| CRDO | 144 | neutral | 2/10 | Director Fariba Danesh filed a Form 144 notice of intent to sell 1,100 CRDO shares (~$260K at the filing date), a small | Jun 9, 2026 |
| UCTT | CLUSTER | neutral | 2/10 | Three UCTT insiders (CFO, Chief Accounting Officer, General Counsel) sold a total of $136K in open-market sales over a 7 | Jun 9, 2026 |
| UCTT | CLUSTER | neutral | 2/10 | Three UCTT insiders (CFO, Chief Accounting Officer, General Counsel) sold a combined $136K in open-market transactions o | Jun 9, 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 |
| SMTC | CLUSTER | neutral | 3/10 | Two senior executives at Semtech (CEO and COO) sold a combined $652K in open-market sales within a week of the company r | Jun 9, 2026 |
| CRDO | CLUSTER | bearish | 5/10 | Three CRDO insiders, including the CTO and Chief Legal Officer, sold a total of $3.12M in open-market sales over a 3-day | Jun 9, 2026 |
| AVGO | S-4 | neutral | 2/10 | Broadcom filed an S-4 registration statement to conduct an exchange offer for up to $1.95 billion aggregate principal am | Jun 9, 2026 |
| AVGO | S-4 | neutral | 2/10 | Broadcom filed an S-4 registration statement for an exchange offer to swap up to $5.999 billion of unregistered 3.137% a | Jun 9, 2026 |
| MTSI | PRESS-RELEASE | neutral | 2/10 | MACOM announced a joint demonstration with Elve at IMS 2026 showcasing combined APD linearization with TWTA technology f | Jun 9, 2026 |
| AMAT | PRESS-RELEASE | neutral | 2/10 | Applied Materials announced a quarterly cash dividend of $0.53 per share, payable Sept. 10, 2026, consistent with a 15% | Jun 9, 2026 |
| TSM | CLUSTER | bullish | 6/10 | A massive insider buying cluster at TSMC: 27 executives, including the Chairman/CEO, CFO, Co-COOs, and multiple SVPs/VPs | Jun 9, 2026 |
| TSM | CLUSTER | neutral | 2/10 | A massive insider buying cluster at TSM saw 22 executives, including the Chairman/CEO, CFO, and multiple SVPs/VPs, purch | Jun 9, 2026 |
| TSM | CLUSTER | bullish | 5/10 | A cluster of 16 TSMC insiders, including the CFO, Deputy Co-COO, and multiple VPs, made open-market purchases totaling ~ | Jun 9, 2026 |
| TSM | CLUSTER | neutral | 2/10 | A cluster of 11 TSM insiders including the CFO and Co-COO made open-market purchases totaling ~$41K on June 5, 2026 at $ | Jun 9, 2026 |
| TSM | CLUSTER | bullish | 5/10 | Five TSM insiders, including EVP/Co-COO Chin Yung-Pei and three VPs, made open-market purchases totaling ~$19.5K on June | Jun 9, 2026 |
| ASX | 6-K | bullish | 6/10 | ASE Technology reported May 2026 monthly net revenues of NT$63,033M (US$2,001M), up 28.6% YoY and 1.3% sequentially, wit | 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 |
| QRVO | CLUSTER | bearish | 6/10 | A massive insider sell cluster at Qorvo: Director Peter Feld sold $133.15M in shares and CEO Robert Bruggeworth sold $2. | Jun 8, 2026 |
| ALAB | CLUSTER | neutral | 2/10 | Two directors at Astera Labs sold a combined $1.44M in open-market transactions over two days, with Lazar (June 4) and D | Jun 8, 2026 |
| UCTT | CLUSTER | neutral | 2/10 | Two UCTT insiders, the Chief Accounting Officer and General Counsel, sold a combined $101K in open-market transactions o | Jun 8, 2026 |
| AAOI | CLUSTER | neutral | 2/10 | Two AAOI insiders (Director Chen Min-Chu and executive Yeh Shu-Hua) sold shares worth $2.68M in a concentrated 3-day win | Jun 8, 2026 |
| MCHP | CLUSTER | neutral | 2/10 | Two MCHP insiders, the COO and a director, sold a combined $780K in open-market transactions over an 8-day window. The d | Jun 8, 2026 |
| CRDO | CLUSTER | neutral | 3/10 | Two CRDO insiders, the Chief Legal Officer and Chief Technology Officer, sold an aggregate of $2.66M in open-market tran | Jun 8, 2026 |
| NVTS | S-3ASR | bearish | 7/10 | Navitas Semiconductor filed an automatic shelf registration (S-3ASR) on June 8, 2026, enabling the potential issuance of | Jun 8, 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 |
| AMD | PRESS-RELEASE | neutral | 4/10 | AMD announced plans to invest up to £2 billion over five years in the UK to accelerate AI innovation, research, and work | Jun 8, 2026 |
| NVDA | PRESS-RELEASE | bullish | 6/10 | NVIDIA announced three simultaneous Korea-based AI infrastructure partnerships: SK Telecom will build a gigawatt-scale A | Jun 7, 2026 |