Welcome to our dedicated page for Semtech SEC filings (Ticker: SMTC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Overview of Semtech Corporation
Semtech Corporation (SMTC) is a high-performance supplier of analog and mixed-signal semiconductor products that serve a broad range of applications including power management, advanced communications, wireless connectivity, and sensing solutions. With a deep-rooted expertise in both analog and digital technologies, Semtech integrates complex circuitry and optimized algorithms to meet the demanding requirements of IoT systems, industrial applications, and commercial technologies.
Core Business Segments
The company operates through multiple reportable segments which form the backbone of its business model:
- Signal Integrity: Focused on ensuring clear, reliable communication signals across various platforms.
- Advanced Protection and Sensing: Specializes in semiconductor solutions that protect electronic components and provide precise sensing capabilities.
- IoT System: Develops connectivity modules and related integrated circuits that support a wide range of IoT devices and applications.
- IoT Connected Services: Offers connectivity services that help users manage and optimize device performance in a global network.
Industry and Market Position
Semtech stands out in the semiconductor industry by combining breakthrough technology with proprietary solutions. Its analog and mixed-signal products are recognized for their reliability in communication, protection, and sensing functions. Serving markets that range from telecommunications and computer peripherals to industrial automation and consumer electronics, the company effectively positions itself among peers by addressing key performance challenges inherent in high-speed and high-reliability applications.
Technology and Innovation
At the heart of Semtech's success is its commitment to innovation. The company is not only a manufacturer but also a developer of sophisticated algorithms and connectivity services. Its focus on IoT connectivity is evident in the integration of wireless semiconductors and connectivity modules that ensure seamless operation across a multitude of devices and networks. By emphasizing breakthrough technology and rigorous testing in its design and production processes, Semtech enables its customers to achieve scalable, secure, and efficient product deployments.
Customer-Centric Approach
Semtech's solutions are designed to meet the evolving needs of various industries. The company collaborates closely with solution architects and application developers to deliver tailored product offerings. This customer-centric approach facilitates innovation by ensuring that the products not only meet technical specifications but also solve real-world challenges across communications, industrial automation, and advanced sensing applications.
Competitive Landscape and Differentiators
While operating in a highly competitive sector, Semtech differentiates itself through its extensive portfolio of high-quality analog and mixed-signal technologies. The company's competitive edge is built on its long-standing experience in semiconductor design and its ability to provide comprehensive connectivity solutions that integrate seamlessly into modern IoT ecosystems. This thorough understanding of the digital landscape allows Semtech to offer products that are durable, efficient, and adaptable to various market needs.
Applications and Market Impact
The applications of Semtech's products are extensive. Their integrated circuits are widely implemented in fields such as communications, computer peripherals, industrial automation, and consumer electronics. By ensuring superior signal integrity, advanced protection, and robust connectivity, Semtech helps drive innovations that are critical for the next generation of smart devices and infrastructures. This emphasis on technologically advanced and reliable solutions underscores the company's role as an important enabler in creating a more connected and intelligent world.
Semtech Corp's EVP and COO Asaf Silberstein reported two sales transactions of common stock on June 24, 2025:
- First sale: 1,000 shares at $42.49 per share
- Second sale: 1,000 shares at $43.48 per share
Following these transactions, Silberstein's direct ownership decreased to 105,996 shares. The shares were held through The Silberstein Family Trust DTD 07/11/2016, where he serves as Trustee. The Form 4 was filed on June 28, 2025, within the required reporting timeline. The sales were executed at prices showing an upward movement from $42.49 to $43.48, suggesting favorable market conditions during the trading window.
Semtech Corp (SMTC) Director Rodolpho C Cardenuto reported a significant insider transaction on Form 4, executing a sale of 13,123 shares of Common Stock on June 18, 2025. The shares were sold at a weighted average price of $41.8154 per share, with individual transaction prices ranging from $41.70 to $41.975.
Following this transaction, Cardenuto's direct ownership of Semtech common stock was reduced to 0 shares, representing a complete liquidation of his direct holdings. The transaction was executed under standard conditions and was reported within the required filing deadline.
The filing was signed on June 20, 2025, by Mark Lin acting as attorney-in-fact for Cardenuto under a Power of Attorney dated October 6, 2023. This insider sale could be significant for investors as it represents a complete exit of direct holdings by a board member.