Third Quarter 2025 Financial Results Diodes Incorporated (DIOD) Plano, TX, USA November 6, 2025 This presentation also contains non-GAAP measures. See the Company's press release on November 6, 2025, titled, "Diodes Incorporated Reports Third Quarter Fiscal 2025 Financial Results" for detailed information related to the Company's non-GAAP measures and a reconciliation of GAAP net income to non-GAAP net income. Safe Harbor Statement Page 1 Safe Harbor Statement Under the Private Securities Litigation Reform ...

Financial Performance & Outlook - Diodes Incorporated reported first quarter 2025 revenue of $332.1 million[117] - The GAAP gross profit margin for the first quarter of 2025 was 31.5%[117] - The company anticipates second quarter 2025 revenue to be approximately $355 million, plus or minus 3%[4, 119] - The company expects GAAP gross margin for the second quarter of 2025 to be 31.8%, plus or minus 1%[4, 119] Strategic Goals & Market Focus - Diodes Incorporated aims for $1 billion in gross profit and $2.5 billion in revenue as a next target[30] - The company's long-term objective is to achieve $1 billion in profit before tax (PBT)[31, 34] - Automotive and industrial sectors accounted for 42% of the company's product revenue in 2024[17] - The company is focusing on total system solutions and content expansion to drive growth[120] Market Opportunities - The automotive sector presents a potential revenue opportunity of $213.25 per car[56] - The company identifies growth opportunities in IoT and Machine-to-Machine (M2M) applications, particularly in short-range technology[79, 83] - AI servers present a significant market opportunity, with Diodes' key products potentially contributing $90 per box[86]