[Disclosure] Hanmi Semiconductor (042700) Mobilizes Samsung Securities PBs, Targeting High-Net-Worth Capital with Next-Gen ‘Hybrid Bonder’ & Aerospace Roadmaps

Source Fact: Financial Supervisory Service Electronic Disclosure System (DART) / 2026-03-03

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’, ‘Hybrid Bonder’ pipeline, and exploding global demand for aerospace/defense EMI shields.

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

• Date & Location: March 4, 2026 at 08:00 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 Advanced Packaging Assets: Expanding beyond standard memory HBM tools to foundry-bound ‘TC Bonders, FC Bonders, and Big Die Bonders’ to systematically capture the entire AI system and memory computing ecosystem.
  2. Next-Gen Equipment Launch Roadmap: Detailing precise development schedules for high-spec ‘TC Bonder 4’, the ‘Wide TC Bonder’ (optimized for HBM5 & HBM6), and advanced ‘Hybrid Bonders (for HBM & System Semiconductor)’.
  3. Expansion of EMI Shield Business: Capturing accelerating structural equipment orders driven by the booming space exploration rockets, low-earth orbit (LEO) satellite communications, and defense drone sectors.

📈 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 single-sector (HBM) 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 next-gen super-cycle. Crucially, formalizing the expansion of EMI shield tools into the space exploration, LEO satellite, and military drone fields redefines the equity’s core identity. Transitioning from a single memory-tool provider to a global aerospace and AI infrastructure titan provides 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 space exploration and LEO satellite-bound EMI shields, Hanmi is systematically reinforcing its financial downside protection. 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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