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DART disclosure

Hanmi Semiconductor Just Posted a Record Quarter — the Filing’s Real Story Is That Its Biggest HBM Customer Switched From SK Hynix to Micron

2026-08-152026-07-15 by Mr. Gat

Hanmi Semiconductor posted a record Q2 (₩180bn revenue, 47.9% margin). We read the filing line by line — the low base after Q1’s shock, and the quiet swap…

Categories Earnings & Filings Tags DART disclosure, HBM4, picks and shovels

HD Hyundai Electric’s ₩1.12tn Big-Tech Contract

2026-08-222026-07-05 by Mr. Gat

On July 2, 2026, HD Hyundai Electric disclosed a ₩1.12 trillion (~$721M) power-infrastructure contract with an unnamed global big-tech firm for North…

Categories Stock Guides Tags AI data center, DART disclosure, HD Hyundai Electric

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