What changed: r7 to r8
September 22 update: read the September 21 8-K/A. It amends only the agreement date in Item 1.01 to September 18, 2026 from September 19 and states that no other changes were made; the file already carried the September 18 date. No change to the economics, checkpoints or operating model.
Retrieval clocks and internal hashes are excluded. Changed source or accounting definitions are not automatically an economic restatement. The authored reason describes the destination revision.
| Field | Before | After |
|---|---|---|
| /memory/as_of | 2026-09-21 | 2026-09-22 |
| /memory/bands/10d/p10 | -6.443 | -7.608 |
| /memory/bands/10d/p50 | -0.276 | -0.148 |
| /memory/bands/10d/p90 | 8.884 | 7.344 |
| /memory/bands/10d/p_up | 0.45 | 0.49 |
| /memory/bands/126d/p10 | -34.245 | -32.023 |
| /memory/bands/126d/p50 | -0.883 | -0.309 |
| /memory/bands/126d/p90 | 34.512 | 31.024 |
| /memory/bands/126d/p_up | 0.489 | 0.5 |
| /memory/bands/1d/p10 | -2.161 | -2.494 |
| /memory/bands/1d/p50 | -0.063 | -0.018 |
| /memory/bands/1d/p90 | 2.25 | 2.103 |
| /memory/bands/1d/p_up | 0.473 | 0.497 |
| /memory/bands/21d/n | 288 | 300 |
| /memory/bands/21d/p10 | -10.097 | -11.489 |
| /memory/bands/21d/p50 | -0.475 | -0.79 |
| /memory/bands/21d/p90 | 13.961 | 12.356 |
| /memory/bands/21d/p_up | 0.472 | 0.467 |
| /memory/bands/252d/n | 235 | 244 |
| /memory/bands/252d/p10 | -40.462 | -42.098 |
| /memory/bands/252d/p50 | -1.734 | -1.618 |
| /memory/bands/252d/p90 | 56.706 | 59.061 |
| /memory/bands/252d/p_up | 0.477 | 0.492 |
| /memory/bands/5d/p10 | -4.861 | -5.199 |
| /memory/bands/5d/p50 | -0.259 | -0.107 |
| /memory/bands/5d/p90 | 5.93 | 5.118 |
| /memory/bands/5d/p_up | 0.473 | 0.48 |
| /memory/bands/63d/n | 282 | 290 |
| /memory/bands/63d/p10 | -17.932 | -21.774 |
| /memory/bands/63d/p50 | -0.448 | -1.311 |
| /memory/bands/63d/p90 | 26.542 | 20.607 |
| /memory/bands/63d/p_up | 0.482 | 0.459 |
| /memory/state | up/below/off/stuck/ordinary/mid/some | up/below/off/stuck/ordinary/strong/crowd_in |
| /meta/as_of | 2026-09-22 | 2026-09-23 |
| /meta/research_reviewed_at | 2026-09-21 | 2026-09-22 |
| /meta/revision | 7 | 8 |
| /research/change_note | September 21: adds the conditional $5M Magnachip minority investment, distinct from Claros purchase cash. Rebuilt all quarterly/yearly cases with one assumed investment payment and cash after both transactions. Revenue, operating profit, CFO and reported quarterly history are unchanged; no deal benefit is invented. | September 22 update: read the September 21 8-K/A. It amends only the agreement date in Item 1.01 to September 18, 2026 from September 19 and states that no other changes were made; the file already carried the September 18 date. No change to the economics, checkpoints or operating model. |
| /research/reviewed_at | 2026-09-21 | 2026-09-22 |
| /sources/10/retrieved | None | 2026-09-22 |
| /sources/10/title | None | September 21 8-K/A: corrects the Magnachip purchase agreement date to September 18 (from September 19); no other change |
| /sources/10/url | None | https://www.sec.gov/Archives/edgar/data/1821769/000110465926109227/tm2625807d2_8ka.htm |