Semiconductors and Related Devices - Latest Activist Disclosures

This table shows recent activist investor (Schedule 13D) filings made in this industry. Any investor or hedge fund that makes an investment with the intention of influencing management is considered an activist investor and must file a 13D.

Date Form Target Company Investor Shares Ownership
(Percent)		 Ownership Change
(Percent)
2025-08-19 13D/A SODI / Solitron Devices, Inc. Olesen Value Fund L.P. 239,487 11.50 -10.69
2025-07-11 13D/A SQNS / Sequans Communications S.A. - Depositary Receipt (Common Stock) 272 Capital LP 40,251,840 2.80 -10.58
2025-05-19 13D/A QRVO / Qorvo, Inc. Starboard Value LP 8,270,655 8.90 0.00
2025-05-16 13D/A AMKR / Amkor Technology, Inc. Kim James J 83,332,761 33.70
2025-05-12 13D/A SMTK / SmartKem, Inc. Octopus Investments Ltd. 213,602 4.80 0.00
2025-04-25 13D/A NVTS / Navitas Semiconductor Corporation Singh Ranbir 25,056,914 13.20 0.07
2025-04-14 13D/A QRVO / Qorvo, Inc. Starboard Value LP 8,270,655 8.90 0.00
2025-03-25 13D/A FSLR / First Solar, Inc. Ebrahimi Farhad Fred 5,296,289 4.95 -22.98
2025-03-24 13D/A QRVO / Qorvo, Inc. Starboard Value LP 8,270,655 8.90 13.52
2025-03-04 13D/A LEDS / SemiLEDs Corporation Doan Trung T 4,716,188 57.69 782.13
2025-02-27 13D NVTS / Navitas Semiconductor Corporation Singh Ranbir 25,040,537 13.40 0.63
2025-02-25 13D LPTH / LightPath Technologies, Inc. North Run Strategic Opportunities Fund I, LP 14,691,191 19.99
2025-02-20 13D/A IPGP / IPG Photonics Corporation Valentin Gapontsev Trust I 15,740,701 36.90 -0.36
2025-02-20 13D/A IL:MAXO / Max Stock Ltd. Zhonghuan Singapore Investment & Development Pte. Ltd.
2025-01-30 13D/A VLN / Valens Semiconductor Ltd. Value Base Ltd. 20,648,942 19.43
2025-01-21 13D/A SMTK / SmartKem, Inc. Octopus Investments Ltd. 213,602 6.00 -97.14
2025-01-17 13D QRVO / Qorvo, Inc. Starboard Value LP 7,285,655 7.70
2024-12-10 13D FSLR / First Solar, Inc. Ebrahimi Farhad Fred 6,876,473 6.42 30.89
2024-11-26 13D/A MAXN / Maxeon Solar Technologies, Ltd. Zhonghuan Singapore Investment & Development Pte. Ltd. 9,959,362 59.60 -98.99
2024-10-28 13D/A BEEM / Beam Global Townsend Battery Partners, LLC 711,490 4.87 -7.69
2024-10-04 13D/A AMKR / Amkor Technology, Inc. Kim James J
2024-09-04 13D/A MAXN / Maxeon Solar Technologies, Ltd. Zhonghuan Singapore Investment & Development Pte. Ltd. 982,022,324 69.30 552.68
2024-08-21 13D/A MAXN / Maxeon Solar Technologies, Ltd. Zhonghuan Singapore Investment & Development Pte. Ltd. 150,460,989 26.04 17.21
2024-08-12 13D/A SODI / Solitron Devices, Inc. Olesen Value Fund L.P. 268,143 12.90 -8.23
2024-08-12 13D GUER / Guerrilla RF, Inc. NR-PRL Partners, LP 10,098,361 49.94
2024-08-08 13D/A VLN / Valens Semiconductor Ltd. Value Base Ltd. 19.55
2024-08-07 13D/A FSLR / First Solar, Inc. Ebrahimi Farhad Fred 5,253,825 4.91 -3.62
2024-07-25 13D/A MAXN / Maxeon Solar Technologies, Ltd. TotalEnergies SE 24,027,461 4.30 0.00
2024-07-24 13D/A BEEM / Beam Global Townsend Battery Partners, LLC 770,766 5.30 -15.84
2024-07-23 13D VLN / Valens Semiconductor Ltd. Value Base Ltd. 18.51
2024-07-22 13D/A MAXN / Maxeon Solar Technologies, Ltd. Zhonghuan Singapore Investment & Development Pte. Ltd. 128,365,751 23.53 879.41
2024-07-15 13D/A MAXN / Maxeon Solar Technologies, Ltd. TotalEnergies SE 24,027,461 5.50 0.06
2024-07-09 13D/A MAXN / Maxeon Solar Technologies, Ltd. TotalEnergies SE 24,013,639 33.50 200.14
2024-07-03 13D/A JKS / JinkoSolar Holding Co., Ltd. - Depositary Receipt (Common Stock) Li Xiande 41,551,276 19.50 11.99
2024-06-21 13D/A MAXN / Maxeon Solar Technologies, Ltd. Zhonghuan Singapore Investment & Development Pte. Ltd. 13,106,453 23.53 0.00
2024-06-17 13D/A MAXN / Maxeon Solar Technologies, Ltd. Zhonghuan Singapore Investment & Development Pte. Ltd. 13,106,453 23.53 6.68
2024-06-04 13D/A LEDS / SemiLEDs Corporation Simplot Taiwan Inc. 3,752,334 52.30 51.53
2024-06-04 13D/A LEDS / SemiLEDs Corporation SemiLEDs Corp 3,752,334 52.30 194.07
2024-04-29 13D/A MOBX / Mobix Labs, Inc. Ma Jiong 2,037,510 8.20
2024-04-01 13D/A GUER / Guerrilla RF, Inc. Salem Investment Partners V, Limited Partnership 1,765,179 17.20 42.15
2024-04-01 13D/A GUER / Guerrilla RF, Inc. Bodford Alvin M. 1,410,905 14.12 6.01
2024-04-01 13D/A GUER / Guerrilla RF, Inc. Pratt Ryan Michael 987,321 9.88 10.74
2024-02-20 13D/A LEDS / SemiLEDs Corporation SemiLEDs Corp 1,275,999 17.89 97.50
2024-01-26 13D FSLR / First Solar, Inc. Ebrahimi Farhad Fred 5,451,425 5.10 8.87
2024-01-18 13D/A LEDS / SemiLEDs Corporation Simplot Taiwan Inc. 2,476,335 49.80 62.81
2024-01-16 13D/A LEDS / SemiLEDs Corporation SemiLEDs Corp 646,078 9.94
2024-01-16 13D LEDS / SemiLEDs Corporation SemiLEDs Corp 646,078 9.94
2024-01-05 13D/A JKS / JinkoSolar Holding Co., Ltd. - Depositary Receipt (Common Stock) Li Xiande 37,104,126 18.00 18.91
2024-01-04 13D/A IPGP / IPG Photonics Corporation Valentin Gapontsev Trust I 15,798,282 33.70 -3.37
2024-01-04 13D/A BEEM / Beam Global Townsend Battery Partners, LLC 915,834 6.43 -12.37