Disclosures

Amkor Technology filed an 8-K under Item 2.02 disclosing its quarterly results of operations, indicating an earnings release. As a leading OSAT (outsourced semiconductor assembly and test) provider, AMKR results are a high-signal read on advanced packaging demand, AI/HBM ramp, and customer utilization trends across TSMC, Samsung, and fabless clients. Full filing body not analyzed; description inferred from form + item codes.

SK Hynix filed an amended related-party transaction disclosure after actual Q4 2026 purchase amounts from affiliate SK Innovation exceeded the originally estimated figures by 20% or more. The total purchase amount is KRW 30.42 billion, equal to just 0.04% of SK Hynix's prior-year standalone revenue of KRW 86.85 trillion. The three purchase items are: Boryeong LNG terminal usage fees (KRW 8.68B), mySUNI education platform costs (KRW 16.58B), and power trading fees (KRW 5.16B), all contracted on a sole-source basis. The original Q4 2026 estimate was disclosed on December 23, 2025; this filing reflects the mandatory amendment triggered by the 20%-or-greater upward variance. The transaction scale is immaterial relative to the company's revenue base.

SK Hynix has filed an amended disclosure for its Q4 2026 (October–December 2026) goods and services transaction with SK Corp., its controlling shareholder affiliate. The revised purchase amount totals KRW 704.45 billion — covering IT system development (KRW 637.45 bn) and system operations and maintenance (KRW 67.0 bn) — both awarded on a sole-source basis and settled by promissory note. The amendment is triggered because the actual contract amount exceeds the originally estimated figure disclosed on 26 June 2026 by 20 % or more, as required under Fair Trade Act Article 26. At 0.81 % of SK Hynix's prior-year standalone revenue of KRW 86.85 trillion, the aggregate amount is meaningful but not exceptional for a large-scale IT infrastructure build-out.

LS ELECTRIC has announced an investor relations event to present its Q2 2026 financial results, to be held on July 24 (Friday) and July 27 (Monday) in Yeouido. The sessions will be conducted in one-on-one and small group formats targeting institutional investors and analysts, with KB Securities serving as the sponsor. IR presentation materials will be posted on the company's official website following the announcement. A related preliminary earnings disclosure (consolidated basis) was filed on the same date, July 23, 2026.

Boo Min Hyoug, a non-registered Vice President in Samsung Electronics' DA Design Team, filed a change-of-ownership report disclosing the sale of 1,080 common shares across two transactions on July 15–16, 2026. The first tranche of 1,000 shares was sold off-market at KRW 257,000 per share via Samsung Securities on July 15; the remaining 80 shares were sold on-market at KRW 267,500 on July 16. Following the disposals, the executive's remaining holding stands at 3,229 shares, representing a negligible 0.00% of the company's approximately 6.65 billion total shares outstanding. Given the immaterial size of the transaction relative to total float, this filing carries no meaningful signal for stock price direction.