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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).

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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.

2308· Delta Electronics· Jul 31medium
Q1 2026 Earnings: Revenue NT$159.4B, EPS NT$7.91
Delta Electronics reported Q1 2026 revenue of NT$159.4B with operating income of NT$28.4B and net income after tax of NT$23.8B. Basic EPS came in at NT$7.91, reflecting solid profitability for the electronic components maker. Results suggest healthy operating leverage with an operating margin near 17.8%.
TER· Teradyne· Jul 31medium
Teradyne — Q2 2026 Quarterly Report (10-Q)
4961· Phison Electronics· Jul 31medium
Q1 2026 Earnings: Revenue NT$4.5B, EPS NT$1.86
The company posted Q1 2026 revenue of NT$4.50B with net income after tax of NT$319.4M, translating to basic EPS of NT$1.86. Operating income reached NT$294.6M, supplemented by NT$83.6M in non-operating gains, indicating a routine in-line quarter for this semiconductor filer.
3034· Novatek Microelectronics· Jul 31medium
Q1 2026 Earnings: Revenue NT$23.1B, EPS NT$6.19
Novatek Microelectronics reported Q1 2026 revenue of NT$23.1B with net income of NT$3.77B, translating to basic EPS of NT$6.19. Operating income reached NT$4.03B, indicating a solid operating margin of approximately 17.4%, consistent with the company's display driver IC business profile. Results appear in line with typical fabless semiconductor sector performance.
5347· Vanguard International Semiconductor· Jul 31medium
Q1 2026 Earnings: Revenue NT$12.5B, EPS NT$1.22
Vanguard International Semiconductor (TPEx: 5347) reported Q1 2026 revenue of NT$12.5B and net income of NT$2.16B, translating to basic EPS of NT$1.22. Operating income came in at NT$2.09B (operating margin ~16.6%), with non-operating income contributing an additional NT$350M. Results reflect steady utilization at the 8-inch foundry amid ongoing mature-node demand from power management and display driver customers.
AMZN· Amazon· Jul 31medium
Amazon — Q2 2026 Quarterly Results (10-Q)
6488· GlobalWafers· Jul 31medium
Q1 2026 Earnings: Revenue NT$14.0B, EPS NT$3.97
GlobalWafers (6488) reported Q1 2026 revenue of NT$14.0B with operating income of NT$1.48B and net income after tax of NT$1.90B, translating to basic EPS of NT$3.97. Non-operating income contributed a sizable NT$871M, lifting bottom-line results above operating profitability alone. Results appear solid for a silicon wafer supplier amid an uneven semiconductor capex cycle, though not a dramatic outlier versus sector norms.
6669· Wiwynn· Jul 31medium
Q1 2026 Earnings: Revenue NT$276.5B, EPS NT$75.95
Wiwynn reported Q1 2026 revenue of NT$276.5B and net income after tax of NT$14.1B, delivering basic EPS of NT$75.95. Operating income reached NT$17.5B, reflecting strong demand for hyperscale server and cloud infrastructure solutions amid the ongoing AI capex cycle.
2379· Realtek Semiconductor· Jul 31medium
Q1 2026 Earnings: Revenue NT$36.4B, EPS NT$8.44
Realtek Semiconductor (2379) reported Q1 2026 revenue of NT$36.4B with operating income of NT$4.33B and net income after tax of NT$4.33B, delivering basic EPS of NT$8.44. Non-operating income contributed NT$645.6M to the quarter. Results reflect solid execution in the connectivity/communications IC segment amid steady demand.
8046· Nan Ya Printed Circuit Board· Jul 31medium
Q1 2026 Earnings: Revenue NT$11.2B, EPS NT$2.03
Nan Ya PCB reported Q1 2026 revenue of NT$11.18B and net income after tax of NT$1.31B, with basic EPS of NT$2.03. Operating income reached NT$1.35B, supported by NT$246M in non-operating income, reflecting steady demand in the electronic components segment.

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Teradyne filed its 10-Q for the quarter ended June 28, 2026, covering financial results, segment performance, and management commentary. PMs should watch for updates on semiconductor test equipment demand, particularly any signals from AI/HBM-driven tester cycles and automotive/industrial recovery. Full filing body not analyzed; description inferred from form + item codes.

Amazon filed its 10-Q for the quarter ended June 30, 2026, covering financial results across AWS, advertising, and e-commerce segments. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for AWS revenue growth trajectory, operating margin expansion, and any updated commentary on AI infrastructure capex commitments.