Financial Performance - First Half 2025 - Consolidated revenues grew by 9% year-over-year (YoY) in the first half of 2025 [3] - ATM (Assembly, Testing, and Material) revenues increased by 18% YoY in the first half of 2025 [3] - The testing business experienced substantial growth, increasing by 31% YoY in the first half of 2025 [3] Strategic Focus - Advanced Packaging and Testing - Leading-edge advanced packaging and testing revenues accounted for over 10% of ATM revenues in the first half of 2025, compared to 6% for the full year 2024 [3] - The company targets a US$1 billion increase in leading-edge advanced packaging and testing revenues versus 2024, contributing 10% of growth [4] - The company expects revenue uptrend continuing into 2026 and beyond driven by leading-edge solutions and broad-based semiconductor demand related to AI proliferation and general recovery [4] Capital Expenditure - Machinery capital expenditure (capex) amounted to US$19 billion in the first half of 2025 [3] - Building, facility, and automation capex reached US$09 billion in the first half of 2025, primarily driven by advanced packaging and testing [3] Second Quarter 2025 Results (NT$ million) - ATM net revenues for Q2 2025 were 91,648, representing a 20% YoY increase [10] - EMS net revenues for Q2 2025 were 58,374, showing a 7% YoY decrease [10] - Total net revenues for Q2 2025 reached 150,750, representing a 7% YoY increase [10]

Financial Performance - Consolidated - Total net revenues for Q1 2025 were NT$148,153 million, a 9% decrease QoQ and a 12% increase YoY[3] - ATM (Assembly, Testing, and Material) revenue was NT$85,606 million, representing 57.8% of total net revenues[3] - EMS (Electronic Manufacturing Services) revenue was NT$61,860 million, accounting for 41.7% of total net revenues[3] - Net income attributable to shareholders of the parent was NT$7,554 million[3] Financial Performance - ATM - ATM revenue in Q1 2025 reached NT$85,606 million, a 2% decrease QoQ but a 17% increase YoY[3] - Packaging accounted for 80.0% of ATM net revenues, totaling NT$69,360 million[7] - Testing contributed 18.5% to ATM net revenues, amounting to NT$16,004 million[7] - ATM gross profit was NT$19,611 million, with a gross margin of 22.6%[7] Financial Performance - EMS - EMS net revenues for Q1 2025 were NT$62,295 million, a 17% decrease QoQ and a 5% increase YoY[17] - EMS gross profit was NT$5,528 million, resulting in a gross margin of 8.9%[17] Balance Sheet Items - Cash and cash equivalents stood at NT$77,100 million as of March 31, 2025[19] - Total assets amounted to NT$774,177 million[19] - Total liabilities were NT$439,154 million[19] - Total equity (including non-controlling interest) was NT$335,023 million[19] Q2 2025 Outlook - The company projects ATM revenue growth of 9% to 11% QoQ in NT dollar terms[24] - The company anticipates ATM gross margin to increase by 140-180 basis points QoQ[24] - The company expects EMS revenue to decline by 10% YoY in NT dollar terms[24] - The company forecasts EMS operating margin to decline by 100 basis points YoY[24]