Recent Insider Transactions • Jun 02
Independent Chair of the Board recently sold €757k worth of stock On the 28th of May, Ye Li sold around 5k shares on-market at roughly €143 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ye's only on-market trade for the last 12 months. Duyuru • May 28
Semtech Corporation Provides Earnings Guidance for the Second Quarter of Fiscal Year 2027 Semtech Corporation provided earnings guidance for the second quarter of fiscal year 2027. For the period, the company expects net sales to be $328.0 million, +/- $5.0 million. Reported Earnings • May 28
First quarter 2027 earnings released: EPS: US$0.29 (vs US$0.22 in 1Q 2026) First quarter 2027 results: EPS: US$0.29 (up from US$0.22 in 1Q 2026). Revenue: US$291.0m (up 16% from 1Q 2026). Net income: US$26.6m (up 38% from 1Q 2026). Profit margin: 9.1% (up from 7.7% in 1Q 2026). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Duyuru • 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 Duyuru • Apr 22
Semtech Corporation, Annual General Meeting, Jun 04, 2026 Semtech Corporation, Annual General Meeting, Jun 04, 2026. Recent Insider Transactions • Apr 10
Executive VP & Chief Commercial Officer recently sold €528k worth of stock On the 1st of April, Jason Green sold around 8k shares on-market at roughly €70.39 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months. Duyuru • 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. Reported Earnings • Mar 18
Full year 2026 earnings released: US$0.46 loss per share (vs US$2.26 loss in FY 2025) Full year 2026 results: US$0.46 loss per share (improved from US$2.26 loss in FY 2025). Revenue: US$1.05b (up 16% from FY 2025). Net loss: US$40.4m (loss narrowed 75% from FY 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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 Duyuru • 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. Recent Insider Transactions • Dec 07
President recently sold €635k worth of stock On the 3rd of December, Hong Hou sold around 10k shares on-market at roughly €63.51 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Hong's only on-market trade for the last 12 months. New Risk • Dec 07
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €821k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€821k sold). Reported Earnings • Nov 26
Third quarter 2026 earnings released: US$0.033 loss per share (vs US$0.10 loss in 3Q 2025) Third quarter 2026 results: US$0.033 loss per share (improved from US$0.10 loss in 3Q 2025). Revenue: US$267.0m (up 13% from 3Q 2025). Net loss: US$2.90m (loss narrowed 62% from 3Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Buy Or Sell Opportunity • Nov 26
Now 41% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to €62.70. The fair value is estimated to be €44.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 536% in the next 2 years. Duyuru • 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. Duyuru • 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 Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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. Reported Earnings • Aug 27
Second quarter 2026 earnings released: US$0.31 loss per share (vs US$2.61 loss in 2Q 2025) Second quarter 2026 results: US$0.31 loss per share (improved from US$2.61 loss in 2Q 2025). Revenue: US$257.6m (up 20% from 2Q 2025). Net loss: US$27.1m (loss narrowed 84% from 2Q 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. New Risk • Aug 26
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 Italian stocks, typically moving 7.2% 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 Risk Share price has been highly volatile over the past 3 months (7.2% average weekly change). Minor Risks Shareholders have been diluted in the past year (15% increase in shares outstanding). Significant insider selling over the past 3 months (€550k sold). Buy Or Sell Opportunity • Aug 26
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 57% to €50.70. The fair value is estimated to be €40.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Meanwhile, the company became loss making. Duyuru • 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 Reported Earnings • May 28
First quarter 2026 earnings released: EPS: US$0.22 (vs US$0.36 loss in 1Q 2025) First quarter 2026 results: EPS: US$0.22 (up from US$0.36 loss in 1Q 2025). Revenue: US$251.1m (up 22% from 1Q 2025). Net income: US$19.3m (up US$42.5m from 1Q 2025). Profit margin: 7.7% (up from net loss in 1Q 2025). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Duyuru • 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. Duyuru • 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. Duyuru • 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 Duyuru • 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". 
