Semtech Corporation
SMTC · NASDAQ · Technology
$169.33
$7.67 (-4.53%) today
Market Cap
$15.80B
24h Volume
$643.9M
P/E Ratio
114.4
52w High
$185.00
52w Low
$59.83
Est. AI Revenue
18%
7-Day Sparkline (Static)
Company facts
Performance
About Semtech Corporation
Semtech is an analog and mixed signal semiconductor company. It sells specialized chips for connectivity and signal processing, earning revenue from two very different markets: LoRa wireless chips for IoT devices, and high speed components for data center interconnects.
The data center side is where AI comes in. CopperEdge retimers and clock data recovery chips keep signals clean over copper links between GPUs, FiberEdge components serve optical connections, and AI data center PHYs handle the physical layer of high speed networking. LoRa Edge adds AI capability to IoT devices.
Founded in 1960 and headquartered in Camarillo, California, Semtech employs about 1,900 people under CEO Hong Hou and trades on the NASDAQ.
Semtech Corporation in the AI buildout
Semtech spans the Semiconductors and Cloud & Hyperscalers layers of the buildout. Inside AI data centers, its CopperEdge retimers and optical components carry the signals that link GPUs together, and that data center line is its fastest growing segment. Interconnect is a genuine chokepoint in AI clusters, giving Semtech a real seat in the buildout, but its large LoRa IoT and consumer connectivity base is not AI driven. Supercycle scores its AI exposure at 50 out of 100.
SMTC is tracked in Semiconductors and Cloud & Hyperscalers, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
SMTC trades at $169.33, 87% of the way up its 52-week range of $59.83 to $185.00.
Market cap
Market capitalization is $15.80B, with an AI Exposure Score of 50 out of 100.
Valuation vs peers
Its P/E ratio of 114.4 is above the Semiconductors category median of 47.5.
Next earnings
Semtech Corporation is next expected to report earnings on November 23, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Semtech do?
Semtech sells analog and mixed signal chips, including LoRa wireless connectivity for IoT devices and high speed interconnect components used inside data centers.
How is Semtech exposed to AI?
Its CopperEdge retimers and optical components link GPUs inside AI data centers, and that segment is its fastest growing. A large IoT base is not AI driven, so Supercycle scores its exposure at 50 out of 100.
What are Semtech's main AI products?
CopperEdge AI clock data recovery chips, FiberEdge optical components, AI data center PHYs for high speed networking, and LoRa Edge AI for IoT devices.
Who leads Semtech and where is it based?
CEO Hong Hou leads Semtech from Camarillo, California. Founded in 1960, the company employs about 1,900 people and trades on the NASDAQ.
Is SMTC a pure play AI stock?
No. Semtech's AI data center interconnect business is its fastest growing segment, but LoRa IoT and consumer connectivity remain a large non-AI base. Its Supercycle score is 50 out of 100.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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