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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· Jan 22high
Intel — Q4 Earnings Release
Intel filed an 8-K under Item 2.02 announcing its quarterly earnings results, with Item 9.01 attaching the related press release and financial exhibits. PMs should review revenue, DCAI/CCG segment splits, foundry margin trajectory, and any forward guidance for read-throughs to Samsung Foundry, TSMC, and Korean/Taiwanese memory and equipment suppliers. Full filing body not analyzed; description inferred from form + item codes.
MU· Micron Technology· Jan 21low
Micron — Bylaw Amendments and Annual Meeting Vote Results
GEV· GE Vernova· Jan 21low
GE Vernova — Officer/Director Change Disclosed
AMD· Advanced Micro Devices· Jan 20low
AMD — Officer/Director Change Disclosed
ENTG· Entegris· Jan 20low
Entegris — Officer/Director Change Disclosed
QCOM· Qualcomm· Jan 16low
Qualcomm — Officer/Director Change Disclosed
META· Meta Platforms· Jan 16low
Meta — Officer/Director Change Disclosed
WOLF· Wolfspeed· Jan 15medium
Wolfspeed — Officer/Director Change Disclosed
ENTG· Entegris· Jan 14medium
Entegris — Discloses Other Material Event
AVGO· Broadcom· Jan 13medium
Broadcom — Other Material Event Disclosure with Exhibits

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Filing likely discloses amendments to Micron's bylaws/articles alongside results from the annual shareholder meeting (director elections, say-on-pay, auditor ratification), with supporting exhibits. Routine governance disclosure with limited near-term P&L or thesis impact for semi PMs. Full filing body not analyzed; description inferred from form + item codes.

GEV filed an 8-K under Item 5.02 disclosing an officer or director change (appointment, departure, or compensation arrangement). Impact depends on whether a top executive (CEO/CFO) is involved or it is a routine board adjustment. Full filing body not analyzed; description inferred from form + item codes.

AMD filed an 8-K under Item 5.02 disclosing a change in officers or directors, with Item 9.01 attaching supporting exhibits. Full filing body not analyzed; description inferred from form + item codes. PMs should check whether the change involves CEO/CFO/CTO roles — routine board turnover is low-signal, but a Lisa Su or finance-chief transition would materially affect AMD's AI accelerator execution narrative.

Filing reports an officer or director change with supporting exhibits under Items 5.02 and 9.01. Full filing body not analyzed; description inferred from form + item codes. Material to PMs only if a CEO/CFO or other key executive is involved; otherwise routine governance update.

Qualcomm filed an 8-K under Item 5.02, signaling a change among executive officers or directors (appointment, departure, or compensation arrangement). Full filing body not analyzed; description inferred from form + item codes. Material for PMs only if the change involves the CEO, CFO, or another key leader shaping Qualcomm's handset/auto/IoT strategy amid the AI-edge transition.

Filing reports an officer or director change at Meta under Item 5.02. Full filing body not analyzed; description inferred from form + item codes. PM relevance is typically low unless the change involves the CEO, CFO, or a key product/AI leader — confirm role before sizing impact.

Filing reports a change in officers or directors with supporting exhibits attached. Materiality depends on which role changed — a CEO/CFO departure would be market-moving, while a board reshuffle is typically minor. Full filing body not analyzed; description inferred from form + item codes.

Entegris filed an 8-K under Item 8.01 (Other Material Events), a catch-all used for disclosures not covered by specific items — could range from litigation updates, capacity commentary, customer wins, or capital actions. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the body to gauge relevance to the semi materials supply chain (CMP slurries, gas purification) and any read-through to TSMC/Samsung wafer starts.

Filing under Item 8.01 (Other Events) signals a company-initiated disclosure that didn't fit standard 8-K triggers, paired with Item 9.01 exhibits. Full filing body not analyzed; description inferred from form + item codes. PMs should check the exhibit (often a press release) for substance — Item 8.01 alone ranges from routine debt tender notices to material strategic updates.