets but remains optimistic about automotive and industrial markets [12][14] - The second half of 2023 is anticipated to be stronger than the first half, with expectations of improved performance as channel inventory is reduced [42][61] - Management is confident in sustaining gross margin improvements even with potential recovery in the 3C market [57][59] Other Important Information - The company introduced 68 new automotive compliance products in Q1, demonstrating a focus on expanding its automotive applications [49] - Capital expenditures for Q1 were $48 million, higher than the target model due to strategic expansion [30] Q&A Session Summary Question: What is the outlook for the recovery in the 3C market? - Management sees signs of recovery in computing and consumer markets, albeit slower than expected, with Q3 typically being a peak period for these segments [54][55] Question: How does the company manage inventory levels? - The company strategically built channel inventory in anticipation of a recovery in China and the 3C market, but plans to deplete some of this inventory in Q2 [105] Question: What is the impact of distribution inventory on revenue? - Management indicated that each week of distribution inventory is worth approximately $22 million in revenue, and they expect to see a reduction in weeks of inventory in Q2 [61] Question: How does the company view its margin sustainability? - Management believes that gross margin improvements can be sustained even if the 3C market recovers, due to strong performance in automotive and industrial sectors [57][101]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 Or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number: 002-25577 DIODES INCORPORATED (Exact name of registrant as specified in its charter) Delaware 95-2039518 (State or other jurisdiction of inc ...

☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K For the transition period from to Commission file number: 002-25577 DIODES INCORPORATED (Exact name of registrant as specified in its charter) Delaware 95-2039518 (State or other jurisdiction of incorporat ...

Diodes Incorporated (NASDAQ:DIOD) Q4 2022 Earnings Conference Call February 6, 2023 5:00 PM ET Company Participants Leanne Sievers - President, Shelton Group, Investor Relations Dr. Keh-Shew Lu - Chairman, President and CEO Brett Whitmire - Chief Financial Officer Emily Yang - Senior Vice President, Worldwide Sales and Marketing Gary Yu - Senior Vice President, Business Group Gurmeet Dhaliwal - Director, Investor Relations Conference Call Participants William Stein - Truist Joshua Buchalter - Cowen Operator ...

Diodes Incorporated (NASDAQ:DIOD) Q3 2022 Earnings Conference Call November 7, 2022 5:00 PM ET Company Participants Leanne Sievers - President of Shelton Group, Diodes IR Keh-Shew Lu - Diodes Chairman, President and CEO Brett Whitmire - CFO Emily Yang - SVP of Worldwide Sales and Marketing Gary Yu - SVP of Business Groups, Gurmeet Dhaliwal - Director of IR Conference Call Participants Matt Ramsay - Cowen Gary Mobley - Wells Fargo Securities David Williams - Benchmark Tristan Gerra - Baird William Stein - Tr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 Or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number: 002-25577 DIODES INCORPORATED (Exact name of registrant as ...