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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.

META· Meta Platforms· May 4medium
Meta Platforms — Item 8.01 Other Material Event Disclosed
Meta filed an 8-K under Item 8.01 (Other Material Events) with Item 9.01 exhibits, signaling a voluntary disclosure outside standard triggers — could range from a financing, legal/regulatory update, capex commitment, or AI-infrastructure announcement. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to confirm whether it touches AI capex, antitrust posture, or capital return — all of which feed into hyperscaler demand signals for HBM/foundry names.
ON· ON Semiconductor· May 4medium
ON Semiconductor — Q1 2026 10-Q Filed
MPWR· Monolithic Power Systems· May 4medium
VST· Vistra· May 4low
Vistra — Annual Meeting Vote Results Disclosed
ON· ON Semiconductor· May 4high
AMKR· Amkor Technology· May 1medium
Amkor — Item 8.01 Other Material Event Disclosed
NBIS· Nebius Group· May 1medium
Nebius Group — Interim Report (6-K) Filed May 2026
TER· Teradyne· May 1medium
Teradyne — Q1 FY26 10-Q Filed
WDC· Western Digital· May 1medium
Western Digital — Q3 FY26 10-Q Quarterly Report
CDNS· Cadence Design Systems· May 1medium

← PreviousPage 35 of 59 · 588 totalNext →

ON Semiconductor filed its quarterly 10-Q for the period ended 2026-04-03, the standard interim disclosure covering revenue, margins, segment performance (power/sensing) and updated guidance. Full filing body not analyzed; description inferred from form + item codes. PMs should compare auto/industrial demand commentary, SiC traction, and inventory days against prior quarter to gauge analog cycle positioning relative to KR/TW peers.

Monolithic Power Systems — Q1 2026 10-Q Quarterly Report

Quarterly filing covering the period ended 2026-03-31 from analog/power-IC supplier MPWR, a key beneficiary of AI server power-delivery demand (NVIDIA Blackwell/Rubin VRM content). PMs should check sequential revenue trajectory in Enterprise Data, gross margin trend amid pricing/competition from Infineon and Renesas, and any commentary on inventory or 2H outlook. Full filing body not analyzed; description inferred from form + item codes.

Routine 8-K reporting outcomes of shareholder votes at Vistra's annual meeting (likely director elections, auditor ratification, and say-on-pay). Typically non-market-moving unless a contested proposal failed. Full filing body not analyzed; description inferred from form + item codes.

ON Semiconductor — Q1 2026 Earnings Release

Item 2.02 indicates ON Semiconductor furnished its quarterly earnings release, with Item 9.01 covering the supporting press release exhibit. PMs should review reported revenue, gross margin, and forward guidance for read-through to auto/industrial power-semi demand and SiC traction relevant to KR/TW peers. Full filing body not analyzed; description inferred from form + item codes.

Amkor filed an 8-K under Item 8.01 (Other Material Events) with supporting exhibits under 9.01. Item 8.01 is a catch-all for voluntary disclosures, ranging from routine press releases to material business updates; without the body, the specific trigger is unclear. Full filing body not analyzed; description inferred from form + item codes — PMs should open the filing to confirm whether it touches OSAT capacity, Arizona fab progress, customer wins, or capital actions.

Nebius Group (NBIS) submitted a Form 6-K interim report to the SEC on May 1, 2026, consistent with its obligations as a foreign private issuer. The filing likely contains a quarterly or interim operational/financial update for the AI cloud infrastructure company — a key GPU-intensive demand signal for semiconductor investors tracking hyperscaler capex. Full filing body not analyzed; description inferred from form + item codes.

Quarterly report covering the period ended 2026-03-29, expected to detail semiconductor test and robotics segment revenue, gross margin trends, and updated outlook commentary tied to AI/HBM and SoC test demand. Full filing body not analyzed; description inferred from form + item codes. PMs should watch ATE bookings, China exposure, and any commentary on memory test capex feeding into the KR/TW HBM cycle.

Western Digital filed its quarterly 10-Q for the period ended 2026-04-03, which will detail HDD revenue mix, nearline/enterprise demand, gross margin trajectory, and any updated guidance commentary relevant to the AI-storage capex cycle. Full filing body not analyzed; description inferred from form + item codes. PMs should compare reported margins and bit-shipment commentary against SanDisk (post-spin) and Seagate prints.

Cadence Design Systems — Q1 FY26 10-Q Quarterly Report

Cadence filed its Q1 FY26 10-Q covering the quarter ended 2026-03-31, which should detail EDA/IP revenue mix, backlog, China exposure, and AI-design tooling traction relevant to KR/TW foundry and fabless customers. Full filing body not analyzed; description inferred from form + item codes. PMs should compare bookings growth and China commentary against guidance set at the prior earnings release.