SILICON NEXUSThe global semi disclosures & analytics nexus

Latest Disclosures Research Cycle Signals Analyzer Dashboard Sign in Sign up

SILICON NEXUS

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.

Site

Home
About
Contact

Legal

Privacy
Terms

© 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.

AMAT· Applied Materials· Mar 13low
Applied Materials — Annual Meeting Vote Results Disclosed
Routine 8-K reporting outcomes of shareholder votes at the annual meeting (director elections, auditor ratification, say-on-pay, etc.). Full filing body not analyzed; description inferred from form + item codes. Typically non-market-moving unless a proposal was unexpectedly defeated.
ADI· Analog Devices· Mar 12low
Analog Devices — Annual Meeting Vote Results and Board/Officer Changes
KLAC· KLA Corporation· Mar 12high
ORCL· Oracle· Mar 11medium
Oracle — Q3 FY26 10-Q Quarterly Results
ASML· ASML· Mar 11medium
ASML — Foreign Issuer Interim Report (6-K)
ASML filed a 6-K interim report; foreign private issuers use this form for material updates outside the annual 20-F cycle (e.g., quarterly results, press releases, governance changes, or order/booking commentary). Full filing body not analyzed; description inferred from form + item codes. PMs should check the exhibit for any update on EUV/High-NA bookings, China export exposure, or 2026 guidance — all key swing factors for the broader semi-cap and Korean memory/foundry supply chain.
AVGO· Broadcom· Mar 11medium
Broadcom — Q1 FY26 10-Q Quarterly Report
ON· ON Semiconductor· Mar 11low
ON Semiconductor — Officer/Director Change Disclosed
MRVL· Marvell Technology· Mar 11medium
Marvell Technology — FY2026 Annual Report (10-K) Filed
NBIS· Nebius Group· Mar 11medium
Nebius Group — Interim 6-K Report, March 2026
ORCL· Oracle· Mar 10high

← PreviousPage 44 of 59 · 588 totalNext →

8-K covers shareholder vote outcomes from the annual meeting (5.07) alongside officer or director changes (5.02), with supporting exhibits (9.01). Full filing body not analyzed; description inferred from form + item codes. Typically routine governance unless the 5.02 change involves the CEO or CFO, which would warrant a closer look.

KLA — Reg FD Disclosure on Forward Guidance and Other Material Event

Full filing body not analyzed; description inferred from form + item codes. 8-K Item 7.01 (Reg FD) likely contains updated commentary or forward guidance from KLA — material for PMs given KLA's bellwether status in WFE/process control and read-through to memory/foundry capex (Samsung, SK Hynix, TSMC). Item 8.01 suggests an additional material event disclosed alongside; watch for revisions to revenue/margin outlook or commentary on China export controls and leading-edge demand.

Oracle's 10-Q for the quarter ended 2026-02-28 likely details cloud infrastructure (OCI) revenue growth, AI-related capex, RPO backlog, and operating cash flow — key inputs for AI compute demand readthrough across hyperscaler supply chains. Full filing body not analyzed; description inferred from form + item codes.

Broadcom's quarterly filing covering the period ended Feb 1, 2026 — PMs will watch AI networking/custom silicon (ASIC) revenue trajectory, VMware integration margins, and updated FY26 commentary for read-throughs to Korean/Taiwanese AI infrastructure suppliers. Full filing body not analyzed; description inferred from form + item codes.

Filing reports an officer or director change under Item 5.02. Full filing body not analyzed; description inferred from form + item codes. PM relevance depends on the role involved — a CEO/CFO transition would be material, while board or junior officer changes are typically routine.

Marvell filed its FY2026 10-K covering the fiscal year ended 2026-01-31, expected to detail full-year data center / AI custom silicon revenue mix, segment margins, customer concentration risks, and forward capex. Full filing body not analyzed; description inferred from form + item codes. PMs should focus on AI ASIC traction with hyperscalers, optical/DSP momentum, and any updated risk-factor language around tariffs or export controls relevant to KR/TW supply chain peers.

Nebius Group (NBIS), the Amsterdam-listed AI cloud infrastructure spinout from Yandex, filed a routine 6-K interim report. The filing likely contains a press release or interim operational/financial update; no specific item codes were provided. Full filing body not analyzed; description inferred from form + item codes. PMs tracking GPU cloud capacity build-out and AI infrastructure spend should review for any guidance on cluster expansion or revenue trajectory.

Oracle — Q3 FY26 Earnings Release

Filing pairs Item 2.02 earnings results with an Item 8.01 other material event (likely cloud/AI backlog, RPO, or capex commentary) and supporting exhibits. PMs should watch OCI growth, RPO trajectory, and any updated AI infrastructure capex guide that could ripple to NVDA, AVGO, and HBM suppliers. Full filing body not analyzed; description inferred from form + item codes.