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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| PENG | 8-K | bullish | 7/10 | Penguin Solutions reported a massive Q4 FY2026 beat with record net sales of $567M (+68% YoY), GAAP diluted EPS of $1.29 | Oct 6, 2026 |
| NVTS | 8-K | bullish | 6/10 | Navitas Semiconductor closed its acquisition of Claros, a developer of integrated voltage regulator (IVR) technology for | Oct 6, 2026 |
| CRUS | 8-K | neutral | 4/10 | Cirrus Logic acquired INVENTVM Semiconductor, a fabless mixed-signal power management and audio IC company based in Ital | Oct 6, 2026 |
| QRVO | SC 13D/A | neutral | 3/10 | Starboard Value filed Amendment No. 6 to its Schedule 13D for Qorvo, confirming that its entire stake was converted into | Oct 6, 2026 |
| ADI | 144 | neutral | 2/10 | Richard C. Puccio Jr., an officer of Analog Devices, filed a Form 144 notice of intent to sell 1,500 shares of common st | Oct 6, 2026 |
| LAES | PRESS-RELEASE | neutral | 4/10 | SEALSQ led a $10 million PIPE investment in WISeSat.Space (SAIQ), a related-party space technology subsidiary under comm | Oct 6, 2026 |
| NLST | 8-K | bullish | 8/10 | Netlist settled all litigation with Micron and granted a 5-year patent license for $30M/quarter ($600M total). Micron al | Oct 6, 2026 |
| UMC | 6-K | bullish | 5/10 | UMC reported September 2026 net sales of NT$25.35 billion, up 27.22% YoY from NT$19.93 billion, and YTD net sales of NT$ | Oct 6, 2026 |
| BZAI | PRESS-RELEASE | bearish | 7/10 | Blaize reported preliminary Q3 2026 revenue of ~$0.5M, a catastrophic miss vs the $12.6M consensus, and slashed full-yea | Oct 5, 2026 |
| BZAI | 8-K | bearish | 7/10 | Blaize Holdings pre-announced preliminary Q3 2026 revenue of approximately $0.5M, a catastrophic miss vs the $12.6M cons | Oct 5, 2026 |
| MX | S-3 | neutral | 4/10 | Magnachip Semiconductor filed an S-3 shelf registration to register 1,461,988 shares of common stock for resale by Navit | Oct 5, 2026 |
| MRAM | CLUSTER | neutral | 3/10 | Two Everspin insiders, including the CFO and VP of Sales, sold a combined $206K in open-market sales on October 2, 2026, | Oct 5, 2026 |
| AIP | 144 | neutral | 2/10 | Director and 10% stockholder K. Charles Janac filed a Form 144 to sell 11,452 shares of Arteris common stock, valued at | Oct 5, 2026 |
| AIP | CLUSTER | bearish | 5/10 | Two insiders at Arteris, Inc. sold a combined $2.54M in open-market transactions on October 1, 2026. The 10% owner Bayvi | Oct 5, 2026 |
| SEDG | 8-K | neutral | 2/10 | SolarEdge's Chief Revenue Officer Daniel Huber resigned effective March 31, 2027, with a long notice period and no disag | Oct 5, 2026 |
| ADI | CLUSTER | neutral | 2/10 | CEO Vincent Roche exercised 20,000 derivative shares at $108.08 and immediately sold 10,000 shares on the open market fo | Oct 5, 2026 |
| CRDO | CLUSTER | bearish | 5/10 | Three CRDO insiders, the COO, CTO, and Chief Legal Officer, sold a total of ~$12.9M in open-market sales over a 7-day wi | Oct 5, 2026 |
| ICHR | CLUSTER | bearish | 4/10 | Two senior ICHR executives (CFO and COO) sold a combined $185K in open-market shares on the same day, October 2, 2026. T | Oct 5, 2026 |
| AXTI | SC 13G/A | neutral | 3/10 | BlackRock Inc. filed an amended Schedule 13G disclosing a 14.3% passive stake in AXT Inc as of September 30, 2026, repre | Oct 5, 2026 |
| VIAV | SC 13G/A | neutral | 3/10 | BlackRock Inc. filed an amended Schedule 13G disclosing beneficial ownership of 24,923,503 shares of VIAVI SOLUTIONS INC | Oct 5, 2026 |
| UMC | 6-K | bearish | 6/10 | UMC priced a US$1.8 billion zero-coupon convertible bond offering (Tranche A: US$900M, 5yr maturity, -0.25% yield; Tranc | Oct 5, 2026 |
| QRVO | 25-NSE | mixed | 7/10 | Qorvo, Inc. (QRVO) has been acquired by Skyworks Solutions, Inc. in a merger completed on October 5, 2026. The Nasdaq St | Oct 5, 2026 |
| QRVO | 8-K | mixed | 7/10 | Qorvo's acquisition by Skyworks Solutions closed on October 5, 2026. Qorvo shareholders received 0.960 Skyworks shares p | Oct 5, 2026 |
| SWKS | 8-K | bullish | 6/10 | Skyworks Solutions completed its $3.0 billion acquisition of Qorvo on October 5, 2026, paying $32.50 cash plus 0.960 Sky | Oct 5, 2026 |
| STM | 6-K | neutral | 2/10 | STMicroelectronics disclosed weekly share repurchase activity under its existing buyback program, repurchasing 310,000 s | Oct 5, 2026 |
| SWKS | PRESS-RELEASE | bullish | 7/10 | Skyworks announced the completion of its combination with Qorvo, creating a larger, diversified RF semiconductor company | Oct 5, 2026 |
| NVTS | PRESS-RELEASE | bullish | 5/10 | Navitas Semiconductor and Microchip Technology announced a joint 800V DC-to-6V DC reference design for AI data center ra | Oct 5, 2026 |
| UCTT | PRESS-RELEASE | neutral | 1/10 | Ultra Clean Holdings, Inc. announced it will host a conference call on October 27 to discuss its Q3 2026 results. | Oct 5, 2026 |
| FTCI | 8-K | bearish | 6/10 | FTC Solar entered into a Third Amendment and Limited Waiver to its Credit Agreement on September 30, 2026, which waives | Oct 5, 2026 |
| STM | PRESS-RELEASE | neutral | 2/10 | STMicroelectronics announced it will release Q3 2026 earnings on October 29, 2026, before European market open, with a c | Oct 5, 2026 |