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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-24 10:02 | 2026-03-19 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | SELL | $35.80 | 10,000 | $358,000 | 400,850 |
| 2026-03-23 21:01 | 2026-03-16 | SKYT | SkyWater Technology, Inc | Manko Steve | Officer | SELL | $27.84 | 71,693 | $1,995,919 | 224,874 |
| 2026-03-23 20:02 | 2026-03-19 | AAOI | APPLIED OPTOELECTRONICS, INC. | Kuo David C | Officer | SELL | $100.13 | 29,000 | $2,903,700 | 82,663 |
| 2026-03-23 14:17 | 2026-03-19 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer | SELL | $41.59 | 500 | $20,795 | 19,494 |
| 2026-03-23 12:53 | 2026-03-19 | LAES | SEALSQ Corp | O'Hara John Charles | Director, Officer | SELL | $3.01 | 20,000 | $60,176 | 195,183 |
| 2026-03-21 00:30 | 2026-03-18 | INDI | indie Semiconductor, Inc. | Aoki Ichiro | Director, Officer | OPT+S | $2.59 | 150,000 | $388,125 | 100,952 |
| 2026-03-21 00:07 | 2026-03-20 | NVDA | NVIDIA CORP | Kress Colette | Officer | SELL | $174.89 | 62,650 | $10,956,708 | 712,934 |
| 2026-03-21 00:08 | 2026-03-18 | NVDA | NVIDIA CORP | Puri Ajay K | Officer | SELL | $182.25 | 300,000 | $54,676,140 | 3,018,547 |
| 2026-03-21 00:13 | 2026-03-20 | NVDA | NVIDIA CORP | Robertson Donald F Jr | Officer | SELL | $174.75 | 5,396 | $942,944 | 337,120 |
| 2026-03-21 00:14 | 2026-03-19 | NVDA | NVIDIA CORP | Shah Aarti S. | Director | SELL | $176.71 | 19,000 | $3,357,549 | 36,007 |
| 2026-03-20 20:06 | 2026-03-18 | SMTC | SEMTECH CORP | Walsh Paul V Jr | Director | SELL | $80.87 | 500 | $40,435 | 24,279 |
| 2026-03-20 16:50 | 2026-03-18 | GFS | GLOBALFOUNDRIES Inc. | Hogan Michael James | Officer | SELL | $43.25 | 1,800 | $77,850 | 22,895 |
| 2026-03-19 22:58 | 2026-03-17 | ALAB | Astera Labs, Inc. | Mohan Jitendra | Director, Officer | SELL | $131.58 | 157,500 | $20,723,771 | 4,531,732 |
| 2026-03-19 22:39 | 2026-03-17 | AMBA | AMBARELLA INC | Wang Feng-Ming | Director, Officer | OPT+S | $53.18 | 27,059 | $1,438,976 | 838,561 |
| 2026-03-19 22:39 | 2026-03-17 | AMBA | AMBARELLA INC | Ju Chi-Hong | Officer | OPT+S | $53.20 | 6,884 | $366,221 | 167,941 |
| 2026-03-19 22:41 | 2026-03-17 | AMBA | AMBARELLA INC | Lee Chan W | Officer | OPT+S | $53.25 | 10,370 | $552,213 | 160,049 |
| 2026-03-19 22:42 | 2026-03-17 | AMBA | AMBARELLA INC | Young John Alexander | Officer | OPT+S | $53.32 | 7,615 | $406,006 | 119,594 |
| 2026-03-19 20:30 | 2026-03-17 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $107.90 | 27,500 | $2,967,311 | 6,244,870 |
| 2026-03-19 20:10 | 2026-03-17 | QUIK | QUICKLOGIC Corp | FARESE MICHAEL J. | Director | SELL | $9.91 | 1,813 | $17,967 | 39,340 |
| 2026-03-19 20:15 | 2026-03-18 | LAES | SEALSQ Corp | Verjus Nathalie Claude Odile | Officer | SELL | $3.03 | 5,000 | $15,129 | 185,000 |
| 2026-03-19 20:16 | 2026-03-17 | LPTH | LIGHTPATH TECHNOLOGIES INC | North Run Strategic Opportunities Fund I, LP | Director, 10% owner | SELL | $12.01 | 120,454 | $1,446,496 | 2,900,073 |
| 2026-03-18 21:06 | 2026-03-16 | AMKR | AMKOR TECHNOLOGY, INC. | ROGERS MARK N | Officer | OPT+S | $44.54 | 5,000 | $222,700 | 38,904 |
| 2026-03-19 01:00 | 2026-03-17 | NLST | NETLIST INC | WELCHER BLAKE | Director | SELL | $1.66 | 37,500 | $62,250 | 137,500 |
| 2026-03-19 00:35 | 2026-03-16 | AVGO | Broadcom Inc. | Kawwas Charlie B | Officer | SELL | $323.39 | 64,834 | $20,966,674 | 74,626 |
| 2026-03-19 00:42 | 2026-03-16 | AVGO | Broadcom Inc. | Spears Kirsten M. | Officer | SELL | $323.38 | 60,154 | $19,452,715 | 327,760 |
| 2026-03-19 00:49 | 2026-03-16 | AVGO | Broadcom Inc. | Velaga S. Ram | Officer | SELL | $323.38 | 64,379 | $20,819,100 | 96,147 |
| 2026-03-19 00:29 | 2026-03-16 | AVGO | Broadcom Inc. | Brazeal Mark David | Officer | SELL | $323.39 | 83,682 | $27,061,696 | 278,141 |
| 2026-03-18 22:31 | 2026-03-18 | SYNA | SYNAPTICS Inc | Bodensteiner Lisa | Officer | SELL | $74.83 | 334 | $24,993 | 71,191 |
| 2026-03-18 22:13 | 2026-03-16 | SKYT | SkyWater Technology, Inc | Manko Steve | Officer | OPT+S | $27.84 | 91,109 | $2,536,456 | 215,166 |
| 2026-03-18 21:56 | 2026-03-18 | FORM | FORMFACTOR INC | SLESSOR MIKE | Director, Officer | SELL | $95.15 | 10,227 | $973,077 | 460,859 |
| 2026-03-18 21:41 | 2026-03-16 | INDI | indie Semiconductor, Inc. | Aoki Ichiro | Director, Officer | OPT+S | $2.56 | 100,000 | $256,400 | 100,952 |
| 2026-03-18 20:02 | 2026-03-16 | AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | Xue Bing | Officer | SELL | $21.92 | 2,408 | $52,783 | 113,631 |
| 2026-03-18 20:02 | 2026-03-16 | AAOI | APPLIED OPTOELECTRONICS, INC. | Chang Hung-Lun (Fred) | Officer | SELL | $100.25 | 36,400 | $3,648,918 | 233,618 |
| 2026-03-18 10:30 | 2026-03-16 | NXPI | NXP Semiconductors N.V. | Micallef Andrew | Officer | SELL | $194.58 | 1,000 | $194,580 | 9,942 |
| 2026-03-17 20:19 | 2026-03-16 | PENG | Penguin Solutions, Inc. | Kuykendall Anne | Officer | SELL | $17.75 | 4,000 | $70,981 | 131,352 |
| 2026-03-17 20:30 | 2026-03-16 | MX | MAGNACHIP SEMICONDUCTOR Corp | NATHAN GILBERT E | Director | BUY | $2.87 | 21,994 | $63,050 | 158,200 |
| 2026-03-17 21:12 | 2026-03-13 | NVDA | NVIDIA CORP | Dabiri John | Director | SELL | $184.90 | 3,004 | $555,440 | 14,788 |
| 2026-03-18 00:00 | 2026-03-13 | INDI | indie Semiconductor, Inc. | Wu Naixi | Officer | SELL | $2.51 | 6,000 | $15,083 | 71,188 |
| 2026-03-17 23:27 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Dymbort Jason E. | Officer | OPT+S | $199.67 | 9,380 | $1,872,858 | 9,850 |
| 2026-03-17 23:28 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Gloeckler Markus | Officer | OPT+S | $200.80 | 368 | $73,894 | 10,348 |
| 2026-03-17 23:29 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Koralewski Michael | Officer | OPT+S | $200.80 | 264 | $53,011 | 14,339 |
| 2026-03-17 23:29 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Sloan Samantha L. | Officer | OPT+S | $200.80 | 120 | $24,096 | 1,683 |
| 2026-03-17 23:30 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Stockdale Caroline | Officer | OPT+S | $200.80 | 335 | $67,268 | 34,060 |
| 2026-03-17 23:32 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Theurer Nathan B. | Officer | OPT+S | $199.87 | 131 | $26,183 | 0 |
| 2026-03-17 23:33 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Verma Kuntal Kumar | Officer | OPT+S | $200.40 | 572 | $114,629 | 9,436 |
| 2026-03-17 23:33 | 2026-03-16 | GSIT | GSI TECHNOLOGY INC | Shu Lee-Lean | Director, Officer | OPT+S | $10.02 | 67,251 | $673,626 | 1,982,417 |
| 2026-03-17 23:34 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Widmar Mark R | Director, Officer | OPT+S | $200.80 | 1,937 | $388,950 | 102,798 |
| 2026-03-17 23:23 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | ANTOUN GEORGES | Officer | OPT+S | $200.80 | 245 | $49,196 | 19,126 |
| 2026-03-17 23:25 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Bradley Alexander R. | Officer | OPT+S | $200.00 | 14,696 | $2,939,200 | 30,000 |
| 2026-03-17 23:26 | 2026-03-16 | FSLR | FIRST SOLAR, INC. | Buehler Patrick James | Officer | OPT+S | $200.80 | 180 | $36,144 | 7,088 |
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.