Semtech Stock Price, News & Analysis

Amphenol Communications Solutions (ACS) and Semtech (SMTC) have unveiled their groundbreaking 1.6T OSFP Active Copper Cable (ACC) at OFC 2025, featuring Semtech's CopperEdge™ 224G/lane linear equalizer/redriver ICs. This innovation targets next-generation AI/ML and data center infrastructure needs.

The solution offers significant advantages including:

• Ultra-low power consumption (90% lower than DSP-based solutions)
• Ultra-low latency (sub-100ps)
• Simple configuration and control

According to LightCounting analyst Bob Wheeler, 224G/lane data center infrastructure deployment is expected to begin in 2025 with rapid growth anticipated as AI/ML applications drive increased performance demands. The collaboration leverages ACS's cable technology and manufacturing capabilities with Semtech's semiconductor expertise to deliver high-bandwidth, low-power connectivity solutions for AI/ML infrastructure.

Semtech (SMTC) has announced the expansion of its optical communications portfolio with DirectEdge 100G per channel single-mode and multi-mode LPO solutions. The new technology focuses on power efficiency for AI infrastructure scaling in data centers.

According to IDC data, AI infrastructure spending will exceed $200 billion globally by 2028. In H1 2024, investments reached $47.4 billion, showing 97% year-over-year growth. The DirectEdge portfolio claims to be over 50% more power efficient than comparable DSP-based solutions by eliminating power-hungry DSPs.

The portfolio includes complete coverage for both single and multimode fiber implementations in 400G and 800G optical modules, featuring various 56GBd PAM4 TIAs (Transimpedance Amplifiers) and Laser Drivers with different specifications and options.

Semtech (SMTC) announced the expansion of its optical communications portfolio to address increasing demands for higher speed and data throughput in AI data centers. The company is enabling 1.6T networks with its 200G per channel Physical Medium Dependent IC (PMD) portfolio while developing 400G per channel technology for 3.2T modules.

The company's FiberEdge™ PMDs deliver performance for 800G and 1.6T modules while meeting power efficiency requirements. The current 200G per channel PMD solutions include various 112GBd PAM4 TIAs (Transimpedance Amplifiers) models - GN1832, GN1834, GN1834D, GN1836, and 112GBd PAM4 Laser Drivers - GN1873 and GN1878. The 400G per channel solutions are under development with samples available to select customers.

Semtech (SMTC) has unveiled its new UEX series for USB 2.0 extension and distribution over IP networks. The series features two products: the UEX1000, a co-processor for Semtech's BlueRiver AVP family, and the standalone UEX2000.

The technology enables protocol-level USB 2.0 extension with advanced monitoring and security controls, supporting distances up to 100m. Key features include:

• IP-friendly discovery approaches for improved performance
• Device class filtering for secure transmission
• Network-wide firmware updates without physical access
• Automatic notification for USB maximum tier violations
• Plug-and-play functionality without software drivers

The technology has already been demonstrated by tt group and IDK at ISE 2025 in Barcelona, targeting applications in industrial control systems, manufacturing automation, video conferencing, and integrated medical operating rooms.

Semtech (SMTC) has unveiled the industry's first ITU-compliant asymmetric 50G PON OLT chipset, comprising the GN7161, GN7153BW, and GN25L80B components. This breakthrough enables the development of compact, power-efficient SFP-DD triple-generation modules for next-generation fiber networks.

The innovation addresses critical challenges in the global fiber broadband market, where increasing bandwidth demands from AI applications, cloud gaming, and remote work are straining existing infrastructure. The new chipset features advanced mixed signal equalization and high integration levels, resulting in reduced power consumption and compact chip scale packaging.

The solution ensures seamless integration into carrier networks supporting GPON, XGSPON, and HS-PON standards. Samples and production volumes are currently available to qualified customers, with Semtech planning to showcase the technology at the OFC 2025 conference in San Francisco.

Semtech (SMTC) announced that CEO Dr. Hong Hou will participate in the CEO panel at the Optica Executive Forum on March 31, 2025, in San Francisco. The panel, moderated by Michael Lebby of GenusTechnik Inc., will include executives from Ciena, Lumentum, and Coherent to discuss industry challenges and opportunities in optical communications.

The discussion will focus on organizational change management, industry challenges, and emerging opportunities in the optical communications market. Following the forum, Semtech will showcase its technologies at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) from April 1-3, featuring demonstrations of data center interconnects, 800G/1.6T optical connectivity, and high-performance analog solutions.

Semtech (Nasdaq: SMTC) has announced an enhancement to its AirLink router portfolio by adding support for Anterix's 900 MHz private spectrum. The ultra-rugged AirLink XR60 5G router now integrates Band 106 private LTE band, designed for energy and utility sectors.

The router supports both commercial networks and global private LTE/5G standalone bands, operating on Anterix's spectrum under 3GPP Release 18. The XR60 includes a five-year service package with technical support, hardware warranty, and remote management capabilities through AirLink Management Service (ALMS).

Trial units of the AirLink XR60 with Anterix support are expected to be available in mid-2025, with commercial release planned for fall 2025. The collaboration aims to enhance grid stability and operational continuity for utilities.

Semtech (SMTC) announced its participation in the 9th IEC-IEEE-BIS Smart Energy Standardization Coordination Workshop during India Smart Utility Week 2025. Rémi Demerlé, marketing director of Semtech's LoRa ecosystem, will deliver a keynote address on March 18, 2025, in New Delhi.

The presentation will highlight how LoRaWAN technology is transforming smart metering deployments through low power, long-range connectivity solutions. The technology enables real-time monitoring and control across utility networks, supported by the IEC standard profile for smart metering (IEC 62056-8-12:2023).

The workshop is particularly significant in India, where the National Smart Grid Mission is overseeing the deployment of 250 million smart electricity meters. The event aims to harmonize international standards for smart energy systems advancement, with previous editions influencing BIS standards development and accelerating IEC, IEEE, and ISO standards adoption.

Semtech (Nasdaq: SMTC), a leading provider of high-performance semiconductor, IoT systems and cloud connectivity services, has announced its participation in the 37th Annual ROTH Conference. The conference will take place in Dana Point, California on March 17, 2025.

The company will be represented by Hong Hou, president and chief executive officer, and Mark Lin, executive vice president and chief financial officer. This investor conference provides an opportunity for Semtech to showcase its technology solutions focused on enabling smarter, more connected and sustainable planet through infrastructure, industrial and consumer market applications.