Semtech
Semtech Corp is a leading provider of high-performance analog and mixed-signal semiconductors and advanced algorithms for infrastructure, high-end consumer, and industrial end markets. The company specializes in proprietary solutions for data center networking, IoT connectivity, and cellular infrastructure, leveraging a 'fab-lite' manufacturing model to deliver power-efficient and small-form-factor technologies.
Financials
Based on Q1 2027 filing
Revenue
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Analog Mixed Signal and Wireless
primaryFocuses on protection devices, specialized sensing products, and long-range wireless radio frequency technology. This segment includes the LoRa wireless platform and power management devices for IoT infrastructure.
Transient Voltage Suppressors (TVS), LoRa devices, Proximity sensors, Wireless charging regulators, Video-over-IP technology
Smartphone OEMs, Automotive manufacturers, Industrial system integrators, Medical device makers
Signal Integrity
majorDesigns and markets optical and copper data communications and video transport products. These solutions support high-speed interfaces for data centers, enterprise networks, and wireless base station optical transceivers.
Integrated circuits (ICs) for data centers, PON transceivers, Fibre Channel interfaces, InfiniBand interfaces, Ethernet interfaces
Infrastructure equipment manufacturers, Data center operators, Carrier network providers
IoT Systems and Connectivity
majorProvides a comprehensive portfolio of IoT hardware and cloud-based services. This includes cellular modules and routers that enable businesses to deploy and manage connected devices across various industries.
LTE-M modules, NB-IoT modules, 5G modules, Smart Connectivity services, IoT Gateways and Routers
IoT device makers, Enterprises, Solution providers, Mobile virtual network operators
Segment Financials
Analog Mixed Signal and Wireless — Net sales:
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View metricBusiness Overview
Competitive Position
A global leader in LoRa technology and wireless cellular embedded modules for IoT, competing through high-performance analog expertise and integrated device-to-cloud solutions.
Geographies
United States, China, Taiwan, Europe, Asia-Pacific
Customer Segments
Original Equipment Manufacturers (OEMs), Enterprise, Infrastructure Providers
Upstream Dependencies
Third-party wafer foundries, Assembly and test contractors, Electronics Manufacturing Services (EMS) partners, Raw material suppliers (silicon, metals, plastics)
Downstream Customers
Independent distributors, Technology OEMs, IoT solution providers, Mobile network operators
Competitors & Partners
Competitors
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Subsidiaries
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Acquired semiconductor foundry operator producing devices for data center interconnects
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IoT modules and gateway business unit (implied by IoT Systems segment and product lines)
Semtech FAQ
Common questions about Semtech
Semtech Corp is a leading provider of high-performance analog and mixed-signal semiconductors and advanced algorithms for infrastructure, high-end consumer, and industrial end markets. The company specializes in proprietary solutions for data center networking, IoT connectivity, and cellular infrastructure, leveraging a 'fab-lite' manufacturing model to deliver power-efficient and small-form-factor technologies.
Semtech (SMTC) has a market capitalization of $14.2B and trades on NASDAQ.
Semtech generated $1.1B in trailing twelve-month revenue with a net loss of $33.2M, representing a net margin of -3.0%. Gross margin stands at 51.6%, with free cash flow of $173.2M. These figures are based on the Q2 2026 filing.
Semtech's key competitors include MACOM Technology Solutions Holdings, Inc, Texas Instruments, Monolithic Power Systems, Inc., and others. These companies compete in similar markets and product categories.
Semtech has approximately 1,917 employees.