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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-03 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 |
| 2026-04-03 22:32 | 2026-04-01 | ALAB | Astera Labs, Inc. | ALBA MANUEL | Director | SELL | $107.61 | 183,000 | $19,693,399 | 319,863 |
| 2026-04-03 21:36 | 2026-04-01 | MPWR | MONOLITHIC POWER SYSTEMS INC | Tseng Saria | Officer | SELL | $1,133.52 | 1,400 | $1,586,924 | 173,582 |
| 2026-04-03 18:22 | 2026-04-01 | GFS | GLOBALFOUNDRIES Inc. | Hogan Michael James | Officer | SELL | $45.04 | 1,800 | $81,072 | 20,945 |
| 2026-04-02 21:56 | 2026-04-01 | MRVL | Marvell Technology, Inc. | Casper Mark | Officer | SELL | $106.27 | 17,854 | $1,897,257 | 4,023 |
| 2026-04-02 20:29 | 2026-04-01 | MRAM | EVERSPIN TECHNOLOGIES INC. | Cooper William Earl | Officer | SELL | $9.20 | 1,549 | $14,251 | 172,030 |
| 2026-04-02 20:32 | 2026-04-01 | MRAM | EVERSPIN TECHNOLOGIES INC. | Aggarwal Sanjeev | Director, Officer | SELL | $9.20 | 19,440 | $178,848 | 847,881 |
| 2026-04-02 20:19 | 2026-04-01 | SMTC | SEMTECH CORP | Green Jason Elliot | Officer | SELL | $81.73 | 7,500 | $612,992 | 8,811 |
| 2026-04-02 20:20 | 2026-04-01 | SMTC | SEMTECH CORP | Lin Mark | Officer | OPT+S | $78.42 | 974 | $76,381 | 33,343 |
| 2026-04-02 20:20 | 2026-03-31 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $91.28 | 27,500 | $2,510,206 | 6,189,870 |
| 2026-04-01 22:41 | 2026-03-30 | MPWR | MONOLITHIC POWER SYSTEMS INC | Tseng Saria | Officer | SELL | $1,010.50 | 25,674 | $25,943,639 | 174,982 |
| 2026-04-01 12:30 | 2026-03-31 | LAES | SEALSQ Corp | Buonanno Franck Jean | Officer | SELL | $2.35 | 10,000 | $23,500 | 10,000 |
| 2026-04-01 10:45 | 2026-03-31 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | BURNS URSULA M | Director | BUY | $322.05 | 1,000 | $322,050 | 3,000 |
| 2026-04-01 10:27 | 2026-03-30 | VLN | Valens Semiconductor Ltd. | Yaacobi Tal | Director | SELL | $1.11 | 1,400 | $1,554 | 77,398 |
| 2026-03-31 10:06 | 2026-03-22 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Yeap Choh Fei | Officer | BUY | $55.78 | 1,000 | $55,780 | 213,375 |
| 2026-03-31 10:08 | 2026-03-30 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Lin Shyue-Shyh | Officer | BUY | $54.72 | 3,000 | $164,160 | 26,269 |
| 2026-03-31 01:33 | 2026-03-26 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | OPT+S | $40.80 | 5,000 | $204,000 | 385,850 |
| 2026-03-30 20:08 | 2026-03-26 | KOPN | KOPIN CORP | Murray Michael Andrew | Director, Officer | SELL | $2.25 | 5,413 | $12,179 | 3,119,042 |
| 2026-03-30 14:37 | 2026-03-26 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer | SELL | $45.99 | 500 | $22,995 | 18,994 |
| 2026-03-30 13:22 | 2026-03-27 | LPTH | LIGHTPATH TECHNOLOGIES INC | Rubin Shmuel | Officer | BUY | $9.70 | 180 | $1,745 | 260,844 |
| 2026-03-30 10:33 | 2026-03-29 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Lin Shyue-Shyh | Officer | BUY | $55.63 | 2,000 | $111,260 | 23,269 |
| 2026-03-27 23:39 | 2026-03-26 | MRVL | Marvell Technology, Inc. | Bharathi Sandeep | Officer | SELL | $99.61 | 44,414 | $4,424,079 | 55,199 |
| 2026-03-27 23:08 | 2026-03-25 | INDI | indie Semiconductor, Inc. | Aoki Ichiro | Director, Officer | OPT+S | $3.22 | 200,000 | $643,180 | 100,952 |
| 2026-03-27 23:03 | 2026-03-25 | INDI | indie Semiconductor, Inc. | McClymont Donald | Director, Officer | OPT+S | $3.06 | 50,000 | $153,110 | 282,393 |
| 2026-03-27 21:57 | 2026-03-25 | SITM | SITIME Corp | Sevalia Piyush B | Officer | SELL | $375.00 | 1,249 | $468,375 | 87,916 |
| 2026-03-27 21:40 | 2026-03-25 | ARM | ARM HOLDINGS PLC /UK | Haas Rene A. | Director, Officer | SELL | $161.09 | 31,853 | $5,131,327 | 282,979 |
| 2026-03-27 21:33 | 2026-03-25 | ARM | ARM HOLDINGS PLC /UK | Child Jason | Officer | SELL | $148.37 | 21,280 | $3,157,314 | 174,706 |
| 2026-03-27 20:25 | 2026-03-25 | AIP | Arteris, Inc. | JANAC K CHARLES | Director, Officer, 10% owner | SELL | $18.29 | 40,000 | $731,624 | 9,189,071 |
| 2026-03-27 20:30 | 2026-03-25 | AVGO | Broadcom Inc. | SAMUELI HENRY | Director | SELL | $319.71 | 781,967 | $250,000,324 | 30,897,799 |
| 2026-03-27 20:02 | 2026-03-25 | AIP | Arteris, Inc. | Bayview Legacy, LLC | 10% owner | SELL | $18.29 | 40,000 | $731,624 | 9,189,071 |
| 2026-03-27 16:28 | 2026-03-25 | KOPN | KOPIN CORP | Murray Michael Andrew | Director, Officer | SELL | $2.32 | 33,334 | $77,235 | 3,124,455 |
| 2026-03-26 20:04 | 2026-03-24 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $100.67 | 27,500 | $2,768,340 | 6,217,370 |
| 2026-03-27 01:00 | 2026-03-25 | NLST | NETLIST INC | Cho Jun | Director | SELL | $1.89 | 10,000 | $18,900 | 220,000 |
| 2026-03-26 22:34 | 2026-03-26 | MRVL | Marvell Technology, Inc. | MURPHY MATTHEW J | Director, Officer | SELL | $98.70 | 30,000 | $2,961,000 | 310,106 |
| 2026-03-26 20:31 | 2026-03-24 | LPTH | LIGHTPATH TECHNOLOGIES INC | North Run Strategic Opportunities Fund I, LP | Director, 10% owner | SELL | $12.27 | 356,909 | $4,379,916 | 3,283,164 |
| 2026-03-26 01:26 | 2026-03-23 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | SELL | $39.00 | 10,000 | $390,000 | 385,850 |
| 2026-03-25 22:44 | 2026-03-23 | INDI | indie Semiconductor, Inc. | Aoki Ichiro | Director, Officer | OPT+S | $2.72 | 100,000 | $271,820 | 100,952 |
| 2026-03-25 21:15 | 2026-03-23 | LAES | SEALSQ Corp | O'Hara John Charles | Director, Officer | SELL | $2.94 | 30,000 | $88,134 | 165,183 |
| 2026-03-25 20:04 | 2026-03-24 | SMTC | SEMTECH CORP | Lin Mark | Officer | SELL | $75.05 | 9,186 | $689,409 | 32,710 |
| 2026-03-24 23:02 | 2026-03-20 | MPWR | MONOLITHIC POWER SYSTEMS INC | Sciammas Maurice | Officer | SELL | $1,095.07 | 30 | $32,852 | 1,269 |
| 2026-03-24 21:13 | 2026-03-20 | NVDA | NVIDIA CORP | STEVENS MARK A | Director | SELL | $173.68 | 221,682 | $38,502,528 | 7,399,771 |
| 2026-03-24 10:01 | 2026-03-22 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Tien Bor-Zen | Officer | BUY | $55.93 | 1,000 | $55,930 | 9,051 |
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.