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 24614 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 04:11 | 2026-02-03 | POWI | POWER INTEGRATIONS INC | Jain Gagan | Officer | SELL | $45.58 | 157 | $7,157 | 32,654 |
| 2026-02-06 02:03 | 2026-02-03 | MTSI | MACOM Technology Solutions Holdings, Inc. | OCAMPO SUSAN | 10% owner | SELL | $230.29 | 100,000 | $23,029,000 | 4,378,323 |
| 2026-02-06 00:41 | 2026-02-05 | ENPH | Enphase Energy, Inc. | Kothandaraman Badrinarayanan | Director, Officer | BUY | $51.98 | 5,000 | $259,884 | 1,640,632 |
| 2026-02-05 21:54 | 2026-02-05 | VIAV | VIAVI SOLUTIONS INC. | Staley Gary W | Officer | SELL | $23.93 | 24,237 | $579,991 | 136,267 |
| 2026-02-05 21:49 | 2026-02-05 | VIAV | VIAVI SOLUTIONS INC. | KHAYKIN OLEG | Director, Officer | SELL | $24.50 | 70,000 | $1,715,000 | 1,779,437 |
| 2026-02-05 16:34 | 2026-02-04 | VIAV | VIAVI SOLUTIONS INC. | KHAYKIN OLEG | Director, Officer | SELL | $26.48 | 74,315 | $1,967,861 | 1,849,437 |
| 2026-02-05 16:32 | 2026-02-04 | VIAV | VIAVI SOLUTIONS INC. | Staley Gary W | Officer | SELL | $26.14 | 22,306 | $583,079 | 160,504 |
| 2026-02-05 03:03 | 2026-02-02 | MU | MICRON TECHNOLOGY INC | Sadana Sumit | Officer | SELL | $429.89 | 25,000 | $10,747,268 | 248,021 |
| 2026-02-05 00:58 | 2026-02-02 | AIP | Arteris, Inc. | Alpern Paul L | Officer | OPT+S | $15.48 | 5,000 | $77,377 | 57,650 |
| 2026-02-05 00:53 | 2026-02-02 | MOBX | MOBIX LABS, INC | SANSONE PHILIP | Director, Officer | SELL | $0.19 | 87,025 | $16,361 | 1,848,816 |
| 2026-02-05 00:35 | 2026-02-02 | MTSI | MACOM Technology Solutions Holdings, Inc. | Hwang Donghyun Thomas | Officer | SELL | $226.06 | 5,274 | $1,192,260 | 38,604 |
| 2026-02-05 00:02 | 2026-02-02 | SMTC | SEMTECH CORP | Silberstein Asaf | Officer | SELL | $88.00 | 10,000 | $880,000 | 78,496 |
| 2026-02-05 00:00 | 2026-02-02 | OSIS | OSI SYSTEMS INC | CHOPRA DEEPAK | Director | SELL | $250.91 | 20,000 | $5,018,200 | 273,044 |
| 2026-02-04 22:31 | 2026-02-02 | DIOD | DIODES INC /DEL/ | Zhao Jin | Officer | SELL | $59.19 | 525 | $31,075 | 49,980 |
| 2026-02-04 22:29 | 2026-02-03 | DIOD | DIODES INC /DEL/ | Yu Gary | Director, Officer | SELL | $60.85 | 2,900 | $176,465 | 111,671 |
| 2026-02-04 22:27 | 2026-02-03 | DIOD | DIODES INC /DEL/ | Yang Emily | Officer | SELL | $60.85 | 950 | $57,808 | 74,032 |
| 2026-02-04 22:24 | 2026-02-03 | DIOD | DIODES INC /DEL/ | Whitmire Brett R | Officer | SELL | $60.85 | 830 | $50,506 | 67,141 |
| 2026-02-04 18:10 | 2026-02-02 | MPWR | MONOLITHIC POWER SYSTEMS INC | BLEGEN THEODORE | Officer | SELL | $1,129.76 | 3,000 | $3,389,266 | 65,333 |
| 2026-02-04 00:53 | 2026-02-02 | INTC | INTEL CORP | Miller Boise April | Officer | OPT+S | $49.05 | 20,000 | $981,000 | 113,060 |
| 2026-02-04 00:30 | 2026-02-02 | IPGP | IPG PHOTONICS CORP | Meurice Eric | Director | OPT+S | $95.00 | 750 | $71,250 | 22,803 |
| 2026-02-04 00:17 | 2026-02-02 | ADI | ANALOG DEVICES INC | ROCHE VINCENT | Director, Officer | OPT+S | $306.92 | 10,000 | $3,069,200 | 155,688 |
| 2026-02-03 22:08 | 2026-02-03 | VIAV | VIAVI SOLUTIONS INC. | Staley Gary W | Officer | SELL | $25.92 | 20,742 | $537,633 | 182,810 |
| 2026-02-03 20:51 | 2026-02-02 | VIAV | VIAVI SOLUTIONS INC. | Staley Gary W | Officer | SELL | $25.83 | 22,784 | $588,451 | 203,552 |
| 2026-02-03 16:49 | 2026-02-02 | VIAV | VIAVI SOLUTIONS INC. | McNab Paul | Officer | SELL | $25.80 | 4,638 | $119,660 | 21,749 |
| 2026-02-03 16:47 | 2026-02-02 | VIAV | VIAVI SOLUTIONS INC. | Siebert Kevin Christopher | Officer | SELL | $25.72 | 13,577 | $349,200 | 35,648 |
| 2026-02-03 05:00 | 2026-01-29 | ALMU | Aeluma, Inc. | Tompkins Mark N. | 10% owner | SELL | $16.15 | 95,000 | $1,534,583 | 1,824,988 |
| 2026-02-03 02:52 | 2026-01-29 | POWI | POWER INTEGRATIONS INC | BALAKRISHNAN BALU | Director | SELL | $46.59 | 5,581 | $260,036 | 585,206 |
| 2026-02-03 00:21 | 2026-01-29 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $127.37 | 27,500 | $3,502,659 | 6,299,870 |
| 2026-02-03 00:21 | 2026-01-29 | CRDO | Credo Technology Group Holding Ltd | Brennan William Joseph | Director, Officer | SELL | $127.69 | 68,016 | $8,684,909 | 1,832,502 |
| 2026-02-03 00:21 | 2026-01-30 | CRDO | Credo Technology Group Holding Ltd | Sutardja, Pantas | Director | SELL | $128.67 | 1,875 | $241,256 | 5,892,034 |
| 2026-01-31 00:01 | 2026-01-28 | AAOI | APPLIED OPTOELECTRONICS, INC. | Kuo David C | Officer | SELL | $45.06 | 12,000 | $540,660 | 114,636 |
| 2026-01-30 05:09 | 2026-01-27 | NVEC | NVE CORP /NEW/ | BAKER DANIEL A | Director, Officer | SELL | $73.89 | 1,258 | $92,958 | 59,928 |
| 2026-01-30 04:28 | 2026-01-29 | POWI | POWER INTEGRATIONS INC | Jain Gagan | Officer | SELL | $46.50 | 995 | $46,268 | 32,549 |
| 2026-01-30 04:28 | 2026-01-29 | POWI | POWER INTEGRATIONS INC | Gupta Sunil | Officer | SELL | $46.50 | 1,698 | $78,957 | 97,672 |
| 2026-01-30 03:12 | 2026-01-27 | MU | MICRON TECHNOLOGY INC | RAY MICHAEL CHARLES | Officer | SELL | $409.68 | 12,268 | $5,025,987 | 74,675 |
| 2026-01-30 00:19 | 2026-01-28 | MCHP | MICROCHIP TECHNOLOGY INC | Sanghi Steve | Director, Officer | SELL | $80.55 | 98,814 | $7,959,814 | 9,922,319 |
| 2026-01-29 02:15 | 2026-01-26 | AMBQ | Ambiq Micro, Inc. | TAUTGES JOSEPH A | Director | SELL | $31.00 | 7,800 | $241,800 | 48,746 |
| 2026-01-29 02:12 | 2026-01-26 | AMBQ | Ambiq Micro, Inc. | Hanson Scott McLean | Director, Officer | SELL | $31.00 | 10,000 | $310,000 | 122,818 |
| 2026-01-29 01:39 | 2025-11-19 | Q | Qnity Electronics, Inc. | Green Byron | Director | BUY | $79.12 | 1,000 | $79,120 | 1,637 |
| 2026-01-29 00:31 | 2026-01-26 | SQNS | SEQUANS COMMUNICATIONS | ASHER DANIEL | 10% owner | BUY | $5.12 | 12,300 | $62,974 | 140,011,100 |
| 2026-01-28 00:28 | 2026-01-26 | INTC | INTEL CORP | Zinsner David | Officer | BUY | $42.50 | 5,882 | $249,985 | 247,392 |
| 2026-01-27 03:05 | 2026-01-22 | MU | MICRON TECHNOLOGY INC | BHATIA MANISH H | Officer | SELL | $391.04 | 26,623 | $10,410,772 | 323,486 |
| 2026-01-27 02:51 | 2026-01-22 | KLIC | KULICKE & SOFFA INDUSTRIES INC | WONG NELSON MUNPUN | Officer | SELL | $60.00 | 200 | $12,000 | 126,169 |
| 2026-01-27 00:15 | 2026-01-22 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer | SELL | $136.33 | 30,000 | $4,089,942 | 6,327,370 |
| 2026-01-27 00:07 | 2026-01-22 | SMTC | SEMTECH CORP | Silberstein Asaf | Officer | SELL | $83.00 | 5,000 | $415,000 | 88,496 |
| 2026-01-27 00:04 | 2026-01-22 | MCHP | MICROCHIP TECHNOLOGY INC | Sanghi Steve | Director, Officer | SELL | $79.20 | 18,509 | $1,465,883 | 10,021,133 |
| 2026-01-24 02:05 | 2025-12-30 | AMBA | AMBARELLA INC | Ju Chi-Hong | Officer | SELL | $70.25 | 7,945 | $558,136 | 149,587 |
| 2026-01-24 01:04 | 2026-01-21 | NVDA | NVIDIA CORP | Puri Ajay K | Officer | SELL | $180.04 | 200,000 | $36,007,160 | 3,618,547 |
| 2026-01-24 00:08 | 2026-01-21 | IPGP | IPG PHOTONICS CORP | Lopresti Angelo P | Officer, 10% owner | SELL | $85.00 | 1,500 | $127,500 | 58,385 |
| 2026-01-24 00:06 | 2026-01-21 | SMTC | SEMTECH CORP | Walsh Paul V Jr | Director | SELL | $78.25 | 500 | $39,125 | 25,279 |
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.