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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.

NVDA· NVIDIA· Feb 25medium
NVIDIA — FY2026 Annual Report (10-K) Filed
NVIDIA filed its FY2026 10-K covering the year ended January 2026, the primary annual disclosure with audited financials, segment detail (Data Center, Gaming, Auto), and updated risk factors likely addressing export controls to China, supply concentration at TSMC/SK hynix/Samsung HBM, and AI demand sustainability. Full filing body not analyzed; description inferred from form + item codes. PMs should mine the 10-K for HBM supply commentary, China revenue exposure, and capex/inventory guidance shaping the Korea+Taiwan semi supply chain.
ASML· ASML· Feb 25medium
ASML — Interim Report (6-K) for Period Ending 2025-12-31
Full filing body not analyzed; description inferred from form + item codes. As a foreign private issuer, ASML files 6-Ks to furnish material interim disclosures (often Q4/annual results, order intake, bookings guidance, or press releases) that EU-listed peers release locally. PMs should check for litho bookings, China export-control commentary, and 2026 outlook given ASML's chokehold on EUV supply to TSMC/Samsung/SK Hynix.
ASML· ASML· Feb 25medium
ASML — FY2025 Annual Report (20-F) Filed
ASML filed its FY2025 annual report (20-F) covering the year ended 2025-12-31, the key annual disclosure for the dominant EUV lithography supplier and a critical read-through for Samsung, SK Hynix, and TSMC capex plans. PMs should look for updated bookings/backlog, China revenue mix, High-NA EUV shipment cadence, and FY2026 guidance shaping the broader semi-cap cycle. Full filing body not analyzed; description inferred from form + item codes.
AMD· Advanced Micro Devices· Feb 24high
WDC· Western Digital· Feb 24medium
CDNS· Cadence Design Systems· Feb 23medium
AMKR· Amkor Technology· Feb 20medium
Amkor Technology — FY2025 Annual Report (10-K)
SNPS· Synopsys· Feb 19medium
Synopsys — Reg FD Forward Commentary; Officer/Director Change
AMAT· Applied Materials· Feb 19medium
Applied Materials — Q1 FY26 10-Q quarterly results filed
CDNS· Cadence Design Systems· Feb 19medium
Cadence Design Systems — FY2025 Annual Report (10-K)

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AMD — Material Definitive Agreement and Forward Guidance Update with Equity Issuance

Filing combines a material definitive agreement (Item 1.01), unregistered equity issuance (Item 3.02), and Regulation FD disclosure with potential forward-looking commentary (Item 7.01), suggesting a strategic transaction — possibly an acquisition, partnership, or financing — funded partly via stock. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for dilution magnitude, deal counterparty, and any revised outlook embedded in the FD disclosure.

Western Digital — Bylaw Amendments and Other Material Event Disclosure

Filing combines Item 5.03 (bylaw/charter amendments), Item 8.01 (other material event), and Item 9.01 (exhibits), suggesting a governance update paired with a separately disclosed corporate development. PMs should review for potential governance shifts (e.g., advance notice provisions, board structure) and the nature of the 8.01 disclosure, which could range from routine to market-moving. Full filing body not analyzed; description inferred from form + item codes.

Cadence Design Systems — Unregistered Equity Issuance Disclosed

Cadence reported an unregistered sale of equity securities under Item 3.02, typically tied to M&A consideration, private placements, or convertible-note settlements rather than a public raise. Full filing body not analyzed; description inferred from form + item codes. PMs should check dilution magnitude and whether the issuance funds an acquisition or strategic investment relevant to EDA/semiconductor design tooling.

Full filing body not analyzed; description inferred from form + item codes. Amkor's 10-K covers FY2025 results, segment mix (advanced vs. mainstream packaging), capex on the Arizona OSAT fab, and customer-concentration risk — PMs should mine it for HBM/CoWoS-S exposure, AI/HPC packaging revenue trajectory, and FY2026 capex guidance relevant to TSMC/Samsung packaging supply chains.

8-K combines a Regulation FD disclosure (Item 7.01) — typically updated forward commentary or management remarks — with an officer/director change (Item 5.02). PM relevance hinges on whether 7.01 contains new guidance or color on the Ansys integration, EDA demand, and China exposure, and on the seniority of the personnel change. Full filing body not analyzed; description inferred from form + item codes.

Full filing body not analyzed; description inferred from form + item codes. AMAT's Q1 FY26 10-Q likely details WFE segment revenue mix (Semi Systems, AGS, Display), gross margin trends, China exposure, and updated backlog/guidance commentary — key reads for PMs tracking the leading-edge logic/DRAM capex cycle and US export-control impact.

Cadence's FY2025 10-K should detail full-year EDA and IP revenue, AI-driven design tool demand, backlog, and exposure to Asian foundry/semis customers (TSMC, Samsung, SK Hynix). Full filing body not analyzed; description inferred from form + item codes. PM-relevant for read-across on AI chip design spend, semicap capex cycles, and Korea/Taiwan customer concentration.