| MXL | 144 | neutral | 2/10 | Director Carolyn Beaver filed a Form 144 to sell 6,000 shares of MaxLinear common stock valued at approximately $462,000 | May 4, 2026 |
| TXN | CLUSTER | neutral | 2/10 | 12 Texas Instruments insiders sold $35.1M in shares over a week, but this represents only 0.014% of market cap and follo | May 4, 2026 |
| STMEF | 6-K | bullish | 6/10 | STMicroelectronics reported Q1 2026 net revenues of $3,095M, up 23.0% YoY, driven by strong growth across most segments. | May 4, 2026 |
| LSCC | 8-K | bullish | 9/10 | Lattice Semiconductor reported a strong Q1 2026 beat with 42% YoY revenue growth to $170.9M and non-GAAP EPS of $0.41 (+ | May 4, 2026 |
| ON | 8-K | bullish | 7/10 | ON Semiconductor reported Q1 2026 non-GAAP EPS of $0.64, beating consensus of $0.62 by 3.2%, and revenue of $1,513M, mar | May 4, 2026 |
| VIAV | CLUSTER | neutral | 2/10 | Two VIAVI insiders sold a total of $3.17M in open-market sales, representing a trivial 0.025% of market cap. The sales f | May 4, 2026 |
| AMD | ANALYST-DOWNGRADE | mixed | 4/10 | HSBC downgraded [Ticker] two notches from Buy to Hold on May 4, 2026, while slightly raising its price target to $340 fr | May 4, 2026 |
| GFS | CLUSTER | neutral | 2/10 | Two GFS insiders (Chief Legal Officer and Chief Business Officer) sold a total of $171K in open-market shares over a 3-d | May 4, 2026 |
| LRCX | CLUSTER | neutral | 2/10 | Two Lam Research insiders sold a total of $6.19M in open-market transactions over the past week, but the amount is trivi | May 4, 2026 |
| NVTS | 8-K | neutral | 2/10 | Navitas Semiconductor appointed semiconductor veteran Davin D. Lee as an independent Class III director, effective April | May 4, 2026 |
| VLN | CLUSTER | neutral | 2/10 | Two Valens Semiconductor insiders sold a combined $46K in shares over the past week, with a director selling $40K at $2. | May 4, 2026 |
| AMBA | PRESS-RELEASE | neutral | 1/10 | Ambarella announced it will host a conference call on May 28, 2026 to discuss its fiscal Q1 2027 results. | May 4, 2026 |
| AMAT | PRESS-RELEASE | neutral | 4/10 | Applied Materials announced the acquisition of ASMPT Limited's NEXX business, a supplier of large-area advanced packagin | May 3, 2026 |
| UCTT | 10-Q/A | neutral | 2/10 | Ultra Clean Holdings filed an amended 10-Q solely to add previously omitted disclosure of Rule 10b5-1 trading plans for | May 1, 2026 |
| BEEM | 8-K | neutral | 2/10 | Beam Global received notice from its landlord terminating the headquarters lease roughly two months early, with no mater | May 1, 2026 |
| GFS | CLUSTER | neutral | 2/10 | Two insiders at GLOBALFOUNDRIES (GFS) sold a combined $170K in open-market transactions over the past week. The Chief Bu | May 1, 2026 |
| AMKR | 8-K | neutral | 5/10 | Amkor Technology priced a $1B zero-coupon convertible senior notes offering due 2031, with an initial conversion price o | May 1, 2026 |
| SIMO | 144 | neutral | 2/10 | Insider Duann Shii Tyng filed Form 144 to sell 1,500 ADS of Silicon Motion Technology, with an estimated value of $328,5 | May 1, 2026 |
| TER | ANALYST-UPGRADE | mixed | 3/10 | JP Morgan issued a double upgrade from Neutral to Overweight on April 30, 2026, maintaining a $400 price target. The sto | Apr 30, 2026 |
| INTC | 8-K | neutral | 3/10 | Intel issued $6.5 billion in senior notes across five tranches (2031–2066 maturities) via an SEC-registered public offer | Apr 30, 2026 |
| TXN | CLUSTER | neutral | 3/10 | Nine Texas Instruments insiders sold a total of ~$29.15M in open-market sales over the week following the company's stro | Apr 30, 2026 |
| MPWR | 8-K | bullish | 8/10 | Monolithic Power Systems reported Q1 2026 revenue of $804.2M (+26.1% YoY) and non-GAAP diluted EPS of $5.10, beating the | Apr 30, 2026 |
| ASTI | ANALYST-UPGRADE | mixed | 1/10 | HC Wainwright & Co. initiated coverage on ASTI with a Buy rating and a $20 price target, implying 358% upside from the c | Apr 30, 2026 |
| MPWR | DEFA14A | neutral | 2/10 | Monolithic Power Systems filed additional definitive proxy soliciting materials (DEFA14A) on April 30, 2026. The filing | Apr 30, 2026 |
| AMKR | 8-K | bearish | 6/10 | Amkor Technology announced a proposed $1.0 billion (with an additional $150 million greenshoe option) convertible senior | Apr 30, 2026 |
| MAXN | 6-K | bearish | 8/10 | Maxeon Solar Technologies has appealed a Nasdaq delisting determination by requesting a hearing before the Nasdaq Hearin | Apr 30, 2026 |
| TE | 10-K/A | neutral | 2/10 | T1 Energy Inc. filed Amendment No. 1 to its 2025 Form 10-K solely to add Part III information (directors, executive comp | Apr 30, 2026 |
| INTC | 424B5 | neutral | 4/10 | Intel is issuing $6.5 billion of senior notes across five tranches (2031–2066), netting ~$6.47 billion to repay a 364-da | Apr 29, 2026 |
| RMBS | 8-K | neutral | 2/10 | Rambus appointed Sumeet Gagneja as Senior Vice President and Chief Financial Officer, effective April 29, 2026, replacin | Apr 29, 2026 |
| NVDA | PRESS-RELEASE | neutral | 1/10 | NVIDIA announced it will host a conference call to discuss its Q1 results. | Apr 29, 2026 |