ATW Technology Incorporated · TPEX:8097
ATW Technology — President Securities Institutional Investor Conference (December 2025)
22 slides from ATW Technology's conference presentation, Dec 11, 2025
Slide 1: ATW Technology Inc. Institutional Investor Conference
ATW TECHNOLOGY INC. Institutional investor conference
Slide 2: Agenda
Agenda 1 Company Profile 2 Outlook of Business 3 Financial Statements 4 Outlook of Future 5 Q&A
Slide 3: A Glance at ATW Tech.
A Glance at ATW Tech. 1986 638M$ 232M$ ~100 5 2004 (NTD) (NTD) Nov.2025 5 FOUNDED IPO CAPITAL REVENUE(Jan 1~Oct 31 2025) EMPLOYEE BRANCH
Slide 4: Global Sites
Global Sites Moscow Office TAIWAN, HQ, RD Center Mexico Office China Office Philippine Office 4 Oversea sales offices 2 R&D centers Covering 3 Regions 50+ Engineers
Slide 5: What We Do
W h a t We D o CONNECTIVITY VDSL / GPON MESH Router Wi-Fi 5 AC1200/AC2100 AX1500/AX1800/AX3000 Wi-Fi7 Wi-Fi 6 AX1800/AX3000 Wi-Fi Router AX1800/AX3000 USB Adapter Wi-Fi 6/Wi-Fi6 e STB Wi-Fi6 Wi-Fi6e IT Infrastructure Wi-Fi5 LTE LTE Router AIoT
Slide 6: Business Development Milestone
Business Development Milestone 2025- Expanding & 2023~2024 Transformation Multiple Customers Global Expanding 2020~2022 Multiple Solutions Multiple Customers New Business Breakthrough 單產品到多產品線 單一客戶到多客戶 新市場、多客戶 Single Customer 代工轉直攻
Slide 7: Outlook of Business after 2026
Outlook of Business after 2026 First Group: Primary market Second Group: China West Europe Emerging market South America North America India Brazil East-Europe Japan & Korea Turkey South East Asia
Slide 8: Advantage of ATW
Advantage of ATW Understand customer needs/Provide solutions/Build good customer relationships -Go-direct to work with telecommunications operators -Flexible customization services -Provide Turnkey local production services Rich R&D experience -30+ years in Network field/15+ years in IOT field. -Har
Slide 9: 2025 Q1~Q3 Income Statement
2025 Q1~Q3 Income Statement In NTD thousands 2025Q1~Q3 2024Q1~Q3 YoY Change Net Sales 222,674 100% 156,556 100% 42.23% Cost of Goods Sold (169,733) (76)% (105,049) (67)% 61.58% Gross Profit 52,941 24% 51,507 33% 2.78% Operating Expenses (96,684) (43)% (84,873) (54)% 13.92% Operating Loss (43,743) (1
Slide 10: Balance Sheet
Balance Sheet In NTD thousands 2025.9.30 2024.12.31 Cash and cash equivalents 319,719 23% 435,261 27% Financial assets at FVTPL - current 104,277 7% 21,152 2% Accounts receivable, net 157,083 11% 185,645 11% Inventory, net 10,914 1% 24,181 1% Financial assets at FVTOCI - non-current 212,724 15% 338,
Slide 11: Outlook of Future: Introduction to Hydrogen Energy Business
Outlook of future:Introduction to hydrogen energy business • ATW Hydrogen Technology – Research & Development Status • Global hydrogen storage technology vs. ATW's advantages and disadvantages analysis report • Global hydrogen storage market application analysis
Slide 12: ATW Hydrogen Technology – R&D Status-1
ATW Hydrogen Technology – R&D Status-1 • Successfully achieved 5.3–6.2 wt% hydrogen absorption in optimized Mg alloy + catalytic systems. • Demonstrated reversible absorption and desorption at 375 °C and 3.5 MPa. Figure 1: a) Before parameter • Improved kinetics: most hydrogen uptake occurred within
Slide 13: ATW Hydrogen Technology – R&D Status-2
ATW Hydrogen Technology – R&D Status-2 Small Hydrogen Storage Tank Prototype (4 kg Mg) ✓ First generation prototype ✓ Second Generation Prototype • The 4 kg prototype completed hydrogen ✓ third Gen. Prototype absorption tests，with a storage capacity of ✓ 2025台灣創新科技博覽 5.5 wt.%，reached the U.S. DOE 20
Slide 14: ATW Hydrogen Technology – R&D Status-3
ATW Hydrogen Technology – R&D Status-3 666 kg Large Storage Tank Results (stores 40 kg H₂, powers 1 MW) a) b) Figure 7: Simulation of a) One inlet-outlet flow stream and b) Temperature distribution for a big reactor Design output: • Internal cooling coil area ≈ 2.5 m². • External jacket heat-transfe
Slide 15: Global Hydrogen Storage Technologies vs. ATW -1
Global Hydrogen Storage Technologies vs. ATW – Advantages and Disadvantages analysis report -1 Comparison of Different Storage Techniques storage system Volumetric hydrogen Drawbacks capacity (kg H₂ m⁻³) Safety issues due to very (1) Compressed high pressure; compression ~40 hydrogen gas (80 MPa) co
Slide 16: Global Hydrogen Storage Technologies vs. ATW -2
Global Hydrogen Storage Technologies vs. ATW report -2 Global Hydrogen Storage Technologies vs. ATW Solid-State Storage Systems (1) Japanese solid-state battery (hydride-ion battery): Metric Our Mg Solid-State Storage Japanese Solid-State Battery Theoretical gravimetric capacity ~7.6 wt% 7.6 wt% (Mg
Slide 17: Global Hydrogen Storage Market Application Analysis -1
Global hydrogen storage market application analysis -1 Key Material Classes & Mechanisms Material class Mechanism Key characteristics Status Applications Metal hydrides (e.g., High volumetric density, high safety, Advanced R&D / 1. Mobility (Aviation, Marine, Specialized Vehicles) Chemical absorptio
Slide 18: Global Hydrogen Storage Market Application Analysis -2
Global hydrogen storage market application analysis -2 Global Hydrogen Storage Markets Year Market Size 2025 USD 12.3 billion 2031 USD 31.8 billion CAGR 17.1% Market Size & Forecast (total economic value of all hydrogen storage-related products and services sold in Japan) Leading Players in China •
Slide 19: Hydrogen Industry Upstream, Midstream and Downstream
The upstream, midstream and downstream of the industry Upstream - hydrogen production：Hydrogen source1. Green hydrogen(For example, quality energy, solar photovoltaics, wind power, and hydropower) 2. Gray hydrogen(For example, the petrochemical process captures hydrogen after production) Midstream -
Slide 20: Bottleneck in the Hydrogen Energy Industry
Bottleneck in the hydrogen energy industry 1.The unit hydrogen storage capacity is insufficient, resulting in high power generation costs 2.There are not enough hydrogen refueling stations, and the demand cannot be popularized Advantage of ATW 1. Solid-state hydrogen storage can be carried out at ro
Slide 21: ATW Technology Inc.
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Slide 22: Thank You
Thank You
ATW Technology — President Securities Institutional Investor Conference (December 2025) on 6ix