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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-08 10:05 | 2026-07-06 | ASX | ASE Technology Holding Co., Ltd. | Uang Du-Tsuen | Officer | SELL | $687.00 | 2,000 | $1,374,000 | 757,000 |
| 2026-07-07 23:38 | 2026-07-01 | SODI | SOLITRON DEVICES INC | Olesen Value Fund L.P. | 10% owner | SELL | $26.55 | 13,488 | $358,117 | 226,298 |
| 2026-07-07 23:06 | 2026-07-02 | UCTT | Ultra Clean Holdings, Inc. | HARDING BRIAN E | Officer | SELL | $128.75 | 3,837 | $494,020 | 33,581 |
| 2026-07-07 17:33 | 2026-07-02 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer | SELL | $77.36 | 335 | $25,916 | 13,149 |
| 2026-07-07 01:38 | 2026-07-01 | ALAB | Astera Labs, Inc. | ALBA MANUEL | Director | SELL | $458.38 | 8,491 | $3,892,091 | 286,863 |
| 2026-07-07 01:27 | 2026-07-01 | ALAB | Astera Labs, Inc. | ALBA MANUEL | Director | SELL | $442.01 | 136,974 | $60,543,453 | 1,287,524 |
| 2026-07-07 01:32 | 2026-07-01 | ALAB | Astera Labs, Inc. | ALBA MANUEL | Director | SELL | $447.39 | 37,535 | $16,792,742 | 295,354 |
| 2026-07-06 23:06 | 2026-07-01 | MU | MICRON TECHNOLOGY INC | ARNZEN APRIL S | Officer | SELL | $1,083.94 | 40,000 | $43,357,472 | 85,737 |
| 2026-07-06 22:37 | 2026-07-01 | MRAM | EVERSPIN TECHNOLOGIES INC. | Cooper William Earl | Officer | SELL | $22.34 | 1,549 | $34,605 | 149,481 |
| 2026-07-06 22:42 | 2026-07-01 | MRAM | EVERSPIN TECHNOLOGIES INC. | Aggarwal Sanjeev | Director, Officer | SELL | $22.34 | 30,885 | $689,971 | 839,561 |
| 2026-07-06 22:48 | 2026-07-01 | MRAM | EVERSPIN TECHNOLOGIES INC. | Dougherty Sean Michael | Officer | SELL | $22.34 | 358 | $7,998 | 99,173 |
| 2026-07-06 22:19 | 2026-07-01 | BZAI | Blaize Holdings, Inc. | Sehmi Harminder | Officer | SELL | $1.37 | 40,609 | $55,634 | 259,773 |
| 2026-07-06 21:51 | 2026-07-01 | MPWR | MONOLITHIC POWER SYSTEMS INC | Sciammas Maurice | Officer | SELL | $1,351.61 | 30 | $40,548 | 1,149 |
| 2026-07-06 21:53 | 2026-07-02 | INDI | indie Semiconductor, Inc. | McClymont Donald | Director, Officer | OPT+S | $4.45 | 126,496 | $563,072 | 424,617 |
| 2026-07-06 21:55 | 2026-07-02 | INDI | indie Semiconductor, Inc. | schiller Thomas | Director | OPT+S | $4.45 | 1,833 | $8,159 | 481,707 |
| 2026-07-06 21:58 | 2026-07-02 | INDI | indie Semiconductor, Inc. | Wu Naixi | Officer | OPT+S | $4.37 | 19,640 | $85,913 | 134,425 |
| 2026-07-06 22:01 | 2026-07-02 | INDI | indie Semiconductor, Inc. | Wittmann Michael | Officer | OPT+S | $4.45 | 30,207 | $134,460 | 145,602 |
| 2026-07-06 21:24 | 2026-07-02 | AIP | Arteris, Inc. | Hawkins Nicholas B. | Officer | SELL | $38.78 | 5,377 | $208,509 | 103,172 |
| 2026-07-06 21:25 | 2026-07-02 | AIP | Arteris, Inc. | Alpern Paul L | Officer | SELL | $38.78 | 3,648 | $141,462 | 76,736 |
| 2026-07-06 21:25 | 2026-07-02 | AIP | Arteris, Inc. | Moll Laurent R | Officer | SELL | $38.78 | 5,599 | $217,117 | 221,697 |
| 2026-07-06 21:26 | 2026-07-02 | AIP | Arteris, Inc. | Bayview Legacy, LLC | 10% owner | SELL | $36.32 | 192,686 | $6,998,645 | 8,555,047 |
| 2026-07-06 21:26 | 2026-07-02 | AIP | Arteris, Inc. | JANAC K CHARLES | Director, Officer, 10% owner | SELL | $36.45 | 203,588 | $7,421,414 | 8,555,047 |
| 2026-07-06 21:14 | 2026-07-01 | SMTC | SEMTECH CORP | Lin Mark | Officer | OPT+S | $150.41 | 970 | $145,893 | 34,896 |
| 2026-07-06 20:18 | 2026-07-01 | ADI | ANALOG DEVICES INC | ROCHE VINCENT | Director, Officer | OPT+S | $389.75 | 10,000 | $3,897,500 | 137,538 |
| 2026-07-06 11:00 | 2026-07-01 | VLN | Valens Semiconductor Ltd. | Yaacobi Tal | Director | SELL | $2.22 | 1,400 | $3,108 | 72,248 |
| 2026-07-02 20:05 | 2026-06-30 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $269.84 | 27,500 | $7,420,534 | 5,909,870 |
| 2026-07-02 20:07 | 2026-07-01 | AIP | Arteris, Inc. | Bayview Legacy, LLC | 10% owner | SELL | $45.46 | 181,338 | $8,243,335 | 8,747,733 |
| 2026-07-02 20:07 | 2026-07-01 | AIP | Arteris, Inc. | Alpern Paul L | Officer | OPT+S | $45.46 | 6,500 | $295,514 | 80,384 |
| 2026-07-02 20:05 | 2026-07-01 | ATOM | Atomera Inc | Mears Robert J | Officer | SELL | $8.40 | 1,000 | $8,400 | 271,715 |
| 2026-07-02 20:58 | 2026-07-01 | AMBA | AMBARELLA INC | Ju Chi-Hong | Officer | SELL | $88.84 | 10,000 | $888,400 | 155,924 |
| 2026-07-02 20:57 | 2026-07-01 | AMBA | AMBARELLA INC | Wang Feng-Ming | Director, Officer | SELL | $90.08 | 16,250 | $1,463,800 | 773,607 |
| 2026-07-02 20:06 | 2026-07-01 | AIP | Arteris, Inc. | RAZA SAIYED ATIQ | Director | SELL | $45.39 | 70,000 | $3,176,978 | 70,000 |
| 2026-07-02 20:07 | 2026-07-01 | AIP | Arteris, Inc. | JANAC K CHARLES | Director, Officer, 10% owner | SELL | $45.46 | 181,338 | $8,243,335 | 8,747,733 |
| 2026-07-02 23:29 | 2026-07-01 | ALAB | Astera Labs, Inc. | Dyckerhoff Stefan A | Director | SELL | $450.00 | 12,499 | $5,624,550 | 4,631 |
| 2026-07-02 23:08 | 2026-06-30 | MU | MICRON TECHNOLOGY INC | Dugle Lynn A | Director | SELL | $1,150.43 | 1,300 | $1,495,559 | 17,728 |
| 2026-07-02 20:34 | 2026-07-01 | CRUS | CIRRUS LOGIC, INC. | Baumgartner Jeffrey W | Officer | OPT+S | $145.97 | 1,458 | $212,824 | 16,405 |
| 2026-07-02 20:04 | 2026-07-01 | ALMU | Aeluma, Inc. | Klamkin Jonathan | Director, Officer | SELL | $21.08 | 20,000 | $421,668 | 2,403 |
| 2026-07-02 20:04 | 2026-06-30 | SMTC | SEMTECH CORP | Fischer Gregory Michael | Director | SELL | $156.24 | 1,500 | $234,360 | 5,678 |
| 2026-07-02 19:28 | 2026-07-01 | CRDO | Credo Technology Group Holding Ltd | HOSEIN CLYDE | Director | SELL | $262.33 | 3,451 | $905,284 | 16,850 |
| 2026-07-02 12:11 | 2026-06-30 | JKS | JinkoSolar Holding Co., Ltd. | Siew Wing Keong | Director | SELL | $16.49 | 16,000 | $263,840 | 170,000 |
| 2026-07-02 11:15 | 2026-06-30 | ASX | ASE Technology Holding Co., Ltd. | Uang Du-Tsuen | Officer | SELL | $686.63 | 8,000 | $5,493,000 | 759,000 |
| 2026-07-01 20:21 | 2026-06-30 | CBRS | Cerebras Systems Inc. | Mallick Dhiraj | Officer | SELL | $206.51 | 10,000 | $2,065,100 | 0 |
| 2026-07-01 20:36 | 2026-06-29 | IPGP | IPG PHOTONICS CORP | IP FIBRE DEVICES LTD | 10% owner | SELL | $103.64 | 65,700 | $6,809,233 | 6,463,302 |
| 2026-07-01 21:47 | 2026-07-01 | MRVL | Marvell Technology, Inc. | Koopmans Chris | Officer | SELL | $281.92 | 10,000 | $2,819,200 | 227,754 |
| 2026-07-01 21:21 | 2026-06-29 | AVGO | Broadcom Inc. | PAGE JUSTINE | Director | SELL | $373.86 | 1,602 | $598,916 | 17,426 |
| 2026-07-01 21:19 | 2026-06-29 | AMAT | APPLIED MATERIALS INC /DE | DICKERSON GARY E | Director, Officer | SELL | $709.26 | 78,321 | $55,550,321 | 1,599,843 |
| 2026-07-01 20:32 | 2026-06-29 | IPGP | IPG PHOTONICS CORP | SCHERBAKOV EUGENE A | Director, 10% owner | SELL | $101.55 | 1,524 | $154,757 | 49,734 |
| 2026-07-01 20:34 | 2026-06-29 | IPGP | IPG PHOTONICS CORP | Lopresti Angelo P | Officer, 10% owner | SELL | $110.33 | 1,000 | $110,330 | 59,841 |
| 2026-07-01 20:04 | 2026-06-29 | SMTC | SEMTECH CORP | HOU HONG Q | Director, Officer | SELL | $152.57 | 9,605 | $1,465,408 | 63,615 |
| 2026-07-01 01:48 | 2026-06-30 | UMC | UNITED MICROELECTRONICS CORP | HU CHE-JEN | Officer | SELL | $171.30 | 10,000 | $1,713,000 | 3,214,080 |
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.