𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸 𝗤𝟯’𝟮𝟲: 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗲𝘄 𝟭𝟭% 𝗬𝗼𝗬, 𝗘𝘅𝗰𝗲𝗲𝗱𝗲𝗱 𝗛𝗶𝗴𝗵 𝗘𝗻𝗱 𝗼𝗳 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲; 𝗦𝗺𝗮𝗿𝘁 𝗘𝗱𝗴𝗲 𝗢𝗳𝗳𝘀𝗲𝘁 𝗠𝗼𝗯𝗶𝗹𝗲 𝗣𝗵𝗼𝗻𝗲 𝗗𝗲𝗰𝗹𝗶𝗻𝗲 @MediaTek'𝗌 𝖰𝟥 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖾𝗑𝖼𝖾𝖾𝖽𝖾𝖽 𝗍𝗁𝖾 𝗁𝗂𝗀𝗁 𝖾𝗇𝖽 𝗈𝖿 𝗂𝗍𝗌 𝗀𝗎𝗂𝖽𝖺𝗇𝖼𝖾, 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝖴𝖲$𝟧.𝟥 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗎𝗉 𝟣𝟣% 𝖸𝗈𝖸. 𝖬𝗈𝖻𝗂𝗅𝖾 𝖯𝗁𝗈𝗇𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟤𝟥% 𝖸𝗈𝖸, 𝖺𝗅𝗍𝗁𝗈𝗎𝗀𝗁 𝗍𝗁𝗂𝗌 𝗐𝖺𝗌 𝗉𝖺𝗋𝗍𝗅𝗒 𝗈𝖿𝖿𝗌𝖾𝗍 𝖻𝗒 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝗍𝗁𝖾 𝖲𝗆𝖺𝗋𝗍 𝖤𝖽𝗀𝖾 𝗌𝖾𝗀𝗆𝖾𝗇𝗍. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 • 𝖪𝖾𝗒 𝗀𝗋𝗈𝗐𝗍𝗁 𝖽𝗋𝗂𝗏𝖾𝗋𝗌 𝖽𝗎𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝗂𝗇𝖼𝗅𝗎𝖽𝖾𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗌𝗍𝗋𝖾𝗇𝗀𝗍𝗁 𝗂𝗇 𝖲𝗆𝖺𝗋𝗍 𝖤𝖽𝗀𝖾 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗋𝖺𝗆𝗉-𝗎𝗉 𝗈𝖿 𝖠𝖲𝖨𝖢 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇, 𝗐𝗁𝗂𝖼𝗁 𝗉𝖺𝗋𝗍𝗅𝗒 𝗈𝖿𝖿𝗌𝖾𝗍 𝗐𝖾𝖺𝗄𝗇𝖾𝗌𝗌 𝗂𝗇 𝖬𝗈𝖻𝗂𝗅𝖾 𝖯𝗁𝗈𝗇𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖺𝗆𝗂𝖽 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝖾𝗋 𝖽𝖾𝗆𝖺𝗇𝖽. • 𝖲𝗆𝖺𝗋𝗍 𝖤𝖽𝗀𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝖾𝗐 𝟧𝟥% 𝖸𝗈𝖸, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗏𝗈𝗅𝗎𝗆𝖾 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇 𝖺𝖼𝗋𝗈𝗌𝗌 𝟧𝖦 𝗆𝗈𝖽𝖾𝗆𝗌, 𝖠𝖨 𝖯𝖢𝗌, 𝗍𝖺𝖻𝗅𝖾𝗍𝗌 𝖺𝗇𝖽 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾, 𝖺𝗅𝗈𝗇𝗀𝗌𝗂𝖽𝖾 𝗁𝗂𝗀𝗁𝖾𝗋 𝖳𝖵 𝖲𝗈𝖢 𝗋𝖾𝗏𝖾𝗇𝗎𝖾. • 𝖬𝗈𝖻𝗂𝗅𝖾 𝖯𝗁𝗈𝗇𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟤𝟥% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥, 𝗂𝗆𝗉𝖺𝖼𝗍𝖾𝖽 𝖻𝗒 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌, 𝗁𝗂𝗀𝗁𝖾𝗋 𝖽𝖾𝗏𝗂𝖼𝖾 𝖼𝗈𝗌𝗍𝗌 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝖾𝗋 𝖾𝗇𝖽-𝗆𝖺𝗋𝗄𝖾𝗍 𝖽𝖾𝗆𝖺𝗇𝖽, 𝗉𝖺𝗋𝗍𝗂𝖼𝗎𝗅𝖺𝗋𝗅𝗒 𝗂𝗇 𝗍𝗁𝖾 𝗆𝗂𝖽- 𝖺𝗇𝖽 𝗅𝗈𝗐-𝖾𝗇𝖽 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌. • 𝖯𝗈𝗐𝖾𝗋 𝖨𝖢 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝖾𝖽 𝟧% 𝗈𝖿 𝗍𝗈𝗍𝖺𝗅 𝗋𝖾𝗏𝖾𝗇𝗎𝖾, 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝟣𝟪% 𝖸𝗈𝖸, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗆𝖺𝗋𝗄𝖾𝗍-𝗌𝗁𝖺𝗋𝖾 𝗀𝖺𝗂𝗇𝗌 𝗂𝗇 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝗋𝖾-𝗋𝖾𝗅𝖺𝗍𝖾𝖽 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌. • 𝖠𝖨 𝖠𝖲𝖨𝖢 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗌𝗍𝖺𝗋𝗍𝖾𝖽 𝗂𝗇 𝖲𝖾𝗉𝗍𝖾𝗆𝖻𝖾𝗋, 𝗐𝗂𝗍𝗁 𝗌𝗍𝗋𝗈𝗇𝗀 𝖼𝗎𝗌𝗍𝗈𝗆𝖾𝗋 𝖽𝖾𝗆𝖺𝗇𝖽 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝗂𝗇𝗀 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 𝖴𝖲$𝟤.𝟧 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖰𝟦 𝟤𝟢𝟤𝟨.   • 𝖰𝟦 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖻𝖾 𝗂𝗇 𝗍𝗁𝖾 𝗋𝖺𝗇𝗀𝖾 𝗈𝖿 𝖴𝖲$𝟨.𝟨–𝟨.𝟫 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗋𝖾𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝗂𝗇𝗀 𝟥𝟩–𝟦𝟥% 𝖸𝗈𝖸 𝗀𝗋𝗈𝗐𝗍𝗁, 𝗉𝗋𝗂𝗆𝖺𝗋𝗂𝗅𝗒 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗋𝖾𝖼𝗈𝗀𝗇𝗂𝗍𝗂𝗈𝗇 𝖿𝗋𝗈𝗆 𝗍𝗁𝖾 𝖠𝖲𝖨𝖢 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝖺𝗇𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗀𝗋𝗈𝗐𝗍𝗁 𝗆𝗈𝗆𝖾𝗇𝗍𝗎𝗆 𝗂𝗇 𝗍𝗁𝖾 𝖲𝗆𝖺𝗋𝗍 𝖤𝖽𝗀𝖾 𝗌𝖾𝗀𝗆𝖾𝗇𝗍. 𝗥𝗲𝗹𝗮𝘁𝗲𝗱 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸 𝗗𝗶𝗺𝗲𝗻𝘀𝗶𝘁𝘆 𝟵𝟲𝟬𝟬 𝗣𝗿𝗼: 𝗠𝗼𝘃𝗶𝗻𝗴 𝘁𝗼 𝟮𝗻𝗺 𝘄𝗶𝘁𝗵 𝗮 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸 𝘁𝗼 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗲 𝟭 𝗶𝗻 𝟰 𝗔𝗜 𝗔𝗦𝗜𝗖 𝗦𝗲𝗿𝘃𝗲𝗿 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗶𝗻 𝟮𝟬𝟮𝟴: 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸’𝘀 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 #MediaTek# #Earnings# #Semiconductors# #SmartEdge# #AIASIC# #ASIC# #EdgeAI# #MobileSoC#

Earnings Takeaways - MTK (2454 TT) * 2Q26 revenue NT$152.2B (+2% QoQ, +1% YoY) was above guidance. * 2Q26 GM/EPS in line: 46.2% GM; EPS NT$15.28. * Smart Edge +19% QoQ, offsetting smartphone weakness. * 3Q26 guide: Revenue NT$152.2–159.8B (flat to +5% QoQ) better than recent broker’s -5% but inline with us * 3Q26 GM: 46.0% ±1.5%, inline. * Maintain Buy: TP NT$6,420 * ASIC guidance raised: 2026 from $2B to >$2B. * 2027 ASIC share target: Raised to 15–20% (from 10–15%). * We estimate Zebrafish shipments to be 2–3 months earlier than Sunfish * MTK’s Triggersfish to drive inference share gains with larger SRAM (4x 250MB) in 2028 * Reit SpaceX is the likely 2nd datacenter ASIC customer * We est. MTK’s Icefish is by now the only official v10 project. * Smartphone better than feared; 2nm SoC to drive share gains in Android’a Ultra models #MTK# #Mediatek#

Responsible technology management does not end when a device is retired. Lenovo Asset Recovery Services helped AIA New Zealand securely wipe, reuse and responsibly recycle older devices—keeping 491 kg of e-waste out of landfill while recovering additional value in some cases. Learn more at #LenovoCustomerStories# #SustainabilitySolutions# #SmarterTechnologyforAll#

AIA New Zealand worked with Lenovo to equip its 700 employees with Lenovo ThinkPad T14 Gen 5 laptops and ThinkVision curved monitors; creating a more connected, flexible and future-ready workplace. Through Lenovo Asset Recovery Services, AIA NZ also kept 491 kg of retired technology out of landfill. Learn more at: #LenovoCustomerStories# #SustainabilitySolutions# #SmarterTechnologyforAll#