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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.

ORCL· Oracle· Feb 5medium
Oracle — Material Agreement Triggers Securities Rights Change and Bylaw Amendments
Full filing body not analyzed; description inferred from form + item codes. Oracle entered a material definitive agreement (1.01) that appears to have triggered modifications to securityholder rights (3.03) and bylaw/charter amendments (5.03), with supporting exhibits (9.01). PMs should check whether this signals a financing event, governance restructuring, or strategic transaction (e.g., new debt covenants, preferred issuance, or takeover defense) that could affect ORCL's capital structure or shareholder protections.
AMZN· Amazon· Feb 5high
MCHP· Microchip Technology· Feb 5medium
WOLF· Wolfspeed· Feb 4high
COHR· Coherent· Feb 4high
ORCL· Oracle· Feb 4medium
Oracle — Material Definitive Agreement & Other Material Events Disclosed
ARM· Arm Holdings· Feb 4medium
Arm Holdings — Foreign Issuer Interim Report (6-K) for period ended 2025-12-31
COHR· Coherent· Feb 4medium
Coherent — Q2 FY26 10-Q (quarter ended Dec 31, 2025)
QCOM· Qualcomm· Feb 4high
TXN· Texas Instruments· Feb 4high

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Amazon — Q4 Earnings Release

Amazon filed an 8-K covering Item 2.02 (Results of Operations) with supporting exhibits under Item 9.01, indicating a quarterly earnings release — likely Q4 2025 results including AWS revenue growth, operating margin, and capex guidance that directly drive semiconductor demand signals (Nvidia, TSMC, SK hynix HBM, Samsung). Full filing body not analyzed; description inferred from form + item codes. PMs should watch AWS growth rate, AI capex commentary, and 2026 capex outlook for read-through to KR/TW/US semis.

Microchip Technology — Q3 FY26 10-Q for Quarter Ended Dec 31, 2025

Full filing body not analyzed; description inferred from form + item codes. Quarterly 10-Q covering the December 2025 quarter — PMs should focus on MCU/analog revenue trajectory, inventory destocking progress, gross margin recovery, and any updated guidance amid the ongoing industrial/auto semi downcycle.

Wolfspeed — Q4 Earnings Release

Filing flags an earnings release (Item 2.02) with supporting exhibits (9.01), likely including the press release, income statement, and possibly updated guidance. PMs should focus on SiC wafer demand trends, EV/industrial mix, Mohawk Valley fab utilization, gross margin trajectory, and any cash burn/liquidity commentary given Wolfspeed's restructuring backdrop. Full filing body not analyzed; description inferred from form + item codes.

Coherent — Q2 Earnings Release with Forward Guidance

8-K bundles Item 2.02 earnings results with Item 7.01 Reg FD commentary, signaling Coherent issued quarterly results alongside forward-looking guidance — material for PMs tracking AI-datacom optical demand, telecom segment recovery, and SiC divestiture progress. Item 9.01 exhibits the press release/financials. Full filing body not analyzed; description inferred from form + item codes.

Oracle disclosed a material definitive agreement (Item 1.01) alongside other material events (Item 8.01) with supporting exhibits (Item 9.01). Full filing body not analyzed; description inferred from form + item codes. For a PM, the 1.01+8.01 combo often signals a sizable partnership, financing, or strategic commitment worth checking against Oracle's AI/cloud capex narrative.

Arm filed a 6-K interim report covering the period ending 2025-12-31, likely furnishing quarterly results, royalty/licensing trends, or material updates relevant to its AI and smartphone IP franchise. PMs should watch for royalty rate trajectory, v9/CSS adoption commentary, and any AI compute design-win disclosures that read across to Samsung, MediaTek, and TSMC. Full filing body not analyzed; description inferred from form + item codes.

Coherent's fiscal Q2 2026 quarterly report covering the December 2025 quarter, likely detailing datacom transceiver and AI-related laser/optics demand, networking segment momentum, and updated margin/guidance commentary relevant to the AI infrastructure capex cycle. Full filing body not analyzed; description inferred from form + item codes.

Qualcomm — Quarterly Earnings Release

Filing is an Item 2.02 earnings release with supporting exhibits (9.01), almost certainly Qualcomm's quarterly results press release and financial tables. Full filing body not analyzed; description inferred from form + item codes. PMs should check revenue mix (handsets vs. automotive vs. IoT), QCT margins, and any forward guidance for read-through to Asian semi supply chain (Samsung Foundry, TSMC, MediaTek competitive dynamics).

Texas Instruments — Reg FD Disclosure, Likely Updated Forward Guidance

Filing pairs Item 7.01 (Reg FD) with Item 9.01 exhibits, typical of management commentary or revised outlook delivered outside an earnings release. For analog/embedded semi PMs, any incremental color on industrial/auto end-market demand, inventory normalization, or capex pacing is the watch item. Full filing body not analyzed; description inferred from form + item codes.