| BZAIW | 8-K | bearish | 7/10 | Blaize Holdings priced a $35M underwritten public offering of 18,918,918 shares at $1.85/share, with a 30-day underwrite | May 6, 2026 |
| GUER | 8-K | bullish | 7/10 | Guerrilla RF reported Q1 2026 revenue of $6.5M (+48% YoY), gross margin expansion to 69.9% (+880 bps), and net income of | May 6, 2026 |
| ON | 8-K | mixed | 6/10 | On May 6, 2026, ON Semiconductor announced a proposed private offering of $1.3 billion in Convertible Senior Notes due 2 | May 6, 2026 |
| SEDG | 8-K | mixed | 6/10 | SolarEdge reported Q1 2026 revenue of $310.5M (+41.5% YoY) but a GAAP net loss of $57.4M ($-0.95/share), missing the con | May 6, 2026 |
| ATOM | 8-K | neutral | 4/10 | Atomera reported Q1 2026 revenue of $11K (up from $4K YoY) but net loss widened to $6.1M from $5.2M, with EPS at ($0.17) | May 5, 2026 |
| AMKR | 8-K | neutral | 5/10 | Amkor Technology issued $1.15 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031, including $ | May 5, 2026 |
| TYGO | 8-K | mixed | 6/10 | Tigo Energy reported Q1 2026 revenue of $25.2M (+33.7% YoY) and GAAP EPS of -$0.02, beating the -$0.04 consensus by 50%. | May 5, 2026 |
| ALAB | 8-K | bullish | 8/10 | Astera Labs reported Q1 2026 revenue of $308.4M (+93% YoY, +14% QoQ) and GAAP diluted EPS of $0.44, beating consensus es | May 5, 2026 |
| SWKS | 8-K | mixed | 5/10 | Skyworks reported Q2 FY2026 revenue of $944M (above guidance of $875-925M) and non-GAAP EPS of $1.15 (above $1.04 midpoi | May 5, 2026 |
| MRCY | 8-K | bullish | 8/10 | Mercury Systems reported Q3 FY2026 adjusted EPS of $0.27, crushing the -$0.09 consensus, with revenue of $235.8M up 11.5 | May 5, 2026 |
| IPGP | 8-K | mixed | 6/10 | IPG Photonics reported Q1 2026 revenue of $265.5M (+17% YoY), above the $256.9M consensus, but GAAP EPS of $0.04 missed | May 5, 2026 |
| SHLS | 8-K | mixed | 7/10 | Shoals Technologies reported Q1 2026 revenue of $140.6M (+74.9% YoY), well above the $129.2M consensus, but GAAP net los | May 5, 2026 |
| FTCI | 8-K | bearish | 7/10 | FTC Solar reported Q1 2026 revenue of $17.3M, down 17% YoY and below the $20M-$25M guidance range, with GAAP net income | May 5, 2026 |
| LSCC | 8-K | bullish | 9/10 | Lattice Semiconductor reported a strong Q1 2026 beat with 42% YoY revenue growth to $170.9M and non-GAAP EPS of $0.41 (+ | May 4, 2026 |
| ON | 8-K | bullish | 7/10 | ON Semiconductor reported Q1 2026 non-GAAP EPS of $0.64, beating consensus of $0.62 by 3.2%, and revenue of $1,513M, mar | May 4, 2026 |
| NVTS | 8-K | neutral | 2/10 | Navitas Semiconductor appointed semiconductor veteran Davin D. Lee as an independent Class III director, effective April | May 4, 2026 |
| BEEM | 8-K | neutral | 2/10 | Beam Global received notice from its landlord terminating the headquarters lease roughly two months early, with no mater | May 1, 2026 |
| AMKR | 8-K | neutral | 5/10 | Amkor Technology priced a $1B zero-coupon convertible senior notes offering due 2031, with an initial conversion price o | May 1, 2026 |
| INTC | 8-K | neutral | 3/10 | Intel issued $6.5 billion in senior notes across five tranches (2031–2066 maturities) via an SEC-registered public offer | Apr 30, 2026 |
| MPWR | 8-K | bullish | 8/10 | Monolithic Power Systems reported Q1 2026 revenue of $804.2M (+26.1% YoY) and non-GAAP diluted EPS of $5.10, beating the | Apr 30, 2026 |
| AMKR | 8-K | bearish | 6/10 | Amkor Technology announced a proposed $1.0 billion (with an additional $150 million greenshoe option) convertible senior | Apr 30, 2026 |
| RMBS | 8-K | neutral | 2/10 | Rambus appointed Sumeet Gagneja as Senior Vice President and Chief Financial Officer, effective April 29, 2026, replacin | Apr 29, 2026 |
| SMTK | 8-K | neutral | 4/10 | SmartKem funded a $2.3M convertible bridge loan to Ferrox Critical Minerals on April 23, 2026. The note carries 5% inter | Apr 29, 2026 |
| VIAV | 8-K | bullish | 8/10 | VIAVI reported Q3 FY2026 revenue of $406.8M (+42.8% YoY) and non-GAAP EPS of $0.27, beating the $0.19 consensus by 42%. | Apr 29, 2026 |
| TE | 8-K | neutral | 2/10 | Chief Development Officer Einar Kilde retired on April 22, 2026, with a severance package of NOK 5.5 million paid in 12 | Apr 27, 2026 |
| RMBS | 8-K | neutral | 5/10 | Rambus reported Q1 2026 GAAP revenue of $180.2M (+8% YoY) and non-GAAP EPS of $0.63 (+7% YoY), with product revenue up 1 | Apr 27, 2026 |
| SKYT | 8-K | neutral | 5/10 | SkyWater Technology and IonQ received a Second Request from the FTC for additional information regarding their proposed | Apr 24, 2026 |
| INTC | 8-K | neutral | 3/10 | Intel Corp announced the resignation of Scott Gawel as Chief Accounting Officer, with CFO David Zinsner assuming the rol | Apr 24, 2026 |
| UCTT | 8-K | neutral | 4/10 | Ultra Clean Holdings refinanced and replaced its existing revolving credit facility with a new $250 million revolving cr | Apr 24, 2026 |
| RMBS | 8-K | neutral | 3/10 | Rambus Inc. held its 2026 annual shareholder meeting on April 23, 2026, where all proposals passed, including the electi | Apr 24, 2026 |