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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.

140860· Park Systems· May 21high
KRW 100B Bond with Warrants (Hybrid Capital Securities) Issuance Decision
The company decided to issue KRW 100 billion of private, non-guaranteed, non-separable bonds with warrants, structured as hybrid capital securities (perpetual-style) with a 30-year maturity (June 8, 2056) and 0.0% coupon. Proceeds will fund facilities (KRW 40B), working capital (KRW 20B), and acquisition of other corporations' securities (KRW 40B). The warrant exercise price is KRW 267,747 per share at 100% of the base price, potentially issuing up to 373,486 new common shares — 5.34% of outstanding stock. The issuer holds an early redemption right starting 3 years after issuance, and notably the exercise price will NOT be adjusted downward for share price declines (no refixing).
AMAT· Applied Materials· May 21medium
Applied Materials — Q2 FY26 10-Q Filing
NVDA· NVIDIA· May 20high
298540· DKEMS· May 20low
Major Shareholder Report: Largest Shareholder's On-Market Purchase Lifts Stake to 40.34%
The largest shareholder, Park Young Jun (CEO), reported a change in major shareholding under Article 147 of the Capital Markets Act. Combined holdings by the reporter and special related parties increased by 2,323 shares, raising the total stake from 5,841,915 shares (40.33%) to 5,844,238 shares (40.34%) of the 14,486,386 voting shares outstanding. The change resulted from on-market purchases by the largest shareholder and share movements among special related parties. The reporting purpose is stated as exerting management control influence, with no specific plans currently disclosed regarding the ten matters under Enforcement Decree Article 154(1). The marginal 0.01%p increase is a routine update rather than a material accumulation.
ADI· Analog Devices· May 20high
067310· Hana Micron· May 20medium
Court Settlement Recommendation in Shareholder Meeting Cancellation Lawsuit (Correction)
The company issued a correction to its earlier disclosure on a lawsuit seeking cancellation of a shareholder meeting resolution, updating the legal proceeding from a court-mediated decision (which plaintiffs had objected to on Jan 27, 2026) to a formal settlement recommendation decision delivered on May 12, 2026. Under the terms, plaintiffs will withdraw the suit and the company agrees not to execute the corporate split based on the July 16, 2025 EGM resolution. If neither party objects within two weeks of receiving the decision, it will have the same effect as a final judgment. This effectively confirms the company's prior withdrawal of its spin-off plan and resolves the management control dispute, removing a key overhang.
NVDA· NVIDIA· May 20medium
NVIDIA — Q1 FY26 10-Q (period ended April 26)
ADI· Analog Devices· May 20medium
Analog Devices — Q2 FY26 10-Q Quarterly Results
067310· Hana Micron· May 20low
Q1 2026 Earnings NDR Roadshow with Meritz and Daishin
The company will hold a Non-Deal Roadshow (NDR) for domestic and foreign institutional investors from May 21 to May 29, 2026, in Seoul (Yeouido, Jongno, Gangnam). Meritz Securities will host sessions on May 21-22, followed by Daishin Securities on May 28-29. The agenda covers Q1 2026 operating results and key business updates, followed by Q&A. IR materials will be posted on the company website and the KRX KIND system at 17:00 on May 20, 2026.
NBIS· Nebius Group· May 20medium
Nebius Group — Q1 2026 Interim Financial Report

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Quarterly report covering the period ended 2026-04-26, expected to detail wafer fab equipment (WFE) revenue mix, China exposure, leading-edge logic/foundry demand, and DRAM/HBM-related tool shipments. PMs should watch for segment commentary on ICAPS vs. leading-edge, services (AGS) growth, and any updated color on export controls. Full filing body not analyzed; description inferred from form + item codes.

NVIDIA — Quarterly Earnings Release

Filing carries Item 2.02 (Results of Operations), indicating NVIDIA released quarterly earnings, with Item 9.01 attaching the press release as an exhibit. PMs should treat this as the primary read on Data Center/AI GPU demand, gross margin trajectory, and forward revenue commentary that drives the entire AI semiconductor complex (HBM suppliers SK Hynix/Samsung/Micron, TSMC CoWoS capacity). Full filing body not analyzed; description inferred from form + item codes.

Analog Devices — Q2 FY2026 Earnings Release

8-K filed under Item 2.02 indicates ADI released quarterly results, with Item 9.01 providing supporting exhibits (typically the press release and financial tables). PMs should review revenue, segment mix (industrial, automotive, comms, consumer), gross margin trajectory, and any forward commentary as a read-through for the broader analog/semiconductor cycle. Full filing body not analyzed; description inferred from form + item codes.

Quarterly report covering the period ended 2026-04-26, expected to disclose Data Center revenue trajectory, gross margin, Blackwell ramp commentary, China/export-control impact, and supply commitments. Full filing body not analyzed; description inferred from form + item codes. PMs should mine MD&A and risk factors for read-through on AI capex demand and downstream HBM/foundry suppliers (SK hynix, Samsung, TSMC).

Analog Devices filed its 10-Q for the quarter ended 2026-05-02, covering revenue, segment mix (Industrial, Automotive, Communications, Consumer), gross margin, and cash flow trends relevant to the analog/mixed-signal cycle recovery thesis. Full filing body not analyzed; description inferred from form + item codes. PMs should watch industrial book-to-bill commentary, inventory normalization, and any updated outlook impacting peers (TXN, MCHP, ON) and Korean/Taiwanese analog supply-chain plays.

Nebius Group (NBIS) filed its 6-K interim report covering the quarter ended March 31, 2026, likely disclosing Q1 revenue, operating losses, and AI-infrastructure build-out progress as the company scales its GPU cloud platform. Full filing body not analyzed; description inferred from form + item codes. PMs should monitor revenue run-rate trajectory, capex commitments, and any updated guidance on the path to profitability.