Disclosures

WIN Semiconductors (3105) reported Q1 2026 revenue of NT$4.59B with operating income of NT$431M (9.4% operating margin) and net income of NT$448.6M, yielding basic EPS of NT$1.26. Non-operating income of NT$100.8M provided a modest boost, lifting net margin to 9.8%. As a leading GaAs/GaN foundry, the results reflect ongoing demand from RF, wireless, and compound-semi end markets.

Realtek Semiconductor (2379) reported Q1 2026 revenue of NT$36.4B with operating income of NT$4.33B and net income after tax of NT$4.33B, delivering basic EPS of NT$8.44. Non-operating income contributed NT$645.6M to the quarter. Results reflect solid execution in the connectivity/communications IC segment amid steady demand.

ASE Technology Holding reported Q1 2026 revenue of NT$173.7B with operating income of NT$17.5B and net income after tax of NT$14.6B. Basic EPS came in at NT$3.24, reflecting a solid quarter for the OSAT leader amid steady semiconductor packaging and testing demand. Results appear in line with sector expectations for advanced packaging plays.

This filing amends the preliminary Q2 2026 earnings disclosure originally submitted on July 7, 2026, with minor upward revisions to reported figures. Q2 2026 consolidated revenue was revised up by KRW 0.50 trillion to KRW 171.50 trillion, while operating profit was revised up by KRW 0.09 trillion to KRW 89.49 trillion. On a year-over-year basis, Q2 revenue surged 130.00% and operating profit soared 1,813.83%, reflecting a dramatic earnings recovery. The amendment also removes a previously included note about re-disclosure at the time of board approval. As the changes are technically minor corrections to already-public figures, the incremental market impact is expected to be negligible.

Samsung Electronics reported Q2 2026 preliminary consolidated revenue of KRW 171.5 trillion (₩1,714,995 billion), up 28.1% quarter-on-quarter and an extraordinary 130.0% year-on-year. Operating income surged to KRW 89.5 trillion (₩894,924 billion), a 56.4% QoQ increase and a staggering 1,814% jump compared to Q2 2025's deeply depressed KRW 4.7 trillion. Net income attributable to controlling shareholders reached KRW 71.3 trillion, up roughly 1,344% YoY. On a first-half cumulative basis, operating income of KRW 146.7 trillion already dwarfs the full-year 2025 figure, reflecting a dramatic semiconductor upcycle recovery. These are preliminary figures subject to revision upon completion of the external audit.

Samsung Electronics' board resolved on July 30, 2026 to pay a quarterly cash dividend of 374 won per share on both common and preferred shares, based on a record date of June 30, 2026. The total dividend outlay amounts to approximately 2.46 trillion won (roughly USD 1.8 billion), with preferred shareholders receiving the same per-share amount but at a higher yield of 0.2% versus 0.1% for common holders, reflecting the preferred shares' lower market price. Payment is scheduled for August 28, 2026, within the legally required one-month window from the board resolution date. All five outside directors attended the board meeting with no absences, and no shareholder general meeting was required for this decision. This is a routine recurring quarterly dividend and carries no indication of a special or extraordinary payout.

Chairman and CEO Kwak Dong-shin purchased 29,336 common shares on the open market on July 30, 2026 at an average price of KRW 170,565 per share, for a total consideration of approximately KRW 5.0 billion (~USD 3.6 million). Following settlement on August 3, 2026, his beneficial ownership rises to 32,048,145 shares, or 33.62% of total shares outstanding (95,312,200). The trade was pre-announced under a trading plan filed on July 2, 2026, indicating a deliberate, planned accumulation rather than a reactive purchase. While the incremental ownership gain is modest at 0.03 percentage points, open-market buying by a controlling chairman at current price levels carries a constructive signal on management's view of intrinsic value.