Semtech Signal Integrity — Segment cost of sales increased by 33.6% to $38.01M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 49.9%, from $25.36M to $38.01M. Over 2 years (FY 2023 to FY 2025), Signal Integrity — Segment cost of sales shows an upward trend with a 5.1% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase relative to revenue may signal rising input costs or manufacturing inefficiencies.
The direct costs associated with the production, manufacturing, and delivery of signal integrity products, including raw...
Standard cost of goods sold (COGS) for a semiconductor segment; comparable to manufacturing costs at peer hardware companies.
smtc_segment_signal_integrity_segment_cost_of_sales| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q1 '27 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $22.45M | $22.45M | $22.45M | $22.45M | $18.95M | $18.95M | $18.95M | $18.95M | $23.54M | $22.67M | $26.39M | $26.50M | $25.36M | $28.90M | $28.46M | $38.01M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -15.6% | +0.0% | +0.0% | +0.0% | +24.2% | -3.7% | +16.4% | +0.4% | -4.3% | +14.0% | -1.5% | +33.6% |
| YoY Change | — | — | — | — | -15.6% | -15.6% | -15.6% | -15.6% | +24.2% | +19.6% | +39.3% | +39.9% | +7.7% | +27.5% | +7.8% | +49.9% |