| GFS | CLUSTER | neutral | 2/10 | Two GFS insiders sold small open-market positions totaling $67K over a week, representing less than 0.001% of market cap | May 7, 2026 |
| GFS | 6-K | neutral | 4/10 | GlobalFoundries announced its first-ever quarterly dividend of $0.12 per share at its 2026 Investor Day, along with a ca | May 7, 2026 |
| LAES | PRESS-RELEASE | neutral | 2/10 | SEALSQ announced the results of its 2026 Annual General Meeting, where all resolutions were passed, including the re-ele | May 7, 2026 |
| FTCI | CLUSTER | neutral | 3/10 | Two FTC Solar insiders (CEO and a director) made open-market purchases totaling ~$125K over a 7-day window, representing | May 7, 2026 |
| ALGM | 8-K | bullish | 7/10 | Allegro MicroSystems reported Q4 FY2026 revenue of $243.2M (+26% YoY) and non-GAAP EPS of $0.17, beating consensus estim | May 7, 2026 |
| ON | 8-K | mixed | 5/10 | ON Semiconductor priced $1.3 billion of 0% convertible senior notes due 2031, with net proceeds of ~$1.276 billion. The | May 7, 2026 |
| HIMX | 6-K | mixed | 6/10 | Himax reported Q1 2026 revenue of $199.0M (down 2% QoQ, down 7.5% YoY) and EPS of $0.046, beating guidance. Q2 guidance | May 7, 2026 |
| HIMX | PRESS-RELEASE | bullish | 7/10 | Himax reported Q1 2026 EPS of $0.046, beating consensus of $0.03 by 53%, and revenue of $199.0M slightly above the $195. | May 7, 2026 |
| HIMX | 6-K | neutral | 3/10 | Himax declared a cash dividend of 25.2 cents per ADS for FY2025, representing a 100% payout ratio of last year's profit. | May 7, 2026 |
| UMC | 6-K | neutral | 2/10 | UMC filed a 6-K announcing that cumulative share repurchases exceeded NTD$300 million, with 4,166,000 shares repurchased | May 7, 2026 |
| GUER | EFFECT | bearish | 6/10 | Guerrilla RF, Inc. received SEC effectiveness on May 6, 2026 for four separate registration statements (File Nos. 333-28 | May 7, 2026 |
| TE | PRESS-RELEASE | neutral | 1/10 | T1 Energy Inc. announced it will report its Q1 2026 results on May 12, 2026. | May 7, 2026 |
| HIMX | PRESS-RELEASE | neutral | 2/10 | Himax Technologies declared a cash dividend of 25.2 cents per ADS for fiscal year 2025, representing a 100% payout ratio | May 7, 2026 |
| ON | PRESS-RELEASE | mixed | 6/10 | onsemi priced $1.3B of 0% convertible senior notes due 2031 at a ~52.5% conversion premium ($161.30/share vs $105.77 clo | May 7, 2026 |
| MPWR | CLUSTER | neutral | 3/10 | Two MPWR insiders (EVP Maurice Sciammas and Director Jeff Zhou) sold a total of $1.41M in open-market sales over a 7-day | May 6, 2026 |
| UCTT | CLUSTER | neutral | 3/10 | Two insiders at Ultra Clean Holdings sold a combined $1.69M in open-market transactions over a week, representing only 0 | May 6, 2026 |
| MTSI | 144 | bearish | 6/10 | Director Susan Ocampo filed a Form 144 to sell 176,663 shares of MTSI common stock, with an estimated aggregate market v | May 6, 2026 |
| QCOM | CLUSTER | neutral | 2/10 | Three QCOM insiders (CEO, EVP HR, CAO) sold a total of $2.45M in open-market transactions over a 6-day window ending May | May 6, 2026 |
| KLIC | 8-K | bullish | 8/10 | Kulicke & Soffa reported Q2 fiscal 2026 revenue of $242.6M (+49.8% YoY) and GAAP EPS of $0.66 (vs -$1.59 YoY), beating r | May 6, 2026 |
| CRUS | 8-K | bullish | 8/10 | Cirrus Logic reported Q4 FY26 revenue of $448.5M (up 6% YoY) and non-GAAP EPS of $1.95, beating consensus of $1.42 by 37 | May 6, 2026 |
| VIAV | CLUSTER | neutral | 3/10 | 6 insiders sold $9.96M total (0.08% of market cap) in the week following a strong Q3 earnings beat. CEO Khaykin sold $5. | May 6, 2026 |
| AMD | ANALYST-UPGRADE | bullish | 7/10 | Bernstein issued a double upgrade on May 6, 2026, moving the stock from Market Perform to Outperform and raising its pri | May 6, 2026 |
| VIAV | CLUSTER | neutral | 3/10 | Three VIAVI insiders sold a combined $3.72M in stock over two days, but the total represents only ~0.03% of market cap, | May 6, 2026 |
| AMD | ANALYST-UPGRADE | bullish | 4/10 | Seaport Global double upgraded this stock from Neutral to Buy on May 6, 2026, setting a $430 price target. The stock tra | May 6, 2026 |
| BZAIW | 8-K | bearish | 7/10 | Blaize Holdings priced a $35M underwritten public offering of 18,918,918 shares at $1.85/share, with a 30-day underwrite | May 6, 2026 |
| GUER | 8-K | bullish | 7/10 | Guerrilla RF reported Q1 2026 revenue of $6.5M (+48% YoY), gross margin expansion to 69.9% (+880 bps), and net income of | May 6, 2026 |
| ON | 8-K | mixed | 6/10 | On May 6, 2026, ON Semiconductor announced a proposed private offering of $1.3 billion in Convertible Senior Notes due 2 | May 6, 2026 |
| ICG | 6-K | bearish | 6/10 | Intchains Group Ltd announced it will transition from quarterly to semi-annual financial reporting starting in fiscal ye | May 6, 2026 |
| SEDG | 8-K | mixed | 6/10 | SolarEdge reported Q1 2026 revenue of $310.5M (+41.5% YoY) but a GAAP net loss of $57.4M ($-0.95/share), missing the con | May 6, 2026 |
| QRVO | 425 | neutral | 5/10 | Skyworks Solutions filed a 425 communication excerpting its Q2 FY2026 earnings call, updating the status of its pending | May 6, 2026 |