--- title: "SMTC Semtech Corporation" canonical: "https://supercyclehq.com/stock/semtech" type: "stock" dataAsOf: "2026-11-06" ticker: "SMTC" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Semtech Corporation (SMTC) Semtech is an analog and mixed signal semiconductor company. ## AI Exposure Score **50/100, Strategic.** Semtech sells analog chips including CopperEdge retimers and optical components used to link GPUs inside AI data centers. That data center line is the fastest-growing segment, but LoRa IoT and consumer connectivity remain a large non-AI base. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $103.21 | | Change 1d | +12.75% | | Change 7d | -18.97% | | Change 30d | -44.95% | | Change 1y | +43.59% | | 52-week high | $197.20 | | 52-week low | $62.57 | | Market cap | $9.6B | | P/E | 68.35 | | EPS | $1.51 | | Next earnings | 2026-11-23 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Camarillo, California | | CEO | Hong Q. Hou | | Employees | 1,920 | | Website | https://www.semtech.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does 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. ## Role 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. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $89.2M | 0.80% | increased | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $2.5M | 0.01% | trimmed | 2026-06-30 | ## Recent news - [Semtech Stock Plunges 34% in 3 Months: Should You Buy the Dip?](https://finance.yahoo.com/markets/stocks/articles/semtech-stock-plunges-34-3-143900373.html?.tsrc=rss) (source, 2026-11-06) - [Can Semtech Stock Hit $190?](https://www.trefis.com/stock/smtc/articles/622576/can-semtech-stock-hit-190/2026-11-04?.tsrc=rss) (source, 2026-11-04) - [Will Semtech (SMTC) Beat Estimates Again in Its Next Earnings Report?](https://finance.yahoo.com/markets/stocks/articles/semtech-smtc-beat-estimates-again-161003796.html?.tsrc=rss) (source, 2026-11-02) - [Semtech Stock Selloff Raises A Bigger Question After Analyst Day](https://finance.yahoo.com/markets/stocks/articles/semtech-stock-selloff-raises-bigger-021247516.html?.tsrc=rss) (source, 2026-11-01) - [SMTC Recognized with Frost & Sullivan's 2026 North America Company of the Year Recognition for Mid-tier Electronic Manufacturing Services](https://finance.yahoo.com/technology/articles/smtc-recognized-frost-sullivans-2026-211500174.html?.tsrc=rss) (source, 2026-10-30) ## FAQ ### 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. --- Source: https://supercyclehq.com/stock/semtech. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.