Here are the 10-K annual reports from Semtech Corp (SMTC) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-K covers the audited annual report, with the full financial statements, so if you follow SMTC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SMTC filings page.
Semtech Corporation files its annual report describing a growing, diversified semiconductor and IoT connectivity business focused on infrastructure, high-end consumer and industrial markets. Net sales for fiscal 2026 were $1,049,975 thousand, up from $909,287 thousand in 2025 and $868,758 thousand in 2024.
Growth was broad-based across its three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity, each contributing over $300,000 thousand in 2026 net sales. Industrial applications provided 55% of net sales, with infrastructure at 30% and high-end consumer at 15%.
The company highlights heavy reliance on distributors, significant exposure to China-based customers, and customer concentration, alongside detailed macro, supply chain, technology and indebtedness risks. Semtech also completed the all-cash acquisition of HieFo Corporation for approximately $34.0 million and now operates certain internal foundry capabilities within a "fab-lite" model.