Group 1 - TEL announced organizational changes and personnel adjustments effective February 1, 2026, including the appointment of a new chairman and president for its Taiwan subsidiary [1] - The changes are interpreted as a response to the involvement of TEL's Taiwan subsidiary in the TSMC 2nm leak case, with TEL's president expressing regret and seeking to restore relationships with TSMC [1][2] - The restructuring aims to enhance TEL Taiwan's operational framework, improve customer service quality, and boost employee motivation and corporate cohesion [1] Group 2 - TEL's headquarters announced the establishment of a next-generation equipment project organization starting January 1, 2026, to align with TSMC's 1nm process development [2] - The organizational changes involve twelve senior executives, many of whom have previously held general manager positions, taking on leadership roles in different projects [2] - The adjustments are seen as beneficial for TEL to secure a place on TSMC's important procurement list for future 1nm technology [2]

Core Viewpoint - Tokyo Electron (TEL) announced significant organizational changes and personnel adjustments for its Taiwan subsidiary, interpreted as a response to the recent involvement of a former employee in a TSMC-related leak case [1][2] Group 1: Organizational Changes - TEL's Taiwan subsidiary will see a major leadership shake-up, with the current chairman, Akira Ito, transitioning to an advisory role, and Tatsuya Nagakubo taking over as chairman starting February [1] - The current president, Zhang Tianhao, will move to the Japan headquarters to lead front-end engineering, while the new president will be Seiji Nakamura, the head of global sales in Europe [1] - A new senior executive vice president position will be created, with the promotion of Ke Yu Cheng from the operations support department [1] Group 2: Strategic Intent - TEL stated that these personnel changes are part of a medium to long-term business strategy aimed at strengthening the operational structure and enhancing customer service quality in Taiwan [1] - The adjustments are expected to improve local employee motivation and corporate cohesion [1] Group 3: Market Implications - The organizational changes involve twelve senior executives, including several who have previously served as general managers, indicating a significant restructuring effort [2] - Market analysts interpret these changes as a strategic move to reconnect with TSMC's advanced process development, particularly as TSMC seeks to expand its three-nanometer production capabilities [2] - TEL aims to position itself favorably for future procurement opportunities related to TSMC's one-nanometer process development [2] Group 4: Legal and Ethical Considerations - TEL expressed regret over the involvement of a former employee in a leak case and emphasized its commitment to legal compliance and ethical standards [2] - The company is facing a fine of 1.2 billion NTD related to this incident, highlighting the seriousness with which it views compliance issues [2]

Group 1 - Hars has received approval from the China Securities Regulatory Commission for a stock issuance to specific targets [1] - Baolande's shareholders plan to reduce their holdings by up to 3% of the company's shares [1] - Zhichun Technology's controlling shareholder intends to reduce holdings by up to 2.35% of the company's shares [2] Group 2 - Yema Battery's actual controllers plan to reduce their holdings by up to 3% of the company's shares [3] - Fangda Carbon has paid a total of 51.93 million yuan in tax and late fees [3] - Robotech's subsidiary signed a contract worth approximately 946.5 million euros [4] Group 3 - Xinke Mobile's shareholders plan to reduce their holdings by up to 1% of the company's shares [5] - Tongcheng New Materials' shareholder plans to reduce holdings by up to 2.17% of the company's shares [6] - SF Holding has repurchased 1.185 million A-shares for a total amount of 49.78 million yuan [8] Group 4 - Changqing Technology plans to issue convertible bonds to raise no more than 800 million yuan [10] - Aishida's subsidiary signed a framework cooperation agreement for equipment procurement [11] - Dayu Water's subsidiary has become the first candidate for a major water supply project with a pre-bid amount of 161 million yuan [12] Group 5 - Wanlima signed a significant contract worth approximately 44.6 million yuan [13] - Tieliu Co. signed a framework agreement with a robotics research institute [14] - Gongda Keya won a project for smart heating renovation with an estimated investment of about 100 million yuan [15] Group 6 - Jiaxun Feihong signed an overseas project contract worth approximately 41.77 million yuan [16] - Xiangfenghua's shareholder plans to reduce holdings by up to 2% of the company's shares [17] - Bangjie Co.'s subsidiary has been applied for bankruptcy reorganization [18] Group 7 - *ST Lanhua plans to establish a joint venture company with a registered capital of 70 million yuan [19] - Zhongcheng Co. intends to purchase 100% equity of a clean energy company for 151 million yuan [19]