| MPWR | CLUSTER | neutral | 2/10 | Four insiders at Monolithic Power Systems sold a total of $7.44M in stock over a 7-day window following a strong Q1 2026 | May 8, 2026 |
| AMAT | ANALYST-UPGRADE | bullish | 3/10 | HSBC initiated coverage on Applied Materials (AMAT) at Buy with a $517 price target, the highest on the Street and 22% a | May 8, 2026 |
| QCOM | ANALYST-UPGRADE | mixed | 4/10 | Daiwa Capital double-upgraded Qualcomm (QCOM) from Neutral to Outperform and raised its price target to $225 from $140, | May 8, 2026 |
| MTSI | 144 | neutral | 2/10 | Insider Susan Ocampo files Form 144 to sell 24,530 shares (~$8.8M) of MACOM Technology Solutions. The filing is part of | May 8, 2026 |
| NVDA | 8-K | neutral | 2/10 | NVIDIA appointed Suzanne Nora Johnson to its Board of Directors and Audit Committee, effective July 13, 2026, increasing | May 8, 2026 |
| LAES | 6-K | neutral | 2/10 | SEALSQ Corp announced the results of its 2026 Annual General Meeting held on May 7, 2026, where shareholders voted in fa | May 8, 2026 |
| ICHR | 144 | neutral | 2/10 | Director Marc Haugen filed a Form 144 notice of intent to sell 3,923 shares of ICHR common stock, valued at approximatel | May 8, 2026 |
| FSLR | CLUSTER | neutral | 2/10 | Multiple insiders at First Solar sold shares totaling ~$963K in open-market transactions following the Q1 2026 earnings | May 8, 2026 |
| MPWR | CLUSTER | neutral | 2/10 | Three MPWR insiders (two directors and one EVP) sold a total of $1.96M in open-market sales over three days following a | May 8, 2026 |
| VIAV | CLUSTER | neutral | 3/10 | Six VIAVI insiders sold $10.6M in open-market stock within a week following a strong Q3 earnings beat. The sales are pre | May 8, 2026 |
| AAOI | DEFA14A | neutral | 3/10 | Applied Optoelectronics filed a DEFA14A supplement to its definitive proxy statement to update shareholders on a change | May 8, 2026 |
| AAOI | 8-K | neutral | 3/10 | Applied Optoelectronics dismissed Grant Thornton as its independent auditor and appointed PwC following a competitive se | May 8, 2026 |
| ASX | 6-K | bullish | 6/10 | ASE Technology reported April 2026 monthly net revenues of NT$62,247 million (US$1,957 million), up 19.2% YoY in NT$ and | May 8, 2026 |
| JKS | 6-K | neutral | 5/10 | JinkoSolar announced the sale of a 75.1% stake in its U.S. subsidiary, Jinko Industries, to FH JKV Holdings for approxim | May 8, 2026 |
| TSMWF | 6-K | neutral | 4/10 | TSMC and Sony Semiconductor Solutions signed a non-binding MOU to form a strategic joint venture for next-generation ima | May 8, 2026 |
| MAXN | 6-K | bearish | 7/10 | Maxeon Solar Technologies, Ltd., currently under interim judicial management, announced that the hearing for its judicia | May 8, 2026 |
| TSMWF | 6-K | neutral | 4/10 | TSMC reported April 2026 net revenue of NT$410.73 billion, up 17.5% YoY but down 1.1% MoM. Year-to-date revenue through | May 8, 2026 |
| UMC | 6-K | neutral | 3/10 | UMC reported April 2026 net sales of NT$22.66 billion, up 10.80% YoY from NT$20.45 billion, and year-to-date net sales o | May 8, 2026 |
| IMOS | 6-K | bullish | 6/10 | ChipMOS reported April 2026 revenue of NT$2,460.5 million (US$77.8 million), up 32.2% YoY but down 1.6% MoM. The strong | May 8, 2026 |
| MOBXW | EFFECT | neutral | 5/10 | Mobix Labs' S-1 registration statement (File No. 333-295357) was declared effective by the SEC on May 7, 2026. This clea | May 8, 2026 |
| MTSI | 144 | bearish | 5/10 | Insider Susan Ocampo files Form 144 to sell 400,000 MTSI shares (~$132.7M), continuing a pattern of substantial selling | May 7, 2026 |
| UCTT | CLUSTER | neutral | 3/10 | Three Ultra Clean Holdings insiders sold a total of $2.01M in open-market transactions over a 7-day window, following a | May 7, 2026 |
| MRAM | CLUSTER | mixed | 6/10 | Everspin's CEO and CFO sold a combined $796K in open-market sales within days of announcing a $40M U.S. Navy subcontract | May 7, 2026 |
| AIP | CLUSTER | neutral | 3/10 | Two directors at Arteris sold a combined $752K in open-market sales over a 7-day window, representing ~0.05% of the $1.4 | May 7, 2026 |
| AMKR | CLUSTER | neutral | 3/10 | Three directors of Amkor Technology sold a combined $2.42M in shares on May 5, 2026, the same day the company closed a $ | May 7, 2026 |
| AMKR | CLUSTER | neutral | 2/10 | Two Amkor Technology directors sold a combined ~$892K in open-market shares, representing only ~0.005% of the company's | May 7, 2026 |
| MCHPP | 8-K | bullish | 8/10 | Microchip Technology reported Q4 FY2026 net sales of $1.311B (+35.1% YoY), well above the $1.260B guidance midpoint, and | May 7, 2026 |
| GSIT | 8-K | mixed | 5/10 | GSI Technology reported Q4 FY2026 revenue of $6.3M (+7.4% YoY) but net loss widened to $4.8M ($0.13/share) from $2.2M ($ | May 7, 2026 |
| ALAB | 144 | neutral | 2/10 | Director/affiliate Stefan A. Dyckerhoff filed a Form 144 indicating intent to sell 124,999 shares of Astera Labs (~$2.5M | May 7, 2026 |
| GFS | PRESS-RELEASE | bullish | 6/10 | GlobalFoundries announced its first-ever quarterly dividend of $0.12 per share and a new capital allocation framework ta | May 7, 2026 |