Products — Cost of sales:
Semtech Products — Cost of sales: increased by 2.8% to $123.91M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 17.5%, from $105.41M to $123.91M. Over 3 years (FY 2023 to FY 2026), Products — Cost of sales: shows an upward trend with a 18.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
A decrease relative to revenue signals improved manufacturing efficiency or lower input costs, while an increase may indicate rising supply chain expenses or production inefficiencies.
Detailed definition
This metric captures the direct costs associated with manufacturing and delivering semiconductor products, excluding non...
Peer comparison
Comparable to Cost of Goods Sold (COGS) reported by peers in the semiconductor industry, often analyzed as a percentage of segment revenue to determine gross margin performance.
smtc_segment_products_cost_of_salesHistorical Data
| 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 | $67.37M | $67.37M | $67.37M | $67.37M | $98.49M | $98.49M | $98.49M | $98.49M | $91.23M | $95.37M | $101.09M | $106.57M | $105.41M | $108.60M | $114.12M | $120.51M | $123.91M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +46.2% | +0.0% | +0.0% | +0.0% | -7.4% | +4.5% | +6.0% | +5.4% | -1.1% | +3.0% | +5.1% | +5.6% | +2.8% |
| YoY Change | — | — | — | — | +46.2% | +46.2% | +46.2% | +46.2% | -7.4% | -3.2% | +2.6% | +8.2% | +15.5% | +13.9% | +12.9% | +13.1% | +17.5% |
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Frequently Asked Questions
- What is Semtech's products — cost of sales:?
- Semtech (SMTC) reported products — cost of sales: of $123.91M in Q1 2026.
- How has Semtech's products — cost of sales: changed year-over-year?
- Semtech's products — cost of sales: increased by 17.5% year-over-year, from $105.41M to $123.91M.
- What is the long-term trend for Semtech's products — cost of sales:?
- Over 3 years (2023 to 2026), Semtech's products — cost of sales: has grown at a 18.5% compound annual growth rate (CAGR), from $269.50M to $448.64M.
- What does products — cost of sales: mean?
- The direct costs incurred to manufacture and supply the company's semiconductor products, excluding depreciation and amortization.