Neosem Inc. Signs KRW 11.5 Billion Semiconductor Testing Equipment Supply Contract with Subsidiary... Equivalent to 18% of Revenue, Viewed as Routine Business Activity

Neosem Inc. has entered into a supply contract with its subsidiary NEOSEM TECHNOLOGY INC. for semiconductor testing equipment (SSD TESTER & MODULE). The contract value is approximately KRW 11.54 billion, representing 18.05% of the 2025 consolidated revenue of KRW 63.94 billion.
The contract period runs from May 27, 2026 to October 31, 2026, with payment due within 60 days after delivery. There is no advance payment, and the company will use both in-house and outsourced production.
As this is a transaction with a subsidiary, the impact on the separate financial statements is limited due to consolidation eliminations. However, it may contribute to the subsidiary's performance.
[AI Comprehensive Analysis]This disclosure is a routine sales contract filing, with a neutral direct impact on corporate value. Although the contract size is significant at 18% of revenue, the fact that it is an intercompany transaction makes it neither a special positive nor negative event from an investor's perspective.