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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-05 20:26 | 2026-10-02 | ADI | ANALOG DEVICES INC | Nakamura Katsufumi | Officer | SELL | $415.02 | 1,200 | $498,029 | 14,849 |
| 2026-10-05 20:02 | 2026-10-01 | SMTC | SEMTECH CORP | Lin Mark | Officer | OPT+S | $178.87 | 967 | $172,967 | 35,999 |
| 2026-10-05 20:31 | 2026-10-01 | AIP | Arteris, Inc. | Bayview Legacy, LLC | 10% owner | SELL | $23.82 | 100,000 | $2,382,390 | 8,129,071 |
| 2026-10-05 20:32 | 2026-10-01 | AIP | Arteris, Inc. | Alpern Paul L | Officer | OPT+S | $24.13 | 10,148 | $244,832 | 67,085 |
| 2026-10-05 20:09 | 2026-10-02 | ICHR | ICHOR HOLDINGS, LTD. | Swyt Greg | Officer | SELL | $65.01 | 689 | $44,792 | 47,143 |
| 2026-10-05 20:28 | 2026-10-02 | ADI | ANALOG DEVICES INC | Jain Vivek | Officer | SELL | $416.98 | 2,000 | $833,962 | 45,733 |
| 2026-10-05 21:03 | 2026-10-02 | MRAM | EVERSPIN TECHNOLOGIES INC. | Aggarwal Sanjeev | Director, Officer | SELL | $19.08 | 19,572 | $373,434 | 813,627 |
| 2026-10-05 21:00 | 2026-10-02 | MRAM | EVERSPIN TECHNOLOGIES INC. | Cooper William Earl | Officer | SELL | $19.08 | 3,115 | $59,434 | 154,626 |
| 2026-10-05 20:55 | 2026-10-02 | MRAM | EVERSPIN TECHNOLOGIES INC. | Dougherty Sean Michael | Officer | SELL | $19.08 | 7,691 | $146,744 | 100,028 |
| 2026-10-05 20:25 | 2026-10-01 | ADI | ANALOG DEVICES INC | ROCHE VINCENT | Director, Officer | OPT+S | $396.94 | 10,000 | $3,969,400 | 115,460 |
| 2026-10-05 20:01 | 2026-10-02 | SMTC | SEMTECH CORP | HOU HONG Q | Director, Officer | OPT+S | $191.21 | 2,000 | $382,420 | 65,976 |
| 2026-10-05 20:32 | 2026-10-01 | AIP | Arteris, Inc. | JANAC K CHARLES | Director, Officer, 10% owner | SELL | $23.89 | 109,359 | $2,613,024 | 165,789 |
| 2026-10-05 21:59 | 2026-10-02 | AMAT | APPLIED MATERIALS INC /DE | Sanders Adam | Officer | SELL | $544.56 | 725 | $394,807 | 3,181 |
| 2026-10-05 20:41 | 2026-10-01 | MTSI | MACOM Technology Solutions Holdings, Inc. | Roth Ambra R. | Officer | SELL | $300.00 | 653 | $195,900 | 9,184 |
| 2026-10-05 20:21 | 2026-10-01 | CRDO | Credo Technology Group Holding Ltd | Laufman James | Officer | SELL | $205.00 | 5,000 | $1,025,000 | 164,223 |
| 2026-10-05 20:08 | 2026-10-02 | ICHR | ICHOR HOLDINGS, LTD. | RAGSDALE BRUCE | Officer | SELL | $65.47 | 2,149 | $140,695 | 88,595 |
| 2026-10-05 18:44 | 2026-10-02 | RMBS | RAMBUS INC | KISSNER CHARLES | Director | SELL | $111.00 | 5,000 | $555,000 | 3,747 |
| 2026-10-05 12:02 | 2026-10-01 | NXPI | NXP Semiconductors N.V. | Jensen Christopher L | Officer | SELL | $240.00 | 3,355 | $805,200 | 288 |
| 2026-10-02 20:57 | 2026-10-01 | CRDO | Credo Technology Group Holding Ltd | Lam Yat Tung | Director, Officer | SELL | $205.22 | 50,000 | $10,260,875 | 2,254,169 |
| 2026-10-02 20:18 | 2026-10-01 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer | SELL | $47.92 | 335 | $16,053 | 8,794 |
| 2026-10-02 20:41 | 2026-10-01 | ON | ON SEMICONDUCTOR CORP | GOPALSWAMY SUDHIR | Officer | SELL | $80.00 | 15,578 | $1,246,240 | 158,177 |
| 2026-10-02 21:48 | 2026-10-01 | FSLR | FIRST SOLAR, INC. | Gloeckler Markus | Officer | SELL | $174.00 | 800 | $139,200 | 5,042 |
| 2026-10-02 18:02 | 2026-09-29 | SODI | SOLITRON DEVICES INC | Olesen Value Fund L.P. | 10% owner | SELL | $33.18 | 21,600 | $716,664 | 211,108 |
| 2026-10-02 01:19 | 2026-10-01 | MRVL | Marvell Technology, Inc. | Koopmans Chris | Officer | SELL | $262.05 | 10,000 | $2,620,500 | 207,941 |
| 2026-10-02 00:52 | 2026-09-29 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | SELL | $30.75 | 10,000 | $307,500 | 337,350 |
| 2026-10-01 20:49 | 2026-09-29 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $193.93 | 27,500 | $5,333,158 | 5,662,397 |
| 2026-09-30 22:33 | 2026-09-28 | CBRS | Cerebras Systems Inc. | Patel Yagnesh | Officer | SELL | $204.50 | 1,320 | $269,940 | 15,356 |
| 2026-09-30 22:34 | 2026-09-29 | CBRS | Cerebras Systems Inc. | Mallick Dhiraj | Officer | OPT+S | $204.04 | 396,000 | $80,798,612 | 0 |
| 2026-09-30 22:35 | 2026-09-29 | CBRS | Cerebras Systems Inc. | Komin Robert Patrick Jr. | Officer | SELL | $203.53 | 32,500 | $6,614,881 | 0 |
| 2026-09-30 21:21 | 2026-09-28 | MPWR | MONOLITHIC POWER SYSTEMS, INC. | Hsing Michael | Director, Officer | SELL | $1,344.97 | 30,000 | $40,349,046 | 818,264 |
| 2026-09-30 01:23 | 2026-09-25 | PLAB | PHOTRONICS INC | Park Han Kyung | Officer | SELL | $30.37 | 9,500 | $288,515 | 66,000 |
| 2026-09-29 20:48 | 2026-09-28 | GFS | GLOBALFOUNDRIES Inc. | Raman Pradheepa | Officer | SELL | $48.83 | 2,145 | $104,740 | 0 |
| 2026-09-29 20:28 | 2026-09-25 | CRDO | Credo Technology Group Holding Ltd | Lam Yat Tung | Director, Officer | SELL | $206.29 | 100,000 | $20,629,420 | 250,000 |
| 2026-09-29 00:46 | 2026-09-24 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | SELL | $29.50 | 7,500 | $221,250 | 347,350 |
| 2026-09-28 21:06 | 2026-09-25 | AMBA | AMBARELLA INC | PAISLEY CHRISTOPHER B | Director | SELL | $70.76 | 250 | $17,690 | 43,930 |
| 2026-09-28 20:05 | 2026-09-25 | CBRS | Cerebras Systems Inc. | Lie Sean | Officer | OPT+S | $208.97 | 120,000 | $25,076,268 | 309,569 |
| 2026-09-28 17:08 | 2026-09-25 | SYNA | SYNAPTICS Inc | Song Esther | Officer | SELL | $100.00 | 147 | $14,700 | 14,335 |
| 2026-09-25 20:03 | 2026-09-23 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $193.12 | 27,500 | $5,310,759 | 5,689,897 |
| 2026-09-25 20:09 | 2026-09-24 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer | SELL | $45.72 | 335 | $15,316 | 9,129 |
| 2026-09-25 20:05 | 2026-09-23 | SMTC | SEMTECH CORP | Walsh Paul V Jr | Director | SELL | $172.61 | 500 | $86,305 | 26,600 |
| 2026-09-25 20:15 | 2026-09-23 | MX | MAGNACHIP SEMICONDUCTOR Corp | LEE CHAE | Director, Officer | BUY | $3.19 | 100,000 | $318,500 | 388,750 |
| 2026-09-25 20:15 | 2026-09-23 | AVGO | Broadcom Inc. | SAMUELI HENRY | Director | SELL | $356.04 | 702,190 | $250,006,183 | 35,882,698 |
| 2026-09-25 01:35 | 2026-09-22 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | SELL | $29.70 | 10,000 | $297,000 | 354,850 |
| 2026-09-24 17:04 | 2026-09-22 | RMBS | RAMBUS INC | KISSNER CHARLES | Director | SELL | $105.00 | 5,000 | $525,000 | 8,747 |
| 2026-09-23 23:16 | 2026-09-21 | ALMU | Aeluma, Inc. | Klamkin Jonathan | Director, Officer | SELL | $13.35 | 100,000 | $1,335,320 | 1,226,995 |
| 2026-09-23 20:56 | 2026-09-21 | NVDA | NVIDIA CORP | Teter Timothy S. | Officer | SELL | $222.80 | 30,460 | $6,786,534 | 2,687,660 |
| 2026-09-23 21:00 | 2026-09-21 | CRUS | CIRRUS LOGIC, INC. | Baumgartner Jeffrey W | Officer | SELL | $119.00 | 1,166 | $138,754 | 12,907 |
| 2026-09-23 21:06 | 2026-09-21 | ARM | ARM HOLDINGS PLC /UK | Child Jason | Officer | SELL | $300.00 | 10,400 | $3,120,000 | 153,442 |
| 2026-09-23 20:17 | 2026-09-21 | CRDO | Credo Technology Group Holding Ltd | Laufman James | Officer | SELL | $185.00 | 5,000 | $925,000 | 169,223 |
| 2026-09-23 20:18 | 2026-09-22 | ADI | ANALOG DEVICES INC | Puccio Richard C Jr | Officer | SELL | $382.19 | 1,500 | $573,285 | 51,177 |
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.