Disclosures

KLA filed an 8-K under Item 8.01 (Other Material Events), a catch-all category covering disclosures that don't fit standard triggers such as earnings or agreements. Without fetching the filing body, the specific event is unknown — common 8.01 uses include press releases on business developments, capital allocation actions, or regulatory matters. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit under Item 9.01 to identify the actual event before drawing conclusions.

Vice President Lee Taekwan (LEE TAEKWAN), a non-registered executive in Samsung Electronics' Legal Affairs (Litigation) team, sold 2,500 ordinary shares on July 30, 2026 at KRW 211,000 per share through the open market. His total holdings fell from 12,962 shares to 10,462 shares — a reduction of roughly 19.3% in his personal position, valued at approximately KRW 527.5 million (≈ USD 385,000) for the disposed tranche. His remaining stake represents 0.00% of the 6.648 billion total shares outstanding, making this a negligible position in absolute terms. This is a routine mid-level insider disposition with no disclosed trading plan on file and no indication of strategic or information-driven motivation. Disclosures of this scale from non-registered executives are generally not considered market-moving.

LB Semicon's rights offering closed with a 97.22% subscription rate, with existing shareholders subscribing to 11,666,578 of the 12,000,000 new shares offered. The 333,422 unsubscribed shares will be offered to the general public on August 6–7, 2026. Any shares remaining after the public offering will be fully underwritten by lead manager KB Securities on its own account, eliminating placement risk. Refunds and payment settlement are scheduled for August 11, with new shares listed on August 26, 2026.

Henrik Johan Jansson (JANSSON HENRIK JOHAN), a non-registered executive director (상무) in Samsung Electronics' Strategic Marketing Team, disclosed a purchase of 96 common shares on July 31, 2026 at 216,000 KRW per share, increasing his total holding from 1,631 to 1,727 shares. The transaction is a routine open-market buy totaling approximately 20.7 million KRW (~$15,000 USD). His resulting ownership stake remains effectively zero at 0.00% of the 6.74 billion total shares outstanding. This type of disclosure is mandated under Korean securities law whenever an insider's holdings change, and carries no material implications for Samsung Electronics' fundamentals or share price.

DB HiTek reported strong preliminary Q2 2026 results on a consolidated basis, with revenue of KRW 414.5 billion (+22.8% YoY, +15.3% QoQ) and operating income of KRW 105.2 billion (+42.5% YoY, +57.3% QoQ), both on a continuing-operations basis. Net income surged 92.7% YoY to KRW 115.6 billion, and first-half 2026 cumulative net income of KRW 202.5 billion nearly doubled the prior-year first-half figure (+91.2%). The outsized pre-tax income growth (+123.8% YoY) signals significant non-operating gains beyond core foundry operations. A key disclosure note is that subsidiary DB World's ferroalloy segment has been classified as discontinued operations following a temporary business suspension announced on May 29, 2026; revenue and operating income figures therefore reflect continuing operations only. All figures are unaudited and subject to revision.