Welcome to our dedicated page for Semtech news (Ticker: SMTC), a resource for investors and traders seeking the latest updates and insights on Semtech stock.
Semtech Corp. develops high-performance semiconductor, Internet of Things connectivity, and cloud connectivity service technologies for data center networking, cellular infrastructure, industrial equipment, and connected-device applications. Company news commonly covers product launches across signal integrity, analog mixed-signal, wireless, and IoT systems, including high-speed optical interconnect ICs, LoRa technology, 5G RedCap modems, SurgeSwitch circuit protection devices, AirLink routers, Smart Connectivity services, and AirVantage platform capabilities.
Recurring updates also include financial results, investor conference participation, partner integrations, technology demonstrations, and deployments tied to AI data centers, industrial IoT, passive optical networks, video surveillance, and license-free IoT networks.
Semtech (SMTC) has introduced the GN7153C OLT combo IC and GN28L46 burst-mode TIA chipset for 10G PON optical line terminal modules in SFP-DD form factors.
The integrated solution supports GPON (2.5Gbps), XGS-PON (10Gbps) and 50G PON in a single module, targeting high‑density 50G OLT deployments. The GN7153C integrates a dual-rate burst-mode limiting amplifier, SOA driver, on-chip RSSI and dual TOSA bias driver outputs, while the GN28L46 provides high-sensitivity burst-mode amplification with an accurate RSSI mirror. The chipset can deliver up to 400mW power savings per port, or 6.5W across a fully populated 16-port OLT, and is compliant with ITU‑T G.9807.1 XGS‑PON standards. Sampling is available now, with volume production planned for September 2026.
Semtech (SMTC) introduced a 224G linear Transimpedance Amplifier (TIA) and driver portfolio aimed at Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) architectures for AI/ML clusters and hyperscale data centers.
The new family includes the GN1838L and GN42T380 linear octal TIAs and the GN42M380 linear octal Mach-Zehnder Modulator driver, optimized for 1.6T, 3.2T, 6.4T and 12.8T optical engines. The devices are designed for CEI-224G-Linear and Open CPX interfaces, with tight space and power constraints, and provide features such as Automatic and Manual Gain Control, programmable Continuous Time Linear Equalization, low input-referred noise and low group delay. The portfolio targets flexible integration with various photonic IC and modulator technologies and offers diagnostics and tuning via pads and I²C.
Semtech (Nasdaq: SMTC) reported Q2 fiscal 2027 record net sales of $341.9 million, up 17% sequentially and 33% year-over-year. GAAP gross margin was 53.8% and non-GAAP adjusted gross margin 54.5%. GAAP operating margin reached 16.3%, with non-GAAP adjusted operating margin at 24.4%.
GAAP net income was $160.1 million (diluted EPS $1.59), versus $26.6 million (EPS $0.27) in Q1'27 and a $27.1 million loss a year ago. Non-GAAP adjusted net income was $69.5 million with diluted EPS of $0.71, up from $0.51 in Q1'27 and $0.41 in Q2'26. Adjusted EBITDA was $91.1 million with a 26.6% margin. Free cash flow totaled $61.4 million. For Q3'27, Semtech guides net sales of $410 million ± $5 million, non-GAAP adjusted gross margin of 58.3% ± 100 bps (or 63.9% ± 100 bps excluding business held for sale), adjusted operating margin of 31.0% ± 60 bps, and non-GAAP adjusted diluted EPS of $1.05 ± $0.03.
Semtech (Nasdaq: SMTC) will host the LoRa Global Ecosystem Forum during IOTE 2026 at the Shenzhen World Exhibition & Convention Center from August 26–28, 2026, in Hall 10, Booth #10C51. The event theme is “Innovate, Connect, Achieve: LoRa Connects Future Industries and Global Markets.”
The Forum convenes LoRa ecosystem partners, customers and media for press briefings, customer case studies and technology presentations. It also highlights the move of LR2022 and LR2012 LoRa Plus™ transceivers into production, targeting multi-band global networks and low-cost sub‑GHz IoT applications. Semtech will run in‑booth demos showcasing FLRC/FLRP video, image and audio transfer, multiprotocol Z‑Wave and Wi‑SUN connectivity, edge AI, module ecosystems and real‑world smart home, industrial, agriculture and tracking deployments.
Semtech (Nasdaq: SMTC) expanded its LoRa Plus family by putting the new LR2022 and LR2012 IoT transceivers into production, bringing the portfolio to three devices alongside the LR2021.
The LR2022 and LR2012 use Semtech’s fourth-generation LoRa IP core, are backward compatible with LoRaWAN, LR-FHSS and legacy OOK, and support LoRaWAN, LR-FHSS, Amazon Sidewalk, Wi-SUN FSK and Wireless M-BUS. They offer best-in-class sensitivity and extended data rates up to 125 Kbps for LoRa and 2 Mbps for FSK, enabling low-power, high-throughput applications such as large file transfers, FUOTA updates and low-latency proprietary protocols across sub-GHz sensors, global trackers and edge AI devices.
Semtech (Nasdaq: SMTC) will host a Data Center business teach-in on October 15, 2026, in San Jose, starting at 9 a.m. PT. President and CEO Dr. Hong Hou, Signal Integrity Products head Imran Sherazi, and CFO Mark Lin will outline strategy, technology portfolio, growth opportunities, and long-term financial objectives.
The event will include an industry expert panel, Q&A sessions, product demos, and management interactions. Attendance is limited and requires advance registration, with a live webcast and replay available via Semtech’s investor relations site.
Semtech (Nasdaq: SMTC) has entered into a definitive agreement to sell its cellular module business to Compal Electronics (TWSE: 2324) for $62 million in cash, subject to customary adjustments. The transaction has been approved by the boards of both companies.
Compal will acquire substantially all assets and operations of Semtech’s cellular module business, including related intellectual property, customer relationships and personnel. According to Semtech, the divestiture is intended to sharpen its strategic focus on data center and LoRa connectivity. Closing is expected in the fourth quarter of Semtech’s 2027 fiscal year, subject to customary closing conditions and certain regulatory approvals.
Semtech (Nasdaq: SMTC) will release financial results for its second quarter of fiscal year 2027 after the market closes on Tuesday, August 25, 2026. Results will be distributed via Business Wire and posted on the company’s website.
Semtech will host a conference call at 1:30 p.m. PT (4:30 p.m. ET) the same day to discuss quarterly performance, business conditions and outlook. Investors can join via toll-free or international dial-in using conference ID 13761388, or through a live webcast on Semtech’s investor website. A replay and transcript will be available after the call.
Semtech (Nasdaq: SMTC) reported record Q1 FY2027 net sales of $291.0 million, up 6% sequentially and 16% year-over-year. GAAP gross margin was 52.0%, with GAAP operating margin of 8.9%.
GAAP diluted EPS reached $0.27, up 23% year-over-year. Non-GAAP adjusted gross margin was 53.0%, adjusted operating margin 20.4%, and adjusted EPS $0.51, up 34%. Adjusted EBITDA was $66.4 million (22.8% margin).
For Q2 FY2027, Semtech guides net sales to $328.0 million ± $5.0 million, adjusted gross margin of 54.0% ± 50 bps, adjusted operating margin of 21.9% ± 40 bps, adjusted EPS of $0.61 ± $0.02, and adjusted EBITDA of $79.2 million ± $2.3 million.
Semtech (Nasdaq: SMTC) will release financial results for its first quarter of fiscal year 2027 after market close on Tuesday, May 26, 2026. Results will appear on Semtech.com and via Business Wire.
A conference call and live webcast at 1:30 p.m. PT (4:30 p.m. ET) will review performance, business conditions and outlook.