Diodes Incorporated : Investor Presentation (b37651)

Published: 2026-05-07 16:43:16 ET DIOD

Published on 05/07/2026 at 04:43 pm EDT

Diodes Incorporated (DIOD)

May 7, 2026

diodes.com

Gary Yu

President and CEO

Experience:

Diodes Incorporated, since 2008

Chief Operating Officer

Senior Vice President, Business Groups

President, Asia Pacific Region

General Manager, Shanghai Wafer Fabrication and BCD Business Unit

Vice President of Asia Pacific Sales

Manager, Sensor and Satellite Business Unit

Lite-On Semiconductor Corporation

Vice President, Worldwide Sales

Texas Instruments

IT, Finance and Capacity Planning

Education:

MBA - University of Dallas

Master's Degree in Telecommunication Engineering, Southern Methodist University

Bachelor's Degree in MIS, Fu-Jen University, Taiwan

Gurmeet Dhaliwal

VP, Corporate Marketing & Investor Relations

Experience:

Head of Corporate Marketing, Diodes Incorporated

Head of Corporate Marketing, Pericom Semiconductor

Vice President, Marketing, CA Technologies (Broadcom)

Director, Global Marketing Strategy, EMC (Dell Technologies)

Director, Marketing, Zarlink Semiconductor (Microchip)

Marketing Management positions at Cisco and National Semiconductor (TI)

Education:

MBA, Marketing/Entrepreneurship, Saint Mary's College of California

BS in Electrical and Computer Engineering, UC Santa Barbara

Diodes delivers analog and power solutions through its high-quality

semiconductor products to the world's leading companies in the automotive,

industrial, computing, consumer electronics, and communications markets.

Vision: Inspire future technology

through leading semiconductor solutions

Our Core Values: Integrity, Commitment, Innovation

Years in business

Consecutive years of profitability

~8000

Number of

employees

1.48Bn

Annual Revenue

DIOD

Stock

Symbol

42%

of product revenue from

automotive/industrial

>28K

Number of

products (SKU) shipped

>45Bn

Number of units shipped

>50K

Number of customers

Global Operations and World-Class Manufacturing

Headquartered in Plano, TX

Manufacturing in US, UK, Germany, China, and Taiwan

ISO 9001:2015 Certified / IATF 16949:2016 Certified

ISO 14001:2015 Certified

Key Acquisitions

Taiwan

Semiconductors

Semiconductor

(GFAB)

(SPFAB)

Anachip Corporation

Zetex

BCD

TI's Greenock fab

Onsemi's fab

Advanced Power Devices

Power Analog Microelectronics

Pericom Semiconductor

Lite-On Semiconductor

Fortemedia

Seongnam-si, South Korea

Neuhaus, Germany

Wuxi, China

Tokyo, Japan

Milpitas, California

South, Portland, Maine

Greenock,

UK Chengdu,

China

Shanghai, China

Logistics Hub and Warehouses

Oldham, UK

Taipei, Taiwan

Munich, Germany

Plano, Texas

Key: Headquarters Wafer Fab Assembly/Test

Design/Sales/Marketing

Bratislava, Slovakia

Singapore

Hsinchu, Taiwan

Chongli, Taiwan

Our commitment to a sustainable and profitable business is built around ESG.

Climate Change Natural Resources Pollution C Waste Biodiversity

Environ ment

(E)

Social (S)

Supply Chain Product Integrity Human Capital Community

Governance (G)

Strategy C Oversight Risks Management Business Continuity

Accountability C Transparency

Please refer to Governance and Oversight for additional details.

3-Year Targets (2028):

$2B Revenue

Gross Profit: $700M Gross Margin: 35%+ Non-GAAP EPS: $4.00+

Goal 4: $1B Profit Before Tax Goal 3: $2.5B Revenue

$1B Gross Profit (40% GM)

Goal 2: $1B Revenue- 2017

Goal 1: $1B Market Cap - 2010

Gross Profit

($ in millions)

Track Record of Continued Performance

Annual Revenue

($ in millions)

44% of revenue

(Q1 2026)

56% of revenue

(Q1 2026)

Connected driving, comfort/style/safety, electrification/powertrain

Embedded systems, industrial automation, medical, energy

management, smart buildings

AI data center including AI server, storage, and edge AI

Consumer

IoT: wearables, home automation, home appliances, and charging solutions

Smart phones, telecom, enterprise networking, smart infrastructure

including space-based connectivity

Example: Embedded System Applications

Focus Applications: Automotive Revenue Growth

Connected Driving

ADAS (Advanced Driver Assistance Systems)

Telematics

Infotainment Systems

Comfort, Style, and Safety

Lighting

Migration to LED and intelligent illumination

BLDC motor / fan control

Migration from Brushed to Brushless DC Motors

Electrification/Powertrain

Conventional Powertrain Hybrid Electrification

Battery management

Move to 48V battery

Year

Automotive - % of Total Product Revenue

$ Content / Car

Automotive Potential Revenue

$ / Car

Automotive Motor Control

$56.00

Connected Driving (Infotainment, Telematics C ADAS)

$100.00

Powertrain, Electrification C Body Control Electronics

$60.00

Lighting - Moving to LED

$23.00

Total

$23G.00

Diodes' Key Products

$ / per car

Power Management

$6.20

MOS/BJT

$2.50

Diodes and Rectifiers

$1.00

Timing and Connectivity

$5.00

Total

$14.70

USB-C charging is a high-growth application with 2 to 8 ports per vehicle.

USB PD is an important expansion capability up to 100W/port growing to 140+W

USB-C supports DP over USB and opens the opportunity to share portable equipment screens on an interior display growing YoY

Diodes provides a USB charging solution for both Power and Data which includes:

Port Controllers, USB Muxes, Signal Switches, ReDrivers, Xtals, Power Management, and Protection (Powerline and Dataline).

Automotive-compliant* product portfolio growth is expanding the SAM further.

Diodes' Key Products

$ / per car

Amplifier and Sensor

$0.25

Power Management

$1.20

MOS/BJT

$21.00

Diodes and Rectifiers

$0.15

Total

$23.60

xEVs create the need for high-efficiency conversion of high-voltage batteries to lower, safe voltages.

Converts high-voltage DC (300V to 900V) to a galvanically isolated 48V or 12V DC rail

48V Battery/Rail creates opportunity for 48V:12V conversion

Diodes' automotive-compliant* product solutions contain:

Silicon carbide and silicon MOSFETs, isolated (RobustISO) gate drivers, current monitors, and 80V high-performance buck converters

Focus on key growing industrial sectors Energy Management

Energy efficiency is always the target

Diodes supports

Isolated products, High voltage DCDC, SiC MOSFETs and Diodes

Industrial Automation

Driven by moves to AI and robotics

Demand for increased operational efficiency

Diodes supports

Timing and Connectivity, MOSFETs, Protection and Sensing

Smart Buildings

Energy efficiency and improved security demands

Diodes supports

LED drivers, MOSFETs, Gate drivers, Signal conditioning

Diodes' Key Products

$ / per unit

Microinverter (500W)

String Inverter (3kW)

MOS

$8.40

$17.50

SiC

$15.00

$26.20

Power Management

$4.80

$9.60

Analog

$6.40

$8.00

Total

$36.40

$61.30

$ / per kW

$6G.20 / kW

$20.40 / kW

Solar inverters are a high-growth segment driven by residential and commercial

PV adoption.

Diodes provides a system solution for solar inverters including MOSFETs, SiC devices, Gate Drivers, Power Management ICs, and Analog components for sensing and protection.

Diode's Solution Advantage

Power Management Solutions offer the most efficient power tree to extend battery life and provide clean power rails for sensors and digital processing

MOSFET Solutions provide efficient drive of the motors reducing

wasted energy with lower temperatures

High Performance Interface Solutions offer high-speed sensor data backbone connectivity

Precision Timing Solutions generate and distribute low noise, high frequency digital clock signals to AI Processors and data busses

High Degree of Freedom Motor Drive

3 Phase Bionic Joint Motor

AI edge controller Timing distribution

48V

Power MOS

Current

Sensor

Power Tree

3-ph Gate drivers

MCU

Diodes' Key Products

$ / Bot

Amplifiers and Sensors

$2.00

Power Management

$3.50

MOSFET / BJT

$9.50

Diodes and Rectifiers

$1.00

Timing and Connectivity

$10.00

Total

$26.00

Focused on power management solutions, timing tree, and connectivity

Power management solutions: LDOs, DCDC, SBR, MOSFET and TVS for power management and protection

Timing solutions to support increasing clocking speeds and challenge jitter requirement

Connectivity for PCIe, CXL, SAS, SATA, USB

ReDriver for improving signal integrity

MUX/DeMUX for flexibility and saving pin counts

Packet switches for accelerating AI computing

Server Platform Solution:

Broad portfolio in power management -

analog and discrete

Comp

48V/12V

Hotswap/ eFuse

Diodes

DC-DC

ESD

MOSFET

LDO

Timing

RTC

Clock

generator

Clock

Buffer

Oscillator

Crystal

Sequencing & Monitoring

Logic

REF

Reset Supervisor

Power Switch

Current Monitor

PCIe High-speed

Conditioning

System Power

Complete timing solutions, from crystals, Oscillators, clock generators and clock buffers, meet jitter performance of PCIe Gen7

Improve signal integrity and flexibility

USB-C

CPU 0

PCIe 5.0 Mux/

Switch

SATA3.0

ReDriver

Backplane PCIe Slot FHHL

100G

NIC

OCP NIC 3.0

SATA3.0 SATA

M.2

Signal Switch

PCIe 3.0 x2

M.2

PCIe 3.0 x2

PCIe 5.0 x16

PCIe 4.0 x8

DMI

PCIe 5 x16 PCIe 5 x16

PCH

Connector

PCIe 5.0 x 16

Dual-socket CPUs

I2C

to BMC

DDDRDDRDR 5

PCIe Packet Switch

I2C Bus Buffer&

Level Translator

PCIe 3.0

PCIe 5.0 x16

DDR4/5 DIMMs

SPD/PMIC

M.2 Boot NVMe

(mirror)

M.2 Data NVMe

Diodes' Key Products

$ / Box

Analog

$7.00

Power Management

$8.00

MOS/BJT

$14.3

Timing and Connectivity

$73.7

Total*

$103.00

USB 3.2

PCIe Switch Board

USB-A

Mgmt

LAN

Display Port

LAN Switch

BMC

I2C

Function

PHY

eSPI/LPC SMBus/I2C GPIO

MUX

SPI

PCIe-Switch

flash

BIOS

ESD

I3C

level Shifter

sensor

TPM

RoT module

PCIe Slot

NVMe

PCIe Slot

NVMe

PCIe Slot

NVMe

PCIe Slot

NVMe

PCIe Slot

NVMe

PCIe Slot

NVMe

PCIe Slot

NVMe

PCIe Slot

NVMe

PCIe 5.0 x 16

USB Type-C CC Logic

ESD

USB 3.2

ReDriver

USB 3.2

Switch

USB

Connector

GPU

GPU GPU GPU

GPU GPU

GPU

8-GPU baseboard

* 14% increase from last year

Disclaimer

Diodes Incorporated published this content on May 07, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 07, 2026 at 20:38 UTC.