Aankondiging • May 13
Semtech Corporation to Report Q1, 2027 Results on May 26, 2026 Semtech Corporation announced that they will report Q1, 2027 results at 4:00 PM, US Eastern Standard Time on May 26, 2026 Aankondiging • Apr 22
Semtech Corporation, Annual General Meeting, Jun 04, 2026 Semtech Corporation, Annual General Meeting, Jun 04, 2026. Aankondiging • Mar 24
Semtech Corporation Announces TDS5311P Circuit Protection Device For USB Power Delivery Extended Power Range Applications Semtech Corporation announced the TDS5311P, the industry’s first circuit protection device to deliver near-constant clamping voltage for USB Power Delivery Extended Power Range applications at 48 V. The latest addition to its SurgeSwitch family, the TDS5311P protects power buses (VBus) operating at up to 53 V, purpose-built for the growing class of USB PD EPR systems operating at 48 V across industrial equipment, rugged mobility devices and high-performance portable systems. As USB PD EPR adoption extends into industrial equipment, rugged mobility devices and high-performance portable systems, designers face a protection gap: conventional TVS diodes clamp inconsistently, with clamping voltage shifting across current levels and temperature ranges. The TDS5311P, built on SurgeSwitch’s surge-rated FET architecture, maintains a nearly constant clamping voltage from the first microsecond of a surge event through maximum rated current, across the full -40°C to +125°C industrial temperature range. The TDS5311P handles 1512 W peak pulse power, 24 A peak pulse current and meets the IEC 61000-4-5 industrial surge standard, all from a 2.0 x 2.0 mm DFN-6 (Dual Flat No-lead) package. The TDS5311P is available now. Aankondiging • Mar 17
Semtech Corporation Provides Earnings Guidance for the First Quarter of Fiscal Year 2027 Semtech Corporation provided earnings guidance for the first quarter of fiscal year 2027. For the period, the company expects net sales $283.0 million +/- $5.0 million. Aankondiging • Mar 16
Semtech Corporation Launches 224Gbps IC Family for Linear Optics Era Semtech Corporation announced a family of 224Gbps per lane Transimpedance Amplifiers (TIAs) and Mach-Zehnder Modulator (MZM) drivers for half retimed (LRO), LPO, XPO, Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) interconnect applications. The new CEI-224G-Linear and LPO-MSA compliant devices enable 800G, 1.6T and 3.2T transceivers and optical engines for AI/ML clusters, hyperscale data centers and next-generation cloud infrastructure. Semtech’s new TIAs and Drivers are purpose-built to support linear interconnect architectures that remove the power-intensive Digital Signal Processor (DSP) from optical modules while providing the performance and features required to maintain link integrity. The low latency inherent in linear channels also reduces time lags in data processing, supporting faster AI feedback loops and inference cycles. According to LightCounting’s January 2025 Optics for AI Clusters report, the market for linear optical transceivers and CPO/NPO optics for AI cluster networks is forecast to more than double, from $5 billion in 2024 to over $10 billion in 2026, as hyperscalers accelerate deployment of higher-speed linear interconnect architectures. Semtech’s 224G TIA family — the GN1834L, GN1834DL and GN1838DL — offers four- and eight-channel architectures with multiple layout options to accommodate a wide range of module designs. Integrated on-chip equalization, high linearity and low noise deliver the signal integrity performance critical for LPO and next-generation linear optics applications. The 224G driver family — the quad GN1877 and octal GN1887 — supports Silicon Photonics (SiPho), Indium Phosphide (InP) MZM and Thin-Film Lithium Niobate (TFLN) optical transmitters with tunable gain and output swing, giving designers flexibility to optimize for power and performance across different optical components. A CEI-224G-Linear compliant host side equalizer covers the full range of host interfaces from compact NPO/CPO to different LRO/LPO/XPO trace lengths. Both TIA and driver families integrate real-time link monitoring and telemetry, enabling proactive diagnostics that help reduce optical link flapping and improve overall network reliability. GN1834L, GN1834DL and GN1887 are available now. GN1838DL and GN1877 are expected to be released in April 2026. Customers and partners are invited to visit Semtech at booth #1812 during OFC 2026, Mar. 17–19, in Los Angeles, California, to see these demonstrations and meet with Semtech’s technical experts. Aankondiging • Mar 12
Semtech Corporation Showcases AI Interconnect Leadership with Live 1.6T Demos at OFC 2026 Semtech Corporation presented live demonstrations of its portfolio of high-speed integrated circuits (ICs) at OFC 2026, booth #1812. Demonstrations spanned 224G and 448G solutions for AI and data center interconnect applications, as well as XGS-PON (10 Gigabit Symmetrical Passive Optical Network) solutions for next-generation passive optical networks. According to Dell’Oro Group, 2026 will mark the first year of volume deployments of 1.6 Tbps switches, with the ramp expected to be even faster than 800 Gbps — surpassing 5 million ports within one to two years of shipments. The firm also projects strong double-digit growth in AI networking spending in 2026, driven by ongoing scale-out of AI clusters. Demonstrations at OFC 2026 included High-Speed Copper Interconnect for AI Scale-Up: Semtech demonstrated ultra-low-power, low-latency 1.6T active copper cables (ACCs) using its GN8234 redriver ICs running live traffic to NVIDIA 224G/lane SerDes. Additionally, Semtech demonstrated 3.2T ACCs at 448G per channel using its next-generation GN8304 redriver, designed to address increased data throughput requirements over copper links. Multi-Vendor 1.6T Optical Interconnect for Data Center and AI Scale-Out: Demo 1: NVIDIA’s latest-generation 1.6T DR8 OSFP transceiver powered by Semtech’s GN1834D transimpedance amplifier (TIA) and GN187N1 modulator driver, running live traffic in an NVIDIA test platform. Demo 2: A 224G/lane 102.4T Ethernet switch running live traffic over both single-mode and multimode fiber. The system uses multi-vendor 1.6T optical OSFP transceivers — including fully retimed optics (FRO), linear retimed optics (LRO) and linear pluggable optics (LPO) — built on Semtech’s GN1832, GN1834D, GN1834L, and GN1836 TIAs and GN1887 and GN1878 modulator drivers. Indium Phosphide (InP) Laser and Gain Chip Technology: Semtech showcased its high-performance, high-output-power C-band gain chip for tunable laser applications in coherent optical modules. Next-Generation 448G/Lane Physical Medium Dependent (PMD) ICs: Semtech demonstrated its TN622 modulator driver and TN14740 TIA at 448G/lane, highlighting advances designed to address the growing bandwidth demands of AI workloads. Passive Optical Networking (PON): A live demonstration featured the GN7153C optical line terminal (OLT) Combo IC paired with the GN28L46 Burst Mode TIA for next-generation XGS-PON networks. Technical Presentation at OFC 2026: “200G LPO: Design Challenges and Latest Test Data” Monday, March 16, 2026, 10:30-11:00 A.M., Room 403B Mark Kimber, senior director of product definition, and Dr. Edward Frlan, senior system architect, will present Semtech’s approach to power-efficient optical interconnects. Customers and partners are invited to visit Semtech at booth #1812 during OFC 2026, March 17-19, in Los Angeles, California, to see these demonstrations and meet with Semtech’s technical experts. Semtech will also participate in the OFC Career Fair, March 17-19, in the Career Zone. Prospective candidates are encouraged to stop by to meet the team and learn about opportunities at Semtech. Aankondiging • Mar 10
Semtech Launches 5G RedCap Modem for Industrial IoT Semtech Corporation announced the FX86E, a 5G RedCap modem designed for industrial IoT applications. The modem delivers plug-and-play connectivity across 5G RedCap, 4G/LTE, and public and private networks, enabling organizations to connect devices and machines faster and with lower upfront costs. Purpose-built for industrial IoT OEMs and system integrators, the FX86E is pre-certified to reduce integration complexity and accelerate deployment timelines when compared to embedding a cellular module. The modem’s design addresses critical challenges including lengthy certification cycles, additional integration engineering work, and enables IoT applications to quickly transition from LTE to 5G with future-ready connectivity. Aankondiging • Mar 05
Semtech Corporation (NasdaqGS:SMTC) acquired HieFo Corporation for $34 million. Semtech Corporation (NasdaqGS:SMTC) acquired HieFo Corporation for $34 million on March 3, 2026. A cash consideration of $34 million will be paid by Semtech Corporation. As part of consideration, $34 million is paid towards common equity of HieFo Corporation. The transaction is approved by regulatory board.
Semtech Corporation (NasdaqGS:SMTC) completed the acquisition of HieFo Corporation on March 3, 2026. Aankondiging • Mar 02
Semtech Corporation to Report Q4, 2026 Results on Mar 16, 2026 Semtech Corporation announced that they will report Q4, 2026 results After-Market on Mar 16, 2026 Aankondiging • Jan 27
Semtech Corporation Launches Industry's Most Power-Efficient Rugged 5G RedCap Routers Semtech Corporation announced two new AirLink®? 5G RedCap routers that address a critical gap in industrial and commercial IoT: the need for future-proof and energy-efficient 5G connectivity scaled to real-world IoT application needs. The new AirLink RX400 and AirLink EX400 routers deliver 5G RedCap performance while consuming less than 1 watt of power when idle, enabling deployments in remote, off-grid locations previously served by existing LTE networks or expensive, high-power traditional 5G solutions. Both routers deliver the throughput and low latency necessary for IoT applications and have a 2x2 Multiple Input Multiple Output (MIMO) antenna configuration--to simplify integration into existing and new deployments. Based on 3GPP Release 17 and 5G Standalone (SA) architecture, 5G RedCap technology delivers enhanced network performance and future-proof longevity as carriers continue to modernize their infrastructure. The RX400 and EX400 support 5G RedCap but also LTE Cat-4 for flexible connectivity and immediate deployments. The sub-1W power efficiency of both routers enables entirely new 5G deployment scenarios: Remote Infrastructure Monitoring: Off-grid supervisory control and data acquisition (SCADA) or advanced metering infrastructure (AMI) backhaul in energy and utilities; Critical Infrastructure Monitoring: Remote system monitoring in oil and gas; Distributed Commercial IoT: Retail, manufacturing and agricultural operations; Temporary Installations: Mobile deployments where grid power is unavailable or cost-prohibitive. The AirLink RX400 is the industry's most power efficient 5G RedCap router with a rugged IP64 and MIL-STD-810H design for challenging outdoor environments and applications requiring maximum reliability. The combination of rugged design and low power consumption optimizes it for critical infrastructure applications where grid power is unavailable, enabling solar-powered operation in remote locations. The router features dual Gigabit Ethernet ports, edge computing capabilities and optional Wi-Fi 6. Comprehensive Network Management: The RX400 and EX400 include one year of AirLink Complete with hardware warranty, 24/7 support and remote management through the cloud-based AirLink Management Service (ALMS) platform. This allows organizations to securely monitor, manage and automatically update router deployments at scale without overwhelming IT support teams. Aankondiging • Nov 12
Semtech Corporation Unveils Unified Software Platform (USP) for LoRa Plus Semtech Corporation announced its Unified Software Platform (USP) for LoRa Plus devices, which leverage fourth-generation LoRa®? technology to enable advanced multi-protocol support. LoRa USP addresses a critical industry challenge: managing LoRaWAN®?, Wireless M-Bus, Wi-SUN FSK, and proprietary protocols on a single hardware platform, eliminating the need for protocol-specific hardware variants. LoRa USP™? addresses a critical industry challenge: Managing LoRaWAN., Wireless M-Bus, Wi -SUN FSK, and patented protocols on a single hardware platform. eliminating the need for protocol- specific hardware variants. LoRa US P™? Key Benefits: LoRa USP succeeds LoRa Basics Modem as Semtech's multi-protocol firmware platform for LR20xx LoRa Plus radios, with backward-compatible build options for Generation 2 and 3 devices. Single SKU deployment - Reducing inventory complexity and manufacturing costs; Dynamic protocol selection - Network flexibility based on deployment environment; Investment protection - Open-source framework preserves software investments across hardware generations; Faster time-to-market - Comprehensive examples and evaluation tools accelerate certification. Aankondiging • Nov 11
Semtech Corporation to Report Q3, 2026 Results on Nov 24, 2025 Semtech Corporation announced that they will report Q3, 2026 results After-Market on Nov 24, 2025 Aankondiging • Oct 10
Semtech Corporation Launches Single Vendor Device-To-Cloud Cellular and Satellite IoT Solution with Skylo Semtech Corporation and Skylo announced an expanded partnership that delivers the industry's first complete device-to-cloud terrestrial and satellite IoT solution from a single partner. Global IoT deployments have long been hampered by a fundamental challenge: devices lose connectivity the moment they move beyond cellular tower range, leaving critical applications like asset tracking, agricultural monitoring and remote utilities vulnerable to coverage gaps. While traditional satellite connectivity solutions exist, they are typically costly and bespoke with a high Total Cost of Ownership (TCO). These custom solutions typically require businesses to establish and maintain relationships with multiple vendors, handle separate device certifications and integrate different platforms--creating complexity, extending deployment timelines and ballooning costs. Semtech has eliminated these barriers by combining Skylo-certified HL7810 and HL7812 Low Power Wide Area (LPWA) modules, the global Smart Connectivity Premium SIM with integrated NTN access and unified management via the AirVantage®? platform. This integrated offering automatically switches between terrestrial and satellite networks enabling continuous connectivity. This breakthrough addresses a rapidly expanding market, with IoT-NTN connections growing at over 25% annually through 2030 according to ABI Research. The solution features Semtech's HL7810 LPWA module supporting LTE-M, NB-IoT and NTN connections, while the HL7812 adds 2G fallback capability. When coupled with the Smart Connectivity Premium SIM, the solution offers access to 600+ 4G LTE and 5G partner networks across 190+ countries and territories, plus Skylo's satellite NTN. Skylo, with a network spanning 36 countries worldwide across 60 million square kilometers of coverage, enables IoT devices and other devices to connect via NTN for a truly seamless experience. Skylo partners with satellite operators such as Viasat, Terrestar Solutions, Ligado Networks, and EchoStar for spectrum and capacity. Unified device and connectivity management through AirVantage platform. Comprehensive support from a single trusted partner--Semtech. The solution is open for testing now with qualifying customers, with general availability planned for November 2025. Interested businesses can contact Semtech to discuss early access opportunities. Aankondiging • Oct 07
Semtech Corporation Delivers Advanced 5G Capabilities for Public Safety Semtech Corporation announced the availability of the AirLink®? XR80 and XR90 Gen2 multi-network routers. These purpose-built solutions help address critical mobility challenges facing public safety teams through advanced network slicing capabilities and Semtech's proven reliability heritage. As public safety agencies rapidly adopt AI-powered analytics, real-time video streaming, and autonomous systems for emergency response, traditional network infrastructure struggles to guarantee the bandwidth and reliability these mission-critical applications demand. With police departments across the U.S. handling more than 240 million calls to 911 each year and communication demands intensifying during natural disasters and large-scale emergencies, first responders require connectivity solutions designed specifically for life-critical operations. Combined with Semtech's patented Cognitive Wireless network switching technology and 5G network slicing support, the routers can deliver ultra-reliable connectivity for mission-critical applications. Comprehensive Network Management: Both routers include one year of AirLink Services with hardware warranty, 24/7 support, remote management and out-of-band management (OOBM) capabilities through the cloud-based AirLink Management Service (ALMS) platform--with the XR90 also providing advanced mobility reporting. This allows public safety agencies to securely monitor, manage, and automatically update router deployments at scale without overwhelming their already-stretched IT support teams. Semtech is also expanding management options for its AirLink OS-based routers--including the XR90 and XR90 Gen2--through initial support for AirLink Manager (AM) and AirLink Mobility Manager (AMM) platform. These management solutions can be deployed hosted or on-premises, providing AirLink customers with unprecedented flexibility to choose the management solution that best fits their operational and organizational requirements. Organizations will be able to select from cloud-based management via ALMS, hybrid cloud through ALMS with on-premises authorization, or fully on-premises management via AM or AMM solutions. Customer rollouts are expected to begin in November 2025 with AM/AMM 2.18 release, establishing the foundation for expanded capabilities in future updates. The XR80 and XR 90 Gen2 5G routers are available immediately through Semtech AirLink's authorized channel partners, with certification completed across all major U.S. carriers and global 5G network certifications in progress. Aankondiging • Oct 01
POET Technologies and Semtech Launch 1.6T Optical Receivers for AI Networks POET Technologies Inc. announced with Semtech Corporation, the immediate availability for customer sampling of high-performance 1.6T Receiver Optical Engines for AI and cloud networks. The breakthrough optical engine products leverage POET's Optical Interposer™ platform to integrate Semtech’s FiberEdge 200G-per-lane receiver technologies, creating highly integrated, chip-scale receive (Rx) engines that simplify module assembly while improving performance and manufacturability. The state-of-the-art optical engines include DR8 for short-reach AI cluster links and 2×FR4 for longer-reach intra-datacenter connectivity and are available immediately for customer sampling. The collaboration demonstrates how POET's Optical Interposer platform enables seamless integration of high-performance electronic and photonic components with Semtech's tested FiberEdge technology, delivering:N×200G/lane: receive path using Semtech FiberEdge transimpedance amplifiers (TIAs), integrated on POET’s Optical Interposer for compact, chip-scale assembly.Module targets: 1.6T DR8 and 2×FR4 receiver engines for AI cluster and intra-DC links. The 2xFR4 Receiver Optical Engine comes with integrated demultiplexers.Integration advantages: lower power, higher sensitivity, reduced BOM and assembly steps, and improved electrical/optical signal integrity at 200G/lane.Status: now sampling to qualified customers through POET. Evaluation units of the 1.6T DR8 and 1.6T 2×FR4 Receiver Optical Engines are available now for qualified customers. Aankondiging • Sep 30
Semtech Advances 1.6T Multimode Innovation for AI Infrastructure Semtech Corporation announced the sampling of critical physical medium dependent (PMD) building blocks that establish new performance standards for 1.6T multimode optical infrastructure in AI data centers. The FiberEdge®? GN1878 200G per channel vertical-cavity surface-emitting laser (VCSEL) driver and GN1836 200G per channel 250um pitch transimpedance amplifier (TIA) provide hyperscalers with the chipsets required to architect power-efficient 1.6T optical interconnect solutions for short-reach applications within AI training clusters. As AI training clusters scale to support exponentially larger language models, data center operators are exploring diverse architectural approaches to optimize both performance and power efficiency. The industry transition to 200G per channel technology, with volume manufacturing expected to begin in 2026, is creating new opportunities for power-efficient multimode implementations that offer compelling advantages for short-reach distances within data centers. Strategic Advantages of Semtech's 1.6T Multimode PMD Portfolio: Power efficiency leadership: Enables lower power per bit consumption for short-reach applications; 200G per channel readiness: Signal integrity for 1.6T aggregate bandwidth; Integrated design optimization: Purpose-built components engineered to work seamlessly together; Two decades of TIA expertise: Delivering superior bit error rate margins across multimode and single-mode applications with demonstrated reliability; Manufacturing heritage: Trusted by leading hyperscale operators for mission-critical AI deployments; Customer-driven adoption: Module manufacturers specifically request Semtech TIA components based on field-tested performance advantages. Semtech's strategic investment in 200G per channel multimode technology positions customers at the forefront of this architectural evolution. The GN1878 and GN1836 represent the latest additions to Semtech's comprehensive FiberEdge portfolio, building on decades of established performance in hyperscale environments where reliability and performance are non-negotiable. Now available for sampling: GN1878: 200G VCSEL Driver, optimized for multimode applications; GN1836: 200G TIA, 250mm pitch for high-density integration. This comprehensive multimode PMD approach reinforces Semtech's position as the trusted choice for customers standardizing on integrated optical solutions that address the complex performance, power, and reliability requirements of AI infrastructure. Semtech will showcase these breakthrough solutions at ECOC 2025, Europe's premier optical communications conference in Booth #C3.129, taking place September 28 - October 2, 2025 in Copenhagen, Denmark at the Bella Centre. Aankondiging • Sep 22
Semtech Lora®? Gen 4 Addresses Low-Power Wireless Range and Speed Limitations Semtech Corporation announced two new LoRa Gen 4 transceivers that extend the breakthrough capabilities of the LR2021 into cost-optimized and application-specific solutions. The LR2022 dual-band and LR2012 sub-GHz transceivers enable customers to leverage fourth-generation LoRa performance across diverse deployment scenarios while optimizing specific feature sets and price points. New LR2022 and LR2012 transceivers designed to help extend IoT connectivity range with multi-protocol support for AI applications. Since introducing the LR2021 in March 2025, Semtech has seen strong market interest in LoRa Gen 4's ability to deliver up to 2.6Mbps data rates while maintaining power efficiency and range performance. The expanded Gen 4 portfolio addresses customer demand for scalable solutions that can support everything from Artificial Intelligence (AI)-powered edge applications requiring image transfer capabilities to traditional sensor networks prioritizing cost-optimized connectivity. LoRa Gen 4 transce divers are designed to deliver data rates comparable to those achieved by short-range protocols, while extending LoRa capabilities with superior link budget and range, improved resilience against environmental challenges and interference for industrial environments or extended outdoor deployments. All SKUs feature enhanced LoRa and Frequency Shift Keying (FSK) radio performance, offering more efficient Channel Activity Detection (CAD), support for multiple Spreading Factors (SF), and Round Trip Time of Flight (RTToF). Additionally, these devices maintain backward compatibility with over 450 million deployed LoRa devices. The product lineup consists of three devices to support scalable deployment scenarios: LR2021: This multi-protocol transceiver is compatible with LoRa, LoRaWAN®?, and Fast Long Range Communication (FLRC) at data rates up to 2.6Mbps, making it suitable for AI-enabled IoT solutions. It also provides support for various physical layer modulations commonly used in short-range, low-power wireless protocols, ensuring compatibility with legacy devices. LR2022: Designed as a dual-band solution, this device addresses applications that require global sub-GHz, 2.4GHz, or satellite connectivity while maintaining a cost-effective profile. LR2012: Focused on sub-GHz operations, this device delivers enhanced sensitivity down to -142dBm, making it ideal for traditional IoT deployments. Key applications include drone communication systems, AI-driven security cameras, battery-powered sensors for predictive maintenance, audio classification devices, and image recognition platforms. The LR2021 is available for customer sampling, with production scheduled for October 2025. The LR2022 and LR2012 devices are scheduled for production in calendar First Quarter 2026 and Second Quarter 2026 respectively. At The Things Conference 2025 in Amsterdam (September 23-24), Semtech will demonstrate long-range image transfer, multi-protocol network examples, and cost-optimized networks. Aankondiging • Sep 12
Semtech Delivers Network Lifeline with T-Mobile's T-Priority Certified Router Semtech Corporation announced that several products, including its AirLink XR60 5G router solution has received certification for T-Mobile's T-Priority solution featuring a dedicated slice of its 5G Standalone (SA) network. With 240 million calls made to 911 in the U.S. each year--averaging 10,000 emergency calls per hour--and call volumes surging 30-50% during natural disasters, reliable emergency communications have never been more critical. T-Priority was purpose-built for the millions of first responders and critical infrastructure personnel in the U.S., addressing their urgent need for reliable and resilient connectivity. The certification comes after rigorous lab and field testing to validate the XR60's ability to support 5G SA technology and the specialized settings required to access T-Mobile's dedicated network slice for first responders and critical infrastructure organizations. Through Semtech's latest AirLink OS 5.2 release, both existing and new XR60 deployments will be able to leverage these advanced capabilities without requiring hardware upgrades. The multi-network AirLink XR80 Gen2 and XR90 Gen2 routers have also achieved T-Priority certification, further expanding connectivity options for first responders across different deployment scenarios. T-Mobile recently announced it has deployed the first nationwide 5G Advanced network in the U.S. The carrier leverages this advanced infrastructure to power T-Priority, the nation's first dedicated network slice for first responder and critical infrastructure organizations. This innovative technology provides emergency personnel with up to five times the network resources of average users, enabling higher capacity, faster speeds, and minimum service levels during critical situations. These enhanced capabilities further help deliver critical advantages in the field: emergency responders can transmit high-definition video from disaster scenes without interruption. Law enforcement personnel can maintain constant communication during active incidents even in congested urban areas. Firefighters can access building schematics and real-time data while battling blazes. EMS teams can conduct video consultations with hospitals while en route--pot potentially saving precious minutes when lives are at stake. Utility crews responding to storm damage can coordinate power restoration efforts through real-time data sharing and maintain critical communications even when commercial power is disrupted. Aankondiging • Sep 09
Semtech Corporation Launches 2.5G FTTR Chipset for Next-Generation PON Networks Semtech Corporation announced its comprehensive 2.5G symmetric Fiber to the Room (FTTR) chipset designed to accelerate global Passive Optical Network (PON) deployments. The integrated solution addresses critical cost and performance challenges as the FTTR market prepares for significant growth driven by expanding fiber-to-premises deployments. As fiber networks extend deeper into premises to eliminate Wi-Fi dead zones and support bandwidth-intensive applications, service providers face mounting pressure to deliver cost-effective solutions. Drawing on decades of carrier-grade PON experience, Semtech's chipset now enables the industry transition from asymmetric 1.25G/2.5G systems to true symmetric 2.5G FTTR deployments. This transition is gaining momentum globally as governments prioritize broadband infrastructure investment. Dell'Oro Group's Broadband Access & Home Networking 5-Year July 2025 forecast projects PON equipment revenue growing to $12.6 billion by 2029, driven largely by XGS-PON deployments in North America and Europe, as well as 50 Gbps and FTTR adoption in China. Comprehensive Integration Drives Cost Leadership: Semtech's 2.5G FTTR solution addresses the fundamental economics challenge facing FTTR deployments through purpose-built integration that eliminates the cost penalties of repurposed Fiber-to-the-Home (FTTH) chipsets. GN25L83 Symmetric 2.5G OLT Combo: Combined 2.5Gbps laser driver and burst mode limiting amplifier (combo) completes the chipset for 2.5G MFUs. Featuring an optimized dual rate 2.5/1.25Gbps burst mode limiting amplifier with integrated burst mode RSSI support to enable simple and low-cost diagnostics reporting ofceiver input power. Programmable Rx equalization optimizes performance and sensitivity to -31dBm, delivering the reliability essential for MFU applications. GN25L70 Symmetric 2. 5G ONU Combo: Combined 2.5 Gbps laser driver and limiting amplifier (combo) for 2.5G sub-FTTR units (SFU) designed for long-lead through-hole PCB Bidirectional Optical Sub-Assembly (BOSA) optics, uses low-cost CMOS to eliminate costly flex PCB requirements and reducing overall system costs. The chipset development benefits from Semtech's active participation in ITU PON and CCSA standards development, promoting compatibility and adaptability for evolving FTTR requirements. The complete chipset solution is available now for sampling, enabling customers to begin development of next-generation FTTR systems that will define the global premises fiber landscape. Semtech will showcase its 2.5G FTTR chipset capabilities at CIOE 2025 in Shenzhen, China at Booth #11C52 demonstrating the integrated solution's cost and performance advantages for service providers planning FTTR deployments. Aankondiging • Sep 08
Semtech Corporation Unveils High-Performance TIAs for 1.6T AI Data Centers Semtech Corporation announced two new FiberEdge®? transimpedance amplifiers (TIAs) designed to address power efficiency challenges in AI infrastructure scaling. The new TIAs expand Semtech's signal integrity portfolio and further enhance power efficiency for continued 800G deployment optimization. As AI workloads drive exponential bandwidth growth toward 1.6T infrastructure, power consumption has become a critical constraint in data center scaling. Semtech's latest FiberEdge innovations directly address this challenge, with the GN1834D adding to the company's comprehensive 200G TIA solutions that enable 8x200G optical modules for 1.6T applications, while the GN1818 optimizes power efficiency for operators extending their 800G infrastructure investments, offering up to 20% power reduction. This hybrid assembly approach combines flip chip mounting at the critical photodetector-to-TIA interface with wire bond output, minimizing parasitic effects and delivering superior signal integrity for next-generation applications. GN1818: Power-Optimized 100G for Extended 800G Infrastructure: As operators continue scaling 800G infrastructure while planning 1.6T transitions, the GN1818 delivers strategic power optimization for existing deployments. The GN1818 represents a significant advance in 100G TIA efficiency, achieving up to 20% power reduction compared to alternatives while maintaining the proven performance characteristics that have made Semtech a trusted choice for hyperscale AI deployments. This power efficiency enhancement extends the value of current 800G infrastructure investments while operators prepare for 1.6T migration. GN1818's strategic advantages include: Up to 20% power reduction: Low-power innovation while maintaining high-performance standards; Proven heritage: Built on Semtech's established high-performance and reliable TIA design principles; Compact 250mm pitch: Maximum port density for space-constrained optical modules; Performance without compromise: Maintains signal integrity and low latency for AI applications. Comprehensive Portfolio Drives Market Leadership: Semtech's competitive advantage in the emerging 1.6T market lies in portfolio breadth that enables customer standardization across diverse connectivity requirements. The 200G per channel portfolio provides robust design flexibility for next-generation optical modules and now includes: GN1834D: Linear TIA with 2.5D mounting, 750mm pitch; GN1832: Linear Flip Chip TIA, 500mm pitch; GN1834: Linear Flip Chip Tia, 750mm pitch and GN1836: Linear TIA, 250mm pitch. This comprehensive approach enables module manufacturers to optimize designs for specific applications while maintaining supply chain efficiency through single-supplier standardization. Both the GN1834D and GN1818 are available now for sampling. Semtech will demonstrate its optical solutions portfolio at CIOE 2025 in Shenzhen, China at Booth #11C52 showcasing the power efficiency and performance innovations that enable next-generation AI infrastructure scaling. Aankondiging • Aug 12
Semtech Corporation to Report Q2, 2026 Results on Aug 25, 2025 Semtech Corporation announced that they will report Q2, 2026 results After-Market on Aug 25, 2025 Aankondiging • May 28
Semtech Corporation Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026 Semtech Corporation provided earnings guidance for the second quarter of fiscal year 2026. For the period, the company expected net sales of $256 million. Aankondiging • May 20
Semtech Strengthens Global IoT Connectivity Security with AI-Enabled Network Operations Semtech Corporation has achieved 99.95% network uptime in 2024 through its enhanced global mobile network infrastructure. This milestone underscores the company's commitment to securing mission-critical IoT deployments worldwide. As a full Mobile Virtual Network Operator (MVNO), Semtech's AirVantage®? Smart Connectivity service leverages artificial intelligence (AI) to enhance security, optimize network performance and improve customer experience. These tools are integrated into Semtech's Global Network Operations Center (GNOC), which provides 24/7 monitoring and proactive security management. Real Time Threat Detection and Prevention: The GNOC's advanced monitoring system is AI-enabled to continuously analyze network activity for anomalies, identifying potential security breaches before they impact operations. In recent deployments, the system detected and prevented unauthorized SIM usage across multiple regions, protecting customers from fraudulent charges and service disruptions. Automated diagnostics intelligently identify connectivity issues, including excessive data consumption caused by customer's software bugs. This proactive approach has already helped multiple enterprise customers avoid costly overages and maintain optimal performance. Enhanced Customer Support: The platform's intelligent customer support system automates case prioritization and data retrieval, significantly reducing Mean Time to Resolution (MTTR) for technical issues. Support tickets are pre-populated with relevant customer data, enabling faster, more effective problem resolution. Aankondiging • May 14
Semtech Corporation to Report Q1, 2026 Results on May 27, 2025 Semtech Corporation announced that they will report Q1, 2026 results After-Market on May 27, 2025 Aankondiging • May 08
Semtech Corporation Showcases Next-Gen LoRa®? Technology at IoT Solutions World Congress 2025 Semtech Corporation will showcase its groundbreaking IoT innovations at IoT Solutions World Congress (IOTSWC) in Barcelona, May 13-15, 2025. As part of the LoRa Alliance's "Building Massive IoT with LoRaWAN®?" program, Semtech will demonstrate how its fourth-generation LoRa technology is revolutionizing connectivity for Artificial Intelligence (AI)-powered IoT deployments worldwide. Semtech's CopperEdge™?: Low-Power 800G/1.6T Copper Solutions for AI Datacenters. pioneering Multi-Band Connectivity Solutions for Global IoT. Semtech's booth will feature cutting-edge demonstrations of its recently launched LoRa Plus LR2021 transceiver with LoRa Gen 4 technology, which supports both terrestrial and SATCOM networks across multiple frequency bands and offers increased data rate up to 2.6 Mbps at both 2.4 GHz and Sub-GHz ISM bands. This revolutionary chip addresses the growing demand for AI-enabled edge devices requiring low-power, extended range, and superior penetration capabilities. It complements widely-used LoRa technology, supported by a broad ecosystem servicing over 410 million end nodes. " Outside China, LoRaWAN remains the leading LPWAN connectivity technology due to its mature ecosystem and differentiated offerings. As LoRaWAN adoption accelerates worldwide, innovations like these from Semtech are enabling organizations to deploy intelligent, efficient IoT solutions that address real-world challenges from climate monitoring and resource management to smart metering and asset tracking". Aankondiging • Apr 26
Semtech Corporation, Annual General Meeting, Jun 05, 2025 Semtech Corporation, Annual General Meeting, Jun 05, 2025. Location: 200 flynn road, california, 93012, camarillo United States Aankondiging • Apr 03
Semtech Corporation Announces Availability of Its Copperedge Family of Active Copper Cable and On-Board Equalization Technology Semtech Corporation announced availability of its CopperEdge family of active copper cable (ACC) and on-board equalization technology. This portfolio of linear equalizer/redriver solutions--featuring the GN8214, GN8224, and GN8234--transforms data center connectivity for AI/ML data center deployments at a fraction of the power consumption of Digital Signal Processing (DSP)-based Active Electrical Cables (AECs) while achieving significantly longer-reach copper infrastructure than direct attach copper (DAC) cables. As an equalizer IC solution for 1.6T ACCs, this breakthrough technology enables unprecedented bandwidth density for AI/ML data centers while reducing interconnect power consumption and maximizing data throughput under strict thermal constraints. Semtech's comprehensive ecosystem approach brings together multiple cable OEM partners, ensuring robust supply chain resilience and consistent product quality at scale. This established partner network enables rapid adoption of CopperEdge technology across diverse AI/ML deployments while maintaining the rigorous performance and reliability standards demanded by hyperscale data centers. The CopperEdge portfolio supports both current and emerging connectivity standards, with the GN8214 optimized for 112G/channel PAM4 applications (enabling 800G connectivity), while the GN8224 and GN8234 target next-generation 224G/channel PAM4 deployments (supporting1.6T connectivity). Optimized for AI/ML deployments; Reduced cable diameter improves airflow/cooling in dense compute clusters; Seamless compatibility with existing 100G/channel and 200G/channel infrastructure in data centers; Simplified deployment versus DSP-based retimers. The CopperEdge family includes: GN8214: 4-channel 112G/channel PAM 4 linear equalizer supporting 800G ACC and on-board applications; GN8224 /GN8234: Advanced 4-channel 224G/channel PAM 4 cable equalizers supporting 1.6T ACC and on-board applications. Aankondiging • Apr 01
Semtech Charts Path to 3.2T Connectivity for Next-Gen Ai Data Centers Semtech Corporation announced the expansion of its broad optical communications portfolio, featuring solutions across multiple generations of data center connectivity. These technology innovations help tackle the escalating requirements for higher speed, processing power and data throughput driven by Machine Learning (ML), Large Language Model (LLM) training, and Artificial Intelligence (AI) clusters. Addressing the industry shift toward higher bandwidth density, Semtech's 200G per channel FiberEdge PMDs deliver exceptional performance, enabling future 800G and 1.6T modules while meeting critical power efficiency and space constraints. The company has also accelerated investments in pioneering 400G per channel technology to enable next-generation 3.2T modules, reinforcing Semtech's position as a technology leader driving high-performance connectivity across the rapidly evolving data infrastructure landscape. growing Portfolio for Next-Generation AI Infrastructure: Semtech's 200G per channels PMD solutions are now available to enable the next wave of 1.6T optical module deployments essential for scaling AI training clusters, and include: 112GBd PAM4 TIAs (Transimpedance Amplifiers): GN1832: linear TIA, 500um pitch; GN1834: linear TIA, 750um pitch; GN1834D: linear TIA with 2.5D mounting, 750um pitch; GN 1836: linear TIA, 250um pitch; 112GBd PAM4 Laser Drivers: GN1873: Linear EML driver; GN1878: Linear VCSEL driver. The company's 400G per channel solutions are in active development with samples available to select customers. Aankondiging • Mar 27
Semtech Corporation Announces its Innovative UEX Series, a Solution for USB 2.0 Extension and Distribution over IP Networks Semtech Corporation announced its innovative UEX series, a solution for USB 2.0 extension and distribution over IP networks. The series includes the UEX1000, a co-processor for Semtech's BlueRiver®? AVP family, and the standalone UEX2000, both delivering protocol-level USB 2.0 extension with advanced monitoring and security controls. The UEX series leverages IP-friendly discovery approaches instead of polling, for more efficient performance, delivering better responsiveness and reliability for demanding applications in industrial control systems, manufacturing automation, video conferencing, and integrated medical operating rooms. Unlike basic USB extenders that merely relay signals, Semtech's UEX series enables secure transmission across IP networks with device class filtering. Networkwide firmware updates without physical access. Automatic notification to prevent USB maximum tier violations. Plug-and-play performance requiring no software drivers. Aankondiging • Mar 26
Semtech Corporation Announces the Launch of International Telecommunication Union (ITU) Compliant Asymmetric 50G PON OLT Chipset Semtech Corporation announced the launch of the industry's first International Telecommunication Union (ITU)-compliant asymmetric 50G PON OLT chipset. The new GN7161, GN7153BW and GN25L80B chipset enables the development of compact, power-efficient and fully standard-compliant SFP-DD triple-generation modules, accelerating the commercial deployment of 50G PON technology worldwide. The global fiber broadband market faces a critical challenge: surging bandwidth demands from Artificial Intelligence (AI) applications, cloud gaming and remote work are pushing current networks to their limits. While 50G PON technology helps solve bandwidth and infrastructure challenges, early 50G triple-gen OLT prototypes have been power-hungry and non-compliant with standards. Semtech's new chipset uses advanced mixed signal equalization and high levels of integration to solve these challenges. Reduced power consumption and chip scale packaging enables a compact SFP-DD module form factor and helps the OLT system meet critical size, heat dissipation and port density requirements for scalable deployment. Full ITU compliance ensures seamless integration into carrier networks supporting GPON, XGSPON and HS-PON standards. Aankondiging • Mar 25
Semtech Corporation Expands Anterix-Compatible Solutions for Utility Infrastructure Semtech Corporation announced a key enhancement to its AirLink router portfolio with additional support for Anterix spectrum. Anterix Inc. is the largest holder of licensed spectrum in the 900 MHz band (896-901/935-940 MHz) throughout the United States, including Alaska, Hawaii, and Puerto Rico. Central to this collaboration between Semtech and Anterix is the integration of the newly standardized Band 106 private LTE band into the ultra-rugged AirLink XR60 5G router tailored to the mission-critical needs of the energy and utility sectors. The ultra-rugged AirLink X R60 5G router delivers versatile, high-performance connectivity, tailored to the demanding needs of utility networks. Supporting both commercial networks and global private LTE and 5G standalone (SA) bands, it now operates on Anterix's spectrum, standardized under 3GPP Release 18 as band 106. This advancement positions the XR60 as a pivotal tool in driving the adoption of private networks within the utility sector. 900MHz private LTE is emerging as the benchmark for utility broadband wireless standards, offering critical capabilities such as enhanced visibility, control, quality of service, reliability, and resilience extending all the way to the grid edge. By incorporating this new capability, the XR60 enables utilities to build resilient, future-ready communication networks that enhance grid stability, operational continuity and support long-term infrastructure goals. Its five-year service package includes technical support, hardware warranty and remote management capabilities with AirLink Management Service (ALMS), enabling utilities to optimize, secure and effortlessly scale their router deployments. Aankondiging • Mar 14
Semtech Corporation Provides Revenue Guidance for Fiscal Year 2026 Semtech Corporation provided Revenue Guidance for Fiscal Year 2026. For the period, the company expected net sales of USD 250.0 million. Aankondiging • Mar 10
Semtech Corporation Launches LoRa Plus™? LR2021 Transceiver with LoRa®? Gen 4 Technology Semtech Corporation introduced the LR2021, the first chip in the LoRa Plus family. Incorporating a fourth-generation LoRa IP, the transceiver supports both terrestrial and SATCOM networks in the sub-GHz, 2.4 GHz ISM bands and licensed S-band. The transceiver is designed to be backward compatible with previous LoRa devices, ensuring seamless LoRaWAN®? compatibility. Additionally, it features expanded physical layer modulations for fast long-range communication (FLRC) and is compatible with various low-power wireless protocols including Amazon Sidewalk, Meshtastic, W-MBUS, Wi-SUN FSK, and Z-Wave when integrated with third-party stack offerings. The LR2021 addresses the demand for AI-enabled edge devices requiring low-power, extended range and superior penetration. It supports sensor data transmission for applications like gunshot detection, glass break sensing, license plate recognition, and fall detection, while operating on small batteries for years. With a data rate of up to 2.6 Mbps, it enables audio streaming and image transfer with outstanding link budget and efficiency. The RF and analog architecture support multi-region deployment via a single-SKU design, while high integration reduces BOM costs, PCB footprint and power consumption compared to previous LoRa transceivers. Key features of LR2021 include: Terrestrial and non-terrestrial network (NTN), Sub-GHz, 2.4GHz ISM and licensed S-band radio. Multi-PHY compatibility enables LP wireless protocols with third-party stacks. FLRC up to 2.6 Mbps., LoRa up to 200 kbps, FSK, OOK, O-QPSK and LR-FHSS modulations. Increased frequency offset tolerance obviating temperature-compensated crystal oscillator (TCXO) and large thermal relief. Part of Semtech's LoRa Connect™? portfolio for sensors, the LR2021 empowers manufacturers to create globally-compatible sensors with a single hardware design. Its multi-PHY ensures backward compatibility with legacy devices while future proofing diverse applications in a cost-effective manner through high integration. Semtech's LR2021 is expected to be available for customer sampling in April 2025. Industry partners and customers can preview Semtech's latest innovations and connect with the company's technical experts at: Embedded World in Nuremberg, Germany from March 11 - 13, 2025 (Hall 3, Booth 3-541); India Smart Utility Week (ISUW) in New Delhi, India with the LoRa Alliance from March 18 - 21, 2025 (Booth 4-5); DistribuTECH in Dallas, Texas from March 24 - 27, 2025 (Booth 4532). Aankondiging • Feb 28
Semtech Corporation to Report Q4, 2025 Results on Mar 13, 2025 Semtech Corporation announced that they will report Q4, 2025 results After-Market on Mar 13, 2025 Aankondiging • Feb 25
Semtech Corporation Enters into Separation Agreement with Mark P. Russell, the Senior Vice President, Global Sales and Marketing, Effective March 6, 2025 On February 20, 2025, Semtech Corporation entered into a Separation and General Release Agreement with Mark P. Russell, the Company’s Senior Vice President, Global Sales and Marketing. The Separation Agreement provides that Mr. Russell’s last day of employment with the Company will be March 6, 2025. Aankondiging • Feb 21
Holzer & Holzer, LLC Files Class Action Lawsuit Against Semtech Corporation A shareholder class action lawsuit has been filed against Semtech Corporation. The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse facts about Semtech’s business, operations, and prospects, including allegations that: (1) its CopperEdge products did not meet the needs of its server rack customer or end users; (2) as a result, the CopperEdge products required certain rack architecture changes; (3) as a result of the foregoing, Semtech’s sales of CopperEdge products would not ramp-up during fiscal 2026; and (4) as a result, sales of CopperEdge products would be lower-than-expected. Aankondiging • Feb 18
Semtech Corporation Launches New Electrostatic Discharge (ESD) Protection for Automotive Ethernet Semtech Corporation announced availability of the RClamp10022PWQ, a two-line transient voltage suppressor designed specifically for automotive Ethernet applications. The new device is fully compliant with Open Alliance specifications for 10BASE-T1S, 100BASE-T1 and 1000BASE-T1 automotive Ethernet interfaces. The RClamp10022PWQ features robust ±15kV contact and ±25kV air discharge protection per IEC 61000-4-2, exceeding automotive requirements. Its ultra-low capacitance of 0.6pF maximum ensures signal integrity for high-speed automotive networks up to 10Gbps. The device is qualified to AEC-Q101 standard, making it suitable for deployment in harsh automotive environments. The device's compliance with Open Alliance specifications is particularly significant as automotive manufacturers standardize on Ethernet for in-vehicle networks. Open Alliance compliance ensures interoperability across different vehicle platforms and simplifies the qualification process for tier-1 suppliers and Original Equipment Manufacturers (OEMs). Key features of the RClamp10022PWQ include: Open Alliance compliant design. Wide operating temperature range of -40°C to +125°C. Flow-through package design for simplified PCB layout. Side-wettable flanks for automated optical inspection. 1000 contact discharge endurance at ±15kV. Semtech will showcase the RClamp10022PWQ along with its complete portfolio of automotive circuit protection solutions at the upcoming Automotive Ethernet Congress in Munich from February 18 – 20, 2025. Interested parties are invited to visit Semtech's stand in hall D-06 to learn more about available reference designs and connect with the company's technical experts. Aankondiging • Feb 04
Semtech Corporation Appoints Jason Green as Executive Vice President and Chief Commercial Officer Semtech Corporation announced the appointment of Jason Green as executive vice president and chief commercial officer, effective immediately. In this role, Mr. Green will lead Semtech's global sales, marketing, customer engagement, partnerships, and go-to-market strategy. He will report directly to Hong Hou, president and chief executive officer. Mr. Green brings extensive experience in driving profitable growth and operational excellence across the semiconductor and technology industries. Most recently, he was managing partner at Stratosphere Management, where he advised Fortune 1000 companies on business transformation, operational turnarounds, and growth strategies. Previously, he led the go-to-market transformation at National Instruments (now part of Emerson) as executive vice president, chief revenue officer and business unit general manager, positioning the company as a market leader. Earlier in his career, Mr. Green spent two decades at Maxim Integrated (now part of Analog Devices), where he served as vice president of Americas sales and applications, global distribution, and strategic accounts, playing a pivotal role in scaling the company’s growth. Mr. Green holds a business degree from the University of Florida and completed the Advanced Management Program at Harvard Business School. He also serves on the Advisory Council at the University of Texas McCombs School of Business and the board of the STEAM-focused learning organization, Thinkery. Aankondiging • Nov 28
Rockell N. Hankin to Resign as Member of the Board of Directors of Semtech Corporation Semtech Corporation announced that on November 26, 2024, Rockell N. Hankin, a member of the board of directors of the company, notified the Board of his decision to resign from the Board effective immediately. Aankondiging • Nov 26
Semtech Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025 Semtech Corporation provided earnings guidance for the fourth quarter of fiscal year 2025. For the quarter, the company expects Net sales of $250.0 million, +/- $5.0 million, Operating income of $49.2 million, +/- $2.8 million, and Diluted earnings per share of $0.32,+/- $0.03. Aankondiging • Nov 13
Semtech Corporation to Report Q3, 2025 Results on Nov 25, 2024 Semtech Corporation announced that they will report Q3, 2025 results After-Market on Nov 25, 2024 Aankondiging • Oct 26
Semtech Expands Smart Connectivity Advanced VoLTE Coverage Semtech Corporation announced expansion of its AirVantage® Smart Connectivity Advanced solution to include VoLTE service in the U.S. and Europe. VoLTE enables seamless usage across data, SMS, and voice services required in applications among the healthcare, security, and smart city infrastructure segments. Semtech offers VoLTE through its Smart Connectivity Advanced solution in over 40 countries and territories, including in the U.S. and Europe, with plans to further expand in Asia Pacific and Latin America. Smart Connectivity addresses the complexities of global deployments, network coverage, and regulatory challenges like technology sunsets and permanent roaming restrictions, through one global SIM with access to more than 600 networks in over 190 countries and territories. While built on 4G LTE, the Smart Connectivity Advanced solution also supports voice services through circuit switched fall back (CSFB) on 2G/3G networks in countries where the technologies are still available. Smart Connectivity Advanced VoLTE enables Semtech to meet the demand across industry segments with its intelligent multi-IMSI, design on one global SIM which simplifies complex deployments, can significantly reduce the total cost of ownership, help create operational efficiencies and provide built-in resilience to enable reliable connectivity. Reported Earnings • Aug 28
Second quarter 2025 earnings released: US$2.61 loss per share (vs US$5.97 loss in 2Q 2024) Second quarter 2025 results: US$2.61 loss per share (improved from US$5.97 loss in 2Q 2024). Revenue: US$215.4m (down 9.7% from 2Q 2024). Net loss: US$170.3m (loss narrowed 55% from 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance. Aankondiging • Aug 28
Semtech Corporation Provides Earnings Guidance for the Third Quarter of Fiscal Year 2025 Semtech Corporation provided earnings guidance for the third quarter of fiscal year 2025. For the quarter, the company expects Net sales of $233.0 million +/- $5.0 million, Operating income of $40.2 million +/- $2.8 million, and Diluted earnings per share of $0.23 +/- $0.03. Aankondiging • Aug 13
Semtech Corporation to Report Q2, 2025 Results on Aug 27, 2024 Semtech Corporation announced that they will report Q2, 2025 results After-Market on Aug 27, 2024 New Risk • Aug 06
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10.0% average weekly change). Minor Risks Negative equity (-US$313m). Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Shareholders have been diluted in the past year (17% increase in shares outstanding). New Risk • Jul 26
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$313m). Currently unprofitable and not forecast to become profitable next year (US$19m net loss next year). Share price has been volatile over the past 3 months (9.5% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding). Reported Earnings • Jun 07
First quarter 2025 earnings released: US$0.36 loss per share (vs US$0.46 loss in 1Q 2024) First quarter 2025 results: US$0.36 loss per share (improved from US$0.46 loss in 1Q 2024). Revenue: US$206.1m (down 13% from 1Q 2024). Net loss: US$23.2m (loss narrowed 21% from 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. New Risk • Jun 06
New major risk - Revenue and earnings growth Earnings have declined by 66% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 66% per year over the past 5 years. Minor Risks Negative equity (-US$307m). Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Aankondiging • May 22
Semtech Corporation to Report Q1, 2025 Results on Jun 05, 2024 Semtech Corporation announced that they will report Q1, 2025 results After-Market on Jun 05, 2024 Aankondiging • Apr 28
Semtech Corporation, Annual General Meeting, Jun 10, 2024 Semtech Corporation, Annual General Meeting, Jun 10, 2024, at 13:30 Pacific Standard Time. Location: Company’s headquarters at 200 Flynn Road, Camarillo California United States Agenda: To consider elect 12 directors nominated by the Company’s Board of Directors to hold office until the next annual meeting and until their respective successors are duly elected and qualified; ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for fiscal year 2025; approve, on an advisory basis, executive compensation; approve a proposal to amend and restate the Semtech Corporation 2017 Long-Term Equity Incentive Plan; and transact any other business which may properly come before the 2024 Annual Meeting of Stockholders or any adjournments or postponements thereof. New Risk • Mar 31
New minor risk - Negative shareholders equity The company has negative equity. Total equity: -US$307m This is considered a minor risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. It should be noted that some of the negative equity could be due to large buybacks of stock, which is not as much of a risk as a company with overwhelming debt, but likewise is not sustainable in the long-term. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$307m). Currently unprofitable and not forecast to become profitable over next 2 years (US$7.0m net loss in 2 years). Share price has been volatile over the past 3 months (9.7% average weekly change). Reported Earnings • Mar 30
Full year 2024 earnings released: US$17.03 loss per share (vs US$0.96 profit in FY 2023) Full year 2024 results: US$17.03 loss per share (down from US$0.96 profit in FY 2023). Revenue: US$868.8m (up 15% from FY 2023). Net loss: US$1.09b (down US$1.15b from profit in FY 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance. Aankondiging • Mar 15
Semtech Corporation to Report Q4, 2024 Results on Mar 28, 2024 Semtech Corporation announced that they will report Q4, 2024 results After-Market on Mar 28, 2024 Aankondiging • Feb 21
Semtech Corporation Announces the Launch of the Airlink Xr60, the World's Smallest Rugged 5G Router Semtech Corporation announced the AirLink XR60 5G Router Solution, a breakthrough in networking technology designed to offer 5G and Wi-Fi 6 performance in an ultra-compact and ultra-rugged design for highly demanding environments. The XR60 builds on the highly rugged AirLink Pro Series design. Its ultra-compact design facilitates a smooth transition to 5G for industrial and utility customers who won’t need to redesign existing installations. It also simplifies deployments in equipment-filled public safety vehicles. The AirLink® XR60 sets new standards in broadband performance, combining 5G, Wi-Fi 6, 5 Gbps Ethernet and USB-C support for high-speed and efficient local and wide area network data transfers. This is critical for vehicle applications that demand low latency for web-apps and high-speed performance for video streaming, for example. But the XR60 isn't just about performance; it also embodies Semtech’s commitment to longevity. This new-generation router — powered by AirLink® OS — combines 5G performance with modern networking features like edge computing and Cognitive Wireless, Semtech’s patented technology for intelligent hot failover and traffic steering. It also provides extensive support for both public and private 5G and LTE bands, making it an adaptable solution for various applications. Integrating critical assets into network infrastructure involves much more than simply deploying routers; it demands a comprehensive approach to network control and security. The AirLink® XR60 addresses this need by including 1 year of AirLink Complete, a holistic service package that brings together advanced remote device and security management via the AirLink Management Service (ALMS) platform, and peace of mind through 24/7 technical support and hardware warranty. To make 5G upgrades even more seamless, Semtech is thrilled to unveil the AirLink XR60 5-Year Complete Promotion. With this program, customers that purchase and register an AirLink XR60 router in 2024 will benefit from an extension of their AirLink Complete subscription from one year to five years. XR60 Solution Key Benefits: High Performance: Equipped with 5G, Wi-Fi 6, 5Gbps Ethernet and USB-C technologies. Ultra-Compact Design: Ideal for space-constrained industrial settings and vehicle applications. Ultra-rugged Design: MIL-STD-810H grade shock and vibration resilience, extreme temperature and humidity operating range, intrinsic safety (C1D2) and power redundancy. Future-Proofing: New-gen solution with flexible software-defined routing functions and multi-band support. Edge Intelligence: Industry-standard container support for superior computing capabilities (beta program) Long-term support and remote management with 5 years of AirLink Complete offered to all XR60 routers purchased and registered in 2024. The AirLink® XR60 5G cellular router is now available commercially. It is certified on AT&T and being certified on other 5G networks globally. Board Change • Jan 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Julie Ruehl was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Dec 08
Semtech Corporation Reports Goodwill Impairment for the Third Quarter Ended October 29, 2023 Semtech Corporation reported Goodwill impairment for the third quarter ended October 29, 2023. For the quarter, the company reported Goodwill impairment of $2,266 million. Aankondiging • Dec 07
Semtech Corporation Provides Earnings Guidance for the Fourth Quarter of 2024 Semtech Corporation provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects net sales of $190 million +/- $10.0 million. Aankondiging • Dec 05
Semtech Corporation Appoints Julie Garcia Ruehl to Board of Directors Semtech Corporation announced the appointment of Julie Garcia Ruehl to the Company’s board of directors, effective December 1, 2023. Ms. Ruehl has extensive experience as a CFO and across multiple industries including specialty finance, consumer products, electronics manufacturing services, digital engineering services and ecommerce. Ms. Ruehl will also join the audit committee of the board. The appointment of Ms. Ruehl comes after the July appointment of Dr. Hong Hou to the board of directors. With this latest appointment, the number of directors on Semtech’s board will now be 12. Julie Garcia Ruehl has 25+ years of finance leadership experience, including as CFO and CAO at public and private equity backed companies and as an audit partner at Arthur Andersen. She currently serves as an independent director for one public company and one private equity backed company as well as recently serving as an independent director for a second private equity backed company. Her background includes specialty finance, consumer products, electronics manufacturing services, digital engineering services and ecommerce. She has held positions at Fly Leasing (formerly NYSE:FLY), Big Heart Pet Brands (formerly Del Monte Corp.) and Sanmina. Effective when she joins the Board, Ms. Ruehl has been appointed to the Audit Committee of the Board. Aankondiging • Nov 23
Semtech Corporation to Report Q3, 2024 Results on Dec 06, 2023 Semtech Corporation announced that they will report Q3, 2024 results After-Market on Dec 06, 2023 Aankondiging • Oct 21
Semtech Corporation Reaffirms Earnings Guidance for the Third Quarter of 2024 Semtech Corporation reaffirmed earnings guidance for the third quarter of 2024. The company reaffirmed outlook for net sales in the range of $190.0 million to $210.0 million and non-GAAP diluted loss per share in the range of $0.22 to $0.09, previously provided on September 13, 2023. Aankondiging • Sep 16
Semtech Corporation Announces Separation of Gary Beauchamp as Executive Vice President and General Manager, Signal Integrity Products Group, Effective September 15, 2023 Semtech Corporation announced that, on September 14, 2023, Gary Beauchamp, Semtech’s Executive Vice President and General Manager, Signal Integrity Products Group, will separate from employment with the Company on September 15, 2023. In connection with his separation, Mr. Beauchamp and Semtech entered into a Departure and Separation Agreement dated September 13, 2023. Aankondiging • Sep 14
Semtech Corporation Provides Earnings Guidance for the Second Quarter and Third Quarter Fiscal 2024 Semtech Corporation provided earnings guidance for the Second Third Fiscal Quarter 2024. For the Quarter, The company expected Net sales were $238.4 million GAAP Net loss attributable to common stockholders was $382.0 million or $5.97 diluted loss per share.For the Third Quarter, Net sales are expected to be in the range of $190.0 million to $210.0 million. Aankondiging • Sep 07
Semtech Corporation announced delayed 10-Q filing On 09/06/2023, Semtech Corporation announced that they will be unable to file their next 10-Q by the deadline required by the SEC. Aankondiging • Sep 06
Semtech Corporation Announces Production Availability of Best-In-Class FiberEdge®? Linear Transimpedance Amplifier and Laser Driver for Short Reach 400G and 800G Data Center Applications Semtech Corporation announced production availability of the FiberEdge®? GN1816 and GN1848 chipset to its portfolio of PAM4 Transimpedance Amplifiers (TIAs) and Linear Laser Drivers. The FiberEdge GN1816 is a 56GBd quad 250mm-pitch low power, low cost, low noise and high gain TIA. The FiberEdge GN1848 is a 56GBd quad low power, low cost, highly linear and industry leading Vertical-Cavity Surface-Emitting Laser (VCSEL) driver. Both chips are available as wire-bondable bare dies and are designed for 400GBASE-SR4/VR4 and 800GBASE-SR8/VR8 PAM4 multi-mode optical transceivers and AOCs. Multiple customers have already experienced exceptional performance using the FiberEdge GN1816 andGN1848 in Digital Signal Processing (DSP) based solutions, first generation of Linear Pluggable Optics (LPO) and AOCs. To see a live demonstration of the GN1816 and GN18 48 chipset in action in an 800G SR8 re-timed module, visit Semtech's booth #11D51 at the 24thChina International Optoelectronic Exposition (CIOE) in Shenzhen from September 6 to 8, 2023. Aankondiging • Aug 25
Semtech Corporation to Report Q2, 2024 Results on Sep 07, 2023 Semtech Corporation announced that they will report Q2, 2024 results After-Market on Sep 07, 2023 New Risk • Aug 15
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Share price has been highly volatile over the past 3 months (9.2% average weekly change). Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Board Change • Jul 05
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Paul Pickle was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jun 08
First quarter 2024 earnings released: US$0.46 loss per share (vs US$0.59 profit in 1Q 2023) First quarter 2024 results: US$0.46 loss per share (down from US$0.59 profit in 1Q 2023). Revenue: US$236.5m (up 17% from 1Q 2023). Net loss: US$29.4m (down 177% from profit in 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Aankondiging • Jun 08
Semtech Corporation Provides Earnings Guidance for the Second Quarter of Fiscal Year 2024 Semtech Corporation provided earnings guidance for the second quarter of fiscal year 2024. For the quarter, the company's net sales are expected to be in the range of $233.0 million to $243.0 million. Aankondiging • Jun 01
Semtech Corporation Releases New Surge Protection Product to Safeguard Electronics Semtech Corporation announced the latest addition to its Transient Voltage Suppressors (TVS) product portfolio, the RClamp0822B. The RClamp® platform is a purpose-built, versatile circuit protection platform for safeguarding high speed data interfaces across a broad spectrum of circuit interfaces in industrial, datacenter and telecommunication applications. The 2-line, 8V RClamp0822B offers high-performance electrostatic discharge (ESD) and surge protection in an industry standard three lead SC-75 package. Semtech Protection products safeguard the industry’s leading electronic systems and circuits from potentially harmful electrostatic discharge and surge threats. Semtech’s TVS product suite keeps products and the people they serve safe. With more than 50 years industry experience, customers building and bringing to market devices with Semtech Protection know that their products have been tested to the specifications for the latest silicon transceivers and interfaces regardless of end user application. Key Features of Semtech Protection’s RClamp0822B: Transient protection for high-speed data lines to: IEC 61000-4-2 (ESD) ±30kV (contact), ±30kV (air); IEC 61000-4-4 (EFT) 40A (5/50ns); IEC 61000-4-5 (lightning) 7A (8/20µs); 8V bi-directional working voltage protection; High surge capability: 7A (tp=8/20µs); Protects 2 I/O lines; Low capacitance (0.7pF typical); SC-75 package; Pb-free and RoHS/WEEE compliant. Pricing and Availability: The RClamp0822B is available immediately in production quantities. Semtech Protection offers comprehensive design assistance, including field- and factory-based support. Data sheets, volume pricing and delivery quotes, as well as evaluation kits and samples, are available by contacting info@semtech.com. Aankondiging • May 25
Semtech Corporation to Report Q1, 2024 Results on Jun 07, 2023 Semtech Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jun 07, 2023 Valuation Update With 7 Day Price Move • May 19
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €20.00, the stock trades at a trailing P/E ratio of 22.1x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total loss to shareholders of 53% over the past three years. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment deteriorates as stock falls 32% After last week's 32% share price decline to €19.70, the stock trades at a trailing P/E ratio of 22.4x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total loss to shareholders of 48% over the past three years. Reported Earnings • Mar 30
Full year 2023 earnings released: EPS: US$0.96 (vs US$1.94 in FY 2022) Full year 2023 results: EPS: US$0.96 (down from US$1.94 in FY 2022). Revenue: US$756.5m (up 2.1% from FY 2022). Net income: US$61.4m (down 51% from FY 2022). Profit margin: 8.1% (down from 17% in FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. 
