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[Disclosure] Samsung Electronics (005930) – (Correction) Signing of Major Supply Contract / 2025-07-31

Posted on July 31, 2025July 29, 2026 By K-STOCK Editor

Fact Source: Financial Supervisory Service DART

💡 3-Second Summary

Samsung Electronics filed a corrected disclosure disclosing Tesla, Inc. as the counterparty for its semiconductor foundry supply contract valued at approx. KRW 22.76T (USD 16.54B), following the counterparty’s consent.

📊 [Key Disclosure Details & Financial Summary]

  • Disclosure Category: Correction of Major Supply Contract Signing
  • Original Filing Date: July 28, 2025
  • Reason for Correction: Disclosure of counterparty name upon consent from the counterparty, which was previously undisclosed under trade secret protection
  • Key Corrected & Contract Details:
    • Contract Name: Semiconductor Foundry Supply Contract
    • Counterparty: Tesla, Inc. (Corrected from “Global Large Corporation”)
    • Contract Amount: KRW 22,764,764,160,000 (Approx. KRW 22.76T / USD 16,544,160,000)
      • Applied Exchange Rate: Base rate on July 28, 2025 (1 USD = 1,376.00 KRW)
    • Ratio to Recent Annual Revenue: 7.6% (Based on FY2024 consolidated revenue of KRW 300.87T)
    • Contract Period: 2025-07-24 ~ 2033-12-31 (Approx. 8 years and 5 months)
    • Contract Date: 2025-07-26
  • Other Considerations & Withholding Details:
    • Detailed contract conditions remain withheld upon trade secret protection request until the day after the expiry date (2033-12-31).
    • Contract amount and duration are subject to change during the execution process.

📝 Editor’s Comment (Key Follow-up Checkpoint)

📌 Execution of Large-Scale Supply Contract and Reflection in Periodic Reports

This correction officially confirms Tesla, Inc. as the counterparty for a major long-term foundry contract running through 2033. Monitoring whether the contract is executed without material changes in amount or timeline is important for tracking the overall progress of the company’s order book. Detailed information can be verified in future periodic business reports or relevant follow-up disclosures.

📢 Disclaimer & Source Information

Source: This content was newly structured and generated based on official submission data from the Financial Supervisory Service’s Data Analysis, Retrieval and Transfer System (DART).

Investment Risk Warning: This content is provided solely for informational and linguistic reference purposes. Under no circumstances does it constitute financial advice or a recommendation to buy or sell any specific stock. All investment decisions and financial liabilities rest entirely with the individual investor.

Contact: For compliance inquiries or copyright concerns, please contact ksb220805@gmail.com.

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