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TickerTypeSentimentImpactSummaryDate
PXLWPRESS-RELEASEneutral5/10No summary providedAug 11, 2026
QUIKPRESS-RELEASEmixed6/10QuickLogic reported Q2 2026 revenue of $5.5M, up 48.7% YoY, but GAAP EPS of -$0.05 missed the consensus estimate of -$0.Aug 11, 2026
SLABPRESS-RELEASEneutral5/10Silicon Labs reported Q2 2026 revenue of $228M (+18% YoY), beating consensus of $227.7M, but GAAP EPS was a loss of $(0.Aug 11, 2026
TSM6-Kbullish5/10TSMC and Sony Semiconductor Solutions signed a definitive agreement to form a joint venture (Advanced Vision SemiconductAug 11, 2026
TSM6-Kneutral5/10TSMC's board approved Q2 2026 results showing consolidated revenue of NT$1,270.38B and net income of NT$706.56B (dilutedAug 11, 2026
AMBQ8-Kbullish7/10Ambiq Micro reported record Q2 2026 net sales of $33.9M, up ~90% YoY and beating the $31.5M consensus. GAAP gross marginAug 11, 2026
IMOS6-Kbullish7/10ChipMOS reported record quarterly revenue since 2014 for Q2 2026, with revenue of NT$7,383.1M (US$231.8M), up 28.7% YoY Aug 11, 2026
TSEM6-Kneutral4/10Tower Semiconductor announced the availability of OpenLight's photonic Process Design Kit (PDK) for its PH18DA indium phAug 11, 2026
IMOS6-Kbullish7/10ChipMOS reported H1 2026 consolidated results via a 6-K filing, showing operating revenue of NT$14.32B, gross profit of Aug 11, 2026
SIMO6-Kmixed6/10Silicon Motion priced an upsized $1.0B zero-coupon convertible senior notes offering due 2031, with an additional $150M Aug 11, 2026
TSMCLUSTERbullish5/1027 TSMC insiders, including Chairman/CEO Wei Che-Chia and CFO Huang Jen-Chau, made open-market purchases totaling $106K Aug 11, 2026
ARM6-Kneutral2/10Arm Holdings filed a 6-K furnishing materials for its 2026 Annual General Meeting scheduled for September 9, 2026. The aAug 10, 2026
SWKS8-Kbearish6/10Skyworks Solutions issued $2.0 billion in senior notes across three tranches ($800M 5.000% due 2028, $600M 5.750% due 20Aug 10, 2026
QRVO425mixed7/10Skyworks Solutions priced and closed a $2.0B three-tranche senior notes offering ($800M 5.000% notes due 2028, $600M 5.7Aug 10, 2026
TER8-Kneutral4/10Teradyne entered into a new $1.0 billion senior secured revolving credit facility, replacing its prior credit agreement.Aug 10, 2026
NVEC8-Kneutral3/10NVE Corp filed an 8-K reporting the planned CEO succession: Daniel A. Baker retired as president and CEO effective at thAug 10, 2026
ENPH8-Kneutral3/10Enphase Energy filed an 8-K announcing that its Board, excluding director Benjamin Kortlang, unanimously voted to retainAug 10, 2026
LAES6-Kneutral3/10SEALSQ Corp announced the appointment of Daniel Brau as Chief Quantum Officer, effective August 4, 2026, following the cAug 10, 2026
GCTS8-Kbearish5/10GCT Semiconductor reported Q2 2026 revenue of $1.0M, down 17.9% YoY and well below the $3.3M consensus, with a net loss Aug 10, 2026
KLACCLUSTERneutral2/10A cluster of insider transactions at KLA Corp (KLAC) shows two non-C-suite executives selling a total of ~$3.58M in openAug 10, 2026
KOPN8-Kbearish5/10Kopin reported Q2 2026 revenue of $10.6M (flat YoY vs $10.5M) and a net loss of $0.9M ($0.00 EPS), improving from a $5.2Aug 10, 2026
IMOS6-Kbullish7/10ChipMOS reported July 2026 revenue of NT$2,823.0 million (US$87.5 million), a 43.6% year-over-year increase and the highAug 10, 2026
ASX6-Kneutral1/10ASE Technology Holding Co., Ltd. filed a 6-K with the SEC, which is a routine report of foreign private issuer. The filiAug 10, 2026
TSM6-Kbullish6/10TSMC reported July 2026 net revenue of NT$467.58 billion, up 44.7% year-over-year and 5.6% month-over-month. Year-to-datAug 10, 2026
SIMO6-Kbullish7/10Silicon Motion reported H1 2026 net sales of $793.1M (up 117% YoY) and net income of $202.9M (up 467% YoY), a massive beAug 10, 2026
STM6-Kneutral2/10STMicroelectronics filed a Form 6-K disclosing routine weekly transactions under its ongoing share buyback program, repuAug 10, 2026
SKYT15-12Gneutral3/10SkyWater Technology, LLC filed a Form 15-12G to terminate its SEC registration under Section 12(g), effective immediatelAug 10, 2026
TSMCLUSTERneutral2/10A massive insider buying cluster at TSM saw 20 executives and VPs, including the Chairman/CEO, all purchase shares on thAug 10, 2026
INTC424B5bearish8/10Intel filed a preliminary 424B5 prospectus supplement for a $15 billion common stock offering, underwritten by J.P. MorgAug 10, 2026
INTCS-3ASRneutral3/10Intel filed an automatic shelf registration statement (S-3ASR) on August 10, 2026, registering an indeterminate amount oAug 10, 2026
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