Samsung Electronics 1Q26 Conference Call Q&A Key Takeaways (1) 1. Is Samsung also pursuing LTAs? Yes. Contracts have already been signed with some customers. Unlike prior trust-based agreements, these carry substantial binding force. By covering investment amounts, duration, and technical difficulty, they lower CAPA operational risk and enhance business stability and visibility for both customers and Samsung. 2. Union bonus negotiations — were any provisions booked in Q1, and at what scale? Labor-management negotiations are still in progress, so no provisions were booked this quarter. The size of any Q2 provision will be determined based on the outcome of the negotiations. 3. Detailed memory results • Q1 DRAM bit growth met guidance • NAND grew by high single digits, exceeding guidance • ASP rose by low 90% for DRAM and high 80% for NAND 4. Impact of the May general strike on results and management response A general strike is scheduled for May 21 – June 7. The company will do its utmost to prevent any production disruption. 5. Geopolitical risks Production lines are operating normally, with no supply chain risk following the Middle East conflict. Some process gases are sourced from parts of the Middle East, but inventory has been secured and the supplier base is diversified, so there is no medium- to long-term supply risk. On rising electricity prices, the company will continue to secure a stable power supply through close cooperation with the government. There is, however, some impact from higher freight costs driven by oil prices. 6. Q2 memory business outlook Industry-wide supply expansion constraints will persist for the time being. The supply-to-demand fulfillment rate is at a historic low. 2027 demand is already being booked in advance by customers. Based on demand received so far alone, the 2027 supply-demand gap is expected to widen further versus 2026. Bit growth is expected to increase by mid-single digits for DRAM and low single digits for NAND QoQ. 7. HBM sales expansion outlook and HBM4E business status HBM revenue is expected to triple YoY this year. Capacity is already sold out. From Q3 of this year, HBM4 revenue will account for more than half of total HBM revenue. 8. Foundry business outlook Customer demand to secure memory and foundry on a turnkey basis is increasing. The company is in discussions with multiple HPC customers on 2nm/4nm processes, and 2nm contracts with some customers are expected to materialize in the near future. Beyond silicon photonics devices, Samsung is also developing advanced-node processes, 3D packaging, and CPO technologies. Mass production for optical communication module customers is scheduled to begin in 2H26.

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