Investor Conference - The Second Half of Year 2013

March 14th, 2014

Agenda

Financial Report Iris Chen,

Finance Director

Business Outlook Jeff Chou,

CFO

Q&A

DisclaimerThese presentations and discussions contain certain forward-These presentations and discussions contain certain forward-looking statements with respect to the results of operation, looking statements with respect to the results of operation, financial condition and current expectation about future financial condition and current expectation about future events. By their nature, forward-looking statements involve risk events. By their nature, forward-looking statements involve risk and uncertainty because they relate to events and depend on and uncertainty because they relate to events and depend on circumstances that will occur in the future.circumstances that will occur in the future.

We undertake no obligation to publicly update or revise any We undertake no obligation to publicly update or revise any forward looking statements whether as a result of new forward looking statements whether as a result of new information, future events or otherwise. The actual result could information, future events or otherwise. The actual result could differ materially from those anticipated in these forward differ materially from those anticipated in these forward looking statements.looking statements.

Statement of Comprehensive Income

Amount: NT$ Million YoY YoYAmount % Amount % % Amount % Amount % %

Net Sales 6,480 100.0 5,595 100.0 15.8 3,312 100.0 2,819 100.0 17.5COGS 3,849 59.4 3,306 59.1 16.4 1,980 59.8 1,644 58.3 20.5Gross Profit 2,631 40.6 2,290 40.9 14.9 1,332 40.2 1,176 41.7 13.3Operating Expenses 2,116 32.7 1,966 35.1 7.7 1,068 32.3 1,027 36.4 4.1Operating Income 515 7.9 324 5.8 58.9 264 8.0 149 5.3 77.0Other Income/Expenses 15 0.2 -84 -1.5 NA 2 0.0 -40 -1.4 NAIncome Before Tax 530 8.2 240 4.3 121.2 265 8.0 109 3.9 143.7

Net Income 416 6.4 196 3.5 112.6 199 6.0 91 3.2 119.7Basic EPS(NT$) 2.43 1.24 96.0 1.16 0.57 103.5

2H'122013 2012 2H'13

Detail of Operating Expense

Amount: NT$ Million YoY YoYAmount % Amount % % Amount % Amount % %

Sales 725 11.2 657 11.7 10.4 380 11.5 336 11.9 12.9Admin 573 8.8 565 10.1 1.5 264 8.0 286 10.1 -7.6R&D 818 12.6 744 13.3 9.9 424 12.8 405 14.4 4.8

Operating Expenses 2,116 32.7 1,966 35.1 7.7 1,068 32.2 1,027 36.4 4.1

2013 2012 2H'13 2H'12

NTD$ M

Net Sales & EBT Trends

NTD$ M

Consolidated Balance Sheet Highlights

(a) Include cash and Financial asset at fair value through profit or loss(b) Short-term debt refers to all interest bearing debt maturing within one year(c) Calculated by dividing the average trade receivable into the annualized sales during such period, then multiplying by 365 days(d) Calculated by dividing the average inventory into the annualized cost of goods sold during such period, then multiplying by 365 days(e) Calculated by adding ST debt and LT debt, subtracting cash and ST investment, then dividing total equity

Amount : NT$ Million 2013.12.31 　 2012.12.31 　 2012.1.1Cash & Financial asset(a) 1,178 　 830 　 800 AR 1,255 　 1,081 　 950 Inventory 1,148 　 1,134 　 1,155 Short-term loan(b) 565 　 873 　 838 Long-term loan - 　 283 　 460 Liability 2,151 　 2,438 　 2,255 Equity 3,202 　 2,468 　 2,464 Total Assets 5,352 　 4,906 　 4,719 　 　 　　 　　DSO(c) 65.8　 66.2　 68.5DOH(d) 107.4　 126.4　 137.0Debt rate 40.2%　 49.7%　 47.8%Net Debt to Equity(e) NA　 13.2%　 20.2%ROE 14.7%　 7.9%　 17.5%BV/per share 18.7 　 15.6 　 17.9

Consolidated Cash Flows HighlightsAmount: NT$ Million

2013 2012 YoY($)From Operating Activities 757 730 26.6 Income before Tax 530 240 290.8 Depreciation & Amortization 195 199 -3.8 Net Charge in Working Capital 39 211 -172.6From Investing Activities -9 -482 473.0 Acqusition of subsidary 0 -261 261.2 Fianacial asset at fair value 91 -86 176.9 Bond 0 5 -4.4 Capital Expenditures-PP&E and Sotware -92 -137 45.7From Financing Activities -320 -280 -40.0 Issuing shares 435 0 435.0 Cash dividends -171 -137 -33.5 Net Change in Debt -592 -92 -500.0Exchange Rate Influence 8 -20 28.0Net Change in Cash 435 -52 487.0

Business Outlook

Jeff ChouCFO

Sales breakdown by productNTD$ M

Sales breakdown by GeographicNTD$ M

Updates

• Intel Premier Membership

• 100% share acquisition of PENTA GmbH with around 7.4M US dollar

Q&A

Thank you