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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 20:15 | 2026-05-20 | SMTC | SEMTECH CORP | Walsh Paul V Jr | Director | SELL | $138.21 | 500 | $69,105 | 23,279 |
| 2026-05-22 20:28 | 2026-05-21 | FSLR | FIRST SOLAR, INC. | Widmar Mark R | Director, Officer | SELL | $247.43 | 4,815 | $1,191,378 | 89,033 |
| 2026-05-23 00:09 | 2026-05-20 | NXT | Nextpower Inc. | Miller Nicholas Marco | Officer | SELL | $127.32 | 24,511 | $3,120,741 | 221,533 |
| 2026-05-23 00:17 | 2026-05-20 | NXT | Nextpower Inc. | Wenger Howard | Director, Officer | OPT+S | $127.32 | 16,090 | $2,048,579 | 508,582 |
| 2026-05-22 23:04 | 2026-05-21 | FORM | FORMFACTOR INC | Obregon-Jimenez Rebeca | Director | SELL | $126.48 | 3,828 | $484,146 | 7,875 |
| 2026-05-22 21:43 | 2026-05-20 | AMD | ADVANCED MICRO DEVICES INC | Norrod Forrest Eugene | Officer | OPT+S | $431.40 | 19,487 | $8,406,783 | 324,527 |
| 2026-05-22 21:23 | 2026-05-21 | ARM | ARM HOLDINGS PLC /UK | Eaton Charlotte Claire | Officer | SELL | $290.01 | 7,805 | $2,263,520 | 0 |
| 2026-05-22 21:24 | 2026-05-21 | ARM | ARM HOLDINGS PLC /UK | Abbey William | Officer | SELL | $287.03 | 4,655 | $1,336,125 | 33,629 |
| 2026-05-22 20:39 | 2026-05-21 | GSIT | GSI TECHNOLOGY INC | Lasserre Didier | Officer | OPT+S | $9.31 | 30,000 | $279,180 | 310,907 |
| 2026-05-22 20:31 | 2026-05-21 | FSLR | FIRST SOLAR, INC. | Verma Kuntal Kumar | Officer | SELL | $250.00 | 582 | $145,500 | 4,967 |
| 2026-05-22 20:16 | 2026-05-21 | ALGM | ALLEGRO MICROSYSTEMS, INC. | Webster Roald Graham | Officer | SELL | $44.89 | 5,217 | $234,165 | 13,106 |
| 2026-05-22 12:18 | 2026-05-21 | SITM | SITIME Corp | Kreindl Torsten | Director | SELL | $720.00 | 710 | $511,200 | 13,141 |
| 2026-05-21 21:06 | 2026-05-15 | MCHP | MICROCHIP TECHNOLOGY INC | CHAPMAN MATTHEW W | Director | SELL | $95.48 | 10,000 | $954,799 | 20,665 |
| 2026-05-21 20:12 | 2026-05-20 | ARM | ARM HOLDINGS PLC /UK | Eaton Charlotte Claire | Officer | SELL | $269.44 | 7,100 | $1,913,055 | 7,805 |
| 2026-05-21 20:22 | 2026-05-20 | QUIK | QUICKLOGIC Corp | Kim Joyce | Director | SELL | $20.00 | 5,500 | $110,000 | 2,140 |
| 2026-05-21 20:13 | 2026-05-20 | ARM | ARM HOLDINGS PLC /UK | Child Jason | Officer | SELL | $226.54 | 31,920 | $7,231,157 | 174,232 |
| 2026-05-21 20:23 | 2026-05-20 | QUIK | QUICKLOGIC Corp | Faith Brian C | Director, Officer | OPT+S | $20.45 | 41,480 | $848,092 | 228,412 |
| 2026-05-21 20:10 | 2026-05-20 | CRUS | CIRRUS LOGIC, INC. | DAVERN ALEXANDER M | Director | SELL | $159.00 | 1,000 | $159,000 | 20,531 |
| 2026-05-22 00:26 | 2026-05-19 | LASR | NLIGHT, INC. | Keeney Scott H | Director, Officer | SELL | $71.24 | 129,481 | $9,224,188 | 2,292,773 |
| 2026-05-22 00:27 | 2026-05-19 | LASR | NLIGHT, INC. | Nias James | Officer | SELL | $69.01 | 2,033 | $140,303 | 98,561 |
| 2026-05-22 00:29 | 2026-05-19 | LASR | NLIGHT, INC. | Corso Joseph John | Officer | SELL | $69.70 | 55,719 | $3,883,826 | 177,572 |
| 2026-05-22 00:17 | 2026-05-20 | KLIC | KULICKE & SOFFA INDUSTRIES INC | Yeo Mui Sung | Director | SELL | $100.00 | 20,000 | $2,000,000 | 59,197 |
| 2026-05-22 00:02 | 2026-05-19 | ALAB | Astera Labs, Inc. | Gajendra Sanjay | Director, Officer | SELL | $249.19 | 280,000 | $69,774,012 | 615,000 |
| 2026-05-21 23:20 | 2026-05-19 | ALMU | Aeluma, Inc. | Denbaars Steven | Director | SELL | $20.23 | 25,000 | $505,630 | 370,209 |
| 2026-05-21 22:20 | 2026-05-19 | ENPH | Enphase Energy, Inc. | MORA RICHARD | Director | SELL | $46.39 | 700 | $32,473 | 14,622 |
| 2026-05-21 21:51 | 2026-05-20 | FORM | FORMFACTOR INC | WHITE BRIAN C | Director | SELL | $126.00 | 3,250 | $409,500 | 8,653 |
| 2026-05-21 21:55 | 2026-05-20 | MRAM | EVERSPIN TECHNOLOGIES INC. | Cooper William Earl | Officer | SELL | $29.13 | 10,000 | $291,300 | 151,030 |
| 2026-05-21 21:57 | 2026-05-20 | MRAM | EVERSPIN TECHNOLOGIES INC. | RIBAR GEOFFREY G | Director | SELL | $28.87 | 27,488 | $793,579 | 94,063 |
| 2026-05-21 21:48 | 2026-05-19 | FORM | FORMFACTOR INC | St Dennis Thomas | Director | SELL | $115.84 | 1,000 | $115,840 | 31,873 |
| 2026-05-21 20:15 | 2026-05-19 | ARM | ARM HOLDINGS PLC /UK | Abbey William | Officer | SELL | $234.64 | 15,956 | $3,743,857 | 38,284 |
| 2026-05-21 20:16 | 2026-05-19 | ARM | ARM HOLDINGS PLC /UK | Collins Spencer | Officer | SELL | $215.00 | 40,941 | $8,802,315 | 0 |
| 2026-05-21 20:02 | 2026-05-19 | CSIQ | Canadian Solar Inc. | Wong Andrew Luen Cheung | Director | SELL | $16.33 | 1,752 | $28,618 | 0 |
| 2026-05-21 19:26 | 2026-05-20 | LSCC | LATTICE SEMICONDUCTOR CORP | Desale Pravin | Officer | SELL | $134.23 | 14,155 | $1,899,993 | 77,079 |
| 2026-05-21 17:59 | 2026-05-20 | DIOD | DIODES INC /DEL/ | Yang Emily | Officer | SELL | $96.81 | 2,000 | $193,620 | 66,878 |
| 2026-05-21 11:21 | 2026-05-19 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Tien Bor-Zen | Officer | BUY | $395.18 | 17 | $6,718 | 107 |
| 2026-05-21 10:04 | 2026-05-19 | ASX | ASE Technology Holding Co., Ltd. | Chen Jeffrey | Director | SELL | $488.33 | 27,000 | $13,184,999 | 29,000 |
| 2026-05-20 20:06 | 2026-05-18 | LPTH | LIGHTPATH TECHNOLOGIES INC | North Run Strategic Opportunities Fund I, LP | Director, 10% owner | SELL | $12.32 | 55,284 | $681,099 | 2,934,828 |
| 2026-05-21 00:10 | 2026-05-18 | MPWR | MONOLITHIC POWER SYSTEMS INC | Hsing Michael | Director, Officer | SELL | $1,482.75 | 40,000 | $59,310,168 | 848,263 |
| 2026-05-20 23:55 | 2026-05-18 | ALAB | Astera Labs, Inc. | Mazzara Philip | Officer | SELL | $231.78 | 14,076 | $3,262,540 | 104,139 |
| 2026-05-20 23:57 | 2026-05-18 | ALAB | Astera Labs, Inc. | Gajendra Sanjay | Director, Officer | SELL | $225.02 | 95,444 | $21,476,952 | 1,435,857 |
| 2026-05-21 00:00 | 2026-05-18 | ALAB | Astera Labs, Inc. | Mohan Jitendra | Director, Officer | SELL | $225.02 | 95,444 | $21,476,952 | 1,357,295 |
| 2026-05-20 23:09 | 2026-05-18 | ALAB | Astera Labs, Inc. | Mohan Jitendra | Director, Officer | SELL | $223.61 | 139,951 | $31,295,017 | 3,789,232 |
| 2026-05-20 22:52 | 2026-05-18 | MPWR | MONOLITHIC POWER SYSTEMS INC | DEAN ROBERT W II | Officer | SELL | $1,563.28 | 4 | $6,253 | 5,900 |
| 2026-05-20 21:09 | 2026-05-18 | MTSI | MACOM Technology Solutions Holdings, Inc. | Kober John | Officer | SELL | $359.25 | 7,644 | $2,746,144 | 40,972 |
| 2026-05-20 20:51 | 2026-05-18 | MTSI | MACOM Technology Solutions Holdings, Inc. | Hwang Donghyun Thomas | Officer | SELL | $360.64 | 2,595 | $935,871 | 32,376 |
| 2026-05-20 20:35 | 2026-05-19 | AMKR | AMKOR TECHNOLOGY, INC. | Faust Megan | Officer | SELL | $64.60 | 1,000 | $64,600 | 133,138 |
| 2026-05-20 20:36 | 2026-05-18 | AMKR | AMKOR TECHNOLOGY, INC. | ROGERS MARK N | Officer | OPT+S | $71.63 | 5,000 | $358,150 | 38,904 |
| 2026-05-20 20:30 | 2026-05-19 | QRVO | Qorvo, Inc. | Harrison Gina | Officer | SELL | $95.00 | 956 | $90,820 | 29,143 |
| 2026-05-20 20:01 | 2026-05-18 | AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | Xue Bing | Officer | SELL | $41.00 | 4,916 | $201,556 | 127,701 |
| 2026-05-20 17:36 | 2026-05-19 | SYNA | SYNAPTICS Inc | Bodensteiner Lisa | Officer | SELL | $114.83 | 612 | $70,276 | 63,106 |
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.