Semiconductors & Related Devices
Standard Industrial Classification: SIC 3674
Industry Insider Sentiment Analysis
The Semiconductors & Related Devices sector (SIC 3674) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-21 20:01 | 2026-08-19 | SMTC | SEMTECH CORP | Walsh Paul V Jr | Director | SELL | $135.48 | 500 | $67,740 | 27,100 |
| 2026-08-22 00:58 | 2026-08-20 | CBRS | Cerebras Systems Inc. | Lie Sean | Officer | OPT+S | $207.90 | 726,540 | $151,050,427 | 368,926 |
| 2026-08-21 23:00 | 2026-08-19 | INDI | indie Semiconductor, Inc. | Parekh Sonalee Elizabeth | Director | SELL | $4.07 | 59,932 | $244,163 | 99,857 |
| 2026-08-21 21:50 | 2026-08-20 | AMD | ADVANCED MICRO DEVICES INC | Papermaster Mark D | Officer | SELL | $471.87 | 28,811 | $13,595,067 | 1,261,461 |
| 2026-08-21 00:04 | 2026-08-18 | CBRS | Cerebras Systems Inc. | Lie Sean | Officer | SELL | $222.22 | 21,257 | $4,723,765 | 595,449 |
| 2026-08-21 00:05 | 2026-08-18 | CBRS | Cerebras Systems Inc. | Mallick Dhiraj | Officer | SELL | $222.22 | 38,889 | $8,642,077 | 120,000 |
| 2026-08-21 00:10 | 2026-08-18 | CBRS | Cerebras Systems Inc. | Patel Yagnesh | Officer | SELL | $222.22 | 4,574 | $1,016,445 | 16,676 |
| 2026-08-20 23:05 | 2026-08-18 | MU | MICRON TECHNOLOGY INC | Sadana Sumit | Officer | SELL | $934.29 | 15,000 | $14,014,350 | 191,021 |
| 2026-08-20 21:24 | 2026-08-19 | ICHR | ICHOR HOLDINGS, LTD. | BARROS PHILIP RYAN SR. | Director, Officer | SELL | $61.88 | 1,314 | $81,307 | 161,562 |
| 2026-08-20 21:27 | 2026-08-18 | ICHR | ICHOR HOLDINGS, LTD. | MacKenzie Iain | Director | SELL | $65.76 | 9,933 | $653,176 | 122,427 |
| 2026-08-20 20:16 | 2026-08-18 | AAOI | APPLIED OPTOELECTRONICS, INC. | Yeh Shu-Hua (Joshua) | Officer | SELL | $147.73 | 6,000 | $886,380 | 377,498 |
| 2026-08-20 20:18 | 2026-08-18 | AMD | ADVANCED MICRO DEVICES INC | Hahn Ava | Officer | SELL | $488.69 | 2,993 | $1,462,649 | 26,623 |
| 2026-08-20 20:21 | 2026-08-19 | NXT | Nextpower Inc. | Thomas Brandi Elizabeth | Director | SELL | $91.25 | 7,415 | $676,619 | 7,914 |
| 2026-08-20 20:25 | 2026-08-18 | AMD | ADVANCED MICRO DEVICES INC | Su Lisa T | Director, Officer | SELL | $480.94 | 15,000 | $7,214,067 | 3,102,156 |
| 2026-08-20 16:33 | 2026-08-18 | GFS | GLOBALFOUNDRIES Inc. | Raman Pradheepa | Officer | SELL | $51.12 | 6,760 | $345,571 | 0 |
| 2026-08-20 11:41 | 2026-08-18 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Yuan Lipen | Officer | BUY | $74.05 | 2,350 | $174,023 | 2,000 |
| 2026-08-19 20:01 | 2026-08-17 | SMTC | SEMTECH CORP | Silberstein Asaf | Officer | SELL | $150.00 | 5,000 | $750,000 | 88,862 |
| 2026-08-19 20:56 | 2026-08-17 | MCHP | MICROCHIP TECHNOLOGY INC | Bjornholt James Eric | Officer | OPT+S | $80.26 | 837 | $67,178 | 30,960 |
| 2026-08-20 01:00 | 2026-08-17 | NLST | NETLIST INC | SASAKI GAIL M | Officer | SELL | $6.91 | 100,000 | $690,660 | 534,594 |
| 2026-08-20 01:12 | 2026-08-18 | CBRS | Cerebras Systems Inc. | Feldman Andrew D. | Director, Officer | SELL | $222.22 | 26,644 | $5,920,936 | 66,853 |
| 2026-08-20 00:44 | 2026-08-17 | MPWR | MONOLITHIC POWER SYSTEMS, INC. | DEAN ROBERT W II | Officer | SELL | $1,413.64 | 6 | $8,482 | 7,126 |
| 2026-08-19 23:57 | 2026-08-17 | NVEC | NVE CORP /NEW/ | BAKER DANIEL A | Director | SELL | $121.50 | 1,500 | $182,250 | 44,803 |
| 2026-08-19 22:01 | 2026-08-18 | SYNA | SYNAPTICS Inc | Song Esther | Officer | SELL | $103.68 | 437 | $45,308 | 14,683 |
| 2026-08-19 22:04 | 2026-08-18 | SYNA | SYNAPTICS Inc | Bodensteiner Lisa | Officer | SELL | $103.62 | 6,056 | $627,534 | 78,634 |
| 2026-08-19 22:07 | 2026-08-18 | SYNA | SYNAPTICS Inc | Gupta Vikram | Officer | SELL | $103.65 | 4,277 | $443,329 | 103,468 |
| 2026-08-19 22:10 | 2026-08-17 | ALAB | Astera Labs, Inc. | Mohan Jitendra | Director, Officer | SELL | $340.35 | 90,630 | $30,846,356 | 1,266,665 |
| 2026-08-19 22:11 | 2026-08-17 | ALAB | Astera Labs, Inc. | Mazzara Philip | Officer | SELL | $340.50 | 6,801 | $2,315,754 | 96,542 |
| 2026-08-19 22:12 | 2026-08-17 | ALAB | Astera Labs, Inc. | Gajendra Sanjay | Director, Officer | SELL | $340.35 | 90,630 | $30,846,356 | 1,119,038 |
| 2026-08-19 22:13 | 2026-08-19 | SYNA | SYNAPTICS Inc | Patel Rahul G. | Director, Officer | SELL | $105.39 | 2,276 | $239,868 | 188,791 |
| 2026-08-19 21:45 | 2026-08-17 | AXTI | AXT INC | LEBLANC LEONARD J | Director | SELL | $96.07 | 4,000 | $384,280 | 113,129 |
| 2026-08-19 21:55 | 2026-06-10 | AXTI | AXT INC | LEBLANC LEONARD J | Director | SELL | $88.57 | 2,500 | $221,425 | 117,129 |
| 2026-08-19 21:41 | 2026-08-17 | CBRS | Cerebras Systems Inc. | Vishria Eric | Director | SELL | $229.77 | 68,268 | $15,685,959 | 31,383 |
| 2026-08-19 21:42 | 2026-08-17 | SITM | SITIME Corp | Frank Edward H. | Director | SELL | $745.00 | 1,000 | $745,000 | 10,999 |
| 2026-08-19 20:37 | 2026-08-17 | AMKR | AMKOR TECHNOLOGY, INC. | ROGERS MARK N | Officer | OPT+S | $59.78 | 5,000 | $298,900 | 38,904 |
| 2026-08-19 20:15 | 2026-08-17 | MTSI | MACOM Technology Solutions Holdings, Inc. | Kober John | Officer | SELL | $326.08 | 7,389 | $2,409,423 | 33,583 |
| 2026-08-19 15:39 | 2026-08-18 | LSCC | LATTICE SEMICONDUCTOR CORP | Feanny Tracy Ann | Officer | SELL | $126.43 | 1,880 | $237,688 | 60,221 |
| 2026-08-18 20:15 | 2026-08-17 | ALGM | ALLEGRO MICROSYSTEMS, INC. | Raubacher Jennie | Director | SELL | $45.32 | 1,000 | $45,320 | 13,976 |
| 2026-08-18 22:38 | 2026-08-14 | CBRS | Cerebras Systems Inc. | Vassallo Steven | Director | SELL | $218.18 | 50,000 | $10,909,100 | 49,599 |
| 2026-08-18 20:30 | 2026-08-14 | AMBQ | Ambiq Micro, Inc. | Esaka Fumihide | Director, Officer | OPT+S | $64.39 | 13,500 | $869,226 | 451,189 |
| 2026-08-18 20:01 | 2026-08-14 | SITM | SITIME Corp | Kreindl Torsten | Director | SELL | $724.88 | 695 | $503,791 | 11,786 |
| 2026-08-19 00:00 | 2026-08-14 | INDI | indie Semiconductor, Inc. | Wittmann Michael | Officer | SELL | $4.10 | 42,468 | $174,199 | 96,884 |
| 2026-08-18 21:22 | 2026-08-17 | LSCC | LATTICE SEMICONDUCTOR CORP | Elashmawi Esam | Officer | SELL | $134.77 | 15,742 | $2,121,568 | 155,420 |
| 2026-08-18 20:50 | 2026-08-17 | AMD | ADVANCED MICRO DEVICES INC | GRASBY PAUL DARREN | Officer | OPT+S | $514.91 | 15,000 | $7,723,650 | 117,687 |
| 2026-08-18 20:34 | 2026-08-14 | MXL | MAXLINEAR, INC | SEENDRIPU KISHORE | Director, Officer, 10% owner | SELL | $85.27 | 591,454 | $50,435,885 | 0 |
| 2026-08-18 20:40 | 2026-08-14 | AMBQ | Ambiq Micro, Inc. | Hanson Scott McLean | Director, Officer | OPT+S | $64.38 | 7,000 | $450,639 | 211,226 |
| 2026-08-18 20:25 | 2026-08-17 | QRVO | Qorvo, Inc. | Brown Grant | Officer | SELL | $97.50 | 5,179 | $504,953 | 49,268 |
| 2026-08-18 20:25 | 2026-08-14 | AMD | ADVANCED MICRO DEVICES INC | Papermaster Mark D | Officer | OPT+S | $487.34 | 7,369 | $3,591,208 | 1,241,347 |
| 2026-08-18 20:25 | 2026-08-17 | QRVO | Qorvo, Inc. | Chesley Philip | Officer | SELL | $97.50 | 5,487 | $534,983 | 44,021 |
| 2026-08-18 18:53 | 2026-08-17 | FSLR | FIRST SOLAR, INC. | Sloan Samantha L. | Officer | OPT+S | $222.95 | 127 | $28,315 | 2,018 |
| 2026-08-18 15:15 | 2026-08-17 | VIAV | VIAVI SOLUTIONS INC. | Black Laura A. | Director | SELL | $46.12 | 71,000 | $3,274,520 | 71,497 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Semiconductors & Related Devices sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3674) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Semiconductors & Related Devices
Every transaction in the Semiconductors & Related Devices industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.