Siltronic AG interim report January–June 2026 global; Net loss for H1 2026 at -130.0m

Siltronic AG interim report January–June 2026 global; Net loss for H1 2026 at -130.0m

20260730_Siltronic Half Year Financial Report 2026

Quarterly overview In EUR million Q2 2026¹ Q1 2026¹ Q2 2025¹ H1 2026 H1 2025 Statement of profit or loss Sales 321.6 306.5 329.1 628.1 674.8 Gross profit –14.4 –26.2 60.2 –40.5 115.0 Gross margin % –4.5 –8.5 18.3 –6.4 17.0 EBITDA 69.4 65.1 86.4 134.5 164.6 EBITDA margin % 21.6 21.2 26.3 21.4 24.4 EBIT –51.9 –52.4 23.7 –104.3 38.5 EBIT margin % –16.1 –17.1 7.2 –16.6 5.7 Financial result –9.4 –11.8 –9.3 –21.2 –16.7 Income taxes –1.9 –2.6 0.2 –4.5 –3.0 Result for the period –63.2 –66.8 14.6 –130.0 18.8 Earnings per share EUR –1.71 –1.92 0.38 –3.64 0.46 Capital expenditure and net cash flow Capital expenditure including and intangible assets 38.5 47.6 125.5 86.0 222.0 Net cash flow –27.0 –89.5 –83.4 –116.5 –157.0 1 Quarterly figures are unaudited

In EUR million June 30, 2026 Dec. 31, 2025 Statement of financial position Total assets 4,858.7 4,760.9 Equity 2,205.7 2,028.3 Equity ratio % 45.4 42.6 Net financial debt 691.9 836.5

Employees

June 30, 2026 December 31, 2025 Number, excluding temporary employees 4,210 4,249

Company profile As one of the world’s leading providers of high-tech wafer solutions, Siltronic is globally oriented and operates production facilities in Asia, Europe and the US. Wafers are the foundation of the semiconductor industry and the basis for chips in all applications of digital life – from servers and computers to smartphones, electric cars and wind turbines. Operating internationally and highly customer-oriented, the company consistently focuses on quality, technology, innovative strength, and operational excellence. Contents Management Report on Interim Consolidated Financial Statements ………………………………………………………………………. 4 Group basics …………………………………………………………………………. 4 Macroeconomic situation and industry trends ………………………….. 4 Overall statement by the Executive Board on business performance and economic position ……………………………………….. 5 Siltronic on the stock exchange ……………………………………………….. 6 Economic development from January to June 2026 …………………… 8 Risk and opportunity change report ……………………………………….. 14 Forecast update ………………………………………………………………….. 15 Condensed Interim Financial Statements ……………………………. 18 Consolidated statement of profit or loss …………………………………. 18 Consolidated statement of comprehensive income ………………….. 19 Consolidated statement of financial position …………………………… 20 Consolidated statement of cash flows ……………………………………. 21 Consolidated statement of changes in equity ………………………….. 22 Condensed consolidated notes ……………………………………………… 23 Further Information …………………………………………………………. 29 Responsibility statement ………………………………………………………. 29 Review Report …………………………………………………………………….. 30 Financial Calendar, Contact and Imprint …………………………………. 31

Siltronic Interim report January – June 2026 4 Management Report on Interim Consolidated Financial Statements Group basics The Annual Report 2025 provides a detailed overview of the business activities, objectives and strategy of Siltronic AG. The statements made therein are still valid. There were no significant changes in H1 2026. The development of the key financial performance indicators in H1 2026 is shown in the table below. The exact definition of all key performance indicators can be found in the Annual Report 2025 on page 21. Financial key performance indicators In EUR million H1 2026 H1 2025 FY 2025 EBITDA margin in % 21.4 24.4 23.5 Net cash flow –116.5 –157.0 –85.3 Sales 628.1 674.8 1,346.7 EBIT –104.3 38.5 –26.4 Capital expenditure 86.0 222.0 369.1 Net financial debt, as of reporting date 691.9 902.8 836.5

Macroeconomic situation and industry trends According to the International Monetary Fund (IMF), global gross domestic product (GDP) growth in 2025 was 3.4 percent. For 2026, the IMF projected a decline to 3.1 percent. As a result, the original IMF forecast from January 2026 was reduced by 0.2 percentage points. This revision is primarily driven by the conflict in the Middle East. Global inflation is expected to increase again from 4.1 percent in 2025 to 4.4 percent in 2026, according to the IMF. The increase compared with the forecast from October 2025 reflects expected price increases for energy and food. According to the OECD, GDP in the eurozone decreased by 0.1 percent in Q1 2026 compared to Q4 2025. In this context as well, the conflict in the Middle East, and particularly the pronounced decline in oil exports from the Gulf states had a negative impact on the economy. The euro appreciated against the US dollar in H1 2026 compared with H1 2025. In the quarter-over-quarter comparison (Q2 2026 versus Q1 2026), the euro remained virtually stable against the US dollar. According to the industry association SEMI, global silicon wafer shipments increased by 13.1 percent in Q1 2026 compared to Q1 2025. At the time of reporting, data for Q2 had not yet been published. We expect shipment volumes in Q2 to exceed those of the previous quarter. Sources: IMF World Economic Outlook Update April 2026 OECD Data as of July 3, 2026 SEMI SMG Press Release April 29, 2026 ECB Macroeconomic Projections June 2026

Siltronic Interim report January – June 2026 5 Overall statement by the Executive Board on business performance and economic position The development of wafer end markets showed a mixed picture in H1 2026. Artificial Intelligence remains the key structural growth driver of the semiconductor industry. Particularly strong momentum continues to be seen in the server and data center infrastructure business. Increasingly, the effects of this trend are also becoming visible in the industrial end market, especially in connection with the expansion of energy infrastructure for data centers. At the same time, limited memory chip capacity continues to be allocated preferentially to AI applications. This is weighing on the smartphone and PC end markets, which are declining year over year. Overall, we continue to expect wafer area sold to grow by around 7 percent across all end markets in 2026 (before inventory effects). Inventory levels at semiconductor manufacturers also continue to show differing dynamics. While overall inventories, including finished and work-in-progress products, have largely normalized at logic device manufacturers, inventories at memory manufacturers had initially returned to normal levels as well. However, sustained strong demand for memory chips now points to a moderate rebuild of wafer inventories as a precautionary reserve. Among power semiconductor manufacturers, initial signs of improvement are emerging. Nevertheless, inventory levels remain elevated. These market developments are also reflected in customer demand. Loading of production capacities for 300 mm wafers remains at a high level, and in certain cases we have been able to secure improved sales prices outside existing long term agreements (LTAs). After a weak H1 2026, demand for 200 mm wafers is showing signs of recovery amid more stable sales prices. The resulting effect on sales and earnings in 2026 will remain limited, however, as the recovery begins at a low price level and product mix effects continue to move in the opposite direction. Overall, business performance in H1 2026 was in line with our expectations. Group sales amounted to EUR 628.1 million, down from EUR 674.8 million in the previous year period. The year- over-year decline mainly reflects the significantly weaker US dollar and the absence of sales from SD (Small Diameter) production following its closure in mid-2025. On a comparable basis, excluding these factors, operating sales were slightly higher than in the previous year period. EBITDA amounted to EUR 134.5 million in H1 2026, resulting in an EBITDA margin of 21.4 percent, compared with 24.4 percent in H1 2025. We continue to be very satisfied with the ramp of our additional production capacities in Singapore. The new fab in Singapore already contributes significantly to our 300 mm volume growth. As utilization of the site’s production capacities increases, fixed- cost absorption continues to improve. Particularly encouraging is the high share of epitaxial and Leading Edge products, which are primarily required for the production of logic devices. This confirms our strategic focus on technologically demanding applications in structurally growing end markets. To support our long-term growth and further strengthen our balance sheet, we successfully completed a capital increase in June 2026. The new shares were placed at a price of EUR 91 per share, generating gross proceeds of EUR 273 million. The transaction was significantly oversubscribed and provides us with increased financial flexibility while enabling us to capitalize on attractive market opportunities. In addition, Siltronic was readmitted to the MDAX on June 22, 2026, and continues to be included in the TecDAX. Overall, we confirm our guidance for financial year 2026 and are slightly raising our sales guidance. This is primarily driven by continued robust demand for 300 mm wafers. We now expect sales to be in the low to mid-single-digit percent range below the previous year’s level. Adjusted for FX effects and the decline in sales resulting from the cessation of SD activities, we expect sales for financial year 2026 to be at or slightly above the previous year’s level. We continue to closely monitor geopolitical developments. At this stage, we do not see any direct material effects on our business. However, we are facing moderate additional cost pressures, mainly driven by energy and logistics expenses. Looking beyond the current year, we remain a positive view on the medium- to long-term prospects for the semiconductor and wafer industry. Megatrends such as Artificial Intelligence, Digitalization and Electromobility are driving sustainable growth in demand for semiconductors and, consequently, wafers. At the same time, they are increasing silicon consumption per end application. Against the backdrop of the expected market development and the already high loading of production capacities for 300 mm wafers, we are seeing growing customer interest in securing medium- and long-term volumes. Although improved spot prices are now being achieved selectively outside existing long term agreements following the significant price declines of recent years, these prices have not yet reached a level that would justify more extensive investments in production capacity. This applies in particular to further expansion steps in Singapore. Consequently, we remain selective when entering into new agreements and continue to focus on appropriate commercial terms. In addition, the capacity expansions announced or already initiated by numerous chip manufacturers support our positive view of the wafer industry’s medium- and long-term growth prospects.

Siltronic Interim Report January – June 2026 6 Siltronic on the stock exchange The Siltronic share started the financial year 2026 at EUR 51.00 and initially declined in the following weeks. On February 12, 2026, Siltronic published its guidance for fina