NasdaqGS:SMTCSemiconductor
Why Semtech (SMTC) Is Down 14.0% After Q4 Loss, AI-Optical Push And 2027 Sales Outlook
In March 2026, Semtech reported fourth quarter sales of US$274.4 million and a full-year net loss of US$40.4 million, issued first-quarter fiscal 2027 sales guidance of US$283.0 million ± US$5.0 million, and announced new high-speed optical products alongside participation in the 400G Optical MSA for AI and data center markets.
These updates highlight Semtech’s push into AI-focused data center interconnects and advanced connectivity solutions, even as profitability remains under...