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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.

GOOGL· Alphabet· Apr 10low
Alphabet — Officer/Director Change Disclosed
Alphabet filed an 8-K under Item 5.02 reporting a change in directors or principal officers, which can range from a routine board rotation to a CEO/CFO transition with material strategic implications. Full filing body not analyzed; description inferred from form + item codes — PMs should pull the exhibit to confirm whether the affected role is C-suite (high impact) or a non-executive director (low impact).
AMZN· Amazon· Apr 9medium
Amazon — Reg FD Forward Guidance Update
CRWV· CoreWeave· Apr 9high
CRWV· CoreWeave· Apr 9medium
CoreWeave — Reg FD Disclosure & Material Business Update
INTC· Intel· Apr 8medium
Intel — Material Disclosure Under Item 8.01
AVGO· Broadcom· Apr 6medium
Broadcom — 8-K Discloses Other Material Event
ORCL· Oracle· Apr 6medium
Oracle — Forward Guidance Update Alongside Officer Change
INTC· Intel· Apr 3low
Intel — Officer/Director Change Disclosed
GOOGL· Alphabet· Apr 2low
Alphabet — Officer/Director Change Disclosed
AVGO· Broadcom· Apr 2low
Broadcom — Officer/Director Change Disclosed

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Amazon issued a Regulation FD disclosure (Item 7.01) with accompanying exhibits (Item 9.01), suggesting management shared forward-looking commentary or updated outlook outside of a scheduled earnings release. PMs should check whether AWS growth, capex trajectory, or AI-related demand commentary was refreshed, as semis exposed to AWS (memory, networking, custom silicon) trade on this signal. Full filing body not analyzed; description inferred from form + item codes.

CoreWeave — Forward Guidance & Material Event Disclosure

CoreWeave filed an 8-K combining a Regulation FD forward-guidance disclosure (Item 7.01) with a separate material event (Item 8.01), likely tied to an investor presentation, updated revenue outlook, or significant commercial agreement as of March 31. For semiconductor PMs, CoreWeave's GPU-cloud capacity and demand signals are a leading indicator for NVIDIA GPU allocation and HBM demand at SK Hynix and Samsung. Full filing body not analyzed; description inferred from form + item codes.

CoreWeave filed an 8-K combining a Regulation FD disclosure (Item 7.01) with a separate material event (Item 8.01), suggesting an investor conference presentation, management commentary, or a significant operational or commercial development. Full filing body not analyzed; description inferred from form + item codes. PMs should verify whether new revenue guidance, a major customer win, or capacity expansion details are disclosed, as any of those would elevate impact for this high-profile AI infrastructure name.

Intel filed an 8-K under Item 8.01 (Other Material Events) with supporting exhibits (Item 9.01), indicating a disclosure management deemed material outside standard 8-K triggers — possibly a strategic update, litigation development, capacity/foundry milestone, or regulatory matter. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to determine whether this affects the foundry roadmap, AI accelerator positioning, or capital allocation thesis.

Broadcom filed an 8-K citing Item 8.01 (Other Material Events), a catch-all used for disclosures that don't fit other 8-K items — often press releases, strategic announcements, or legal/regulatory updates. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to determine whether this is a routine notice or a market-moving disclosure (e.g., AI customer wins, capital actions).

Filing pairs a Regulation FD disclosure (Item 7.01) — typically new forward guidance or executive commentary — with an officer/director change (Item 5.02) and supporting exhibits (Item 9.01). PM should watch for any revised cloud/OCI growth or capex outlook and assess whether the officer transition touches a key finance or cloud-infrastructure role. Full filing body not analyzed; description inferred from form + item codes.

Intel disclosed an officer or director change alongside supporting exhibits. Materiality hinges on whether the role involved is CEO/CFO or a non-key executive — without that detail, treat as routine governance. Full filing body not analyzed; description inferred from form + item codes.

Alphabet filed an 8-K under Item 5.02 covering an officer or director appointment, departure, or compensation change. Full filing body not analyzed; description inferred from form + item codes. PMs should check whether the change involves the CEO, CFO, or another named executive officer, which could meaningfully shift capital allocation or AI/cloud strategy.

Broadcom filed an 8-K under Item 5.02, signaling a change among executive officers or board members (appointment, departure, or compensation arrangement). Full filing body not analyzed; description inferred from form + item codes. PMs should check whether the change involves the CEO/CFO or AI/semiconductor business heads — leadership churn at those levels can shift execution risk on Broadcom's AI accelerator and VMware integration roadmap.