Disclosures

KCTech filed its Q1 2026 quarterly report (10th fiscal year) covering January 1 to March 31, 2026, with no material changes to its corporate structure, controlling shareholder, or principal business. The company continues to operate one consolidated subsidiary (KCTech America Inc., established April 2025) supporting U.S. customer R&D for slurry and chemical products. Credit ratings remain stable at AA- from NICE D&B and A+ from Korea Ratings Data and EcredibleI, consistent with prior-year levels. The March 2026 AGM reappointed CEO Choi Dong-gyu, two inside directors, and three outside directors, with no new appointments. Capital stock and total shares outstanding (20,690,323 common shares) are unchanged from year-end 2025.

SK Hynix is disclosing the disposal of up to 114,209 treasury shares to fulfill stock options originally granted at the March 2022 AGM, triggered by the first exercise of those options. The exercise price is set at KRW 124,220 per share, implying a total potential disposal value of approximately KRW 14.19 billion. The actual confirmed amount is currently only 191 shares (for one retired executive who exercised 210 options), with the remaining 113,999 shares contingent on future option exercises through the deadline of March 30, 2027. The expected dilution effect is negligible at under 0.02% of total shares outstanding, and shares will be transferred directly from the company's treasury account to recipients' personal accounts rather than sold on the open market. This is a routine compensation-related disclosure with minimal market impact.

Eugene Technology reported Q1 2026 consolidated revenue of KRW 101.87 billion and operating profit of KRW 18.83 billion. The semiconductor equipment segment (LPCVD BlueJay, Plasma Albatross, ALD Harrier) contributed KRW 81.78 billion (80.3% of sales), while precursor materials for DRAM capacitors generated KRW 3.71 billion (3.6%) and other/merchandise sales KRW 16.39 billion (16.1%). Exports reached KRW 37.13 billion, accounting for 36.45% of total revenue, reflecting the company's continued diversification strategy. At the 26th AGM (March 27, 2026), shareholders approved amendments to the articles of incorporation including reclassification of outside directors as 'independent directors' under revised commercial law, changes to proxy voting procedures, and director liability limitations. The report contains limited financial detail as company overview, capital changes, and share count sections are deferred to the semi-annual/annual report per disclosure standards.

TES reported strong Q1 2026 results with consolidated revenue of KRW 97.2 billion, operating profit of KRW 22.2 billion, and net income of KRW 24.6 billion. Semiconductor front-end equipment (primarily PECVD and Gas Phase Etch & Cleaning tools) accounted for over 99% of revenue, with the remaining 1% from display and UVC LED equipment. Domestic sales dominated at 96% versus 4% overseas, indicating continued heavy reliance on Korean chipmakers (Samsung, SK hynix). At the March 2026 AGM, Joo Jae-young was newly appointed as co-CEO alongside re-appointed Lee Jae-ho, while Joo Soong-il was re-elected as inside director and named Chairman of the Board. The report otherwise references the 2025 annual report for company overview, capital, and share information.

Park Systems' board approved the disposal of 732 treasury common shares, valued at approximately KRW 218.5 million based on the May 12, 2026 closing price of KRW 298,500. The shares will be transferred from the company's treasury account to long-tenured employees and executives as Restricted Stock Unit (RSU) grants whose vesting conditions have been met. This is not an open-market sale but a direct account transfer, so there is no impact on market float or trading volume. The disposal represents only 0.01% of total shares outstanding, making dilution effects negligible. The disposal period runs from May 14, 2026 to August 13, 2026, with KB Securities acting as the brokerage intermediary.

Daeduck's subsidiary Daeduck Electronics has approved a KRW 213 billion (approx. USD 155 million) investment to expand its semiconductor product manufacturing facility, equivalent to 23.74% of the subsidiary's equity. The board resolved the decision on May 11, 2026, with construction running through December 31, 2027. The capacity expansion is positioned as a response to rising semiconductor market demand, signaling management's confidence in a multi-year demand cycle. Funding will come from internal cash and external borrowings, introducing some leverage risk but spreading capex over roughly 20 months. The scale is material but does not classify as a large-scale corporate transaction under Korean disclosure rules.

A non-registered executive (Managing Director Lee Gyoo-chul, Development Team) filed a change report on his ownership of company securities as of May 6, 2026. He bought 102 preferred shares at KRW 185,000 and sold the same 102 shares at KRW 183,400 on the same day, resulting in a small intraday loss. After the trades, his holdings returned to 243 common shares and 0 preferred shares (down from 102), with the common-share count unchanged. The transaction is immaterial in size (0.00% of outstanding shares) and reflects a personal trading event rather than any strategic insider action.