KRW 21.5B Semiconductor Equipment Supply Contract with SK Hynix — TES

Summary

The company signed a single supply contract to deliver semiconductor manufacturing equipment to SK Hynix for KRW 21.534 billion (excluding VAT), equivalent to about 6.13% of its most recent annual revenue. The contract runs from May 20, 2026 to January 11, 2027, with payment structured as 90% on equipment delivery (FOB) and 10% after setup completion. No down payment is involved, and the company has a track record of similar contracts with SK Hynix over the past three years. The deal reinforces the company's position as a key equipment supplier to SK Hynix amid ongoing memory capex.

Filed	P₀	P₊₅	+5d
Jun 5, 2026	₩139,200	₩176,300	+26.65%
Mar 17, 2026	₩65,200	₩63,000	-3.37%

Filed

P₀

P₊₅

+5d

Jun 5, 2026

₩139,200

₩176,300

+26.65%

Mar 17, 2026

₩65,200

₩63,000

-3.37%

Full Translation

Single Sales/Supply Contract (Voluntary Disclosure) 1. Sales/Supply Contract Details Semiconductor manufacturing equipment 2. Contract Details - Conditional contract: No - Confirmed contract amount: KRW 21,534,000,000 - Conditional contract amount: - - Total contract amount (KRW): 21,534,000,000 - Most recent revenue (KRW): 351,115,732,341 - Ratio to revenue (%): 6.13 3. Counterparty - SK Hynix - Most recent revenue (KRW): 97,146,675,343,618 - Main business: Semiconductor manufacturing and sales - Relationship with the company: - - Performance of similar contracts in the past 3 years: Yes 4. Sales/Supply Region Republic of Korea 5. Contract Period - Start date: 2026-05-20 - End date: 2027-01-11 6. Key Contract Terms - Down payment/advance payment: None - Payment terms: 90% upon equipment delivery (FOB), 10% after setup completion 7. Sales/Supply Method - In-house production: Applicable - Outsourced production: Not applicable - Other: - 8. Contract (Order) Date 2026-05-20 9. Other Matters for Investment Reference - The most recent revenue figure is based on the consolidated audit report for the latest fiscal year. - The contract amount excludes VAT. - The contract end date reflects the expected payment date of the final 10% balance after the last equipment setup completion (scheduled for 12/3). * Related disclosures: -