Semtech Management
Management criteria checks 2/4
Semtech's CEO is Hong Hou, appointed in Jun 2024, has a tenure of 1.92 years. total yearly compensation is $6.76M, comprised of 6% salary and 94% bonuses, including company stock and options. directly owns 0.004% of the company’s shares, worth $138.35K. The average tenure of the management team and the board of directors is 1.4 years and 4.7 years respectively.
Key information
Hong Hou
Chief executive officer
US$6.8m
Total compensation
| CEO salary percentage | 5.99% |
| CEO tenure | 1yr |
| CEO ownership | 0.004% |
| Management average tenure | 1.4yrs |
| Board average tenure | 4.7yrs |
Recent management updates
Recent updates
Semtech: Slowing Growth Creates Significant Pullback, But Wait For Better Buying Opportunity
Jun 04Semtech Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
May 30
Is 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 (NASDAQ:SMTC) Has Some Way To Go To Become A Multi-Bagger
Mar 28Semtech Stock: Not Convinced Yet, Maintaining My Sell Rating
Mar 14Is Semtech Corporation (NASDAQ:SMTC) Expensive For A Reason? A Look At Its Intrinsic Value
Mar 10Some Confidence Is Lacking In Semtech Corporation (NASDAQ:SMTC) As Shares Slide 43%
Feb 11Semtech: Navigating Uncertainty Amid CopperEdge Setbacks (Downgrade)
Feb 10Can't Defend This Valuation: Downgrading Semtech To A Sell
Jan 19Semtech Corporation (NASDAQ:SMTC) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Dec 25Is It Too Late To Consider Buying Semtech Corporation (NASDAQ:SMTC)?
Nov 27Semtech Q3 Earnings: Turnaround Story With Strong Fundamentals (Rating Upgrade)
Nov 26Semtech Corporation's (NASDAQ:SMTC) Shares Climb 28% But Its Business Is Yet to Catch Up
Nov 09Capital Allocation Trends At Semtech (NASDAQ:SMTC) Aren't Ideal
Sep 25Semtech Up +48% QTD: Time To Count Profits And Exit (Rating Downgrade)
Sep 25Semtech Has A Challenging Task To Recover From Its Self-Inflicted Wound
Sep 13Semtech Corporation's (NASDAQ:SMTC) 34% Price Boost Is Out Of Tune With Revenues
Aug 29Semtech: More Confidence In The Industry Turning Around (Rating Upgrade)
Jun 24Semtech Corporation (NASDAQ:SMTC) Released Earnings Last Week And Analysts Lifted Their Price Target To US$52.30
Jun 08Semtech Q1 Earnings: Chipmaker On Shaky Ground, I'll Pass (Rating Downgrade)
Jun 06Semtech: (Early But Costly) Realization Of An Irreversible Mistake
May 23There's No Escaping Semtech Corporation's (NASDAQ:SMTC) Muted Revenues Despite A 31% Share Price Rise
May 22Is Semtech (NASDAQ:SMTC) A Risky Investment?
Mar 20Semtech: Time To Tune In - Initiating With A Buy
Mar 14Semtech Corporation's (NASDAQ:SMTC) Intrinsic Value Is Potentially 48% Above Its Share Price
Mar 02CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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 ($USD7.55M).
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 served as the president of the Semiconductor Group at Brooks Automation from February 2023 to June 2024....
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1yr | US$6.76m | 0.0041% $ 138.3k | |
| Executive VP & CFO | 1.7yrs | US$3.55m | 0.016% $ 552.4k | |
| Executive VP & COO | 8.6yrs | US$3.49m | 0.12% $ 4.1m | |
| Senior VP and GM of Analog | 4.7yrs | US$3.28m | 0.065% $ 2.2m | |
| Chief Quality Officer & CTO | 1.3yrs | US$2.28m | 0.070% $ 2.4m | |
| Senior Vice President of Investor Relations | less than a year | no data | no data | |
| Senior VP & Chief Human Resources Officer | less than a year | no data | no data | |
| Senior VP & GM of IoT Systems and Connectivity Product Group | 1.4yrs | no data | 0.014% $ 486.6k | |
| Senior VP & GM of Signal Integrity Products Group | 1.8yrs | no data | 0.0061% $ 206.2k | |
| Executive VP & Chief Commercial Officer | less than a year | no data | no data | |
| Secretary | no data | no data | no data |
Experienced Management: SMTC's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.9yrs | US$6.76m | 0.0041% $ 138.3k | |
| Independent Director | 6.8yrs | US$248.70k | 0.012% $ 401.8k | |
| Independent Director | 4.7yrs | US$244.95k | 0.0087% $ 295.7k | |
| Independent Director | 6.8yrs | US$244.95k | 0.012% $ 400.1k | |
| Independent Chair of the Board | 9.3yrs | US$252.45k | 0.018% $ 626.6k | |
| Independent Director | 1.5yrs | US$121.27k | 0.0036% $ 122.1k | |
| Independent Director | 4.7yrs | US$259.95k | 0.0087% $ 295.7k | |
| Independent Director | 2.2yrs | US$276.22k | 0.0029% $ 99.0k |
Experienced Board: SMTC's board of directors are considered experienced (4.7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/06/16 11:53 |
| End of Day Share Price | 2025/06/13 00:00 |
| Earnings | 2025/04/27 |
| Annual Earnings | 2025/01/26 |
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 31 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 |