Disclosures

ON Semiconductor has filed its 10-Q for the quarter ended July 3, 2026, covering financial results across its automotive, industrial, and intelligent power segments. PMs should watch for revenue trajectory in automotive (a key EV/ADAS driver) and any commentary on inventory normalization or demand signals from key end-markets. Full filing body not analyzed; description inferred from form + item codes.

CHO IKHYUN, a non-registered Vice President (상무) in Samsung Electronics' Finance Team, sold a combined 950 common shares in two open-market transactions on July 29 and July 31, 2026. His reported holding fell from 3,216 shares to 2,266 shares, representing an immaterially small 0.00% stake both before and after the transactions. The two sale prices — 252,000 KRW on July 29 and 193,900 KRW on July 31 — imply the stock declined roughly 23% between the two execution dates, which may itself be more noteworthy than the insider activity. Given the negligible size of the stake relative to the 6.65 billion shares outstanding, this transaction carries no meaningful supply or signalling impact for the broader market.

Vice President Kim Hyunwoo (Technology Planning Team) filed a mandatory ownership change report disclosing the open-market sale of 200 Samsung Electronics common shares on August 3, 2026 at KRW 208,500 per share. His total holding decreased from 5,741 to 5,541 shares, representing a negligible 0.00% of total issued shares (6.648 billion). The transaction was a small personal disposal with no stated strategic rationale. At the reported price, the sale amounts to approximately KRW 41.7 million (≈USD 30,000), a routine, immaterial transaction for a non-registered (non-board) executive.

Shin Youngjoo, Executive Vice President and non-registered director of the DS Management Audit division, sold 200 shares of common stock on July 29, 2026 at KRW 254,500 per share, reducing her holding from 4,959 to 4,759 shares. The transaction was settled and reported as of August 3, 2026. Total consideration was approximately KRW 50.9 million (~USD 37,000). Her remaining stake represents a negligible 0.00% of total shares outstanding (6.648 billion shares). This is a routine minor insider disposal with no material implication for company fundamentals or ownership structure.

UMC reported Q1 2026 revenue of NT$61.0B with net income after tax of NT$16.1B, translating to basic EPS of NT$1.29. Operating income came in at NT$11.3B, while non-operating income and expenses contributed an additional NT$5.4B, supporting bottom-line results in a steady demand environment for the foundry segment.

WIN Semiconductors (3105) reported Q1 2026 revenue of NT$4.59B with operating income of NT$431M (9.4% operating margin) and net income of NT$448.6M, yielding basic EPS of NT$1.26. Non-operating income of NT$100.8M provided a modest boost, lifting net margin to 9.8%. As a leading GaAs/GaN foundry, the results reflect ongoing demand from RF, wireless, and compound-semi end markets.

Delta Electronics reported Q1 2026 revenue of NT$159.4B with operating income of NT$28.4B and net income after tax of NT$23.8B. Basic EPS came in at NT$7.91, reflecting solid profitability for the electronic components maker. Results suggest healthy operating leverage with an operating margin near 17.8%.