Semtech

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.

Key products

  • LoRa
  • Tri-Edge CDRs

Suppliers

Customers

More Design (Fabless) companies

Sources

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