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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| SWKS | 8-K | neutral | 4/10 | Skyworks announced strong early participation in its exchange offers for Qorvo's senior notes, with 89.42% of the 2029 n | Jun 12, 2026 |
| QRVO | 8-K, 425 | neutral | 4/10 | Qorvo entered into supplemental indentures to eliminate substantially all restrictive covenants and certain events of de | Jun 12, 2026 |
| NXPI | 8-K | neutral | 3/10 | NXP Semiconductors filed an 8-K reporting the results of its 2026 annual general meeting of shareholders, where all prop | Jun 11, 2026 |
| SMCI | 8-K | bearish | 5/10 | Super Micro Computer filed an 8-K on June 9, 2026, solely to update its risk factor disclosures via Exhibit 99.1. The up | Jun 9, 2026 |
| AXTI | 8-K | neutral | 3/10 | AXT Inc. filed an 8-K reporting the results of its 2026 Annual Meeting, where shareholders approved an amendment to incr | Jun 9, 2026 |
| WOLF | 8-K | neutral | 4/10 | Wolfspeed filed unaudited pro forma financials illustrating the effects of its prepackaged Chapter 11 plan (effective Se | Jun 9, 2026 |
| MU | 8-K | neutral | 2/10 | Micron appointed Dr. Alexis Black Björlin to its board of directors on June 9, 2026. Dr. Björlin brings deep AI infrastr | Jun 9, 2026 |
| QRVO | 8-K | neutral | 2/10 | Qorvo filed an 8-K reporting the Compensation Committee's approval of FY2027 performance-based restricted stock unit (PB | Jun 9, 2026 |
| TE | 8-K | neutral | 4/10 | T1 Energy Inc. disclosed the issuance of common stock as partial consideration for its acquisition of KORE Power, Inc. T | Jun 8, 2026 |
| AAOI | 8-K | neutral | 3/10 | Applied Optoelectronics held its 2026 Annual Meeting on June 4, 2026, where shareholders approved the new 2026 Equity In | Jun 5, 2026 |
| AVGO | 8-K | bullish | 8/10 | Broadcom reported Q2 FY2026 results with record revenue of $22.187B (+48% YoY), GAAP diluted EPS of $1.91 (+85% YoY), an | Jun 5, 2026 |
| MRVL | 8-K | bullish | 7/10 | Marvell reported Q1 FY2027 revenue of $2.418B, a record and 28% YoY growth, beating the midpoint of guidance by $18M. Ho | Jun 5, 2026 |
| CRDO | 8-K | neutral | 5/10 | Credo Technology reported Q4 FY2026 revenue of $437.0M (+157% YoY) and GAAP diluted EPS of $0.88, with non-GAAP diluted | Jun 5, 2026 |
| KOPN | 8-K | neutral | 4/10 | Theon International Plc converted all 1,000 outstanding shares of Kopin's Series A Convertible Preferred Stock into 2,38 | Jun 4, 2026 |
| LPTH | 8-K | mixed | 6/10 | LightPath Technologies announced a $100M registered direct offering of 7,142,800 shares of Class A common stock at $14.0 | Jun 3, 2026 |
| TXN | 8-K | neutral | 3/10 | Texas Instruments announced the planned retirement of CFO Rafael Lizardi after 25 years, effective August 1, 2026, and t | Jun 2, 2026 |
| MCHPP | 8-K | neutral | 2/10 | Microchip Technology appointed Mitch Little, a former SVP and retired employee, as an independent board member effective | Jun 1, 2026 |
| AMBA | 8-K | bullish | 6/10 | Ambarella reported Q1 FY2027 revenue of $100.4M (+16.9% YoY) and non-GAAP EPS of $0.11, beating the Street consensus of | May 28, 2026 |
| KOPN | 8-K | neutral | 3/10 | Kopin Corporation filed an 8-K reporting the results of its 2026 Annual Meeting, where stockholders approved an amendmen | May 28, 2026 |
| PLAB | 8-K | bearish | 7/10 | Photronics reported FQ2 2026 non-GAAP EPS of $0.42, missing the $0.53 consensus by 20.8%, and revenue of $209.9M, missin | May 28, 2026 |
| SMTC | 8-K | bullish | 7/10 | Semtech reported Q1 FY2027 results with record net sales of $291.0M (+16% YoY), GAAP diluted EPS of $0.27, and non-GAAP | May 26, 2026 |
| SLAB | 8-K | neutral | 4/10 | Silicon Labs disclosed that the HSR Act waiting period for its pending acquisition by Texas Instruments expired on May 2 | May 26, 2026 |
| NVTS | 8-K | neutral | 4/10 | Navitas Semiconductor issued 3,277,438 shares of Class A common stock to former Legacy Navitas stockholders upon satisfa | May 22, 2026 |
| NVTS | 8-K | neutral | 4/10 | Navitas Semiconductor settled earnout-share disputes with its SPAC sponsor Live Oak Sponsor Partners II. Under the settl | May 22, 2026 |
| GSIT | 8-K | neutral | 4/10 | GSI Technology reported FQ4 2026 revenue of $6.3M (+7.4% YoY) and a net loss of $4.8M ($0.13/share), wider than the $2.2 | May 22, 2026 |
| AMKR | 8-K | bullish | 7/10 | Amkor Technology held its 2026 Investor Day, presenting multi-year financial targets targeting ~$11B+ revenue, ~22%+ gro | May 21, 2026 |
| VIAV | 8-K | bullish | 7/10 | Viavi Solutions priced a public offering of 11,111,111 shares of common stock at $45.00 per share, with underwriters exe | May 21, 2026 |
| ADI | 8-K | bullish | 7/10 | ADI reported record Q2 FY2026 revenue of $3.62B (up 37% YoY) and adjusted EPS of $3.09 (up 67% YoY), beating consensus e | May 20, 2026 |
| SWKS | 8-K | neutral | 4/10 | Skyworks Solutions held its 2026 annual meeting on May 13, 2026. Stockholders approved the 2026 Long-Term Incentive Plan | May 19, 2026 |
| MOBXW | 8-K | bearish | 7/10 | Mobix Labs fully converted a $4M senior secured convertible note held by Leviston Resources into 2,500,000 common shares | May 19, 2026 |