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Semtech Corporation

DB:SM2 Stock Report

Market Cap: €14.5b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Semtech Management

Management criteria checks 2/4

Semtech's CEO is Hong Hou, appointed in Jun 2024, has a tenure of 2.25 years. total yearly compensation is $8.18M, comprised of 8.5% salary and 91.5% bonuses, including company stock and options. directly owns 0.069% of the company’s shares, worth €10.05M. The average tenure of the management team and the board of directors is 2.6 years and 5.9 years respectively.

Key information

Hong Hou

Chief executive officer

US$8.2m

Total compensation

CEO salary percentage8.47%
CEO tenure2.3yrs
CEO ownership0.07%
Management average tenure2.6yrs
Board average tenure5.9yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Hong Hou's remuneration changed compared to Semtech's earnings?
DateTotal CompensationSalaryCompany Earnings
Jul 26 2026n/an/a

US$154m

Apr 26 2026n/an/a

-US$33m

Jan 25 2026US$8mUS$692k

-US$40m

Oct 26 2025n/an/a

US$29m

Jul 27 2025n/an/a

US$24m

Apr 27 2025n/an/a

-US$119m

Jan 26 2025US$7mUS$405k

-US$162m

Oct 27 2024n/an/a

-US$843m

Jul 28 2024n/an/a

-US$874m

Apr 28 2024n/an/a

-US$1b

Jan 28 2024US$229kn/a

-US$1b

Compensation vs Market: Hong's total compensation ($USD8.18M) is above average for companies of similar size in the German market ($USD5.88M).

Compensation vs Earnings: Hong's compensation has increased by more than 20% in the past year.


CEO

Hong Hou (61 yo)

2.3yrs
Tenure
US$8,177,250
Compensation

Dr. Hong Q. Hou, Ph D., is CEO, President and Director of Semtech Corporation from June 6, 2024. He serves as an Independent Director at Wolfspeed, Inc since September 2025.He served as the president of t...


Leadership Team

NamePositionTenureCompensationOwnership
Hong Hou
President2.3yrsUS$8.18m0.069%
€ 10.1m
Mark Lin
Executive VP & CFO2.9yrsUS$2.79m0.038%
€ 5.5m
Asaf Silberstein
Executive VP & COO9.8yrsUS$2.94m0.097%
€ 14.0m
J. Wilson
Chief Quality Officer & CTO2.6yrsUS$1.92m0.087%
€ 12.7m
Madhusudhan Rayabhari
Senior VP and GM of Analog5.9yrsUS$2.25m0.088%
€ 12.8m
Jason Green
Executive VP & Chief Commercial Officer1.6yrsUS$4.39m0.011%
€ 1.6m
Mitchell Haws
Senior Vice President of Investor Relations1.3yrsno datano data
Jeffrey Gutierrez
Senior VPless than a yearno datano data
Monica Van Berkel
Senior VP & Chief Human Resources Officer1.8yrsno datano data
Ross Gray
Senior VP & GM of IoT Systems and Connectivity Product Group2.7yrsno data0.017%
€ 2.5m
Imran Sherazi
Senior VP & GM of Signal Integrity Products Group3yrsno data0.0095%
€ 1.4m
2.6yrs
Average Tenure
56.5yo
Average Age

Experienced Management: SM2's management team is considered experienced (2.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Hong Hou
President3.2yrsUS$8.18m0.069%
€ 10.1m
Saar Gillai
Independent Director8yrsUS$287.46k0.016%
€ 2.3m
Paul Walsh
Independent Director3.4yrsUS$304.55k0.029%
€ 4.2m
Paula LuPriore
Independent Director5.9yrsUS$278.71k0.011%
€ 1.6m
Rodolpho Cardenuto
Independent Director8yrsUS$268.71k0.0057%
€ 825.2k
Ye Li
Independent Chair of the Board10.6yrsUS$368.30k0.013%
€ 1.8m
Julie Ruehl
Independent Director2.8yrsUS$268.71k0.0076%
€ 1.1m
Martin Burvill
Independent Director5.9yrsUS$287.46k0.0047%
€ 683.4k
Gregory Fischer
Independent Director3.4yrsUS$285.80k0.0061%
€ 880.3k
5.9yrs
Average Tenure
61yo
Average Age

Experienced Board: SM2's board of directors are considered experienced (5.9 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/18 11:50
End of Day Share Price 2026/09/18 00:00
Earnings2026/07/26
Annual Earnings2026/01/25

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Semtech Corporation is covered by 25 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tristan GerraBaird
Harsh KumarBMO Capital Markets Equity Research
Sumit DhandaBofA Global Research

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