What does Semtech make?

Semtech makes LoRa, Tri-Edge CDRs.

Who are Semtech's key suppliers?

Semtech's tracked suppliers include TSMC, ASE Technology.

Who are Semtech's customers?

Semtech's tracked customers include Amazon (Annapurna Labs).

Where is Semtech headquartered?

Semtech is based in United States.

Semtech

Q: What part of the semiconductor supply chain is Semtech in?

Semtech operates in the Networking Silicon and Analog & Mixed Signal segments, where it is a market major.

Semtech is a major in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include TSMC, ASE Technology. Its key customers include Amazon (Annapurna Labs).

LoRa wireless franchise plus optical data center connectivity chips.

Ticker: NASDAQ: SMTC
Headquarters: United States
Revenue: $1.0B (FY2026) · +15.5% YoY
Net income: $-40M
Operating margin: 3.1%
Market position: major
Value-chain segment: Networking Silicon, Analog & Mixed Signal
Key products: LoRa, Tri-Edge CDRs

About Semtech

Semtech, headquartered in United States, operates in the Networking Silicon and Analog & Mixed Signal segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include LoRa, Tri-Edge CDRs. wafergraph maps 2 tracked suppliers and 1 tracked customer for Semtech across the value chain. It has a supply-chain criticality score of 8/100, with 18 companies downstream of it.

Role in the chain

Semtech is a market major in Design (Fabless) (Networking Silicon), headquartered in United States. LoRa wireless franchise plus optical data center connectivity chips.

Diligence questions

The dataset records 2 tracked suppliers for Semtech. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
2 of Semtech's tracked suppliers are a monopoly or leader (including ASE Technology, TSMC). Which of those are actually single-source for the process step you care about?
The dataset names 1 tracked customer for Semtech. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Semtech is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Semtech trades as NASDAQ:SMTC. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Semtech