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Semiconductor filings and news across Korea (DART), China, the US (SEC EDGAR), Taiwan (MOPS), and Japan (TDnet) — unified analysis. For informational purposes only — not investment advice.

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© 2026 Silicon Nexus. Data sourced from DART (Korea's EDGAR — operated by the Financial Supervisory Service).

Disclosures

Corporate filings across DART (Korea), TWSE/MOPS (Taiwan), SEC EDGAR (US), TDnet (Japan), and Chinese regulatory filings — AI-translated to English and Korean with impact tagging for portfolio managers.

CDNS· Cadence Design Systems· Jul 29medium
Cadence Design Systems — Q2 2026 Quarterly Results (10-Q)
Cadence filed its 10-Q for the quarter ended June 30, 2026, covering financial performance, balance sheet, and management commentary. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for EDA software revenue trends, AI-driven design tool demand, and any updated full-year guidance given Cadence's bellwether role in semiconductor IP and verification markets.
META· Meta Platforms· Jul 29high
WOLF· Wolfspeed· Jul 29medium
Wolfspeed — Executive Leadership Change and Other Material Developments
ARM· Arm Holdings· Jul 29medium
Arm Holdings — FY Q1 2027 Interim Financial Report (6-K)
ADI· Analog Devices· Jul 29medium
Analog Devices — Material Event Disclosure (Item 8.01)
TER· Teradyne· Jul 29high
KLAC· KLA Corporation· Jul 28high
AMKR· Amkor Technology· Jul 28medium
034020· Doosan Enerbility· Jul 27high
Q2 2026 Preliminary Consolidated Operating Results (Fair Disclosure)
Doosan Enerbility posted Q2 2026 preliminary consolidated revenue of KRW 4.725 trillion, up 3% year-over-year and 11% quarter-over-quarter, signaling sustained top-line momentum. Operating profit accelerated sharply to KRW 314.3 billion, gaining 16% YoY and 35% QoQ, while net profit surged 14% YoY and 276% QoQ to KRW 226.4 billion. For the first half of 2026, cumulative operating profit reached KRW 547.8 billion, up 32% versus the same period last year — the strongest H1 performance in recent years. Net income attributable to parent shareholders more than doubled on a first-half basis (+155% YoY), indicating meaningful margin expansion beyond headline revenue growth. These figures are unaudited preliminary estimates and may be revised following completion of the external audit.
000660· SK Hynix· Jul 27low
Q3 2026 Related-Party Services Transaction Amendment: Actual Spend Exceeds Forecast by 20%+
SK Hynix has filed an amended related-party transaction disclosure for Q3 2026, triggered by actual purchases from its controlling-shareholder affiliate SK Inc. coming in more than 20% above the amount originally disclosed in December 2025. Total Q3 2026 purchases from SK Inc. amount to KRW 120.6 billion (0.14% of prior-year standalone revenue), covering IT system development (KRW 31.3 bn), system operation and maintenance (KRW 65.4 bn), and education services (KRW 24.0 bn). All contracts were concluded on a negotiated basis, with payment via promissory note. The board approved the transactions on July 22, 2026, with all six outside directors present. This is a routine regulatory filing under Fair Trade Act Article 26 and does not signal any strategic change.

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Meta Platforms — Q2 2026 Earnings Results

Meta filed an 8-K disclosing Q2 2026 results of operations (Item 2.02), with supporting financial exhibits attached (Item 9.01). Full filing body not analyzed; description inferred from form + item codes. PMs should focus on advertising revenue trajectory, Reality Labs operating losses, and any revision to full-year 2026 guidance, all of which directly influence sentiment on AI-capex-driven ad-tech peers.

Wolfspeed filed an 8-K disclosing changes to its officer or director roster (Item 5.02) alongside an additional material event (Item 8.01), which may indicate a significant organizational or strategic development beyond a routine personnel update. The combination of a leadership change with a separate material event disclosure warrants attention, as it could signal restructuring, a strategic pivot, or other consequential corporate action. Full filing body not analyzed; description inferred from form + item codes.

Arm Holdings filed a 6-K interim report covering the period ended June 30, 2026, likely containing fiscal Q1 FY2027 financial results and management commentary. As the dominant semiconductor IP licensor underpinning mobile, AI edge, and data-center SoCs, Arm's royalty trends and licensing backlog are direct read-throughs for TSMC, Samsung LSI, Qualcomm, and NVIDIA. Full filing body not analyzed; description inferred from form + item codes.

ADI filed an 8-K citing Item 8.01 (Other Material Events), a catch-all disclosure used when a material development does not fit a standard reporting category — possible triggers include a significant contract, regulatory action, litigation update, or strategic announcement. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the actual exhibit to assess whether the event affects ADI's industrial, automotive, or communications end-market outlook.

Teradyne — Q2 2026 Earnings Results

Teradyne filed an 8-K disclosing its Q2 2026 financial results (Item 2.02), likely including revenue, earnings, and forward guidance for the test-equipment maker whose ATE cycle is a leading indicator for HBM, advanced logic, and smartphone SoC demand. Item 9.01 covers the accompanying press-release exhibit. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for commentary on AI-driven tester demand and any revision to full-year outlook.

KLA Corp — Fiscal Q4 2026 Earnings Results

KLA Corporation filed an 8-K under Item 2.02 disclosing quarterly operating results, likely covering fiscal Q4 2026 given the late-July filing date aligned with KLA's June fiscal year-end. PMs should watch for WFE demand signals, process-control equipment revenue trends, and forward guidance — all direct read-throughs to KR/TW chipmaker capex and leading-edge fab ramp timelines. Full filing body not analyzed; description inferred from form + item codes.

Amkor Technology — Q2 2026 Quarterly Earnings & Operations Update

Amkor's 10-Q for the quarter ended June 30, 2026 covers revenue, gross margin, and capex trends across its OSAT (outsourced semiconductor assembly and test) business, with key exposure to advanced packaging demand from mobile, automotive, and AI chip customers. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for utilization commentary, advanced packaging mix shift, and any capex guidance revision relevant to AMKR's Korea/Vietnam/Japan fab footprint.