Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC
Published . Updated .
The France-based semiconductor company has fully unwound a Bitcoin treasury that once held more than 3,200 BTC as more firms scale back crypto holdings.
Directly affected
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- IBIT iShares Bitcoin Trust
This price moves with the crypto market
- COIN Coinbase
The crypto exchange moves with trading volumes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
Price reaction, T-5 to T+3
The France-based semiconductor company has fully unwound a Bitcoin treasury that once held more than 3,200 BTC as more firms scale back crypto holdings.
Source: Cointelegraph
Price since this story was published: Alpha & Omega Semiconductor (AOSL)
Since the first closing price after “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC,” Alpha & Omega Semiconductor (AOSL) is -19.05%. The S&P 500 fund (SPY) is -0.62% over the same days, a -18.43% difference versus the market.
Disclosure records for Alpha & Omega Semiconductor (AOSL) within two months of 24 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 4 days after publication, inside 30 days. The filing is listed beside the story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 1 days before publication, inside 30 days. The filing is listed beside the story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 2 days before publication, inside 30 days. The filing is listed beside the story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 30 days before publication, inside 30 days. The filing is listed beside the story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 43 days before publication, inside 60 days. The filing is listed beside the story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 48 days before publication, inside 60 days. The filing is listed beside the story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 59 days before publication, inside 60 days. The filing is listed beside the story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Alpha & Omega Semiconductor (AOSL)
Companies tied to this story
- AOSL Alpha & Omega Semiconductor
For “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
For “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
For “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC.” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
In “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Alpha & Omega Semiconductor (AOSL)
The 24 Sep 2026 story “Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC” names Alpha & Omega Semiconductor (AOSL) because of this story.
Alpha & Omega Semiconductor (AOSL) is on the page because GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
GCT Semiconductor Holding (GCTS) is here too. Its reason reads: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Price levels for Alpha & Omega Semiconductor (AOSL)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.
How strong the case is around Alpha & Omega Semiconductor (AOSL)
46 out of 100
“Sequans exits Bitcoin treasury strategy after selling remaining 314 BTC” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.