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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.

042700· Hanmi Semiconductor· Jun 12medium
₩50B SpaceX Stake Acquisition for AI/Satellite/Aerospace Exposure
The company resolved to acquire shares of SpaceX (USA, CEO Elon Musk) for KRW 50 billion, equivalent to 7.24% of equity capital and 6.15% of total assets. The investment targets Elon Musk's Terafab vision and SpaceX's growth in AI, satellite communications, aerospace, and advanced semiconductor demand. The acquisition will be executed via on-market purchase in USD, with completion scheduled for 2026-06-16; final share count and stake ratio will be re-disclosed after settlement. SpaceX's latest financials (per SEC Form S-1) show KRW 28.5T in revenue but a KRW 7.5T net loss for the year.
KLAC· KLA Corporation· Jun 12low
KLA — Bylaw Amendment with Supporting Exhibits
GOOGL· Alphabet· Jun 11low
Alphabet — Annual Meeting Vote Results and Board/Officer Changes
AVGO· Broadcom· Jun 11medium
Broadcom — Other Material Event Disclosed Under Item 8.01
MRVL· Marvell Technology· Jun 11medium
007810· Korea Circuit· Jun 11low
Mirae Asset Crosses 5% Ownership Threshold (Passive Stake)
Mirae Asset Global Investments filed a new 5% bulk shareholding disclosure after its combined holdings (including two affiliated funds) rose to 1,256,367 shares, or 5.24% of outstanding shares, up from 4.96% (1,188,811 shares) one day earlier — an increase of 67,556 shares (+0.28%p). The acquisition was made on-market by the asset manager's internal investment decisions, including ETF creation/redemption activity. The reported purpose is simple investment (passive), not control. Of the reporter's own 1,230,563 shares, 379,143 (1.58%) are held under discretionary investment management contracts. As a passive 5% crossing by an institutional asset manager, this is a disclosure trigger rather than a strategic signal.
CRWV· CoreWeave· Jun 11high
298540· DKEMS· Jun 11low
Investor Relations Meeting for Individual Shareholders on H2 2026 Strategy
The company will host an Investor Relations (IR) meeting for individual shareholders on June 12, 2026, from 15:00 to 17:00 at its headquarters in Yongsan-gu, Seoul. The session will cover the company's business direction and key issues for the second half of 2026. IR materials will be posted on the KRX IR repository and the company's website on the same day. This is a routine shareholder engagement event rather than a material disclosure.
298540· DKEMS· Jun 11low
Director Ahn Jae-woo raises stake by 550 shares via open-market buys
Non-registered director Ahn Jae-woo (Director title) increased his holdings in the company by 550 common shares through two open-market purchases on June 8 and June 10, 2026, bringing his total to 2,000 shares. The buys were executed at KRW 6,100 and KRW 5,800 per share respectively. His ownership ratio remains at 0.01% of the 14,486,386 outstanding shares, so the change is economically immaterial but signals modest insider buying at recent price levels. The filing is a routine change-of-holdings report under Korean disclosure rules.
WDC· Western Digital· Jun 11medium
Western Digital — Item 8.01 Other Material Event Disclosure

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Item 5.03 indicates KLA amended its bylaws or articles of incorporation, with Item 9.01 attaching the updated governing document as an exhibit. Such amendments are typically governance housekeeping (advance-notice provisions, officer indemnification, forum-selection clauses) rather than control-altering changes, though shareholder-rights language warrants a quick read. Full filing body not analyzed; description inferred from form + item codes.

Filing combines Item 5.07 (annual meeting vote results — director elections, say-on-pay, shareholder proposals) with Item 5.02 (officer/director changes, likely tied to board composition post-vote) and Item 9.01 exhibits. Full filing body not analyzed; description inferred from form + item codes. PM relevance is limited unless a senior officer (CEO/CFO) departed or a shareholder proposal passed against board recommendation — otherwise routine governance housekeeping following the annual meeting.

Broadcom filed an 8-K under Item 8.01 (Other Material Events) with supporting exhibits under Item 9.01. Item 8.01 is a catch-all used for disclosures that don't fit a specific item — often press releases, debt offerings, litigation updates, or product/customer announcements. Full filing body not analyzed; description inferred from form + item codes — PMs should pull the exhibit to determine whether this is a financing/AI-customer signal or routine housekeeping.

Marvell — Reg FD Forward Commentary and Officer/Director Change

Filing combines a Regulation FD disclosure (item 7.01) with an officer/director change (item 5.02) plus supporting exhibits. Reg FD items can carry updated forward commentary that moves the stock, while the 5.02 entry could range from a routine board update to a CEO/CFO transition. Full filing body not analyzed; description inferred from form + item codes — PMs should pull the 8-K to confirm whether guidance was refreshed and which officer/director is affected.

CoreWeave — Regulation FD Disclosure: Forward Guidance / Management Commentary

CoreWeave (CRWV) filed an 8-K under Item 7.01 (Regulation FD), indicating that material information — most likely forward guidance or management commentary shared with select investors — is being broadly disclosed to ensure equitable access. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for any updated revenue or capacity outlook, customer pipeline signals, or commentary on AI cloud demand that could shift near-term estimates for this high-profile hyperscaler.

WDC filed an 8-K under Item 8.01, a catch-all for material events outside standard reporting items — possibilities include capital-return updates, debt actions, supply agreements, or HDD/flash market commentary. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to confirm whether it shifts the AI/nearline HDD demand or capital-structure narrative.