Semiconductors & Related Devices
Standard Industrial Classification: SIC 3674
Industry Insider Sentiment Analysis
The Semiconductors & Related Devices sector (SIC 3674) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 24613 total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-20 04:53 | 2026-02-17 | ALAB | Astera Labs, Inc. | Mohan Jitendra | Director, Officer | SELL | $123.81 | 94,971 | $11,758,151 | 1,452,739 |
| 2026-02-20 04:52 | 2026-02-17 | ALAB | Astera Labs, Inc. | Gajendra Sanjay | Director, Officer | SELL | $123.81 | 94,971 | $11,758,151 | 1,531,301 |
| 2026-02-20 04:52 | 2026-02-17 | ALAB | Astera Labs, Inc. | Tate Michael Truett | Officer | SELL | $123.81 | 12,001 | $1,485,785 | 192,083 |
| 2026-02-20 04:51 | 2026-02-17 | ALAB | Astera Labs, Inc. | Mazzara Philip | Officer | SELL | $123.80 | 4,849 | $600,328 | 138,084 |
| 2026-02-20 03:55 | 2026-02-17 | MTSI | MACOM Technology Solutions Holdings, Inc. | OCAMPO SUSAN | 10% owner | SELL | $245.49 | 83,279 | $20,444,445 | 4,075,167 |
| 2026-02-20 03:14 | 2026-02-17 | SITM | SITIME Corp | Sevalia Piyush B | Officer | SELL | $419.04 | 1,132 | $474,353 | 92,923 |
| 2026-02-20 00:54 | 2026-02-17 | MTSI | MACOM Technology Solutions Holdings, Inc. | Kober John | Officer | SELL | $243.07 | 7,196 | $1,749,161 | 48,508 |
| 2026-02-19 22:57 | 2026-02-18 | LSCC | LATTICE SEMICONDUCTOR CORP | Stevens Tonya | Officer | SELL | $98.07 | 2,973 | $291,562 | 67,232 |
| 2026-02-19 04:05 | 2026-02-18 | SYNA | SYNAPTICS Inc | Gupta Vikram | Officer | SELL | $85.00 | 772 | $65,620 | 96,768 |
| 2026-02-19 03:41 | 2026-02-18 | FORM | FORMFACTOR INC | SLESSOR MIKE | Director, Officer | SELL | $94.14 | 8,664 | $815,597 | 471,086 |
| 2026-02-19 03:12 | 2026-02-18 | SYNA | SYNAPTICS Inc | Bodensteiner Lisa | Officer | SELL | $84.93 | 576 | $48,920 | 72,307 |
| 2026-02-19 02:48 | 2026-02-17 | AMAT | APPLIED MATERIALS INC /DE | Hill Brice | Officer | SELL | $361.21 | 5,000 | $1,806,062 | 138,565 |
| 2026-02-19 01:55 | 2026-02-17 | ON | ON SEMICONDUCTOR CORP | KEETON SIMON | Officer | SELL | $71.75 | 48,860 | $3,505,700 | 198,995 |
| 2026-02-19 00:58 | 2026-02-17 | TXN | TEXAS INSTRUMENTS INC | Kozanian Hagop H | Officer | SELL | $225.95 | 6,843 | $1,546,168 | 75,425 |
| 2026-02-19 00:56 | 2025-11-21 | Q | Qnity Electronics, Inc. | Noonan Anne P | Director | SELL | $76.30 | 7 | $534 | 3,249 |
| 2026-02-19 00:39 | 2026-02-17 | AMD | ADVANCED MICRO DEVICES INC | Hu Jean X. | Officer | OPT+S | $201.62 | 19,956 | $4,023,581 | 24,948 |
| 2026-02-19 00:23 | 2026-02-17 | QRVO | Qorvo, Inc. | Stewart Frank P. | Officer | SELL | $83.06 | 8,226 | $683,252 | 34,893 |
| 2026-02-19 00:21 | 2026-02-17 | IPGP | IPG PHOTONICS CORP | Valentin Gapontsev Trust I | 10% owner | SELL | $130.84 | 66,500 | $8,700,867 | 6,726,599 |
| 2026-02-19 00:20 | 2026-02-17 | QRVO | Qorvo, Inc. | Brown Grant | Officer | SELL | $83.06 | 20,608 | $1,711,700 | 44,428 |
| 2026-02-19 00:16 | 2026-02-17 | ALGM | ALLEGRO MICROSYSTEMS, INC. | Briansky Sharon | Officer | SELL | $41.56 | 9,258 | $384,762 | 103,014 |
| 2026-02-19 00:15 | 2026-02-17 | AMKR | AMKOR TECHNOLOGY, INC. | Rutten Guillaume Marie Jean | Director | OPT+S | $45.89 | 10,000 | $458,900 | 339,311 |
| 2026-02-19 00:13 | 2026-02-17 | AMKR | AMKOR TECHNOLOGY, INC. | Engel Kevin K. | Director, Officer | OPT+S | $46.03 | 5,316 | $244,695 | 786 |
| 2026-02-19 00:09 | 2026-02-17 | AMKR | AMKOR TECHNOLOGY, INC. | ROGERS MARK N | Officer | OPT+S | $46.92 | 5,000 | $234,600 | 24,922 |
| 2026-02-19 00:01 | 2026-02-17 | AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | Xue Bing | Officer | SELL | $22.33 | 2,460 | $54,932 | 116,039 |
| 2026-02-18 23:31 | 2026-02-18 | VIAV | VIAVI SOLUTIONS INC. | BELLUZZO RICHARD | Director | SELL | $26.85 | 15,775 | $423,559 | 211,850 |
| 2026-02-18 19:37 | 2026-02-17 | LSCC | LATTICE SEMICONDUCTOR CORP | Desale Pravin | Officer | SELL | $95.45 | 685 | $65,380 | 82,668 |
| 2026-02-18 01:08 | 2026-02-12 | MPWR | MONOLITHIC POWER SYSTEMS INC | Hsing Michael | Director, Officer | SELL | $1,171.83 | 33,000 | $38,670,258 | 888,234 |
| 2026-02-18 00:41 | 2026-02-12 | MTSI | MACOM Technology Solutions Holdings, Inc. | BLAND CHARLES R | Director | SELL | $240.82 | 1,000 | $240,820 | 14,362 |
| 2026-02-18 00:30 | 2026-02-12 | MCHP | MICROCHIP TECHNOLOGY INC | Sanghi Steve | Director, Officer | SELL | $82.46 | 94,869 | $7,823,192 | 9,827,450 |
| 2026-02-18 00:28 | 2026-02-12 | MCHP | MICROCHIP TECHNOLOGY INC | Krawczyk Joseph R II | Officer | SELL | $78.58 | 4,400 | $345,743 | 12,781 |
| 2026-02-18 00:27 | 2026-02-12 | MCHP | MICROCHIP TECHNOLOGY INC | Bunker Mathew B | Officer | SELL | $78.37 | 10,000 | $783,700 | 22,522 |
| 2026-02-18 00:21 | 2026-02-12 | AMKR | AMKOR TECHNOLOGY, INC. | KIM JOHN T | 10% owner | SELL | $48.49 | 10,000,000 | $484,900,000 | 29,594,980 |
| 2026-02-18 00:19 | 2026-02-12 | AMKR | AMKOR TECHNOLOGY, INC. | 915 Investments, LP | SELL | $48.49 | 10,000,000 | $484,900,000 | 29,594,980 | |
| 2026-02-17 23:54 | 2026-02-13 | DIOD | DIODES INC /DEL/ | Whitmire Brett R | Officer | SELL | $71.22 | 5,953 | $423,979 | 61,188 |
| 2026-02-17 23:51 | 2026-02-13 | DIOD | DIODES INC /DEL/ | Yang Emily | Officer | SELL | $71.89 | 1,000 | $71,891 | 73,032 |
| 2026-02-17 23:48 | 2026-02-13 | DIOD | DIODES INC /DEL/ | Tsong Andy | Officer | SELL | $70.46 | 3,277 | $230,892 | 52,404 |
| 2026-02-17 23:36 | 2026-02-17 | VIAV | VIAVI SOLUTIONS INC. | BELLUZZO RICHARD | Director | SELL | $26.45 | 13,058 | $345,384 | 227,625 |
| 2026-02-17 20:29 | 2026-02-12 | MTSI | MACOM Technology Solutions Holdings, Inc. | OCAMPO SUSAN | 10% owner | SELL | $241.11 | 119,877 | $28,903,951 | 4,158,446 |
| 2026-02-17 17:30 | 2026-02-13 | KLIC | KULICKE & SOFFA INDUSTRIES INC | Yeo Mui Sung | Director | SELL | $71.98 | 19,143 | $1,377,974 | 78,522 |
| 2026-02-14 01:46 | 2026-02-11 | CRUS | CIRRUS LOGIC, INC. | Dougherty Justin E | Officer | SELL | $143.16 | 3,000 | $429,480 | 5,876 |
| 2026-02-14 01:45 | 2026-02-13 | CRUS | CIRRUS LOGIC, INC. | THOMAS SCOTT | Officer | OPT+S | $141.63 | 3,239 | $458,740 | 30,393 |
| 2026-02-14 01:11 | 2026-02-11 | MPWR | MONOLITHIC POWER SYSTEMS INC | Hsing Michael | Director, Officer | SELL | $1,188.92 | 33,000 | $39,234,212 | 921,234 |
| 2026-02-14 01:00 | 2026-02-13 | LSCC | LATTICE SEMICONDUCTOR CORP | ABRAMS ROBIN ANN | Director | SELL | $99.75 | 8,000 | $797,985 | 98,398 |
| 2026-02-14 00:34 | 2026-02-12 | QUIK | QUICKLOGIC Corp | Nader Elias | Officer | SELL | $7.08 | 2,624 | $18,578 | 67,779 |
| 2026-02-14 00:20 | 2026-02-11 | AMD | ADVANCED MICRO DEVICES INC | Norrod Forrest Eugene | Officer | OPT+S | $216.81 | 19,450 | $4,216,968 | 289,098 |
| 2026-02-14 00:11 | 2026-02-11 | AMD | ADVANCED MICRO DEVICES INC | Su Lisa T | Director, Officer | SELL | $214.36 | 125,000 | $26,794,875 | 3,152,476 |
| 2026-02-13 23:43 | 2026-02-12 | LSCC | LATTICE SEMICONDUCTOR CORP | Desale Pravin | Officer | SELL | $100.98 | 4,937 | $498,526 | 83,834 |
| 2026-02-13 22:53 | 2026-02-13 | VIAV | VIAVI SOLUTIONS INC. | SCRIVANICH LUKE M | Officer | SELL | $26.59 | 13,901 | $369,628 | 49,980 |
| 2026-02-13 03:37 | 2026-02-11 | MPWR | MONOLITHIC POWER SYSTEMS INC | Sciammas Maurice | Officer | SELL | $1,179.98 | 200 | $235,995 | 1,299 |
| 2026-02-13 03:15 | 2026-02-10 | ENPH | Enphase Energy, Inc. | MORA RICHARD | Director | SELL | $52.05 | 1,100 | $57,254 | 9,370 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Semiconductors & Related Devices sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3674) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Semiconductors & Related Devices
Every transaction in the Semiconductors & Related Devices industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.