Semtech Stock Price, News & Analysis

Semtech Corporation (NASDAQ: SMTC) has joined the Mobile Optical Pluggable Alliance (MOPA) along with major industry leaders including Ericsson and Nokia. As the only semiconductor member, Semtech aims to enhance the development of optical solutions for the telecommunications sector. The move is expected to accelerate the rollout of next-generation wireless architectures and optimize the performance of 5G technology. The Ericsson Mobility Report forecasts that 5G subscribers will reach 5 billion by 2028, indicating a significant need for efficient optical solutions in data traffic management.

Semtech Corporation (NASDAQ: SMTC) has announced the launch of its new FiberEdge GN1300 and GN1400 transimpedance amplifiers, optimized for low-cost PIN and APD receivers. These amplifiers support 25Gbps optical modules critical for 5G wireless infrastructure, providing enhanced performance for both grey and WDM applications. Designed for industrial temperature ranges, they are ideal for wireless base stations. A demonstration of these products is set for the Optical Fiber Communication Conference (OFC) 2023 in San Diego, California, from March 7-9.

Semtech Corporation has announced the introduction of the FiberEdge® GN1825, an octal transimpedance amplifier (TIA) designed for 100G/lane single mode fiber applications. This new product is notable for its compact footprint, making it ideal for high-density data center environments. The GN1825 supports multiple optical transceiver standards, including 800GBASE-DR8 and 2x400GBASE-DR4, ensuring high performance with low power consumption. Sample availability is currently underway, and this product strengthens Semtech's position in the optical networking market.

Semtech Corporation (Nasdaq: SMTC) has announced the production availability of the FiberEdge GN1814, a groundbreaking Transimpedance Amplifier (TIA) designed for high-density single mode fiber applications. This advanced TIA supports the latest optical transceiver technologies crucial for data centers, featuring low power consumption and cost. The FiberEdge GN1814 delivers high performance for 400GBASE-DR4, FR4, and 800GBASE-DR8 transceivers, enhancing signal integrity with a low noise profile and high gain for demanding network environments. For further details, visit Semtech's website.

Semtech Corporation (NASDAQ: SMTC) announced the successful demonstration of a 200G/lane optical transmission link in collaboration with Broadcom and Keysight Technologies. This demo showcases Semtech's FiberEdge 200G PAM4 PMDs with Broadcom's 5nm 112GBd PAM4 DSP technology. The live demonstration will take place at the Optical Fiber Communication (OFC) 2023 exhibition in San Diego from March 7 to 9. This high-performance solution is designed to meet increasing data processing demands and supports scalable optical modules for data rates up to 3.2 Tbps, critical for future 51.2T and 102.4T switch platforms.

Semtech Corporation (NASDAQ: SMTC) will release its fourth quarter fiscal 2023 results on March 29, 2023, after market close. The financial results will be made available via Business Wire and posted on their website. Following the release, Semtech will host a conference call at 2 p.m. PT to discuss its performance, business activities, and future outlook, including plans involving the recent acquisition of Sierra Wireless. Interested participants can join the call by dialing in or via a live webcast.

Semtech Corporation (NASDAQ: SMTC) is teaming up with partners like The Things Industries to tackle IoT integration challenges by merging cellular and LoRaWAN technologies. This collaboration aims to enhance IoT adoption by simplifying deployments, reducing complexity, and expanding network coverage. The Things Industries recently announced a significant milestone of 1 million connected devices on its LoRaWAN infrastructure, showcasing its reliability. The partnership promises future innovations that address data availability, security, and cost predictability, which are crucial for IoT developers and systems integrators.

Sierra Wireless, a subsidiary of Semtech Corporation (SMTC), has unveiled the HL7900 LPWA module featuring Sony's ALT1350 chipset. This module aims to enhance IoT solutions with ultra-low power consumption and advanced hybrid connectivity, supporting 5G and unlicensed spectrum protocols. The ALT1350 chipset significantly reduces power consumption by 80%, allowing devices to last four times longer. The HL7900 will support evolving 3GPP standards and is expected to sample to customers later in 2023. The growing cellular IoT market is projected to reach $61 billion by 2026, driven by advancements in 5G and LPWA technologies.

Sierra Wireless, a subsidiary of Semtech Corporation, has launched Smart Connectivity Premium in the U.S.. This new service includes eUICC capabilities, providing resilient IoT managed connectivity across over 190 countries with a single global SIM. The technology allows devices to switch profiles and networks seamlessly, enhancing coverage. It supports multiple leading carrier networks in the U.S. and enables IoT devices to download local profiles while roaming. Smart Connectivity Premium is designed to reduce operational costs, accelerate IoT deployment, and maximize uptime for customers.