Semtech, a publicly owned company headquartered in the US, was founded in 1960 and employs approximately 1200 individuals. The company reported $1.1B in revenue as of 2025. Semtech operates as a global supplier of analog and mixed-signal semiconductors and algorithms for infrastructure, high-end consumer, and industrial equipment.
Semtech advanced AI data center optical and active copper interconnects at the OFC 2026 conference on April 28. Previously, on April 21, the company released the TDS5311P circuit protection device to address a 53V PD VBus protection gap, a growing issue as USB Power Delivery expands into higher-power systems. This followed a 17.3% increase in Semtech's stock on April 20, attributed to a US-Iran ceasefire. The ceasefire reduced fears of major disruption to global technology supply chains and eased concerns about critical semiconductor shipping lanes, thereby removing a key external overhang on Semtech's role as a connectivity supplier to data center and IoT ecosystems.
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