Disclosures

The holding company resolved to acquire KRW 17.32 billion of perpetual private convertible bonds (Series 7) issued by its subsidiary Simmtech Co., representing 62.5% of the holding company's equity. The bonds carry a 4.0% coupon, a 30-year maturity (June 2055), and a conversion price of KRW 21,556 per share, with the issuer holding a call option exercisable from June 2030. The acquisition price reflects an 8.0% annual compounded yield applied to the KRW 50 billion call-option-target portion of the bonds held by KB Mezzanine Capital Fund No. 4. The stated purpose is to enhance holding-company management efficiency by absorbing bonds previously issued by the subsidiary. Settlement is scheduled for June 22, 2026.

The company signed a single supply contract worth KRW 21.2 billion to provide semiconductor manufacturing equipment to SK hynix. The deal represents 6.04% of the company's most recent annual revenue (KRW 351.1 billion), making it a meaningful order. Payment terms are 90% on equipment delivery (FOB) and 10% after setup completion, with the contract running from June 4, 2026 through January 15, 2027. SK hynix is a recurring customer, having executed similar contracts with the company within the past three years.

Vice President Kim Iee-soo, a non-registered executive serving in the Global Manufacturing Center, reported the on-market sale of 1,213 common shares on May 28, 2026, at ₩310,500 per share. His holdings decreased from 3,964 shares to 2,751 shares, both representing 0.00% of total shares outstanding (6.74 billion). The transaction is a routine insider disposal of a very small position and does not change his ownership ratio in any material way. The filing was triggered by the change in holdings reporting obligation dated June 2, 2026.

The company will participate in the '2026 Korea Conference' on June 16-17, 2026, hosted by Merrill Lynch, holding one-on-one and group meetings with major domestic and international institutional investors in Seoul. Management plans to highlight expansion into new markets, including the AI system semiconductor space (foundry/OSAT) with the launch of 2.5D Package TC Bonders (40/120) and the High Bandwidth Flash (HBF) market with a new-concept TC Bonder addressing growing AI memory demand. The company also emphasized its participation in the US-led AI semiconductor alliance, positioning itself to supply AI packaging equipment to big tech, memory, and foundry players. This IR signals an aggressive push beyond its core HBM TC bonder franchise into broader AI packaging opportunities.

Holders of the 6th private placement convertible bonds exercised conversion rights on three dates (April 30, May 18, and June 1), converting approximately KRW 3.46 billion in principal into 79,465 new shares at a conversion price of KRW 43,541. The new shares represent 0.65% of the current 12,180,680 shares outstanding and will be listed on May 15 and June 12. After this exercise, KRW 101.9 billion of the original KRW 200 billion 6th-series CB remains unconverted, with potential dilution of up to 2,340,322 additional shares. Continued conversions create ongoing overhang and dilution risk for existing shareholders.

Mirae Asset Global Investments reported a 1.19 percentage point decrease in its stake, falling from 11.02% (4,796,002 shares) to 9.83% (4,276,882 shares) as of June 2, 2026. The 519,120-share reduction was driven primarily by ETF redemptions, securities lending, and routine market trading between May 28 and June 2. The crossing below the 10% major shareholder threshold is the key regulatory event, though much of the movement reflects passive fund operations rather than active conviction selling. Trading prices ranged from approximately KRW 181,400 to KRW 220,500 across the reporting period.

Non-registered executive director Woong Hee Lee (Managing Director) reported a new ownership filing after acquiring 9,000 common shares through a stock option exercise on May 29, 2026. The exercise price was KRW 16,218 per share. Post-transaction, Lee holds 9,000 shares, representing 0.01% of the 66,478,426 total shares outstanding. This is Lee's initial ownership report, having been appointed to his position on March 1, 2022. The transaction size is immaterial relative to total shares outstanding.

Vice President Lee Hun, a non-registered executive in the Strategic Marketing Team, reported an increase in his holdings of company common stock. On May 29, 2026, he purchased 160 shares on the open market at an average price of KRW 313,281.25, bringing his total holdings from 3,761 to 3,921 shares. The ownership ratio remains effectively 0.00% of total outstanding shares (6,735,612,586). This is a routine insider filing of small magnitude and is unlikely to have meaningful impact on share price, though insider buying is generally viewed as a mildly positive signal of management confidence.