Disclosures

This is an amendment to an insider securities ownership report originally filed on June 2, 2026, by Choi Insu, a non-registered Senior Managing Director (상무) in the DREAM TM Group at Samsung Electronics. The amendment deletes 6 previously reported transactions — specifically 3 open-market purchases, 1 open-market sale, and 2 stock bonus grants — reducing the reported transaction count from 15 to 9. After the correction, the executive's final shareholding stands at 1,178 common shares (up a net 27 shares from the prior report's opening balance of 1,151), acquired at prices ranging from ₩178,300 to ₩302,000 between February and June 2026. The corrected holdings represent a negligible 0.00% of Samsung Electronics' 6.74 billion total shares outstanding, and the amendment carries no material market impact.

Lee Kyung-ho, a non-registered Senior Managing Director (상무) in Samsung Electronics' Finance Team, filed this ownership report covering two offsetting transactions. On February 25, 2026, he sold 395 common shares at ₩190,600 per share on-market, reducing his position to 623 shares. On March 6, 2026, he repurchased the same 395 shares at ₩175,000 per share, restoring his total holding to 1,018 shares — an unchanged position versus the prior report. The round-trip implies a gross profit of roughly ₩6.2 million (₩15,600 spread × 395 shares) but has no meaningful impact on Samsung Electronics' shareholder structure given the 6.65 billion total shares outstanding.

SK Hynix completed a third-party allotment of 17,790,000 new common shares to Citibank, N.A. as depositary, which then issued approximately $26.51 billion worth of ADRs (177,900,000 ADRs at $149 per ADR) to overseas institutional investors on July 14, 2026. The implied per-share issue price was KRW 2,242,301, based on the USD/KRW reference rate of 1,504.90 on settlement date. This is one of the largest single equity capital raises in Korean corporate history, raising KRW ~39.89 trillion (gross). Existing shareholders face approximately 2.5% dilution, with SK Square's stake declining from 20.50% to 20.00% and the National Pension Service's from 8.06% to 7.86%. The new domestic shares are scheduled to list on the KRX on July 29, 2026; the ADRs began trading on the Nasdaq Global Select Market on July 10, 2026.

ASML filed a 6-K interim report covering the period through June 28, 2026, likely containing Q2 2026 financial results, order intake figures, or an earnings-related press release submitted to Dutch regulators and cross-filed with the SEC. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for EUV/High-NA order book updates and 2026 guidance revisions, which directly signal leading-edge capex momentum across Samsung, TSMC, and Intel.

Hanmi Semiconductor posted preliminary Q2 2026 revenue of KRW 251.2 billion, up 39.5% year-over-year and a dramatic 393.4% quarter-over-quarter, after a very weak Q1 (KRW 50.9 billion). Operating profit surged to KRW 130.3 billion (+51.0% YoY, +1,441.4% QoQ), implying an operating margin of approximately 51.9% — exceptionally high for a capital-equipment and semiconductor-tooling business. The sharp sequential rebound signals a significant demand recovery in Q2. On a first-half cumulative basis, revenue of KRW 302.1 billion is still 7.7% below H1 2025 and cumulative operating profit of KRW 138.8 billion trails H1 2025 by 11.0%, reflecting the drag from the soft Q1. Net income figures were not provided in this preliminary filing; these figures are unaudited and subject to revision.