SemiLEDs Corp is a Technology company. Its directors and officers file their transactions with SEC (Form 4). Over the twelve months to 18 October 2026, 3 filings were filed, from 3 insiders.
No open-market purchase or sale appears among the filings, only grants, plan transactions and other operations. Grants and option exercises follow pay plans set in advance, so they reveal less about an insider's own view than a purchase made with personal money.
Over the last twelve months, not one insider purchase of SemiLEDs Corp stock was filed. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 1 day. The legal deadline for a Form 4 is two business days after the transaction.
Compared with its exchange (5,808 companies, median 19 filings), a count of 3 filings is below the norm.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Transparent value + quality ranking, distinct from the insider signal.
FY ended August 2025 · cache
Same trade as the filing by Simplot Taiwan Inc., counted once · View ↗
25 of 26 declarations
SemiLEDs Corp. (NASDAQ: LEDS) is a U.S.-listed micro-cap technology company focused on optoelectronic semiconductors, specifically the design, manufacturing, and sale of LED chips and LED components. The company was incorporated in Delaware on January 4, 2005, and its principal operating base is in Chu-Nan, Hsinchu Science Park, Taiwan. For investors, it is important to note that SemiLEDs trades on the NASDAQ Capital Market, not NYSE, which typically implies a smaller market capitalization profile, thinner liquidity, and greater sensitivity to listing-compliance issues. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1333822/000104746911009728/a2206476z10-k.htm?utm_source=openai))
SemiLEDs’ core business is centered on high-performance LED technology. Its product set includes blue, white, green, and UV LED chips, as well as LED components, modules, and systems. The company addresses both general lighting and specialty industrial applications. End markets referenced in its SEC filings and company materials include street lighting, commercial, industrial, and residential lighting, plus higher-value niches such as UV curing, medical/cosmetic applications, counterfeit detection, horticulture, architectural lighting, and entertainment lighting. That mix gives SemiLEDs exposure to several LED subsegments, but the company remains highly subscale relative to larger global lighting and semiconductor peers. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1333822/000119312526012216/leds-ex99_1.htm?utm_source=openai))
From a business-model perspective, SemiLEDs appears to operate with a hybrid structure: a Delaware holding company with operating activity concentrated in Taiwan through its wholly owned subsidiary, Taiwan Bandaoti Zhaoming Co., Ltd., which handles research, development, manufacturing, marketing, and sales of LED components. The company also describes sales in the United States, Taiwan, the Netherlands, Japan, and internationally. That international footprint matters, but it should be viewed through the lens of a niche manufacturer competing in a crowded LED industry where pricing pressure, customer concentration, intellectual-property constraints, and scale advantages are material competitive factors. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1333822/000119312525301379/leds-20250831.htm?utm_source=openai))
Recent developments underscore the company’s challenging operating backdrop. In January and April 2026, SemiLEDs reported very small quarterly revenues and continued losses, with gross margins still close to breakeven and operating margins deeply negative. A key near-term issue emerged on January 30, 2026, when the company disclosed that Nasdaq notified it of non-compliance with the minimum stockholders’ equity requirement for continued listing. That is a significant risk factor for any investor tracking the name. Management has highlighted module-product growth and continued commercial UV LED sales as potential supports for future gross margin, operating results, and cash flow, but the evidence so far suggests recovery remains uncertain. In short, SemiLEDs should be viewed as a speculative U.S. Nasdaq-listed technology stock with a narrow product focus, limited scale, and substantial balance-sheet and listing risk. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001333822/000119312526153738/leds-ex99_1.htm?utm_source=openai))
Purchases our model currently ranks for the recommendations list.
All recommendations