Notes
One of the few non-Japanese suppliers of KrF and ArF photoresists, positioned as a strategic Korean alternative after the 2019 Japan export controls. Also supplies wet chemicals and is developing EUV photoresist capabilities, though EUV remains dominated by JSR and Tokyo Ohka Kogyo. Also produces electrode materials for secondary batteries as a non-semiconductor business.
Samsung Asset Management filed an abbreviated large shareholding report disclosing that its holding fell to 1,494,087 shares (2.91%) from 2,592,254 shares (5.04%) as of May 12, 2026, a decrease of 1,098,167 shares (-2.13 percentage points). The change was driven by trading activity (simple acquisition/disposal) and includes 9,947 shares (0.02%) entrusted to Samsung Active Asset Management. The reported purpose remains simple investment, with no intent to influence management. Crossing below the 5% threshold means future changes of 1%p or more no longer require mandatory disclosure, reducing transparency on this institutional holder's future moves.