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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| DIOD | 8-K | bullish | 7/10 | Diodes reported Q1 2026 results with revenue of $405.5M (+22.1% YoY) and non-GAAP EPS of $0.43, a 126% YoY increase from | May 12, 2026 |
| NVDA | DEFA14A | neutral | 2/10 | NVIDIA filed additional definitive proxy soliciting materials (DEFA14A) related to its 2026 Annual Meeting. The filing i | May 12, 2026 |
| AMKR | CLUSTER | neutral | 3/10 | Four Amkor directors sold a total of $6.13M in open-market shares over a 7-day window, including $3.71M from one directo | May 12, 2026 |
| AIP | 8-K | bullish | 7/10 | Arteris reported Q1 2026 revenue of $22.9M (+39% YoY), beating consensus of $21.0M, and a GAAP net loss of $0.17/share v | May 12, 2026 |
| KLAC | CLUSTER | neutral | 2/10 | Two KLA insiders sold a combined $1.59M in open-market sales over a 7-day window. The total represents ~0.0007% of KLA's | May 12, 2026 |
| KOPN | 8-K | mixed | 6/10 | Kopin reported Q1 2026 total revenue of $10.6M, flat YoY, with product revenue declining 41% to $5.4M offset by a 292% s | May 12, 2026 |
| TSMWF | 6-K | bullish | 6/10 | TSMC's Arizona subsidiary board approved a capital increase of up to US$20 billion from the parent company, subject to r | May 12, 2026 |
| TSMWF | 6-K | bullish | 6/10 | TSMC reported Q1 2026 revenue of NT$1,134.10 billion (US$ equivalent approximately ~$35B) and net income of NT$572.48 bi | May 12, 2026 |
| NLST | 8-K | bullish | 7/10 | Netlist reported Q1 2026 results with net sales of $104.9M, a 262% YoY increase, and net income of $8.6M ($0.03 per shar | May 12, 2026 |
| AMBQ | 8-K | bullish | 8/10 | Ambiq Micro reported Q1 2026 net sales of $25.06M, up 59.3% YoY and above the $21.5M consensus, driven by accelerating e | May 12, 2026 |
| TE | 8-K | bullish | 7/10 | T1 Energy reported Q1 2026 net income from continuing operations of $3.9M (first profitable quarter) and record Adjusted | May 12, 2026 |
| UMC | 6-K | neutral | 2/10 | UMC filed a 6-K announcing that cumulative share repurchases exceeded NTD$300 million in value as of May 12, 2026. The c | May 12, 2026 |
| TE | PRESS-RELEASE | bullish | 7/10 | T1 Energy (TE) reported Q1 2026 revenue of $177.6M, beating the $110.6M consensus by 61%, and EPS of -$0.08, beating the | May 12, 2026 |
| ALAB | CLUSTER | neutral | 4/10 | CEO Jitendra Mohan sold $15.8M worth of ALAB stock at ~$199/share just two days after the company reported blowout Q1 20 | May 11, 2026 |
| MTSI | 144 | bearish | 6/10 | Insider Susan Ocampo (likely a director or officer) filed a Form 144 on May 11, 2026, indicating intent to sell 200,000 | May 11, 2026 |
| MRAM | 144 | neutral | 2/10 | Director Darin G. Billerbeck filed a Form 144 to sell 30,000 MRAM shares (~$1.11M), acquired via stock option exercise. | May 11, 2026 |
| NVTS | DEFA14A | neutral | 2/10 | Navitas Semiconductor filed additional definitive proxy soliciting materials for its 2026 Annual Meeting, scheduled for | May 11, 2026 |
| NVTS | 8-K | bearish | 7/10 | Navitas Semiconductor entered into an at-the-market (ATM) equity offering agreement with Craig-Hallum and UBS on May 11, | May 11, 2026 |
| NVTS | 424B5 | bearish | 7/10 | Navitas Semiconductor filed a prospectus supplement on May 11, 2026, for an at-the-market (ATM) equity offering of up to | May 11, 2026 |
| MTSI | 144 | neutral | 2/10 | Director Geoffrey Ribar filed a Form 144 notice of intent to sell 1,623 shares of MACOM common stock, with an approximat | May 11, 2026 |
| PRSO | 8-K | bearish | 8/10 | Peraso reported Q1 2026 revenue of $1.0M, down 74% YoY from $3.9M, and a GAAP net loss of $2.5M ($-0.22/share) vs a loss | May 11, 2026 |
| NVTS | S-3ASR | bearish | 6/10 | Navitas Semiconductor filed a $250M universal shelf registration statement (S-3ASR) on May 11, 2026, enabling future off | May 11, 2026 |
| RMBS | CLUSTER | neutral | 2/10 | Two Rambus directors sold a combined $1.47M in open-market sales over two days, representing ~0.01% of the $14B market c | May 11, 2026 |
| GFS | CLUSTER | neutral | 2/10 | Two C-suite insiders at GlobalFoundries sold a combined $71K in open-market transactions over a 3-day window. The dollar | May 11, 2026 |
| SQNS | 20-F | bearish | 7/10 | Sequans Communications filed its FY2025 20-F, reporting a net loss of $109.3 million driven by $67.4 million in Bitcoin | May 11, 2026 |
| SITM | 8-K | neutral | 4/10 | SiTime reported that the HSR Act waiting period for its $1.5B cash + 4.13M share acquisition of Renesas' timing business | May 11, 2026 |
| TSM | CLUSTER | neutral | 2/10 | 21 TSMC insiders, including the CFO, Co-COOs, and multiple VPs, made open-market purchases totaling ~$80K on May 8, 2026 | May 11, 2026 |
| SEDG | 8-K | neutral | 3/10 | SolarEdge announced the appointment of Maoz Sigron as CFO, effective May 31, 2026, replacing Asaf Alperovitz who is step | May 11, 2026 |
| TSM | CLUSTER | neutral | 2/10 | Five TSM insiders, including an EVP/Co-COO and multiple VPs, made small open-market purchases totaling ~$20K on May 8, 2 | May 11, 2026 |
| MXL | CLUSTER | neutral | 2/10 | Five insiders at MaxLinear sold a total of $3.47M in open-market transactions over a week. The selling is routine given | May 8, 2026 |