Technology / Semiconductor Equipment & Materials
Exclusive insider sentiment analysis for the Semiconductor Equipment & Materials sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-06 20:40 | 2026-10-02 | IPGP | IPG PHOTONICS CORP | SCHERBAKOV EUGENE A | Director, 10% owner | Semiconductor Equipment & Materials | SALE | $85.30 | 3,048 | $259,994 | 45,162 | -6.3% |
| 2026-10-06 20:42 | 2026-10-02 | IPGP | IPG PHOTONICS CORP | IP FIBRE DEVICES LTD | 10% owner | Semiconductor Equipment & Materials | SALE | $85.64 | 15,361 | $1,315,516 | 6,390,628 | -0.2% |
| 2026-10-06 20:35 | 2026-10-02 | AMKR | AMKOR TECHNOLOGY, INC. | ALEXANDER DOUGLAS A | Director | Semiconductor Equipment & Materials | OPT+S | $55.00 | 5,000 | $275,000 | 29,109 | -14.7% |
| 2026-10-05 20:09 | 2026-10-02 | ICHR | ICHOR HOLDINGS, LTD. | Swyt Greg | Officer; Chief Financial Officer | Semiconductor Equipment & Materials | SALE | $65.01 | 689 | $44,792 | 47,143 | -1.4% |
| 2026-10-06 00:47 | 2026-10-02 | COHU | COHU INC | Muller Luis A | Officer; President & CEO | Semiconductor Equipment & Materials | SALE | $73.00 | 21,662 | $1,581,326 | 822,927 | -2.6% |
| 2026-10-05 21:59 | 2026-10-02 | AMAT | APPLIED MATERIALS INC /DE | Sanders Adam | Officer; Corp. Controller & CAO | Semiconductor Equipment & Materials | SALE | $544.56 | 725 | $394,807 | 3,181 | -18.6% |
| 2026-10-05 20:08 | 2026-10-02 | ICHR | ICHOR HOLDINGS, LTD. | RAGSDALE BRUCE | Officer; Chief Operating Officer | Semiconductor Equipment & Materials | SALE | $65.47 | 2,149 | $140,695 | 88,595 | -2.4% |
| 2026-10-02 18:02 | 2026-09-29 | SODI | SOLITRON DEVICES INC | Olesen Value Fund L.P. | 10% owner | Semiconductor Equipment & Materials | SALE | $33.18 | 21,600 | $716,664 | 211,108 | -9.3% |
| 2026-10-02 16:44 | 2026-10-01 | TER | TERADYNE, INC | JOHNSON MERCEDES | Director | Semiconductor Equipment & Materials | SALE | $402.90 | 167 | $67,284 | 6,197 | -2.6% |
| 2026-10-02 00:52 | 2026-09-29 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | Semiconductor Equipment & Materials | SALE | $30.75 | 10,000 | $307,500 | 337,350 | -2.9% |
| 2026-10-01 20:34 | 2026-09-29 | ONTO | ONTO INNOVATION INC. | MILLER DAVID BRIAN | Director | Semiconductor Equipment & Materials | SALE | $300.00 | 2,000 | $600,000 | 10,692 | -15.8% |
| 2026-09-30 01:23 | 2026-09-25 | PLAB | PHOTRONICS INC | Park Han Kyung | Officer; SVP & GM of FPD Ops | Semiconductor Equipment & Materials | SALE | $30.37 | 9,500 | $288,515 | 66,000 | -12.6% |
| 2026-09-29 00:46 | 2026-09-24 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | Semiconductor Equipment & Materials | SALE | $29.50 | 7,500 | $221,250 | 347,350 | -2.1% |
| 2026-09-28 21:06 | 2026-09-25 | AMBA | AMBARELLA INC | PAISLEY CHRISTOPHER B | Director | Semiconductor Equipment & Materials | SALE | $70.76 | 250 | $17,690 | 43,930 | -0.6% |
| 2026-09-26 01:09 | 2026-09-25 | COHU | COHU INC | Muller Luis A | Officer; President & CEO | Semiconductor Equipment & Materials | SALE | $65.00 | 27,236 | $1,770,340 | 844,589 | -3.1% |
| 2026-09-25 01:35 | 2026-09-22 | PLAB | PHOTRONICS INC | Lee Kang Jyh | Director | Semiconductor Equipment & Materials | SALE | $29.70 | 10,000 | $297,000 | 354,850 | -2.7% |
| 2026-09-22 13:04 | 2026-09-21 | NVMI | NOVA LTD. | Wolfing Shay | Officer; CTO | Semiconductor Equipment & Materials | SALE | $363.28 | 3,864 | $1,403,714 | 21,409 | -15.3% |
| 2026-09-22 00:46 | 2026-09-21 | COHU | COHU INC | Muller Luis A | Officer; President & CEO | Semiconductor Equipment & Materials | SALE | $60.00 | 55,794 | $3,347,640 | 871,825 | -6.0% |
| 2026-09-21 21:57 | 2026-09-18 | AMBA | AMBARELLA INC | Young John Alexander | Officer; CFO | Semiconductor Equipment & Materials | SALE | $67.28 | 1,896 | $127,563 | 107,806 | -1.7% |
| 2026-09-18 20:50 | 2026-09-17 | AMBA | AMBARELLA INC | Young John Alexander | Officer; CFO | Semiconductor Equipment & Materials | SALE | $64.83 | 3,126 | $202,659 | 109,702 | -2.8% |
| 2026-09-18 20:50 | 2026-09-17 | AMBA | AMBARELLA INC | Lee Chan W | Officer; Chief Operations Officer | Semiconductor Equipment & Materials | SALE | $64.83 | 2,893 | $187,553 | 154,443 | -1.8% |
| 2026-09-18 20:50 | 2026-09-17 | AMBA | AMBARELLA INC | Ju Chi-Hong | Officer; Senior VP, Systems & GM | Semiconductor Equipment & Materials | SALE | $64.83 | 2,009 | $130,243 | 154,153 | -1.3% |
| 2026-09-18 20:51 | 2026-09-17 | AMBA | AMBARELLA INC | Wang Feng-Ming | Director, Officer; CEO | Semiconductor Equipment & Materials | SALE | $64.83 | 6,086 | $394,555 | 767,759 | -0.8% |
| 2026-09-18 15:38 | 2026-09-17 | TER | TERADYNE, INC | MATZ MARILYN | Director | Semiconductor Equipment & Materials | SALE | $351.11 | 400 | $140,444 | 13,841 | -2.8% |
| 2026-09-17 23:53 | 2025-09-15 | COHU | COHU INC | BOHRSON CHRISTOPHER | Officer; Chief Recurring Officer | Semiconductor Equipment & Materials | SALE | $51.07 | 1,000 | $51,070 | 158,702 | -0.6% |
| 2026-09-17 23:30 | 2026-09-16 | FORM | FORMFACTOR INC | SLESSOR MIKE | Director, Officer; CEO | Semiconductor Equipment & Materials | SALE | $104.73 | 17,510 | $1,833,817 | 466,694 | -3.6% |
| 2026-09-16 20:05 | 2026-09-15 | KLAC | KLA CORP | WALLACE RICHARD P | Officer; President and CEO | Semiconductor Equipment & Materials | SALE | $171.88 | 72,019 | $12,378,626 | 706,925 | -9.2% |
| 2026-09-16 20:16 | 2026-09-15 | ICHR | ICHOR HOLDINGS, LTD. | MacKenzie Iain | Director | Semiconductor Equipment & Materials | SALE | $50.66 | 20,000 | $1,013,182 | 102,427 | -16.3% |
| 2026-09-16 16:19 | 2026-09-14 | ASYS | AMTECH SYSTEMS INC | SABOL THOMAS B | Officer; Chief Financial Officer | Semiconductor Equipment & Materials | BUY | $14.14 | 2,000 | $28,270 | 2,000 | +100.0% |
| 2026-09-16 16:19 | 2026-09-15 | TER | TERADYNE, INC | MATZ MARILYN | Director | Semiconductor Equipment & Materials | SALE | $337.83 | 800 | $270,264 | 14,241 | -5.3% |
| 2026-09-16 16:23 | 2026-09-15 | TER | TERADYNE, INC | Smith Gregory Stephen | Director, Officer; President and CEO | Semiconductor Equipment & Materials | SALE | $337.83 | 4,000 | $1,351,320 | 108,495 | -3.6% |
| 2026-09-10 21:03 | 2026-09-08 | AMAT | APPLIED MATERIALS INC /DE | BRUNER JUDY | Director | Semiconductor Equipment & Materials | SALE | $465.00 | 1,000 | $465,000 | 25,544 | -3.8% |
| 2026-09-10 20:37 | 2026-09-08 | AMKR | AMKOR TECHNOLOGY, INC. | Faust Megan | Officer; CFO | Semiconductor Equipment & Materials | SALE | $49.05 | 1,000 | $49,050 | 134,105 | -0.7% |
| 2026-09-10 20:30 | 2026-09-08 | ACMR | ACM Research, Inc. | Wang David H | Director, Officer, 10% owner; See Remarks | Semiconductor Equipment & Materials | OPT+S | $75.93 | 140,000 | $10,630,004 | 802,708 | -14.9% |
| 2026-09-10 17:05 | 2026-09-09 | LRCX | LAM RESEARCH CORP | ARCHER TIMOTHY | Officer; President and CEO | Semiconductor Equipment & Materials | OPT+S | $319.26 | 30,000 | $9,577,800 | 1,075,966 | -2.7% |
| 2026-09-10 17:04 | 2026-09-09 | LRCX | LAM RESEARCH CORP | Mayer Bethany | Director | Semiconductor Equipment & Materials | SALE | $314.74 | 9,557 | $3,007,970 | 20,995 | -31.3% |
| 2026-09-08 23:41 | 2026-09-08 | ICHR | ICHOR HOLDINGS, LTD. | Swyt Greg | Officer; Chief Financial Officer | Semiconductor Equipment & Materials | SALE | $58.02 | 2,068 | $119,985 | 47,832 | -4.1% |
| 2026-09-04 20:51 | 2026-09-03 | FORM | FORMFACTOR INC | STEVEN-WAISS KELLEY | Director | Semiconductor Equipment & Materials | SALE | $96.10 | 2,100 | $201,810 | 24,426 | -7.9% |
| 2026-09-03 20:03 | 2026-09-01 | ATOM | Atomera Inc | Laurencio Francis | Officer; CFO | Semiconductor Equipment & Materials | SALE | $4.05 | 6,504 | $26,341 | 246,849 | -2.6% |
| 2026-09-03 20:03 | 2026-09-01 | ATOM | Atomera Inc | Mears Robert J | Officer; Chief Technology Officer | Semiconductor Equipment & Materials | SALE | $3.96 | 12,679 | $50,214 | 258,036 | -4.7% |
| 2026-09-03 20:03 | 2026-09-01 | ATOM | Atomera Inc | BIBAUD SCOTT A. | Director, Officer; CEO and President | Semiconductor Equipment & Materials | SALE | $4.05 | 13,756 | $55,712 | 682,005 | -2.0% |
| 2026-09-03 20:23 | 2026-09-01 | IPGP | IPG PHOTONICS CORP | Valentin Gapontsev Trust I | 10% owner | Semiconductor Equipment & Materials | SALE | $75.42 | 27,397 | $2,066,186 | 6,642,886 | -0.4% |
| 2026-09-03 19:06 | 2026-09-02 | LRCX | LAM RESEARCH CORP | Varadarajan Seshasayee | Officer; Senior Vice President | Semiconductor Equipment & Materials | OPT+S | $291.32 | 59,750 | $17,406,370 | 205,546 | -22.5% |
| 2026-09-02 20:25 | 2026-09-01 | NVMI | NOVA LTD. | Waisman Gabriel | Officer; CEO & President | Semiconductor Equipment & Materials | SALE | $342.27 | 1,500 | $513,405 | 27,214 | -5.2% |
| 2026-09-02 18:28 | 2026-09-01 | TER | TERADYNE, INC | JOHNSON MERCEDES | Director | Semiconductor Equipment & Materials | SALE | $341.30 | 167 | $56,997 | 6,364 | -2.6% |
| 2026-09-01 23:17 | 2026-09-01 | ICHR | ICHOR HOLDINGS, LTD. | RAGSDALE BRUCE | Officer; Chief Operating Officer | Semiconductor Equipment & Materials | SALE | $51.93 | 10,587 | $549,802 | 92,324 | -10.3% |
| 2026-09-01 16:08 | 2026-08-31 | LRCX | LAM RESEARCH CORP | Harter Ava | Officer; Chief Legal Officer | Semiconductor Equipment & Materials | SALE | $302.46 | 5,000 | $1,512,300 | 42,462 | -10.5% |
| 2026-08-27 21:01 | 2026-08-25 | AMAT | APPLIED MATERIALS INC /DE | Hill Brice | Officer; SVP, CFO | Semiconductor Equipment & Materials | SALE | $479.25 | 7,500 | $3,594,376 | 128,613 | -5.5% |
| 2026-08-27 20:27 | 2026-08-26 | IPGP | IPG PHOTONICS CORP | PEELER JOHN R | Director | Semiconductor Equipment & Materials | BUY | $73.58 | 2,710 | $199,400 | 20,886 | +14.9% |
| 2026-08-25 22:13 | 2026-08-24 | ASYS | AMTECH SYSTEMS INC | Shechter Guy | Officer; President & CEO | Semiconductor Equipment & Materials | BUY | $14.34 | 3,450 | $49,456 | 53,450 | +6.9% |
Strategic Analysis
Analyzing insider transactions within the Semiconductor Equipment & Materials sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
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.