SEMTECH CORP (SMTC)
Information Technology · Analog and mixed-signal semiconductors · Nasdaq
A leading analog and mixed-signal semiconductor company powering data center networking, IoT connectivity, and cellular infrastructure with a focus on AI-driven applications.
What SEMTECH CORP does
Semtech designs, develops, manufactures and markets high-performance analog and mixed-signal semiconductors for data center networking, Internet of Things (IoT) connectivity solutions, and cellular infrastructure. The company serves infrastructure markets including data centers, optical networks, and communication equipment; high-end consumer markets such as smartphones and wearables; and industrial markets including IoT applications, asset tracking, automotive, and smart buildings. Semtech also provides IoT modules, routers, gateways and managed connectivity services through its acquired IoT business.
Themes: ["AI data center infrastructure"]
Fundamentals
- Price$136.13 as of 2026-07-10 close
- Market cap$12.7B as of 2026-07-12
- 1-year return+180.3% as of 2026-07-10 close
- Net margin-3.0% as of 2026-07-12
- Gross margin+51.6% as of 2026-07-12
- ROE-5.9% as of 2026-07-12
- Debt / equity0.86 as of 2026-07-12
- Revenue growth (YoY)+14.2% as of 2026-07-12
- Revenue CAGR (3y)+11.5% SEC XBRL
- Beta2.33 as of 2026-07-12
Key risks (from latest filing)
["Cyclical semiconductor industry volatility and concentration of demand in AI-related semiconductors creates earnings unpredictability; company is currently unprofitable with -3.04% net margin."]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.