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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.

INTC· Intel· Apr 24low
Intel — Officer/Director Change Disclosed
Filing reports a change among Intel's executive officers or board (Item 5.02), with supporting exhibits attached under Item 9.01. Materiality hinges on whether the named individual is the CEO, CFO, or another key executive versus a routine board rotation; absent that detail, treat as a watch-item rather than a thesis-mover. Full filing body not analyzed; description inferred from form + item codes.
ASML· ASML· Apr 23medium
ASML — Foreign Issuer Interim Report (6-K)
ASML filed a 6-K interim report with the SEC, the standard channel foreign private issuers use to disclose material updates between annual 20-F filings — typically quarterly earnings, guidance updates, dividend declarations, or material corporate events. For semiconductor PMs, ASML's 6-Ks frequently carry Q1 results and Europe-disclosed bookings/backlog data that move the EUV equipment cycle thesis and read through to TSMC/Samsung capex and Korean memory peers. Full filing body not analyzed; description inferred from form + item codes.
INTC· Intel· Apr 23high
LRCX· Lam Research· Apr 23medium
Lam Research — Q3 FY26 10-Q (period ended 2026-03-29)
TXN· Texas Instruments· Apr 22high
LRCX· Lam Research· Apr 22high
GEV· GE Vernova· Apr 22high
GEV· GE Vernova· Apr 22medium
GE Vernova — Q1 FY26 10-Q Filed
ARM· Arm Holdings· Apr 21medium
Arm Holdings — Foreign Issuer Interim Report (6-K)
AVGO· Broadcom· Apr 21low
Broadcom — 2026 Annual Meeting Vote Results

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Intel — Q1 2026 Earnings Release

Item 2.02 indicates Intel furnished Q1 2026 results, with Item 9.01 attaching the earnings press release as an exhibit. Full filing body not analyzed; description inferred from form + item codes. PMs should watch DCG/foundry revenue trajectory, gross margin progression, and any updated guidance — Intel prints set the tone for global semi sentiment and read across to Samsung Foundry and TSMC.

Quarterly report covering the period ended 2026-03-29; PMs should focus on WFE spend commentary, China revenue mix, NAND vs. DRAM tool demand, gross margin trajectory and any updated outlook tied to advanced packaging/HBM and gate-all-around ramps. Full filing body not analyzed; description inferred from form + item codes.

Texas Instruments — Q1 Earnings Release

8-K filing under Items 2.02 and 9.01 indicates Texas Instruments has released quarterly earnings results with supporting exhibits (likely press release and financial tables). Full filing body not analyzed; description inferred from form + item codes. PMs should focus on analog/embedded revenue trajectory, gross margin recovery from inventory correction, and any forward commentary on industrial/auto end-market demand.

Lam Research — Q1 Earnings Release

8-K filed under Item 2.02 indicates Lam Research issued an earnings release, with Item 9.01 covering the accompanying press release exhibit. PMs should check WFE demand commentary, China exposure, and gross margin trajectory given the AI capex cycle and HBM/DRAM tool intensity. Full filing body not analyzed; description inferred from form + item codes.

GE Vernova — Q1 2026 Earnings Release

Item 2.02 indicates a quarterly earnings release with supporting exhibits under 9.01. Full filing body not analyzed; description inferred from form + item codes. PMs should watch Power/Electrification/Wind segment margins, orders backlog, and any FY26 guidance update — GEV is a key read-through for grid capex and AI-driven power demand affecting semiconductor capacity plans.

GE Vernova filed its Q1 FY26 10-Q covering the quarter ended 2026-03-31. PMs should watch Power/Wind/Electrification segment margins, gas turbine and grid-equipment backlog conversion, and any updated FY26 guidance — all relevant read-throughs for AI-datacenter power capex and the broader electrification cycle. Full filing body not analyzed; description inferred from form + item codes.

Arm filed a 6-K interim report with no item codes specified, which typically conveys material information furnished outside the regular 10-Q/10-K cycle (e.g., earnings, guidance updates, or regulatory disclosures from its UK domicile). PMs should review for any revised royalty/licensing trends, AI-related design wins, or capital actions that could reset semiconductor IP sentiment. Full filing body not analyzed; description inferred from form + item codes.

Broadcom disclosed the outcome of shareholder votes from its annual meeting under Item 5.07, typically covering director elections, auditor ratification, and say-on-pay. Routine governance filing with minimal market impact unless a proposal failed or drew unusual dissent. Full filing body not analyzed; description inferred from form + item codes.