| NLST | 8-K | mixed | 5/10 | Netlist reported Q2 2026 revenue of $109.8M (+163% YoY, +22% above $90M consensus), but net income fell sharply to $1.4M | Jul 30, 2026 |
| AMBQ | 8-K | neutral | 2/10 | Ambiq Micro published a CEO letter marking its one-year anniversary as a public company, highlighting the successful com | Jul 30, 2026 |
| TE | 8-K | bearish | 7/10 | T1 Energy entered into note purchase agreements for a $120M private placement of 4.75% convertible senior notes due 2031 | Jul 30, 2026 |
| ENTG | 8-K | neutral | 2/10 | Entegris announced the planned retirement of Executive Chair Bertrand Loy effective July 31, 2026, as part of the board' | Jul 29, 2026 |
| PRSO | 8-K | neutral | 2/10 | Director Daniel Lewis will not stand for re-election at the 2026 annual meeting due to planned retirement, effective at | Jul 29, 2026 |
| WOLF | 8-K | neutral | 3/10 | Wolfspeed appointed former Coherent CEO Andy Mattes to its Board of Directors as an independent director and Compensatio | Jul 29, 2026 |
| DIOD | 8-K | neutral | 2/10 | Diodes Incorporated elected former Senior Vice President Evan Yu to its Board of Directors as an independent director, e | Jul 28, 2026 |
| NXPI | 8-K | bullish | 7/10 | NXP Semiconductors reported Q2 2026 revenue of $3.50B, up 19% YoY and 10% sequentially, with broad-based growth across a | Jul 28, 2026 |
| TE | 8-K | mixed | 6/10 | T1 Energy acquired foundational TOPCon solar patents and related IP from Evervolt for $135M total consideration ($2M opt | Jul 28, 2026 |
| TE | 8-K | bearish | 7/10 | T1 Energy reported preliminary Q2 2026 results with net sales of ~$245-255M, a significant sequential increase from Q1 2 | Jul 28, 2026 |
| AMKR | 8-K | bullish | 8/10 | Amkor Technology reported Q2 2026 earnings with a massive beat: EPS of $0.70 vs $0.48 consensus (+45.8%) and record reve | Jul 27, 2026 |
| RMBS | 8-K | bullish | 7/10 | Rambus reported record Q2 2026 revenue of $207.4M, up 20% YoY and above its $192-198M guidance range, driven by record p | Jul 27, 2026 |
| NVTS | 8-K | mixed | 5/10 | Navitas Semiconductor reported Q2 2026 revenue of $10.5M, up 22% sequentially, and guided Q3 revenue to $13.0-14.0M (28% | Jul 27, 2026 |
| SMTK | 8-K | bearish | 6/10 | SmartKem funded an additional $4.5M convertible bridge loan to Ferrox Critical Minerals, increasing its exposure to a pr | Jul 27, 2026 |
| LEDS | 8-K | neutral | 4/10 | SemiLEDs Corp (LEDS) filed an 8-K reporting a change in its independent registered public accounting firm. The engagemen | Jul 27, 2026 |
| PRSO | 8-K | bearish | 7/10 | Peraso Inc. (PRSO) received a Nasdaq deficiency notice on July 21, 2026, for failing to maintain the $1.00 minimum bid p | Jul 24, 2026 |
| LPTH | 8-K | bullish | 5/10 | LightPath Technologies signed a definitive agreement to sell its wholly-owned China subsidiary (LightPath Zhenjiang) to | Jul 23, 2026 |
| AXTI | 8-K | neutral | 2/10 | AXT expanded its board from 5 to 6 directors and appointed Jia-Bin Duh, a former Cisco China President and Microsoft Chi | Jul 22, 2026 |
| PENG | 8-K | mixed | 6/10 | Penguin Solutions issued $750M of 0.00% convertible senior notes due 2031, using proceeds to repurchase $295.5M of exist | Jul 17, 2026 |
| IPGP | 8-K | bullish | 7/10 | IPG Photonics entered a binding put option agreement to acquire Lumibird Medical, a medical laser business, for €300M in | Jul 17, 2026 |
| ENTG | 8-K | neutral | 2/10 | Entegris declared a quarterly cash dividend of $0.10 per share, payable on August 19, 2026 to shareholders of record on | Jul 15, 2026 |
| LEDS | DEFA14A, 8-K | bullish | 5/10 | SemiLEDs reported that it has regained compliance with Nasdaq's $2.5 million stockholders' equity requirement, removing | Jul 15, 2026 |
| DIOD | 8-K | bullish | 7/10 | Diodes Incorporated (DIOD) has entered into a definitive agreement to acquire Elevate Semiconductor, Inc. for a base pur | Jul 14, 2026 |
| LEDS | 8-K | bullish | 6/10 | SemiLEDs reported a dramatic turnaround in Q3 fiscal 2026 with revenue surging to $9.1M (from $1.1M in Q2) and posting n | Jul 14, 2026 |
| SODI | 8-K | bullish | 7/10 | Solitron Devices reported a transformative fiscal Q1 2027 with net sales surging 101% YoY to $5.44M and net income of $0 | Jul 13, 2026 |
| NVTS | 8-K | bearish | 5/10 | Navitas Semiconductor filed an 8-K disclosing that Wolfspeed has filed a patent infringement complaint against it in the | Jul 8, 2026 |
| AXTI | 8-K | mixed | 6/10 | AXT subsidiary Tongmei withdrew its STAR Market IPO application, triggering a ~$49M redemption right from 11 Chinese PE | Jul 8, 2026 |
| SMTC | 8-K | neutral | 3/10 | Semtech Corp. entered into a new $360 million revolving credit facility on July 6, 2026, replacing its prior Third Amend | Jul 6, 2026 |
| AVGO | 8-K | bullish | 6/10 | Broadcom (AVGO) filed an 8-K announcing expanded multi-year agreements with Apple to develop and supply custom ASIC sili | Jul 6, 2026 |
| ASTI | 8-K | bearish | 6/10 | Ascent Solar expanded its At-The-Market (ATM) equity offering by up to $15 million, bringing total potential ATM capacit | Jul 3, 2026 |