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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-18 00:59 | 2026-08-17 | MRVL | Marvell Technology, Inc. | MURPHY MATTHEW J | Director, Officer | SELL | $236.08 | 7,500 | $1,770,600 | 783,186 |
| 2026-08-17 22:16 | 2026-08-14 | FORM | FORMFACTOR INC | SLESSOR MIKE | Director, Officer | SELL | $130.95 | 16,002 | $2,095,532 | 484,204 |
| 2026-08-17 21:11 | 2026-08-13 | SODI | SOLITRON DEVICES INC | Eriksen Howard Timothy | Director, Officer, 10% owner | SELL | $34.70 | 500 | $17,350 | 271,333 |
| 2026-08-17 20:03 | 2026-08-13 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer | SELL | $52.62 | 335 | $17,628 | 11,139 |
| 2026-08-17 19:00 | 2026-08-14 | SLAB | SILICON LABORATORIES INC. | CONRAD ROBERT J | Officer | SELL | $218.21 | 6,581 | $1,436,040 | 23,815 |
| 2026-08-14 20:27 | 2026-08-12 | AIP | Arteris, Inc. | Hawkins Nicholas B. | Officer | OPT+S | $28.28 | 10,631 | $300,628 | 95,666 |
| 2026-08-14 20:27 | 2026-08-11 | INTC | INTEL CORP | TAN LIP BU | Director, Officer | BUY | $95.00 | 105,263 | $9,999,985 | 1,314,669 |
| 2026-08-15 01:00 | 2026-08-12 | NLST | NETLIST INC | SASAKI GAIL M | Officer | SELL | $4.49 | 25,000 | $112,250 | 634,594 |
| 2026-08-14 23:00 | 2026-08-14 | ENPH | Enphase Energy, Inc. | MORA RICHARD | Director | SELL | $40.36 | 1,500 | $60,547 | 10,422 |
| 2026-08-14 22:00 | 2026-08-12 | INDI | indie Semiconductor, Inc. | Parekh Sonalee Elizabeth | Director | SELL | $3.80 | 20,000 | $76,000 | 159,789 |
| 2026-08-14 18:34 | 2026-08-14 | VIAV | VIAVI SOLUTIONS INC. | Solomon Joanne | Director | SELL | $42.92 | 10,000 | $429,200 | 65,924 |
| 2026-08-14 16:14 | 2026-08-14 | SODI | SOLITRON DEVICES INC | CHISTE JOHN F | Director | SELL | $28.50 | 8,000 | $228,000 | 0 |
| 2026-08-14 16:17 | 2026-08-14 | SODI | SOLITRON DEVICES INC | Eriksen Howard Timothy | Director, Officer, 10% owner | BUY | $28.50 | 8,000 | $228,000 | 271,833 |
| 2026-08-13 21:23 | 2026-08-11 | MPWR | MONOLITHIC POWER SYSTEMS, INC. | CHANG KUO WEI HERBERT | Director | SELL | $1,420.00 | 50 | $71,000 | 565 |
| 2026-08-13 20:37 | 2026-08-11 | AMKR | AMKOR TECHNOLOGY, INC. | Faust Megan | Officer | SELL | $54.45 | 1,000 | $54,450 | 135,105 |
| 2026-08-13 20:11 | 2026-08-11 | AMD | ADVANCED MICRO DEVICES INC | Hahn Ava | Officer | SELL | $474.75 | 143 | $67,889 | 17,644 |
| 2026-08-12 23:55 | 2026-08-11 | FSLR | FIRST SOLAR, INC. | Dymbort Jason E. | Officer | SELL | $249.38 | 3,700 | $922,706 | 5,624 |
| 2026-08-12 22:23 | 2026-08-10 | SITM | SITIME Corp | Bonnot Lionel | Officer | SELL | $725.00 | 1,500 | $1,087,500 | 71,297 |
| 2026-08-12 22:23 | 2026-08-11 | SITM | SITIME Corp | SCHUELKE KATHERINE | Director | SELL | $698.05 | 500 | $349,025 | 12,010 |
| 2026-08-12 21:55 | 2026-08-11 | NXT | Nextpower Inc. | Wenger Howard | Director, Officer | SELL | $104.78 | 11,176 | $1,171,021 | 419,868 |
| 2026-08-12 20:56 | 2026-08-11 | Q | Qnity Electronics, Inc. | De Bondt Karin | Director | BUY | $138.14 | 1,000 | $138,136 | 6,647 |
| 2026-08-12 20:16 | 2026-08-10 | ALGM | ALLEGRO MICROSYSTEMS, INC. | Hagen Erin | Officer | SELL | $44.39 | 2,285 | $101,431 | 31,052 |
| 2026-08-12 20:05 | 2026-08-10 | AAOI | APPLIED OPTOELECTRONICS, INC. | Murry Stefan J. | Officer | SELL | $144.79 | 4,000 | $579,160 | 371,168 |
| 2026-08-12 17:48 | 2026-08-10 | SSM | Sono Group N.V. | Bambino 255 V V UG haftungsbeschrankt | 10% owner | SELL | $3.24 | 20,091 | $65,055 | 157,326 |
| 2026-08-12 15:31 | 2026-08-10 | TSEM | TOWER SEMICONDUCTOR LTD | Ellwanger Russell Craig | Officer | SELL | $250.97 | 181,535 | $45,559,748 | 526,788 |
| 2026-08-12 14:49 | 2026-08-11 | SODI | SOLITRON DEVICES INC | Eriksen Howard Timothy | Director, Officer, 10% owner | SELL | $34.82 | 563 | $19,604 | 263,833 |
| 2026-08-11 21:15 | 2026-08-10 | NXT | Nextpower Inc. | SHUGAR DANIEL S | Director, Officer | SELL | $103.07 | 67,636 | $6,971,026 | 871,131 |
| 2026-08-11 20:36 | 2026-08-07 | AMKR | AMKOR TECHNOLOGY, INC. | ALEXANDER DOUGLAS A | Director | OPT+S | $55.81 | 5,000 | $279,050 | 29,109 |
| 2026-08-11 20:05 | 2026-08-07 | SMTC | SEMTECH CORP | HOU HONG Q | Director, Officer | SELL | $140.00 | 2,000 | $280,000 | 62,799 |
| 2026-08-11 12:17 | 2026-08-10 | VIAV | VIAVI SOLUTIONS INC. | McNab Paul | Officer | SELL | $37.37 | 1,595 | $59,605 | 13,876 |
| 2026-08-11 00:19 | 2026-08-07 | SITM | SITIME Corp | Kreindl Torsten | Director | SELL | $721.67 | 1,050 | $757,750 | 12,481 |
| 2026-08-10 23:58 | 2026-08-07 | RMBS | RAMBUS INC | KISSNER CHARLES | Director | SELL | $100.92 | 5,000 | $504,600 | 13,747 |
| 2026-08-10 20:17 | 2026-08-06 | ALAB | Astera Labs, Inc. | Dyckerhoff Stefan A | Director | SELL | $311.83 | 12,499 | $3,897,587 | 3,970 |
| 2026-08-10 17:32 | 2026-08-06 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer | SELL | $48.29 | 335 | $16,177 | 11,474 |
| 2026-08-10 12:15 | 2026-08-07 | VLN | Valens Semiconductor Ltd. | Rozenberg Haine Yael | Officer | SELL | $1.70 | 625 | $1,063 | 137,317 |
| 2026-08-10 11:58 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Wei Che-Chia | Director, Officer | BUY | $73.31 | 152 | $11,143 | 17,987 |
| 2026-08-10 11:59 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Wang Ying-Lang | Officer | BUY | $73.31 | 55 | $4,032 | 6,445 |
| 2026-08-10 11:59 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Mii Yuh-Jier | Officer | BUY | $73.31 | 72 | $5,278 | 8,099 |
| 2026-08-10 12:00 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Yoo Chue-San | Officer | BUY | $73.31 | 51 | $3,739 | 6,641 |
| 2026-08-10 12:00 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Wu Yi-Huang | Officer | BUY | $73.31 | 41 | $3,006 | 120 |
| 2026-08-10 12:00 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Yuan Lipen | Officer | BUY | $73.31 | 42 | $3,079 | 1,260 |
| 2026-08-10 12:00 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Zhang Kevin Xiaoqiang | Officer | BUY | $73.31 | 63 | $4,619 | 7,286 |
| 2026-08-10 12:00 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Yeap Choh Fei | Officer | BUY | $73.31 | 57 | $4,179 | 6,493 |
| 2026-08-10 11:45 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Ku Yao-Ching | Officer | BUY | $73.31 | 47 | $3,446 | 141 |
| 2026-08-10 11:51 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Hwang Yuan-Ko | Officer | BUY | $73.31 | 40 | $2,932 | 259 |
| 2026-08-10 11:51 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Huang Jen-Chau | Officer | BUY | $73.31 | 29 | $2,126 | 3,553 |
| 2026-08-10 11:51 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Hsu Kuo-Chin | Officer | BUY | $73.31 | 54 | $3,959 | 6,674 |
| 2026-08-10 11:51 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Jang Syun-Ming | Officer | BUY | $73.31 | 50 | $3,666 | 5,893 |
| 2026-08-10 11:56 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Lu Chin-Sheng | Officer | BUY | $73.31 | 39 | $2,859 | 113 |
| 2026-08-10 11:57 | 2026-08-07 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Lee Chun-Hsien | Officer | BUY | $73.31 | 54 | $3,959 | 5,989 |
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.