Semtech Stock Price, News & Analysis

Semtech (SMTC) announced a collaboration with Vutility to launch the ‘HotDrop,’ an IoT-enabled energy monitoring solution using LoRaWAN technology. This device allows for real-time circuit-level energy monitoring, improving operational efficiency and reducing energy costs by providing 90% lower total ownership costs compared to competitors. The HotDrop is easy to install with a QR code, self-powered, and maintenance-free, enhancing the energy management landscape. This solution aligns with sustainability initiatives vital for the utilities market.

Semtech Corporation (NASDAQ: SMTC) announces the integration of its AVXT™ technology into Lightware's new TPX devices, enhancing AV extension for classrooms and conference rooms. The TPX extenders support HDMI 2.0 signal management over a single CATx cable, ensuring HDCP 2.3 and Dolby Vision compatibility. Key features include fan-less passive cooling and bidirectional remote powering. This partnership showcases the superior capabilities of Semtech’s AVXT technology, promising cost-effective, high-performance AV solutions.

Semtech Corporation (Nasdaq: SMTC) reported strong financial results for the fourth quarter and fiscal year 2022. Q4 net sales reached $190.6 million, with GAAP diluted EPS of $0.53 and non-GAAP diluted EPS of $0.70. For FY2022, Semtech achieved record net sales of $740.9 million and GAAP diluted EPS of $1.92. The company saw significant growth in its LoRa-enabled net sales, which totaled $134.1 million, growing by 52.6%. For Q1 FY2023, Semtech anticipates net sales between $195 million and $205 million amid supply chain uncertainties.

Semtech Corporation (NASDAQ: SMTC) has announced the launch of new integrated circuits, GN2555 and GN2556, designed for long reach optical links in data centers. These ICs are part of the Tri-Edge clock and data recovery transmitter solutions, offering lower power consumption, reduced latency, and cost savings for users. The GN2555 features integrated directly modulated laser (DML) drivers, while the GN2556 includes externally modulated laser (EML) drivers. Both comply with IEEE 802.3bs standards and support various low-cost laser options.

Semtech Corporation (NASDAQ: SMTC) has introduced the GN2559S, a new ultra-low power Tri-Edge™ clock and data recovery (CDR) receiver tailored for short reach (SR) and long reach (LR) optical links. This next-generation receiver boasts a power reduction of 400mW compared to its predecessor and delivers low latency. The GN2559S is now available for sampling, alongside complete reference design kits. This launch follows the successful deployment of Semtech’s previous Tri-Edge PAM4 SR CDR chipset in major Cloud data centers, reinforcing its commitment to advanced optical networking solutions.

Semtech Corporation (SMTC) has announced the sampling of its new FiberEdge® GN1700 linear transimpedance amplifier (TIA), designed for 50Gbps SFP56 PAM4 5G wireless optical modules. The GN1700 enhances the performance of Semtech's Tri-Edge™ GN2255 and GN2256 integrated circuits, supporting the upgrade of 5G wireless X-haul transport infrastructures. This development aims to establish 50Gbps PAM4 as a standard for front haul architectures, enabling module vendors to expand their 5G deployments with optimized chipsets for better performance.

Semtech Corporation (NASDAQ: SMTC) announced the production availability of GN1812, a new PAM4 transimpedance amplifier (TIA) in its FiberEdge® portfolio, enhancing data center connectivity. The GN1812 offers low power, low noise, high gain, and wide overload performance, suitable for 400GBASE-DR4, FR4, and LR4 applications. This addition signifies Semtech’s commitment to advancing optical transceiver technology, furthering its leadership in the market.

Semtech Corporation (SMTC) has announced the production release of the ClearEdge GN2154, a clock and data recovery (CDR) solution designed for 25Gbps 5G front-haul deployments. This device is noted for its low power consumption (550mW) and compact size (3.24mm x 2.05mm), making it compatible with both LAN-WDM and DWDM optical modules. The ClearEdge GN2154 is expected to enhance 5G infrastructure in regions like Korea and Japan, supporting the growing demand for high-performance optical transport.

Semtech Corporation has announced the production of its Tri-Edge™ GN2255 clock and data recovery (CDR) with an integrated DML driver for 50Gbps PAM4 5G wireless optical modules. This new technology aims to enhance the rapid upgrade of X-haul infrastructures, enabling significant adoption of 50G PAM4 in 5G front haul markets. With projections of 4.4 billion 5G subscriptions by 2027, Semtech positions itself as a key player in new 5G applications. The full production of the GN2255 is set for March 2022.