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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).

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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.

8046· Nan Ya Printed Circuit Board· Jul 31medium
Q1 2026 Earnings: Revenue NT$11.2B, EPS NT$2.03
Nan Ya PCB reported Q1 2026 revenue of NT$11.18B and net income after tax of NT$1.31B, with basic EPS of NT$2.03. Operating income reached NT$1.35B, supported by NT$246M in non-operating income, reflecting steady demand in the electronic components segment.
AMZN· Amazon· Jul 31medium
Amazon — Q2 2026 Quarterly Results (10-Q)
6669· Wiwynn· Jul 31medium
Q1 2026 Earnings: Revenue NT$276.5B, EPS NT$75.95
Wiwynn reported Q1 2026 revenue of NT$276.5B and net income after tax of NT$14.1B, delivering basic EPS of NT$75.95. Operating income reached NT$17.5B, reflecting strong demand for hyperscale server and cloud infrastructure solutions amid the ongoing AI capex cycle.
108320· Silicon Mitus· Jul 31low
President's Open-Market Share Purchase — Insider Ownership Rises to 0.03%
LX Semicon President Yuntae Lee acquired 1,500 common shares on the open market on July 30, 2026 at KRW 34,500 per share, bringing his total holding to 5,000 shares (0.03% of shares outstanding). The purchase is a routine insider-buying disclosure required under Korean capital markets law and does not involve any derivative or convertible instruments. While the transaction size is modest at approximately KRW 51.75 million (~USD 38,000), it represents a CEO voluntarily adding to his personal stake. Insider purchases at market price are generally viewed as a mild positive signal about management's confidence in the company's near-term outlook.
3034· Novatek Microelectronics· Jul 31medium
Q1 2026 Earnings: Revenue NT$23.1B, EPS NT$6.19
Novatek Microelectronics reported Q1 2026 revenue of NT$23.1B with net income of NT$3.77B, translating to basic EPS of NT$6.19. Operating income reached NT$4.03B, indicating a solid operating margin of approximately 17.4%, consistent with the company's display driver IC business profile. Results appear in line with typical fabless semiconductor sector performance.
4961· Phison Electronics· Jul 31medium
Q1 2026 Earnings: Revenue NT$4.5B, EPS NT$1.86
The company posted Q1 2026 revenue of NT$4.50B with net income after tax of NT$319.4M, translating to basic EPS of NT$1.86. Operating income reached NT$294.6M, supplemented by NT$83.6M in non-operating gains, indicating a routine in-line quarter for this semiconductor filer.
TER· Teradyne· Jul 31medium
Teradyne — Q2 2026 Quarterly Report (10-Q)
5347· Vanguard International Semiconductor· Jul 31medium
Q1 2026 Earnings: Revenue NT$12.5B, EPS NT$1.22
Vanguard International Semiconductor (TPEx: 5347) reported Q1 2026 revenue of NT$12.5B and net income of NT$2.16B, translating to basic EPS of NT$1.22. Operating income came in at NT$2.09B (operating margin ~16.6%), with non-operating income contributing an additional NT$350M. Results reflect steady utilization at the 8-inch foundry amid ongoing mature-node demand from power management and display driver customers.
QCOM· Qualcomm· Jul 31medium
Qualcomm — Material Event Disclosure Under Item 8.01
3711· ASE Technology Holding· Jul 31medium
Q1 2026 Earnings: Revenue NT$173.7B, EPS NT$3.24
ASE Technology Holding reported Q1 2026 revenue of NT$173.7B with operating income of NT$17.5B and net income after tax of NT$14.6B. Basic EPS came in at NT$3.24, reflecting a solid quarter for the OSAT leader amid steady semiconductor packaging and testing demand. Results appear in line with sector expectations for advanced packaging plays.

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Amazon filed its 10-Q for the quarter ended June 30, 2026, covering financial results across AWS, advertising, and e-commerce segments. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for AWS revenue growth trajectory, operating margin expansion, and any updated commentary on AI infrastructure capex commitments.

Teradyne filed its 10-Q for the quarter ended June 28, 2026, covering financial results, segment performance, and management commentary. PMs should watch for updates on semiconductor test equipment demand, particularly any signals from AI/HBM-driven tester cycles and automotive/industrial recovery. Full filing body not analyzed; description inferred from form + item codes.

Qualcomm filed an 8-K citing Item 8.01 (Other Material Events), a catch-all for company-deemed material developments not covered by standard item codes — possible triggers include licensing actions, regulatory outcomes, strategic agreements, or business updates. Item 9.01 accompanies as an exhibit attachment. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the actual exhibit to identify the specific event before acting.