| SWKS | PRESS-RELEASE | bullish | 6/10 | Skyworks Solutions has received all necessary regulatory clearances to close its previously announced merger with Qorvo, | Sep 30, 2026 |
| GFS | PRESS-RELEASE | neutral | 1/10 | GlobalFoundries Inc. announced it will host a conference call on November 4, 2026 to discuss its Q3 2026 results. | Sep 30, 2026 |
| PLAB | CLUSTER | bearish | 4/10 | Two PLAB insiders, a director and an SVP, sold a combined $510K in open-market transactions over two days, with the SVP' | Sep 29, 2026 |
| GFS | CLUSTER | neutral | 2/10 | Two GFS insiders (Chief Legal Officer and Chief People Officer) sold a combined $120K in open-market transactions. The t | Sep 29, 2026 |
| AMAT | PRESS-RELEASE | neutral | 4/10 | Applied Materials announced that KIOXIA Corporation will join its EPIC Center in Silicon Valley as an innovation partner | Sep 29, 2026 |
| FTCI | PRESS-RELEASE | neutral | 4/10 | FTC Solar, along with Linxon and Hitachi Energy, signed a non-binding MoU to jointly pursue utility-scale solar and BESS | Sep 29, 2026 |
| TE | 8-K | bearish | 6/10 | T1 Energy issued an additional $50.0 million in 4.75% Convertible Senior Notes due 2031 to an existing shareholder via a | Sep 29, 2026 |
| IMOS | 6-K | bullish | 6/10 | ChipMOS filed a 6-K triggered by TWSE trading volume thresholds, disclosing strong August 2026 monthly results and Q2 20 | Sep 29, 2026 |
| UMC | 6-K | neutral | 1/10 | UMC filed a routine Form 6-K on September 29, 2026, reporting insider trading and share pledge activity for August 2026. | Sep 29, 2026 |
| CRDO | CLUSTER | bearish | 4/10 | Three CRDO insiders, the CTO, COO, and Chief Legal Officer, sold a combined $6.93M in open-market sales over a one-week | Sep 28, 2026 |
| NVTS | PRESS-RELEASE | neutral | 2/10 | Navitas Semiconductor received an award recognizing its leadership in ultra-high-voltage (UHV) SiC technology and U.S.-a | Sep 28, 2026 |
| AMD | PRESS-RELEASE | bullish | 7/10 | AMD announced a definitive agreement to acquire World Labs, an AI model and research lab led by Dr. Fei-Fei Li, for appr | Sep 28, 2026 |
| SYNA | CLUSTER | neutral | 2/10 | Three Synaptics insiders sold a total of $259K in shares over a one-week window, with the largest sale ($214K) by Rahul | Sep 28, 2026 |
| ASML | PRESS-RELEASE | neutral | 2/10 | ASML disclosed routine share repurchase transactions under its existing buyback program. The filing confirms ongoing cap | Sep 28, 2026 |
| AMBA | CLUSTER | neutral | 2/10 | Two insiders at Ambarella sold a total of $145K in shares over a one-week window, with the CFO selling $128K and a direc | Sep 27, 2026 |
| QRVO | 425 | neutral | 4/10 | Skyworks Solutions extended the expiration date of its exchange offers for Qorvo's senior notes due 2029 and 2031 to Oct | Sep 25, 2026 |
| MRVL | 8-K | neutral | 2/10 | Marvell Technology declared a quarterly dividend of $0.06 per share, payable on October 29, 2026 to holders of record as | Sep 25, 2026 |
| CRDO | CLUSTER | bearish | 4/10 | Two C-suite insiders at Credo Technology Group sold a combined $1.69M in open-market sales within a week, representing a | Sep 25, 2026 |
| AMBA | 144 | neutral | 2/10 | Director Christopher B. Paisley filed a Form 144 notice of intent to sell 250 shares of Ambarella Inc common stock, with | Sep 25, 2026 |
| LAES | 6-K | neutral | 3/10 | SEALSQ Corp provided an update on its post-quantum semiconductor certification timelines via a 6-K filing. The company r | Sep 25, 2026 |
| LAES | 6-K | bullish | 5/10 | SEALSQ announced that its VaultIC408 secure element achieved FIPS 140-3 Level 3 validation (NIST Certificate No. 5463, a | Sep 25, 2026 |
| SMTC | CLUSTER | neutral | 3/10 | Two directors at Semtech sold a combined $964K in shares over a one-week window. The selling is modest relative to the c | Sep 24, 2026 |
| LRCX | DEFA14A | neutral | 2/10 | Lam Research Corp filed DEFA14A additional definitive proxy soliciting materials for its 2026 Annual Meeting scheduled f | Sep 24, 2026 |
| LAES | PRESS-RELEASE | neutral | 4/10 | SEALSQ announced that its VaultIC408 secure element platform received FIPS 140-3 Level 3 validation from NIST (Certifica | Sep 24, 2026 |
| TSM | 6-K | neutral | 4/10 | TSMC's monthly 6-K for August 2026 reports routine insider shareholding changes (two VPs added small positions totaling | Sep 24, 2026 |
| SQNS | 6-K | bullish | 6/10 | Sequans Communications announced the completion of its Bitcoin treasury exit by selling its remaining 314 Bitcoin, elimi | Sep 24, 2026 |
| AVGO | 144 | neutral | 2/10 | H&S Investments I LP, an affiliate of Broadcom's Chairman of the Board, filed a Form 144 notice of intent to sell 70,218 | Sep 23, 2026 |
| MRVL | ANALYST-UPGRADE | bullish | 4/10 | Seaport Global initiated coverage on Marvell Technology (MRVL) with a Buy rating and a $270 price target, representing a | Sep 23, 2026 |
| NVDA | CLUSTER | bearish | 5/10 | Three NVDA insiders sold a total of ~$7.38M in open-market sales over a 5-day window, including the CFO and General Coun | Sep 23, 2026 |
| SQNS | 6-K | bearish | 7/10 | Sequans Communications disclosed on September 23, 2026 that it received a NYSE non-compliance notice on September 14, 20 | Sep 23, 2026 |