[Disclosure] Hanmi Semiconductor (042700) Partners with CLSA to Summon ‘Global Whales’, Signaling Massive 2026 HBM Market Shift

Source Fact: Financial Supervisory Service Electronic Disclosure System (DART) / 2026-02-06

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

💡 3-Second Summary

Teaming up with global investment banking titan CLSA Securities, Hanmi Semiconductor is hosting a massive, multi-timezone virtual roadshow for elite institutional investors across the U.S., Europe, and Asia to review FY2025 financial metrics and outline its dominant roadmap for the 2026 HBM technological paradigm shift.

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

• Date & Timeline:
  • Europe & Asia: February 9, 2026 at 16:00 KST
  • United States: February 10, 2026 at 09:00 KST
  • Anchor Hub: CLSA Seoul Office (Yeouido IFC)
• Target Attendees: Major overseas institutional investors across the U.S., Europe, and Asia.
• Purpose: Official presentation of finalized Q4 2025 and annual consolidated business performance, paired with strategic corporate guidance.
• Format: Multi-Session Virtual Conference Call
• Sponsoring Brokerage: CLSA Securities
• Core Presentation Summary:
  1. FY2025 Annual Business Review: Comprehensive briefing on unencumbered cash flows and financial metrics driven by primary tool shipments.
  2. New Dynamics in the 2026 HBM Market: Presenting strategic blueprints for the upcoming 6th-generation HBM4 architectural shift to solidify near-monopoly positioning.
  3. Global Investor Q&A Session: Direct technical and financial dialogue with major international fund managers.

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

• Earnings Visibility Eliminates Macro Noise (Powerful Near-Term Catalyst): Deploying a rapid, back-to-back 릴레이 institutional conference call specifically calibrated to Western and Asian trading hours reflects management’s absolute conviction in its finalized annual metrics. Actively clear-cutting valuation anxieties at the timing of earnings prints provides a prominent near-term technical catalyst, expanding foreign ownership density and driving aggressive institutional net buying.
• Secular Moat Re-evaluated Amid HBM4 Generational Transition (Long-Term Fundamental Expansion): Placing “New Dynamics in the 2026 HBM Market” at the center of the agenda is highly strategic. Rather than navigating routine backward-looking reviews, Hanmi is actively feeding international managers its technological thesis for the HBM4 super-cycle, notably featuring its premium ‘Wide TC Bonder’ and ‘Hybrid Bonder’ development timelines. Successfully demonstrating that its multi-year lock-in with premier foundry and memory alliances remains unassailable effectively dismantles cyclical peak rumors. This structural moat fortification provides international research firms with clear justification to lock in higher long-term valuation multiples.

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

Hanmi Semiconductor is turning up the heat globally, establishing a strategic war room at CLSA’s Yeouido IFC headquarters to drop a heavy-hitting fundamental thesis on elite institutional whales worldwide! This isn’t just a basic backwards-looking earnings review; management is deploying a masterfully timed pipeline catalyst called “New Dynamics in the 2026 HBM Market.” Right as the ecosystem gears up for the massive HBM4 structural transition, Hanmi is jumping on global lines to remind Wall Street and London allocators that their near-monopoly grip on advanced packaging infrastructure is ironclad. This is a flawless, high-velocity narrative that global trading boards and tech subreddits will absolutely eat up. As the multi-session calls fire up starting February 9, expect international institutional buy-in vibes to get scorching hot.

📢 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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