I haven’t run the full 2026 batch yet, but I’ve been experimenting with a few semiconductor filings and the wording changes are already noticeable. Using an AI tool like the 10-K summarizer makes it much easier to scan and compare the “Geopolitical Risk” sections across multiple companies and years. It quickly highlights shifts in language around export controls, supply chain concentration, and China-Taiwan tensions. From a quick look, some firms seem to be moving from vague global risk wording to more explicit geopolitical references. If anyone has already processed the entire semiconductor group, I’d be interested to see whether the trend is consistent across the sector.

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