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TickerTypeSentimentImpactSummaryDate
SWKSPRESS-RELEASEbullish6/10Skyworks Solutions has received all necessary regulatory clearances to close its previously announced merger with Qorvo,Sep 30, 2026
GFSPRESS-RELEASEneutral1/10GlobalFoundries Inc. announced it will host a conference call on November 4, 2026 to discuss its Q3 2026 results.Sep 30, 2026
PLABCLUSTERbearish4/10Two PLAB insiders, a director and an SVP, sold a combined $510K in open-market transactions over two days, with the SVP'Sep 29, 2026
GFSCLUSTERneutral2/10Two GFS insiders (Chief Legal Officer and Chief People Officer) sold a combined $120K in open-market transactions. The tSep 29, 2026
AMATPRESS-RELEASEneutral4/10Applied Materials announced that KIOXIA Corporation will join its EPIC Center in Silicon Valley as an innovation partnerSep 29, 2026
FTCIPRESS-RELEASEneutral4/10FTC Solar, along with Linxon and Hitachi Energy, signed a non-binding MoU to jointly pursue utility-scale solar and BESSSep 29, 2026
TE8-Kbearish6/10T1 Energy issued an additional $50.0 million in 4.75% Convertible Senior Notes due 2031 to an existing shareholder via aSep 29, 2026
IMOS6-Kbullish6/10ChipMOS filed a 6-K triggered by TWSE trading volume thresholds, disclosing strong August 2026 monthly results and Q2 20Sep 29, 2026
UMC6-Kneutral1/10UMC filed a routine Form 6-K on September 29, 2026, reporting insider trading and share pledge activity for August 2026.Sep 29, 2026
CRDOCLUSTERbearish4/10Three 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
NVTSPRESS-RELEASEneutral2/10Navitas Semiconductor received an award recognizing its leadership in ultra-high-voltage (UHV) SiC technology and U.S.-aSep 28, 2026
AMDPRESS-RELEASEbullish7/10AMD announced a definitive agreement to acquire World Labs, an AI model and research lab led by Dr. Fei-Fei Li, for apprSep 28, 2026
SYNACLUSTERneutral2/10Three Synaptics insiders sold a total of $259K in shares over a one-week window, with the largest sale ($214K) by Rahul Sep 28, 2026
ASMLPRESS-RELEASEneutral2/10ASML disclosed routine share repurchase transactions under its existing buyback program. The filing confirms ongoing capSep 28, 2026
AMBACLUSTERneutral2/10Two insiders at Ambarella sold a total of $145K in shares over a one-week window, with the CFO selling $128K and a direcSep 27, 2026
QRVO425neutral4/10Skyworks Solutions extended the expiration date of its exchange offers for Qorvo's senior notes due 2029 and 2031 to OctSep 25, 2026
MRVL8-Kneutral2/10Marvell Technology declared a quarterly dividend of $0.06 per share, payable on October 29, 2026 to holders of record asSep 25, 2026
CRDOCLUSTERbearish4/10Two C-suite insiders at Credo Technology Group sold a combined $1.69M in open-market sales within a week, representing aSep 25, 2026
AMBA144neutral2/10Director Christopher B. Paisley filed a Form 144 notice of intent to sell 250 shares of Ambarella Inc common stock, withSep 25, 2026
LAES6-Kneutral3/10SEALSQ Corp provided an update on its post-quantum semiconductor certification timelines via a 6-K filing. The company rSep 25, 2026
LAES6-Kbullish5/10SEALSQ announced that its VaultIC408 secure element achieved FIPS 140-3 Level 3 validation (NIST Certificate No. 5463, aSep 25, 2026
SMTCCLUSTERneutral3/10Two directors at Semtech sold a combined $964K in shares over a one-week window. The selling is modest relative to the cSep 24, 2026
LRCXDEFA14Aneutral2/10Lam Research Corp filed DEFA14A additional definitive proxy soliciting materials for its 2026 Annual Meeting scheduled fSep 24, 2026
LAESPRESS-RELEASEneutral4/10SEALSQ announced that its VaultIC408 secure element platform received FIPS 140-3 Level 3 validation from NIST (CertificaSep 24, 2026
TSM6-Kneutral4/10TSMC's monthly 6-K for August 2026 reports routine insider shareholding changes (two VPs added small positions totaling Sep 24, 2026
SQNS6-Kbullish6/10Sequans Communications announced the completion of its Bitcoin treasury exit by selling its remaining 314 Bitcoin, elimiSep 24, 2026
AVGO144neutral2/10H&S Investments I LP, an affiliate of Broadcom's Chairman of the Board, filed a Form 144 notice of intent to sell 70,218Sep 23, 2026
MRVLANALYST-UPGRADEbullish4/10Seaport Global initiated coverage on Marvell Technology (MRVL) with a Buy rating and a $270 price target, representing aSep 23, 2026
NVDACLUSTERbearish5/10Three NVDA insiders sold a total of ~$7.38M in open-market sales over a 5-day window, including the CFO and General CounSep 23, 2026
SQNS6-Kbearish7/10Sequans Communications disclosed on September 23, 2026 that it received a NYSE non-compliance notice on September 14, 20Sep 23, 2026
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