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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.

000660· SK Hynix· May 6low
Director's Report on Ownership of Specific Securities
SK Hynix outside director Sohn Hyun Chul reported a change in his holdings of company securities. His common share ownership increased by 40 shares (from 572 to 612) due to treasury share bonus compensation received on May 4, 2026. The total holding remains negligible at 0.00% of the 712,702,365 outstanding shares. This is a routine insider compensation disclosure with no material implication for the company's outlook or share price.
AMD· Advanced Micro Devices· May 6medium
AMD — Q1 FY26 10-Q Quarterly Report
COHR· Coherent· May 6high
ARM· Arm Holdings· May 6medium
Arm Holdings — Foreign Issuer Interim Report (6-K)
058470· LEENO Industrial· May 6high
Q1 2026 Preliminary Results: Revenue +27.2% YoY, Operating Profit +35.4% YoY
LEENO Industrial reported strong preliminary Q1 2026 results, with revenue of KRW 99.77 billion, up 27.2% year-over-year and 17.7% quarter-over-quarter. Operating profit jumped 35.4% YoY to KRW 47.30 billion, reflecting an operating margin of approximately 47.4%, indicating robust pricing power and demand for its semiconductor test sockets and probe pins. Net income rose 37.7% YoY to KRW 40.40 billion. The double-digit sequential and YoY growth across all profit lines suggests accelerating demand from advanced semiconductor packaging and HBM-related testing, a positive read-through for the broader Korean semiconductor equipment supply chain. Figures are preliminary and unaudited under K-IFRS.
166090· Hana Materials· May 6medium
NPS Reduces Stake to 5.00% from 6.11% (Simplified Report)
The National Pension Service (NPS), Korea's largest institutional investor, filed a simplified large shareholding report disclosing a reduction of its stake in Hana Materials from 6.11% (1,209,334 shares) to 5.00% (989,244 shares), a net decrease of 220,090 shares. The transactions occurred on April 9 and April 15, 2026 via open-market trades, with the holding purpose stated as 'general investment' (non-control). NPS sold 232,159 shares on April 9 before adding back 12,069 shares on April 15, bringing the stake to exactly the 5.00% disclosure threshold. The reduction to precisely 5% is notable as it places NPS at the regulatory threshold, suggesting further selling may not require additional disclosure under the simplified reporting regime. Hana Materials is a KOSDAQ-listed semiconductor materials supplier, and NPS trimming exposure can be read as a mild negative signal for the stock.
ON· ON Semiconductor· May 6medium
WOLF· Wolfspeed· May 5high
AMD· Advanced Micro Devices· May 5high
AMKR· Amkor Technology· May 5high

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AMD filed its 10-Q for the quarter ended 2026-03-28, which should disclose Data Center (MI300/MI350 AI accelerator) and Client/Gaming segment revenue, gross margin trajectory, inventory levels, and any updated commentary on AI GPU supply/demand versus NVDA. Full filing body not analyzed; description inferred from form + item codes. PMs should watch DC segment growth rate, GM guidance, and any AI revenue run-rate disclosures.

Coherent — Q3 FY26 Earnings Release with Forward Commentary

Filing combines Item 2.02 earnings results with Item 7.01 Reg FD commentary, suggesting management paired the quarterly print with updated outlook or color on AI/datacom transceiver demand. PMs should watch revenue mix (Networking vs. Lasers vs. Materials), datacom 800G/1.6T traction, and any guidance refresh tied to hyperscaler capex. Full filing body not analyzed; description inferred from form + item codes.

Full filing body not analyzed; description inferred from form + item codes. Arm filed a 6-K interim report with the SEC, which foreign private issuers use to furnish material information disclosed abroad (e.g., earnings, guidance, board actions, or material agreements). PMs should pull the exhibit to determine whether it carries quarterly results or routine corporate housekeeping before sizing any position impact.

ON Semiconductor — 8-K Discloses Other Material Event with Supporting Exhibits

Full filing body not analyzed; description inferred from form + item codes. ON Semiconductor filed an 8-K under Item 8.01 (Other Material Events) with accompanying exhibits (Item 9.01), signaling a disclosure that didn't fit standard categories such as earnings or M&A. PMs should review the underlying press release or exhibit for potential impact on analog/power semi exposure, though Item 8.01 alone spans a wide range from routine updates to materially market-moving news.

Wolfspeed — Q1 Earnings Release

Filing pairs Item 2.02 (results of operations) with Item 9.01 exhibits, indicating a quarterly earnings release likely accompanied by a press release and financial tables. For a SiC power-semi name like Wolfspeed, PMs should focus on Mohawk Valley fab utilization, automotive/EV design-win commentary, gross margin trajectory, and any updated revenue/capex guidance. Full filing body not analyzed; description inferred from form + item codes.

AMD — Q1 Earnings Release with Forward Guidance

Filing pairs Item 2.02 earnings results with Item 7.01 Reg FD disclosure, signaling AMD released quarterly results alongside forward commentary or outlook — a key data point for Data Center GPU (MI-series) traction vs. Nvidia and client/server CPU share. Full filing body not analyzed; description inferred from form + item codes. PMs should cross-check guidance tone against AI accelerator demand signals and read-through to SK hynix/Samsung HBM and TSMC CoWoS allocation.

Amkor — New Credit Agreement, Debt Obligation & Unregistered Equity Issuance

Filing combines a material definitive agreement (1.01), a new direct financial obligation (2.03), and an unregistered sale of equity (3.02), with supporting exhibits (9.01) — likely a financing package (e.g., credit facility or note issuance) paired with private equity placement. PMs should watch for leverage/dilution impact, capex linkage (Arizona OSAT buildout), and counterparty/lender identity. Full filing body not analyzed; description inferred from form + item codes.