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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-11 00:30 | 2026-04-09 | INDI | indie Semiconductor, Inc. | Wu Naixi | Officer | OPT+S | $2.81 | 55,000 | $154,561 | 120,787 |
| 2026-04-10 23:24 | 2026-04-08 | PLAB | PHOTRONICS INC | MACRICOSTAS GEORGE | Officer | SELL | $42.94 | 121,194 | $5,203,719 | 334,068 |
| 2026-04-10 22:54 | 2026-04-08 | AVGO | Broadcom Inc. | Velaga S. Ram | Officer | SELL | $352.08 | 30,215 | $10,638,013 | 65,932 |
| 2026-04-10 22:41 | 2026-04-08 | AVGO | Broadcom Inc. | PAGE JUSTINE | Director | SELL | $353.00 | 2,018 | $712,354 | 18,164 |
| 2026-04-10 22:35 | 2026-04-08 | AVGO | Broadcom Inc. | Kawwas Charlie B | Officer | SELL | $345.23 | 10,000 | $3,452,270 | 787,184 |
| 2026-04-10 21:29 | 2026-04-08 | PLAB | PHOTRONICS INC | ZHANG RUI | Officer | SELL | $43.50 | 1,752 | $76,212 | 31,635 |
| 2026-04-10 21:02 | 2026-04-09 | CRUS | CIRRUS LOGIC, INC. | THOMAS SCOTT | Officer | OPT+S | $160.11 | 9,942 | $1,591,814 | 30,393 |
| 2026-04-10 20:20 | 2026-04-09 | PENG | Penguin Solutions, Inc. | Clark Joseph Gates | Officer | SELL | $22.55 | 12,546 | $282,882 | 99,726 |
| 2026-04-10 19:53 | 2026-04-08 | PLAB | PHOTRONICS INC | Wang Hsueh-Chun | Officer | SELL | $42.69 | 10,000 | $426,900 | 144,685 |
| 2026-04-10 19:26 | 2026-04-08 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | OPT+S | $43.27 | 5,000 | $216,350 | 385,850 |
| 2026-04-10 16:46 | 2026-04-08 | MPWR | MONOLITHIC POWER SYSTEMS INC | Tseng Saria | Officer | SELL | $1,305.22 | 8,963 | $11,698,655 | 156,983 |
| 2026-04-10 10:18 | 2026-04-08 | ASX | ASE Technology Holding Co., Ltd. | Chen Jeffrey | Director | SELL | $385.17 | 27,000 | $10,399,501 | 173,000 |
| 2026-04-09 20:47 | 2026-04-07 | LAES | SEALSQ Corp | O'Hara John Charles | Director, Officer | SELL | $2.14 | 30,000 | $64,185 | 215,595 |
| 2026-04-09 20:11 | 2026-04-08 | AIP | Arteris, Inc. | Bayview Legacy, LLC | 10% owner | SELL | $19.04 | 70,000 | $1,332,786 | 9,119,071 |
| 2026-04-09 20:12 | 2026-04-08 | AIP | Arteris, Inc. | JANAC K CHARLES | Director, Officer, 10% owner | SELL | $19.04 | 70,000 | $1,332,786 | 9,119,071 |
| 2026-04-09 20:15 | 2026-04-08 | LAES | SEALSQ Corp | Enguent Jean-Pierre | Officer | OPT+S | $2.20 | 15,000 | $32,976 | 0 |
| 2026-04-08 21:16 | 2026-04-06 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | OPT+S | $40.53 | 5,000 | $202,650 | 385,850 |
| 2026-04-08 20:12 | 2026-04-06 | AMD | ADVANCED MICRO DEVICES INC | Papermaster Mark D | Officer | SELL | $225.00 | 3,293 | $740,925 | 1,294,466 |
| 2026-04-08 20:15 | 2026-04-07 | LAES | SEALSQ Corp | Feuardent Moreira Andreas | Officer | OPT+S | $2.31 | 10,000 | $23,100 | 0 |
| 2026-04-08 19:44 | 2026-04-06 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $103.19 | 27,500 | $2,837,843 | 6,162,370 |
| 2026-04-08 17:42 | 2026-04-06 | MPWR | MONOLITHIC POWER SYSTEMS INC | Tseng Saria | Officer | SELL | $1,167.95 | 7,636 | $8,918,434 | 165,946 |
| 2026-04-08 16:13 | 2026-04-06 | BZAI | Blaize Holdings, Inc. | Cannestra Anthony | Director | OPT+S | $1.75 | 50,000 | $87,500 | 0 |
| 2026-04-08 00:37 | 2026-04-06 | INDI | indie Semiconductor, Inc. | McClymont Donald | Director, Officer | OPT+S | $2.99 | 18,420 | $55,006 | 298,500 |
| 2026-04-08 00:40 | 2026-04-06 | INDI | indie Semiconductor, Inc. | Wittmann Michael | Officer | OPT+S | $2.99 | 4,720 | $14,094 | 137,954 |
| 2026-04-08 00:30 | 2026-04-06 | INDI | indie Semiconductor, Inc. | Wu Naixi | Officer | OPT+S | $2.99 | 5,876 | $17,547 | 75,787 |
| 2026-04-08 00:34 | 2026-04-06 | INDI | indie Semiconductor, Inc. | Aoki Ichiro | Director, Officer | OPT+S | $2.99 | 3,506 | $10,470 | 106,169 |
| 2026-04-07 20:10 | 2026-04-06 | QUIK | QUICKLOGIC Corp | FARESE MICHAEL J. | Director | SELL | $10.31 | 4,000 | $41,240 | 35,340 |
| 2026-04-07 19:05 | 2026-04-06 | MRVL | Marvell Technology, Inc. | Casper Mark | Officer | SELL | $109.45 | 6,900 | $755,205 | 10,263 |
| 2026-04-07 01:51 | 2026-04-06 | MRVL | Marvell Technology, Inc. | Koopmans Chris | Officer | SELL | $110.24 | 10,000 | $1,102,400 | 133,870 |
| 2026-04-06 23:15 | 2026-04-02 | POWI | POWER INTEGRATIONS INC | Jain Gagan | Officer | SELL | $51.93 | 313 | $16,254 | 25,556 |
| 2026-04-06 21:59 | 2026-04-02 | AIP | Arteris, Inc. | Alpern Paul L | Officer | SELL | $17.65 | 3,649 | $64,415 | 86,386 |
| 2026-04-06 22:00 | 2026-04-02 | AIP | Arteris, Inc. | JANAC K CHARLES | Director, Officer, 10% owner | SELL | $18.04 | 20,809 | $375,438 | 196,729 |
| 2026-04-06 22:00 | 2026-04-02 | AIP | Arteris, Inc. | Moll Laurent R | Officer | SELL | $17.78 | 7,154 | $127,184 | 280,972 |
| 2026-04-06 22:01 | 2026-04-02 | AIP | Arteris, Inc. | Hawkins Nicholas B. | Officer | SELL | $17.65 | 4,870 | $85,969 | 118,614 |
| 2026-04-06 21:07 | 2026-04-02 | LAES | SEALSQ Corp | O'Hara John Charles | Director, Officer | SELL | $2.44 | 20,000 | $48,704 | 245,595 |
| 2026-04-06 21:01 | 2026-04-02 | AMBQ | Ambiq Micro, Inc. | Connors Michele Kim | Officer | SELL | $26.15 | 811 | $21,210 | 60,554 |
| 2026-04-06 19:55 | 2026-04-05 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $101.45 | 2,434 | $246,929 | 108,786 |
| 2026-04-06 19:55 | 2026-04-02 | CRDO | Credo Technology Group Holding Ltd | Lam Yat Tung | Director, Officer | SELL | $101.45 | 6,360 | $645,222 | 2,610,329 |
| 2026-04-06 19:55 | 2026-04-02 | CRDO | Credo Technology Group Holding Ltd | Fleming Daniel W. | Officer | SELL | $101.45 | 4,920 | $499,134 | 441,258 |
| 2026-04-06 19:55 | 2026-04-02 | CRDO | Credo Technology Group Holding Ltd | Brennan William Joseph | Director, Officer | SELL | $101.45 | 12,298 | $1,247,632 | 222,311 |
| 2026-04-06 18:07 | 2026-04-02 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer | SELL | $42.96 | 500 | $21,480 | 18,494 |
| 2026-04-03 20:16 | 2026-04-01 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | OPT+S | $42.00 | 5,000 | $210,000 | 385,850 |
| 2026-04-03 19:58 | 2026-04-01 | MPWR | MONOLITHIC POWER SYSTEMS INC | Sciammas Maurice | Officer | SELL | $1,116.44 | 30 | $33,493 | 1,239 |
| 2026-04-03 20:13 | 2026-04-01 | ADI | ANALOG DEVICES INC | ROCHE VINCENT | Director, Officer | OPT+S | $318.14 | 10,000 | $3,181,400 | 167,826 |
| 2026-04-04 00:15 | 2026-04-02 | RMBS | RAMBUS INC | Seraphin Luc | Director, Officer | SELL | $86.65 | 5,426 | $470,188 | 345,767 |
| 2026-04-03 23:39 | 2026-04-01 | PLAB | PHOTRONICS INC | TYSON MITCHELL G | Director | SELL | $42.31 | 10,000 | $423,100 | 33,199 |
| 2026-04-03 23:34 | 2026-04-01 | PLAB | PHOTRONICS INC | Wang Hsueh-Chun | Officer | SELL | $42.08 | 10,000 | $420,831 | 154,685 |
| 2026-04-03 22:58 | 2026-04-01 | ALMU | Aeluma, Inc. | Klamkin Jonathan | Director, Officer | SELL | $13.10 | 20,000 | $261,950 | 1,409,398 |
| 2026-04-03 23:01 | 2026-04-01 | MU | MICRON TECHNOLOGY INC | ARNZEN APRIL S | Officer | SELL | $347.39 | 40,000 | $13,895,760 | 125,737 |
| 2026-04-03 22:31 | 2026-04-01 | ALAB | Astera Labs, Inc. | Mazzara Philip | Officer | SELL | $107.77 | 10,000 | $1,077,663 | 118,084 |
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.