$SKHY 3Q26 IR Materials: Changes from 2Q *Favorable supply-demand outlook through 2030 Supply expansion is constrained by the technical difficulty of leading-edge processes and long fab construction lead times; a demand-driven market is expected through 2030 *Physical AI mentioned Enterprise and personal AI to drive near-term growth, with physical AI expected to broaden the scope of demand over the mid-to-long term *HBM price negotiations mentioned 2027 HBM contract terms have been finalized; the profitability gap between HBM and conventional DRAM is expected to narrow meaningfully *LTA expansion 2Q26: 10 vs. 3Q26: 14 (including global CSPs); LTA volume secured to date covers more than 50% of total capacity for both 2027 and 2028 *Shareholder returns KRW 30tn cash dividend (special dividend funded by gains on the Kioxia investment); KRW 60tn+ in share buybacks and cancellation