Semtech Management
Management criteria checks 3/4
Semtech's CEO is Hong Hou, appointed in Jun 2024, has a tenure of 1.83 years. total yearly compensation is $6.76M, comprised of 6% salary and 94% bonuses, including company stock and options. directly owns 0.081% of the company’s shares, worth $6.41M. The average tenure of the management team and the board of directors is 2.2 years and 5.5 years respectively.
Key information
Hong Hou
Chief executive officer
US$6.8m
Total compensation
| CEO salary percentage | 5.99% |
| CEO tenure | 1.8yrs |
| CEO ownership | 0.08% |
| Management average tenure | 2.2yrs |
| Board average tenure | 5.5yrs |
Recent management updates
Recent updates
Semtech Q4: Strong Finish To The Year, Hold For The Next Year Or So
Mar 23
Heavy Reliance On AI Data Centers Will Limit Long-Term Upside
Catalysts About Semtech Semtech supplies analog and mixed signal semiconductors and IoT systems used in data centers, communications, industrial IoT and sensing applications. What are the underlying business or industry changes driving this perspective?
Long-Term AI Data Center And IoT Tailwinds Will Transform This Semiconductor Provider
Catalysts About Semtech Semtech designs and sells analog and mixed signal semiconductors and IoT systems used in data centers, industrial IoT and high end consumer devices. What are the underlying business or industry changes driving this perspective?Semtech Corporation's (NASDAQ:SMTC) 26% Price Boost Is Out Of Tune With Revenues
Sep 16
Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point
Sep 08Semtech Corporation's (NASDAQ:SMTC) Shares Climb 26% But Its Business Is Yet to Catch Up
Jul 24Semtech (NASDAQ:SMTC) Might Have The Makings Of A Multi-Bagger
Jul 08A Look At The Intrinsic Value Of Semtech Corporation (NASDAQ:SMTC)
Jun 17Semtech Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
May 30Is Now The Time To Look At Buying Semtech Corporation (NASDAQ:SMTC)?
May 29Semtech Corporation's (NASDAQ:SMTC) Shares Climb 34% But Its Business Is Yet to Catch Up
May 09
Portfolio Optimization And CopperEdge Adoption Will Shape Future Success
Portfolio optimization and strategic R&D investments aim to drive revenue growth and improve net margins through a focus on core competencies.Is Semtech (NASDAQ:SMTC) A Risky Investment?
Apr 15Semtech Stock: Not Convinced Yet, Maintaining My Sell Rating
Mar 14CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jan 25 2026 | n/a | n/a | -US$40m |
| Oct 26 2025 | n/a | n/a | US$29m |
| Jul 27 2025 | n/a | n/a | US$24m |
| Apr 27 2025 | n/a | n/a | -US$119m |
| Jan 26 2025 | US$7m | US$405k | -US$162m |
| Oct 27 2024 | n/a | n/a | -US$843m |
| Jul 28 2024 | n/a | n/a | -US$874m |
| Apr 28 2024 | n/a | n/a | -US$1b |
| Jan 28 2024 | US$229k | n/a | -US$1b |
Compensation vs Market: Hong's total compensation ($USD6.76M) is about average for companies of similar size in the US market ($USD8.28M).
Compensation vs Earnings: Insufficient data to compare Hong's compensation with company performance.
CEO
Hong Hou (60 yo)
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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.8yrs | US$6.76m | 0.081% $ 6.4m | |
| Executive VP & CFO | 2.5yrs | US$3.55m | 0.036% $ 2.9m | |
| Executive VP & COO | 9.4yrs | US$3.49m | 0.11% $ 9.0m | |
| Senior VP and GM of Analog | 5.5yrs | US$3.28m | 0.066% $ 5.2m | |
| Chief Quality Officer & CTO | 2.2yrs | US$2.28m | 0.092% $ 7.3m | |
| Senior Vice President of Investor Relations | less than a year | no data | no data | |
| Senior VP & Chief Human Resources Officer | 1.4yrs | no data | no data | |
| Senior VP & GM of IoT Systems and Connectivity Product Group | 2.3yrs | no data | 0.017% $ 1.4m | |
| Senior VP & GM of Signal Integrity Products Group | 2.6yrs | no data | 0.0095% $ 751.7k | |
| Executive VP & Chief Commercial Officer | 1.2yrs | no data | 0.010% $ 796.9k | |
| Secretary | no data | no data | no data |
Experienced Management: SMTC's management team is considered experienced (2.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 2.8yrs | US$6.76m | 0.081% $ 6.4m | |
| Independent Director | 7.6yrs | US$248.70k | 0.010% $ 811.9k | |
| Director | no data | US$285.86k | 0.026% $ 2.1m | |
| Independent Director | 5.5yrs | US$244.95k | 0.011% $ 887.2k | |
| Independent Director | 7.6yrs | US$244.95k | no data | |
| Independent Chair of the Board | 10.2yrs | US$252.45k | 0.017% $ 1.4m | |
| Independent Director | 2.3yrs | US$121.27k | 0.0064% $ 509.3k | |
| Independent Director | 5.5yrs | US$259.95k | 0.0074% $ 588.6k | |
| Independent Director | 3yrs | US$276.22k | 0.0031% $ 243.2k |
Experienced Board: SMTC's board of directors are considered experienced (5.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/13 14:53 |
| End of Day Share Price | 2026/04/10 00:00 |
| Earnings | 2026/01/25 |
| Annual Earnings | 2026/01/25 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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 24 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tristan Gerra | Baird |
| Cody Acree | Benchmark Company |
| Sumit Dhanda | BofA Global Research |