Semtech Raw materials decreased by 3.1% to $30.95M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 30.3%, from $44.41M to $30.95M. Over 5 years (FY 2021 to FY 2026), Raw materials shows an upward trend with a 61.2% CAGR.
Higher levels may indicate a strategic hedge against supply chain disruptions or expected price increases.
The value of raw materials held by the company, primarily consisting of fuel stocks such as coal, natural gas, or nuclea...
Highly dependent on the company's generation fuel mix; coal-heavy utilities hold significantly more raw material inventory.
other_inventory_raw_materials| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | 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 | Q4 '26 | Q1 '27 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $3.57M | $3.41M | $4.36M | $4.30M | $2.62M | $3.20M | $3.26M | $76.92M | $76.56M | $63.54M | $52.54M | $46.43M | $58.03M | $48.80M | $47.20M | $46.33M | $44.41M | $40.05M | $38.00M | $31.92M | $30.95M |
| QoQ Change | — | -4.5% | +27.9% | -1.2% | -39.2% | +22.2% | +1.9% | >999% | -0.5% | -17.0% | -17.3% | -11.6% | +25.0% | -15.9% | -3.3% | -1.8% | -4.2% | -9.8% | -5.1% | -16.0% | -3.1% |
| YoY Change | — | — | — | — | -26.6% | -6.1% | -25.2% | >999% | >999% | >999% | >999% | -39.6% | -24.2% | -23.2% | -10.2% | -0.2% | -23.5% | -17.9% | -19.5% | -31.1% | -30.3% |