1. 1 2009 2009 3Q Result Analyst Meeting 30 Oct 2009

2. 2 Consolidated financials are based on Statement of Financial Accounting Standard No. 7 Consolidated numbers are reviewed by CPA 3. 3 2009 2009 Third Quarter Results 4. 4 Revenues RevenuesRevenues Unit: NT$ billion QoQ +17% YoY -16% 41.0 31.9 25.6 29.3 34.3 3Q08 4Q08 1Q09 2Q09 3Q09 5. 5 (PS) 60% (IA) 6% (Others) 13% (DS) 4% (CP) 17% 2Q09 3Q09 (1) Revenues by Product (1) (1)(1) Revenues by Product (1)Revenues by Product (1) (PS) 59% (IA) 6% (Others) 13% (DS) 5% (CP) 17% 6. 6 (1) Revenues by Product (1) (1)(1) Revenues by Product (1)Revenues by Product (1) 2Q09 3Q09 Change PS 17,555 20,248 15% CP 5,032 5,743 14% DS 1,247 1,784 43% IA 1,701 1,967 16% Others 3,716 4,554 23% Total 29,251 34,296 17% Unit: NT$ million 7. 7 (2) Revenues by Product (2) (2)(2) Revenues by Product (2)Revenues by Product (2) 3Q08 3Q09 (PS) 59% (IA) 6% (Others) 13% (DS) 5% (CP) 17% (PS) 61% (IA) 4% (Others) 14% (DS) 4% (CP) 17% 8. 8 (2) Revenues by Product (2) (2)(2) Revenues by Product (2)Revenues by Product (2) Unit: NT$ million 3Q08 3Q09 Change PS 24,890 20,248 -19% CP 7,020 5,743 -18% DS 1,659 1,784 8% IA 1,746 1,967 13% Others 5,693 4,554 -20% Total 41,008 34,296 -16% 9. 9 Gross Profit Gross ProfitGross Profit Unit: NT$ billion & % of sales 7.61 5.59 4.72 6.20 7.73 22.5% 21.2% 18.5%17.5%18.5% 3Q08 4Q08 1Q09 2Q09 3Q09 10. 10 R&D Expense R&D ExpenseR&D Expense 1.67 1.58 1.50 1.59 1.68 4.1% 5.0% 5.9% 5.4% 4.9% 3Q08 4Q08 1Q09 2Q09 3Q09 Unit: NT$ billion & % of sales 11. 11 SG&A Expense SG&A ExpenseSG&A Expense 2.12 1.92 1.55 2.00 2.06 5.2% 6.0% 6.1% 6.8% 6.0% 3Q08 4Q08 1Q09 2Q09 3Q09 Unit: NT$ billion & % of sales 12. 12 Operating Expense Operating ExpenseOperating Expense 3.79 3.51 3.05 3.59 3.74 9.2% 11.0% 11.9% 12.3% 10.9% 3Q08 4Q08 1Q09 2Q09 3Q09 Unit: NT$ billion & % of sales 13. 13 Operating Profit Operating ProfitOperating Profit 3.82 2.08 1.67 2.61 3.99 9.3% 6.5% 6.5% 8.9% 11.6% 3Q08 4Q08 1Q09 2Q09 3Q09 Unit: NT$ billion & % of sales 14. 14 Non-Operating Profit NonNon--Operating ProfitOperating Profit 0.40 0.64 0.87 0.79 1.09 2.7% 1.3% 2.7% 3.4% 1.9% 3Q08 4Q08 1Q09 2Q09 3Q09 Unit: NT$ billion & % of sales 15. 15 Non-Operating Income Breakdown NonNon--Operating Income BreakdownOperating Income Breakdown 2Q09 3Q09 (Investment disposal) (6) 30 (Investment income) 151 250 (Interest income) 125 118 (Cash Dividend) 16 16 (F/X) * 81 117 (Others) 423 106 (Total) 790 638 Unit: NT$ million * * Including FX-related derivatives fair value change 16. 16 Net Income Before Tax Net Income Before TaxNet Income Before Tax 4.86 2.48 2.54 3.40 4.63 11.9% 7.8% 9.9% 11.6% 13.5% 3Q08 4Q08 1Q09 2Q09 3Q09 Unit: NT$ billion & % of sales 17. 17 2Q09 3Q09 (Net income before tax) 3,403 4,631 (Tax) 559 (546) (Minority interest) (486) (501) (Net income after tax) 3,475 3,583 Tax & Minority Interest Tax & Minority InterestTax & Minority Interest Unit: NT$ million 18. 18 Net Income After Tax Net Income After TaxNet Income After Tax 3.08 1.75 1.71 3.48 3.58 7.5% 5.5% 6.7% 10.4%11.9% 3Q08 4Q08 1Q09 2Q09 3Q09 Unit: NT$ billion & % of sales 19. 19 1.37 0.78 0.76 1.55 1.61 3Q08 4Q08 1Q09 2Q09 3Q09 () EPS (unit: NT$) (()) EPS (unit: NT$)EPS (unit: NT$) *22.39 *EPS based on weighted average shares outstanding of 2,239 million shares. 20. 20 2009 2009 Year-to-3Q Accumulated Results 21. 21 110.7 89.1 YT3Q08 YT3Q09 Revenues RevenuesRevenues Unit: NT$ billion -20% 22. 22 YT3Q09 Revenues by Product Revenues by ProductRevenues by Product YT3Q08 (PS) 60% (IA) 6% (Others) 13% (DS) 4% (CP) 17% (PS) 60% (IA) 4% (Others) 14% (DS) 4% (CP) 18% 23. 23 Revenues by Product Revenues by ProductRevenues by Product YT3Q08 YT3Q09 Change PS 66,237 53,768 -19% CP 19,988 15,206 -24% VD 3,986 3,748 -6% IA 5,036 4,862 -3% Others 15,479 11,550 -25% Total 110,726 89,134 -20% 24. 24 20.2 18.7 20.9% 18.2% YT3Q08 YT3Q09 Gross Profit Gross ProfitGross Profit Unit: NT$ billion & % of sales 25. 25 R&D Expense R&D ExpenseR&D Expense Unit: NT$ billion & % of sales 4.86 4.77 5.3% 4.4% YT3Q08 YT3Q09 26. 26 SG&A Expense SG&A ExpenseSG&A Expense Unit: NT$ billion & % of sales 6.22 5.61 6.3% 5.6% YT3Q08 YT3Q09 27. 27 Operating Expense Operating ExpenseOperating Expense Unit: NT$ billion & % of sales 11.08 10.38 11.6% 10.0% YT3Q08 YT3Q09 28. 28 9.10 8.28 9.3% 8.2% YT3Q08 YT3Q09 Operating Profit Operating ProfitOperating Profit Unit: NT$ billion & % of sales 29. 29 Non-Operating Profit NonNon--Operating ProfitOperating Profit Unit: NT$ billion & % of sales 2.30 3.21 2.9% 2.6% YT3Q08 YT3Q09 30. 30 Non-Operating Income Breakdown NonNon--Operating Income BreakdownOperating Income Breakdown Unit: NT$ million YT3Q08 YT3Q09 (Investment disposal) 120 27 (Investment income) 581 541 (Interest income) 692 312 (Cash Dividend) 71 33 (F/X) * 875 564 (Others) 867 819 (Total) 3,205 2,296 * * Including FX-related derivatives fair value change 31. 31 12.31 10.58 11.9%11.1% YT3Q08 YT3Q09 Unit: NT$ billion & % of sales Net Income Before Tax Net Income Before TaxNet Income Before Tax 32. 32 Tax & Minority Interest Tax & Minority InterestTax & Minority Interest Unit: NT$ million YT3Q08 YT3Q09 (Net income before tax) 12,305 10,576 (Tax) (2,150) (440) (Minority interest) (1,655) (1,370) (Net income after tax) 8,501 8,766 33. 33 8.50 8.77 9.8% 7.7% YT3Q08 YT3Q09 Unit: NT$ billion & % of sales Net Income After Tax Net Income After TaxNet Income After Tax 34. 34 () EPS (unit: NT$) (()) EPS (unit: NT$)EPS (unit: NT$) 3.80 3.92 YT3Q08 YT3Q09 *22.39 *EPS based on weighted average shares outstanding of 2,239 million shares. 35. 39 THANK YOU ! 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