[Disclosure] Hanmi Semiconductor (042700) Summons Samsung Securities PBs, Targeting High-Net-Worth Capital with Next-Gen HBM6 & Aerospace Roadmaps

Source Fact: Financial Supervisory Service Electronic Disclosure System (DART) / 2026-04-10

Disclosure Type: Holding of Investor Relations (IR) (Announcement Disclosure)

💡 3-Second Summary

Shifting its strategy toward premium domestic liquidity, Hanmi Semiconductor is hosting an operational briefing for Private Bankers (PBs) at Samsung Securities WM Investment Center to pitch its next-gen ‘Wide TC Bonder’ for HBM5/HBM6 and expanding global demand for aerospace/defense EMI shields.

📊 1. [Key Disclosure Content & Major Figures Summary]

• Date & Location: April 14, 2026 at 16:00 KST, Samsung Securities WM Investment Center
• Target Attendees: Private Bankers (PBs) at Samsung Securities
• Purpose: Providing an operational briefing on the 2026 business outlook and core technology pipelines to high-net-worth individual investors via elite PB networks.
• Format: Group Meetings (Sponsored by Samsung Securities)
• Key Presentation Summary (3 Core Future Growth Pillars):
  1. Full-Scale Diversification of TC Bonder Pipeline: Expanding beyond standard HBM/HBF tools to foundry-bound ‘2.5D Package TC Bonders’ and ‘BOC/COB Bonders’ for premium graphic (GDDR) and NAND stacking.
  2. Next-Gen Equipment Launch Roadmap: Detailing precise development schedules for the ‘Wide TC Bonder’ (optimized for HBM5 & HBM6) and advanced ‘Hybrid Bonder (for HBM & System Semiconductor)’ systems.
  3. Expansion of EMI (Electromagnetic Interference) Shield Pipeline: Capitalizing on surging equipment orders from global aerospace, satellite communication, defense drones, and premium smartphones.

📈 2. [Expert View: Market & Stock Price Impact Analysis]

• Mobilizing Smart Money via Premium Retail Channels (Short-term Positive Catalyst): Targeting financial center PBs rather than standard institutional analysts represents a tactical push to tap directly into premium domestic retail liquidity. Inflows of steady “smart money” managed through premium asset management accounts tend to build strong downside support and serve as a constructive near-term technical catalyst for the stock.
• Secular Evolution and Aerospace Multiplier Inbound (Long-term Fundamental Expansion): The fundamental strength of this filing lies in its clear technological response to cyclical peak anxieties. Solidifying the development timeline for the ‘Wide TC Bonder’ and ‘Hybrid Bonder’ systems effectively guarantees that Hanmi’s near-monopoly positioning will extend deep into the HBM6 super-cycle. Crucially, formalizing the expansion of EMI shield tools into the aerospace, drone, and satellite markets—aligning with Hanmi’s high-profile SpaceX investment moves—redefines the equity’s core identity. Transitioning from a single memory-tool provider to a global aerospace and AI tech infrastructure titan provides major international research firms with clear justification to re-rate long-term valuation multiples higher.

📝 Editor’s Comment (by K-STOCK Editor)

Hanmi Semiconductor’s strategic engagement with Samsung Securities’ premium PB channels is a calculated move to capture high-velocity retail liquidity and anchor long-term sentiment. The core value of this briefing lies in giving the market explicit visibility into its next-gen architecture, framing its ‘Wide TC Bonder’ and ‘Hybrid Bonder’ systems as a unified transition path. Deploying Wide TC Bonders aggressively to bypass temporary industry bottlenecks in hybrid bonding deployment while refining its next-gen hybrid tools in parallel constitutes an incredibly robust two-track strategy. Complemented by growing demand for aerospace and satellite-bound EMI shields, Hanmi is systematically detaching its growth runway from core memory volatility. Rather than overreacting to cyclical peak anxieties, tracking this multi-market institutional expansion remains the most rational approach.

📢 Disclaimer & Source Information

• Source: This content was newly structured and written based on official data submitted to the Financial Supervisory Service Electronic Disclosure System (DART).
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