NasdaqGS:SMTCSemiconductor
Is Semtech (SMTC) Quietly Redefining Its IoT Moat Through Amazon Sidewalk’s Global Expansion?
In early March 2026, Semtech announced that its LoRa technology will remain the core radio modulation for Amazon Sidewalk as the network moves from covering about 95% of the U.S. population to a phased international rollout starting in Canada and Mexico and extending to additional regions this year.
This deepening role within one of the largest consumer-facing LoRa deployments globally, alongside a new Trident IoT agreement for multi-protocol smart home solutions, underscores how Semtech’s...