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Semtech Corporation (SMTC) Report Analysis

Corporate Events

Positive

Semtech Corporation(NasdaqGS:SMTC) added to Rus...

2022-06-24 00:00:00

Semtech Corporation(NasdaqGS:SMTC) added to Russell 2000 Dynamic Index

Positive

Semtech Launches LoRa Cloud Locator Cloud Servi...

2022-06-21 09:00:00

Semtech Corporation announced its breakthrough SaaS chip-to-Cloud service, LoRa Cloud™ Locator, that uses Semtech’s LoRa Cloud Modem & Geoloca...

Neutral

Semtech Corporation Presents at Embedded World ...

2022-06-13 09:57:00

Semtech Corporation Presents at Embedded World 2022, Jun-20-2022 through Jun-23-2022. Venue: The Exhibition Centre Nuremberg, Nürnberg Messe, ...

Neutral

Semtech’s BlueRiver® Optimizes Mt. Titlis Smart...

2022-06-09 12:00:00

Semtech Corporation announced that Mt. Titlis has chosen to integrate Semtech’s BlueRiver® AV over IP technology platform into its Smart City ...

Neutral

Semtech Corporation - Special Call

2022-06-09 08:23:00

New LoRa Edge LR1120 SubGig et 2.4Ghz pour le tracking

Neutral

Semtech Corporation Presents at Industrial IoT ...

2022-06-07 05:55:00

Semtech Corporation Presents at Industrial IoT Conference 2022, Jun-21-2022 . Venue: Fort Lauderdale, Florida, United States. Speakers: Bryon ...

Neutral

Semtech Corporation - Special Call

2022-06-02 16:05:00

Making Building Infrastructure Smarter with LoRaWAN

Neutral

Semtech Corporation Provides Earnings Guidance ...

2022-06-01 20:20:00

Semtech Corporation provided earnings guidance for the second quarter of fiscal year 2023. For the period, the company expects net sales to be...

Neutral

Tranche Update on Semtech Corporation (NasdaqGS...

2022-06-01 16:26:00

From January 31, 2022 to May 1, 2022, the company has repurchased 762,093 shares, representing 1.19% for $50 million. With this, the company h...

Neutral

Semtech Corporation Presents at Baird 2022 Glob...

2022-05-31 20:30:00

Semtech Corporation Presents at Baird 2022 Global Consumer, Technology & Services Conference, Jun-07-2022 09:40 AM. Venue: InterContinental Ne...

Neutral

Semtech Corporation Presents at Stifel 2022 Cro...

2022-05-31 20:30:00

Semtech Corporation Presents at Stifel 2022 Cross Sector Insight Conference, Jun-08-2022 08:00 AM. Venue: The InterContinental Boston Hotel, B...

Neutral

Semtech Corporation and WiTraC Comunicaciones I...

2022-05-26 12:00:00

Semtech Corporation announced that Boluda Corporación Marítima, will leverage an asset tracking solution from WITRAC, a Valencia-based company...

Neutral

Semtech Corporation Announces LoRaWAN® Integrat...

2022-05-19 12:00:00

Semtech Corporation announced that Cranberry Analytics has chosen to integrate Semtech’s LoRa® devices and the LoRaWAN® standard into its ultr...

Neutral

Semtech Corporation to Report Q1, 2023 Results ...

2022-05-18 20:15:00

Semtech Corporation announced that they will report Q1, 2023 results After-Market on Jun 01, 2022

Neutral

Semtech Corporation, Q1 2023 Earnings Call, Jun...

2022-05-18 20:15:00

Semtech Corporation, Q1 2023 Earnings Call, Jun 01, 2022

Neutral

Semtech Corporation Presents at IoT Slam Live 2...

2022-05-18 14:10:00

Semtech Corporation Presents at IoT Slam Live 2022, Jun-22-2022 . Venue: Cary, North Carolina, United States. Speakers: Richard Lansdowne, Sen...

Neutral

Semtech Corporation - Special Call

2022-05-12 20:54:00

Augmenting LoRaWAN Devices with Internet Protocol Support

Neutral

Semtech Corporation - Special Call

2022-05-12 20:54:00

New LoRa Edge LR1120 for Multi-Band Worldwide Asset Management

Neutral

Semtech Corporation Lora® Devices Integrated in...

2022-05-12 12:00:00

Semtech Corporation announced that REYAX Technology, a total Internet of Things (IoT) solution provider dedicated to providing high quality mo...

Neutral

Semtech Corporation and CITiLIGHT Transform Sma...

2022-05-05 12:00:00

Semtech Corporation announced its collaboration with CITiLIGHT, provider of smart lighting solutions for smart cities, for its VELOCITi LMS li...

Positive

Micross Components, Inc. acquired High-Reliabil...

2022-05-03 00:00:00

Micross Components, Inc. acquired High-Reliability Discrete Diodes and Assemblies business of Semtech Corporation for $30 million on May 3, 20...

Neutral

Semtech Corporation, Annual General Meeting, Ju...

2022-04-29 20:06:00

Semtech Corporation, Annual General Meeting, Jun 09, 2022, at 11:00 Pacific Standard Time. Location: The Sonesta Select Camarillo hotel 4994 V...

Negative

Semtech Corporation Appoints Julie Mcgee as Sen...

2022-04-20 12:00:00

Semtech Corporation announced Julie McGee has joined the Company as senior vice president and chief marketing officer. In this role, she is le...

Neutral

Semtech Corporation - Special Call

2022-04-18 14:50:00

Semtech Corporation - Special Call

Positive

Semtech Corporation Extends LoRa Edge™ Platform...

2022-04-13 12:00:00

Semtech Corporation announces the addition of multi-band capabilities to its LoRa Edge™ device-to-Cloud geolocation platform. The new LoRa Edg...

Positive

Semtech’s BlueRiver® Platform Provides Near-Zer...

2022-04-07 12:00:00

Semtech Corporation announced that JAM-Labs, a Silicon-Valley-based medical devices company focused on building next generation of operating ...

Neutral

Semtech Corporation Announces Its Collaboration...

2022-03-31 12:00:00

Semtech Corporation announced its collaboration with Enthu Technology Solutions India Pvt Ltd. and Xorowin Mechatronics. Semtech’s LoRa® devic...

Neutral

Tranche Update on Semtech Corporation (NasdaqGS...

2022-03-16 16:35:00

From November 1, 2021 to January 30, 2022, the company has repurchased 381,148 shares, representing 0.59% for $32.75 million. With this, the c...

Neutral

Stifel, Nicolaus & Company, Incorporated, Stife...

2022-03-02 19:15:00

Stifel, Nicolaus & Company, Incorporated, Stifel 2022 Cross Sector Insight Conference, Jun 06, 2022 through Jun 09, 2022. Venue: The InterCont...

Neutral

Semtech Corporation - Special Call

2022-03-01 01:23:00

Guidance and Recommendations for LoRaWAN®?End-Device Implementors

Neutral

Semtech Corporation - Special Call

2022-03-01 01:23:00

Opportunities & Capabilities Created by the Inclusion of the LR-FHSS Modulation in LoRaWAN

Neutral

Semtech Corporation Presents at DesignCon 2022,...

2022-02-28 01:48:00

Semtech Corporation Presents at DesignCon 2022, Apr-07-2022 09:00 AM. Venue: Santa Clara Convention Center, Santa Clara, California, United St...

Neutral

Semtech Collaborates with Communicate2integrate...

2022-02-10 13:00:00

Semtech Corporation announced that Communicate2IntegrateGmbH, has chosen to integrate Semtech’s LoRa® devices and LoRaWAN® connectivity for it...

Neutral

NürnbergMesse GmbH, Embedded World 2022, Jun 20...

2022-02-08 00:00:00

NürnbergMesse GmbH, Embedded World 2022, Jun 20, 2022 through Jun 23, 2022. Venue: The Exhibition Centre Nuremberg, Nürnberg Messe, Nuremberg,...

Neutral

IoT Community Ltd., IoT Slam Live 2022, Jun 22,...

2022-02-03 15:10:00

IoT Community Ltd., IoT Slam Live 2022, Jun 22, 2022 through Jun 23, 2022. Venue: Cary, North Carolina, United States.

Neutral

Semtech Announces Integration of LoRaWAN® in IC...

2022-02-03 13:00:00

Semtech Corporation announced that ICT International has integrated Semtech’s LoRa® devices and the LoRaWAN® standard into its water quality m...

Neutral

Robert W. Baird & Co. Incorporated, Baird 2022 ...

2022-01-31 12:08:00

Robert W. Baird & Co. Incorporated, Baird 2022 Global Consumer, Technology & Services Conference, Jun 06, 2022 through Jun 08, 2022. Venue: In...

Neutral

Informa Markets Limited, DesignCon 2022, Apr 05...

2022-01-24 17:51:00

Informa Markets Limited, DesignCon 2022, Apr 05, 2022 through Apr 07, 2022. Venue: Santa Clara Convention Center, Santa Clara, California, Uni...

Positive

Semtech Corporation Unveils SurgeSwitch™ System...

2021-12-21 13:00:00

Semtech Corporation unveiled the release of the SurgeSwitch™ product line. Semtech’s SurgeSwitch devices are specifically designed to protect ...

Neutral

Semtech Announces LoRaWAN® Integration for Arso...

2021-12-16 13:00:00

Semtech Corporation announced its collaboration with Spanish utility metering systems provider Arson Metering. Arson Metering is utilizing Sem...

Neutral

Semtech Corporation Announces Collaboration wit...

2021-12-09 10:00:00

Semtech Corporation announced its collaboration with Elvexys, designer of innovative and robust solutions for data management, engineering of ...

Negative

Semtech Corporation and Spark Connected, LLC An...

2021-12-03 21:30:00

Semtech Corporation and Spark Connected, LLC announced that they have resolved their dispute pending in the United States District Court for t...

Positive

Semtech to Seek Acquisitions

2021-12-01 21:30:00

Semtech Corporation (NasdaqGS:SMTC) will look for acquisitions. The company said "We expect our future cash uses will be for capital expenditu...

Neutral

Semtech Corporation Announces Earnings Guidance...

2021-12-01 21:20:00

Semtech Corporation announced earnings guidance for the fourth fiscal quarter 2022. For the quarter, the company net sales are expected to be ...

Neutral

Tranche Update on Semtech Corporation (NasdaqGS...

2021-12-01 16:28:00

From August 2, 2021 to October 31, 2021, the company has repurchased 387,163 shares, representing 0.6% for $30 million. With this, the company...

Neutral

Semtech and ZeeVee Engage New Audiences With In...

2021-11-23 13:02:00

Semtech Corporation announced its collaboration with ZeeVee, for the Tennessee State Museum. The goal of the collaboration is to attract and e...

Neutral

Semtech Corporation, Q3 2022 Earnings Call, Dec...

2021-11-17 21:15:00

Semtech Corporation, Q3 2022 Earnings Call, Dec 01, 2021

Neutral

Semtech Corporation to Report Q3, 2022 Results ...

2021-11-17 21:15:00

Semtech Corporation announced that they will report Q3, 2022 results After-Market on Dec 01, 2021

Neutral

Town of Cary, NC Deploys Technology Solutions f...

2021-11-17 13:00:00

Semtech Corporation announced its collaboration with SAS and the Town of Cary, North Carolina. Improving the overall quality of life for its c...

Neutral

Semtech’s LoRa® Devices and the LoRaWAN® Standa...

2021-11-04 12:02:00

Semtech Corporation announced that ICT International, is leveraging Semtech’s LoRa® devices and the LoRaWAN® standard to improve urban forest ...

Neutral

Semtech Corporation Presents at 5th Annual Virt...

2021-10-28 05:54:00

Semtech Corporation Presents at 5th Annual Virtual Wells Fargo TMT Summit, Nov-30-2021 . Speakers: Emeka N. Chukwu, Executive VP & CFO, Willia...

Positive

Semtech Corporation Announces Intelligent Senso...

2021-10-27 12:00:00

Semtech Corporation announced its PerSe line of sensors targeted for the personal connected consumer device market. Derived from the name, Per...

Neutral

Vuwall Launches New Hdmi Extenders Based on Sem...

2021-10-21 12:02:00

Semtech Corporation announced its collaboration with VuWall, a technology leader in video wall control systems and unified visualization solut...

Positive

Semtech Corporation Launches Upgraded LoRa® Dev...

2021-10-13 12:02:00

Semtech Corporation announced the upgraded launch of the LoRa® Developer Portal, which makes it easier for developers, regardless of experienc...

Neutral

Semtech Corporation - Special Call

2021-10-07 20:56:00

To discuss the LoRaWAN Optimal solution for Japanese IoT needs

Neutral

Wells Fargo Securities, LLC, 5th Annual Virtual...

2021-10-07 09:16:00

Wells Fargo Securities, LLC, 5th Annual Virtual Wells Fargo TMT Summit, Nov 30, 2021 through Dec 03, 2021.

Neutral

Semtech and Sindcon Bring Smart Metering to the...

2021-10-05 12:02:00

Semtech Corporation announced its collaboration with Sindcon (Singapore) IoT Technology Pte Ltd. The collaboration brings smart consumption mo...

Neutral

Semtech Corporation, Track & Trace Using AWS & ...

2021-09-30 20:56:00

Semtech Corporation, Track & Trace Using AWS & LoRa Cloud™ Services, Nov 09, 2021.

Neutral

Semtech Corporation Presents at AGA Operations ...

2021-09-30 12:02:00

Semtech Corporation Presents at AGA Operations Conference & Biennial Exhibition & Fall Committee Meetings, Oct-04-2021 .

Positive

Semtech Corporation Announces A New Zero Carbon...

2021-09-28 12:02:00

Semtech Corporation announced a new zero carbon solution with a RE Family Microcontroller from Renesas. The solution features a Renesas RE Fam...

Positive

Jariet Technologies, Inc. announced that it has...

2021-09-28 00:00:00

Jariet Technologies, Inc. announced that it has received a round of funding from Semtech Corporation in 2021.

Neutral

American Gas Association, AGA Operations Confer...

2021-09-27 21:46:00

American Gas Association, AGA Operations Conference & Biennial Exhibition & Fall Committee Meetings, Oct 04, 2021 through Oct 07, 2021.

Neutral

Semtech Corporation Presents at Stifel's First ...

2021-09-27 20:30:00

Semtech Corporation Presents at Stifel's First Annual ESG and Impact Summit, Oct-04-2021 03:00 PM. Speakers: Mohan R. Maheswaran, President, C...

Neutral

Semtech Corporation Announces Collaboration wit...

2021-09-23 12:02:00

Semtech Corporation announced its collaboration with ZeeVee to create a world-class gaming environment at the Westgate Resort & Casino in Las ...

Neutral

Semtech Corporation - Special Call

2021-09-22 20:14:00

Semtech Tech Topics: LoRa Technology for IoT

Neutral

Semtech Corporation - Special Call

2021-09-17 21:02:00

Must-Have Answers for Your LoRaWAN Project

Positive

Semtech Announces BlueRiver® AV Manager Bringin...

2021-09-15 12:02:00

Semtech Corporation announced the launch of the BlueRiver® AV Manager, an open and free software tool that enables Software Defined Video over...

Neutral

Cloud Energy Deploys Network Using LoRaWAN® For...

2021-09-09 12:02:00

Semtech Corporation announced its collaboration with Cloud Energy, for the development and deployment of a network running on the LoRaWAN® sta...

Positive

Semtech to Seek Acquisitions

2021-09-01 20:37:00

Semtech Corporation (NasdaqGS:SMTC) will look for acquisitions. The company expects future cash uses will be for capital expenditures, repurch...

Neutral

Semtech Corporation Provides Earnings Guidance ...

2021-09-01 20:20:00

Semtech Corporation provided earnings guidance for the second fiscal quarter 2022. For the quarter, the company expected net sales to be in th...

Neutral

Tranche Update on Semtech Corporation (NasdaqGS...

2021-09-01 16:31:00

From May 3, 2021 to August 1, 2021, the company has repurchased 639,519 shares, representing 0.99% for $42 million. With this, the company has...

Positive

Semtech Announces Production Release of Tri-Edg...

2021-08-31 12:02:00

Semtech Corporation announced full production availability of the GN2538 and GN2539, Semtech’s newest Tri-Edge™ CDR chipset to enable next gen...

Neutral

Semtech’s BlueRiver® Platform Delivers 4K AV Co...

2021-08-26 12:02:00

Semtech Corporation announced that its BlueRiver® platform for Software Defined Video over Ethernet (SDVoE™) has been implemented to drive con...

Neutral

IQnexus and Semtech Enhance Building Automation...

2021-08-19 12:03:00

Semtech Corporation announced its collaboration with IQnexus, provider of Internet of Things (IoT) end to end solutions and integration into b...

Neutral

Semtech Corporation to Report Q2, 2022 Results ...

2021-08-18 20:05:00

Semtech Corporation announced that they will report Q2, 2022 results After-Market on Sep 01, 2021

Neutral

Semtech Corporation, Q2 2022 Earnings Call, Sep...

2021-08-18 20:05:00

Semtech Corporation, Q2 2022 Earnings Call, Sep 01, 2021

Neutral

Stifel, Nicolaus & Company, Incorporated, Stife...

2021-08-17 15:17:00

Stifel, Nicolaus & Company, Incorporated, Stifel's First Annual ESG and Impact Summit, Oct 04, 2021 through Oct 05, 2021.

Neutral

Kyoto Semiconductor Co., Ltd. Launches New Phot...

2021-08-05 05:00:00

Kyoto Semiconductor Co. Ltd. announced its collaboration with Semtech Corporation. Kyoto Semiconductor has chosen to pair their new KP-A avala...

Positive

Semtech and eLichens Prevent Gas Leak Accidents...

2021-07-27 12:02:00

Semtech Corporation announced its collaboration with eLichens, designer of avolta-CH4, a new connected gas leak detector running on the LoRaWA...

Positive

Semtech Corporation announces Collaboration wit...

2021-07-22 12:02:00

Semtech Corporation announced its collaboration with the Swiss Post, the national postal service of Switzerland, resulting in the successful d...

Neutral

Wyrestorm Selects Semtech Corporation's Market ...

2021-07-15 12:02:00

Semtech Corporation announced its collaboration with WyreStorm, a leading innovator in AV distribution and control over IP, for its new 18Gbps...

Neutral

Semtech Corporation - Special Call

2021-07-13 20:33:00

The Transformation of Smart Buildings With LoRaWAN

Positive

Semtech Corporation Announces the Availability ...

2021-07-13 12:02:00

Semtech Corporation announced the availability of EClamp8052P – a member of the EClamp® platform of protection devices. The EClamp®8052P integ...

Positive

Semtech and DIC Corp. Provides Critical IoT Dat...

2021-07-08 12:02:00

Semtech Corporation announced its collaboration with DIC Corp. for its new line of HatteTotteTM sensors which operate via the LoRaWAN® standar...

Positive

Semtech Corporation(NasdaqGS:SMTC) added to Russell 2000 Dynamic Index

2022-06-24 00:00:00

Semtech Corporation(NasdaqGS:SMTC) added to Russell 2000 Dynamic Index

Positive

Semtech Launches LoRa Cloud Locator Cloud Service to Demonstrate the Asset Tracking Capabilities of LoRa Edge

2022-06-21 09:00:00

Semtech Corporation announced its breakthrough SaaS chip-to-Cloud service, LoRa Cloud™ Locator, that uses Semtech’s LoRa Cloud Modem & Geolocation services. The new service gives customers the opportunity to experience firsthand the power of devices powered by LoRa Edge™ and evaluate the accuracy and power consumption capabilities of the LoRa Edge platform, which offers an ultra-low power and cost-effective solution for indoor/outdoor asset tracking use cases. LoRa Cloud Locator features built-in serverless technology and delivers a simple end-to-end experience for customers to evaluate LoRa Edge implemented in various ecosystem trackers, either on a private or public LoRaWAN® network. LoRa Cloud Locator is designed specifically to work with trackers using Semtech’s LoRa Edge LR-series chips with minimal effort. Once configured on the service, together with Semtech’s LoRa® wireless radio frequency technology for transmission to the Cloud, customers are able to view the tracker location on the map in typically in less than 15 minutes. Those interested in LoRa Cloud Locator can purchase a LoRa Edge-enabled tracker, create a LoRa Cloud Locator account and discover how LoRa Edge unlocks new use cases across the entire global supply chain. To access the service, customers can visit locator.loracloud.com, where they can browse a selection of compatible trackers by Semtech, Browan, Digital Matter, and Miromico. Orders run through CalChip Connect and Indesmatech, two leading LoRaWAN hardware distributors based in respectively North America and Europe. After purchasing a tracker, customers can log in to the application, register their tracker and view its location on a map using a browser on either their desktop or mobile device.

Neutral

Semtech Corporation Presents at Embedded World 2022, Jun-20-2022 through Jun-23-2022

2022-06-13 09:57:00

Semtech Corporation Presents at Embedded World 2022, Jun-20-2022 through Jun-23-2022. Venue: The Exhibition Centre Nuremberg, Nürnberg Messe, Nuremberg, Germany. Presentation Date & Speakers: Jun-21-2022, Karthik Ranjan, LoRa Cloud Solutions and Partnerships Leader.

Neutral

Semtech’s BlueRiver® Optimizes Mt. Titlis Smart City Integrated Command Center

2022-06-09 12:00:00

Semtech Corporation announced that Mt. Titlis has chosen to integrate Semtech’s BlueRiver® AV over IP technology platform into its Smart City Integrated Command Center. The Command Center is a comprehensive government affairs hub that highlights the functional departments of an entire city. Through implementing Semtech’s BlueRiver platform, the Command Center is able to deliver the high-quality, uncompressed 4K60 4:4:4 video while integrating efficient Keyboard, Video and Mouse (KVM) functionality, reducing the complexity of the overall system. As public safety remains top of mind for local governments, command and control systems based on Semtech’s BlueRiver technology, such as Mt. Titlis’ Smart City Integrated Command Center, provide high fidelity viewing for operators to maximize information distribution for a swift and accurate response. Per Mt. Titlis, Semtech’s BlueRiver technology complemented its Smart City Integrated Command Center, providing perfect interoperability as well as excellent compatibility through support of 4K/UHD, 1080p Full HD, 1440p WQH, and other customized resolutions.

Neutral

Semtech Corporation - Special Call

2022-06-09 08:23:00

New LoRa Edge LR1120 SubGig et 2.4Ghz pour le tracking

Neutral

Semtech Corporation Presents at Industrial IoT Conference 2022, Jun-21-2022

2022-06-07 05:55:00

Semtech Corporation Presents at Industrial IoT Conference 2022, Jun-21-2022 . Venue: Fort Lauderdale, Florida, United States. Speakers: Bryon BeMiller, Director of Marketing / LoRa Alliance.

Neutral

Semtech Corporation - Special Call

2022-06-02 16:05:00

Making Building Infrastructure Smarter with LoRaWAN

Neutral

Semtech Corporation Provides Earnings Guidance for the Second Quarter of Fiscal Year 2023

2022-06-01 20:20:00

Semtech Corporation provided earnings guidance for the second quarter of fiscal year 2023. For the period, the company expects net sales to be in the range of $203.0 million to $213.0 million and GAAP Diluted earnings per share is expected to be in the range of $0.79 to $0.89.

Neutral

Tranche Update on Semtech Corporation (NasdaqGS:SMTC)'s Equity Buyback Plan announced on March 4, 2008.

2022-06-01 16:26:00

From January 31, 2022 to May 1, 2022, the company has repurchased 762,093 shares, representing 1.19% for $50 million. With this, the company has completed the repurchase of 19,043,495 shares, representing 29.17% for $675.19 million under the buyback announced on March 4, 2008.

Neutral

Semtech Corporation Presents at Baird 2022 Global Consumer, Technology & Services Conference, Jun-07-2022 09:40 AM

2022-05-31 20:30:00

Semtech Corporation Presents at Baird 2022 Global Consumer, Technology & Services Conference, Jun-07-2022 09:40 AM. Venue: InterContinental New York Barclay, 111 East 48th Street, New York City, New York, United States.

Neutral

Semtech Corporation Presents at Stifel 2022 Cross Sector Insight Conference, Jun-08-2022 08:00 AM

2022-05-31 20:30:00

Semtech Corporation Presents at Stifel 2022 Cross Sector Insight Conference, Jun-08-2022 08:00 AM. Venue: The InterContinental Boston Hotel, Boston, Massachusetts, United States.

Neutral

Semtech Corporation and WiTraC Comunicaciones Inteligentes, S.L. Transform Asset Tracking for Maritime Transport Utilizing LoRaWAN

2022-05-26 12:00:00

Semtech Corporation announced that Boluda Corporación Marítima, will leverage an asset tracking solution from WITRAC, a Valencia-based company offering innovative technology solutions that connect and provide visibility to the value chain. Integrated with Semtech’s LoRa® devices and the LoRaWAN® standard, WITRAC’s Total Track & Trace Intelligent Platform transports cold chain assets in Boluda’s supply chain, providing citizens of the Canary Islands with the first daily transportation of cargo from the peninsula with over 350 successful voyages. Using a combination of LoRaWAN, Wi-Fi, BLE, and cellular connectivity options in the same hardware device, WITRAC’s Total Track & Trace Intelligent Platform provides real-time visibility and control of offshore operations. In addition to temperature monitoring, the platform’s “Perfect Route System” is able to geolocate a fleet’s vessels, allowing alerts to be set for deviations in fuel consumption, speed, routes, or miles traveled, which also permits shippers to take corrective measures en route. The success of the platform led Boluda to implement WITRAC’s platform to monitor the location and temperature status of the fresh food and medicine on its seven container vessels traveling 700 miles from the Spanish mainland on the maritime corridor linking the Port of Cádiz to the island ports of Las Palmas and Tenerife.

Neutral

Semtech Corporation Announces LoRaWAN® Integration Into Cranberry Analytics’ Smart Water Metering Solution

2022-05-19 12:00:00

Semtech Corporation announced that Cranberry Analytics has chosen to integrate Semtech’s LoRa® devices and the LoRaWAN® standard into its ultrasonic meters for smart water metering. India’s Panaji Municipal Corporation awarded its smart water metering contract to Cranberry Analytics for use of its smart meters due to its reliable manual data capture and communication via LoRa modules. Cranberry Analytics’ smart water meters allow system administrators to collect meter readings and water consumption data on a daily basis, allowing for effective planning of water distribution as well as real-time anomaly detection and leakage analysis and mitigating water waste. According to Cranberry Analytics, in the project’s initial phase, 3,094 consumer’s mechanical water meters will be replaced by ultrasonic meters utilizing LoRa and LoRaWAN.

Neutral

Semtech Corporation to Report Q1, 2023 Results on Jun 01, 2022

2022-05-18 20:15:00

Semtech Corporation announced that they will report Q1, 2023 results After-Market on Jun 01, 2022

Neutral

Semtech Corporation, Q1 2023 Earnings Call, Jun 01, 2022

2022-05-18 20:15:00

Semtech Corporation, Q1 2023 Earnings Call, Jun 01, 2022

Neutral

Semtech Corporation Presents at IoT Slam Live 2022, Jun-22-2022

2022-05-18 14:10:00

Semtech Corporation Presents at IoT Slam Live 2022, Jun-22-2022 . Venue: Cary, North Carolina, United States. Speakers: Richard Lansdowne, Senior Director.

Neutral

Semtech Corporation - Special Call

2022-05-12 20:54:00

Augmenting LoRaWAN Devices with Internet Protocol Support

Neutral

Semtech Corporation - Special Call

2022-05-12 20:54:00

New LoRa Edge LR1120 for Multi-Band Worldwide Asset Management

Neutral

Semtech Corporation Lora® Devices Integrated into Reyax Technology’S New Antenna Transceiver Module

2022-05-12 12:00:00

Semtech Corporation announced that REYAX Technology, a total Internet of Things (IoT) solution provider dedicated to providing high quality modules, engineering designs and supply chain services to electronics manufacturers, has launched a new antenna transceiver module, the REYAX RYLR998 featuring Semtech’s LoRa® and has 868/915MHz frequency range. The REYAX RYLR998 uses a LoRa long range modem that provides ultra-long range spread spectrum communication and high interference immunity while minimizing current consumption. Per REYAX Technology, the solution can be deployed for a variety of use cases in smart homes, smart agriculture and even asset tracking by leveraging LoRa, the device can communicate with thousands of GPS trackers to transmit location data all without a cellular network. As the result of LoRa integration, the RYLR998 has an extremely low power consumption that effectively extends battery life, ideal for various transmission devices requiring batteries for a variety of IoT use cases such as smart homes and asset tracking. REYAX Technology’s RYLR998 can control a variety of sensors and drivers with only a small amount of space at 32 x 14 x 2.2mm. In addition, the RYLR998 uses a NUVOTON microcontroller and a Semtech LoRa high-performance engine, which together supports the UART interface and can be controlled easily via AT-Command. Compared to FSK, GFSK or other traditional transmission technologies, RYLR998 has a high sensitivity that can receive the lowest -129dBm to help minimize its current consumption, according to REYAX Technology.

Neutral

Semtech Corporation and CITiLIGHT Transform Smart City Street Lighting with LoRaWAN

2022-05-05 12:00:00

Semtech Corporation announced its collaboration with CITiLIGHT, provider of smart lighting solutions for smart cities, for its VELOCITi LMS lighting management system. As street lights are fixed assets typically placed 40 to 50 meters apart from each other, VELOCITi LMS features Semtech’s LoRa devices and the LoRaWAN standard to communicate large packets of data over a long range. Per CITiLIGHT, more than 1 million street lights have been automated with the smart lighting solution that have saved up to 1.29 billion kilowatt-hours (kWh) of energy in more than 100 cities. The VELOCITi LMS system is able to keep street lights connected and monitored in real time, from anywhere on the globe, without any dependence on field personnel. Any commands given to the street lights, like change of lighting schedule or change in intensity, are executed within seconds as the system offers less than five second command latency and 0.5-1% accuracy on metered data according to CITiLIGHT. Semtech’s LoRa devices and the LoRaWAN standard complement the street light system as the technology can support larger data packets based on a city’s needs and communication over a long range.

Positive

Micross Components, Inc. acquired High-Reliability Discrete Diodes and Assemblies business of Semtech Corporation for $30 million.

2022-05-03 00:00:00

Micross Components, Inc. acquired High-Reliability Discrete Diodes and Assemblies business of Semtech Corporation for $30 million on May 3, 2022. The transaction is an all-cash transaction. Fiscal year 2022 revenue for this business was approximately $14 million. All employees will be retained by Micross Components and continue to support the future of the business. This transaction was supported O’Melveny & Myers LLP and Pérez Correa, González y Asociados, S.C. Damien Specht and Charles Capito and James Brower of Morrison & Foerster LLP acted as legal advisor to Micross Components, Inc. David R Creamer and Farid Mojtahedi of KPMG Corporate Finance LLC acted as financial advisor to Semtech Corporation. Micross Components, Inc. completed the acquisition of High-Reliability Discrete Diodes and Assemblies business of Semtech Corporation on May 3, 2022.

Neutral

Semtech Corporation, Annual General Meeting, Jun 09, 2022

2022-04-29 20:06:00

Semtech Corporation, Annual General Meeting, Jun 09, 2022, at 11:00 Pacific Standard Time. Location: The Sonesta Select Camarillo hotel 4994 Verdugo Way Camarillo California United States Agenda: To elect ten directors nominated by the Company’s Board of Directors to hold office until the next annual meeting and until their respective successors are duly elected and qualified; to consider and act on a proposal to ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for fiscal year 2023; to consider an advisory resolution to approve executive compensation; to consider and act on a proposal to amend and restate the Semtech Corporation 2017 Long-Term Equity Incentive Plan; and to transact any other business which may properly come before the 2022 Annual Meeting of Stockholders or any adjournments or postponements thereof.

Negative

Semtech Corporation Appoints Julie Mcgee as Senior Vice President and Chief Marketing Officer

2022-04-20 12:00:00

Semtech Corporation announced Julie McGee has joined the Company as senior vice president and chief marketing officer. In this role, she is leading corporate marketing and investor relations. Ms. McGee joins Semtech from Intel Corp., where she held several executive leadership positions in finance, marketing, business strategy, and supply chain. While serving as corporate vice president of marketing, she led among other initiatives the Intel Inside Program, Intel’s brand strategy and outbound product marketing. Ms. McGee also served as chief of staff to Intel’s chairman of the board and spent many years focused on wireless market strategy and global expansion.

Neutral

Semtech Corporation - Special Call

2022-04-18 14:50:00

Semtech Corporation - Special Call

Positive

Semtech Corporation Extends LoRa Edge™ Platform to Support Seamless Worldwide Asset Tracking

2022-04-13 12:00:00

Semtech Corporation announces the addition of multi-band capabilities to its LoRa Edge™ device-to-Cloud geolocation platform. The new LoRa Edge LR1120 allows for direct satellite-connected Internet of Things (IoT) applications in supply chain management and logistics with seamless low power geolocation on a global scale. With LoRa Edge LR1120, intercontinental logistics companies can leverage highly integrated, ultra-low power trackers with enhanced interoperability, more versatile connectivity for a simpler operation and global mobility across multiple regulatory regions. Additionally, the possibility to offer a low power and low cost sensor with satellite connectivity unlocks a multitude of use cases in infrastructure monitoring, agriculture and environmental monitoring that require deployment in remote areas, which tend to be very capital intensive. Key Features of LoRa Edge LR1120: Multi-band LoRa capability (sub-GHz, 2.4GHz and licensed S-band for satellite) and multi-technology geolocation using GNSS for outdoor and Wi-Fi for indoor, as well as areas where satellite coverage is poor. LoRa Cloud geolocation solver, which transfers the location processing workload from the device to the Cloud, making ‘deploy once’ battery life possible. Supported by GPS and BeiDou constellations. Hardware crypto engine for increased security.

Positive

Semtech’s BlueRiver® Platform Provides Near-Zero Latency Video for JAM-Labs Surgical Displays

2022-04-07 12:00:00

Semtech Corporation announced that JAM-Labs, a Silicon-Valley-based medical devices company focused on building next generation of operating room integration products and transforming healthcare for its customers, has integrated Semtech’s BlueRiver® platform into its latest generation of surgical displays. Through implementing BlueRiver, JAM-Labs surgical displays provide uncompressed, near-zero latency 4K video that is compatible with any Software Defined Video over Ethernet (SDVoE)™ equipment. Ideal for operating rooms, JAM-Labs’ surgical displays are providing near-zero latency, 4K video for surgeons through Semtech’s BlueRiver platform. In addition, by featuring BlueRiver technology, the core of interoperable SDVoE products, the JAM-Labs surgical displays are now able to support other SDVoE equipment relevant to the operating space.

Neutral

Semtech Corporation Announces Its Collaboration with Enthu Technology Solutions India Pvt Ltd and Xorowin Mechatronics

2022-03-31 12:00:00

Semtech Corporation announced its collaboration with Enthu Technology Solutions India Pvt Ltd. and Xorowin Mechatronics. Semtech’s LoRa® devices and LoRaWAN® offer real-time monitoring for Enthu’s and Xorowin’s SIPOAL self-powered electromechanical controller for industrial use cases. SIPOAL consists of an Internet of Things (IoT)-based smart single point lubricator and self-powered electromechanical controller which delivers the precise volume of lubricant to the lubrication point of machinery automatically at frequent intervals of time programmed by the user.

Neutral

Tranche Update on Semtech Corporation (NasdaqGS:SMTC)'s Equity Buyback Plan announced on March 4, 2008.

2022-03-16 16:35:00

From November 1, 2021 to January 30, 2022, the company has repurchased 381,148 shares, representing 0.59% for $32.75 million. With this, the company has completed the repurchase of 18,281,402 shares, representing 27.98% for $625.19 million under the buyback announced on March 4, 2008.

Neutral

Stifel, Nicolaus & Company, Incorporated, Stifel 2022 Cross Sector Insight Conference, Jun 06, 2022 through Jun 09, 2022

2022-03-02 19:15:00

Stifel, Nicolaus & Company, Incorporated, Stifel 2022 Cross Sector Insight Conference, Jun 06, 2022 through Jun 09, 2022. Venue: The InterContinental Boston Hotel, Boston, Massachusetts, United States.

Neutral

Semtech Corporation - Special Call

2022-03-01 01:23:00

Guidance and Recommendations for LoRaWAN®?End-Device Implementors

Neutral

Semtech Corporation - Special Call

2022-03-01 01:23:00

Opportunities & Capabilities Created by the Inclusion of the LR-FHSS Modulation in LoRaWAN

Neutral

Semtech Corporation Presents at DesignCon 2022, Apr-07-2022 09:00 AM

2022-02-28 01:48:00

Semtech Corporation Presents at DesignCon 2022, Apr-07-2022 09:00 AM. Venue: Santa Clara Convention Center, Santa Clara, California, United States. Speakers: Sameh Elnaggar, Staff Engineer.

Neutral

Semtech Collaborates with Communicate2integrate for Smart Plant Care Solution, Florja

2022-02-10 13:00:00

Semtech Corporation announced that Communicate2IntegrateGmbH, has chosen to integrate Semtech’s LoRa® devices and LoRaWAN® connectivity for its Florja solution. Florja is a Cloud-based plant management platform that allows users to monitor the current status of their plants from anywhere. Florja sensors enabled by LoRa and using LoRaWAN connectivity can monitor for the temperature, humidity and salt level found in the soil which then relays the data to the Florja platform accessible via desktop and smartphones for further intelligent analysis. According to a 2020 McKinsey article, advanced technology such as connected sensors “could further increase yields, improve the efficiency of water and other inputs, and build sustainability and resilience across crop cultivation and animal husbandry.” With a renewed focus on sustainability for businesses and consumers, the plug and play Florja platform is an ideal solution for smart plant care for environmentally conscious users. The Florja system includes LoRa-enabled sensors utilizing LoRaWAN to measure temperature and humidity in soil and air, electrical conductivity in soil and light irradiation as well as a Florja Cloud platform for users to remotely view that data.

Neutral

NürnbergMesse GmbH, Embedded World 2022, Jun 20, 2022 through Jun 23, 2022

2022-02-08 00:00:00

NürnbergMesse GmbH, Embedded World 2022, Jun 20, 2022 through Jun 23, 2022. Venue: The Exhibition Centre Nuremberg, Nürnberg Messe, Nuremberg, Germany.

Neutral

IoT Community Ltd., IoT Slam Live 2022, Jun 22, 2022 through Jun 23, 2022

2022-02-03 15:10:00

IoT Community Ltd., IoT Slam Live 2022, Jun 22, 2022 through Jun 23, 2022. Venue: Cary, North Carolina, United States.

Neutral

Semtech Announces Integration of LoRaWAN® in ICT International’s Oyster Farming Solution

2022-02-03 13:00:00

Semtech Corporation announced that ICT International has integrated Semtech’s LoRa® devices and the LoRaWAN® standard into its water quality monitoring systems for aquaculture. The implementation of LoRaWAN provides long range, low power, wide area network coverage, allowing these systems to transmit measured data which includes temperature, water level/tide, water salinity, and more to oyster farmers in near real-time. ICT International’s sensors form a part of the Estuary Sensor Platform, a tool built for oyster farmers as part of New South Wales Department of Primary Industries$6.7 million AUD Climate Smart Pilots project. The platform features centralized gateways using LoRaWAN to capture sensor data and uploads it in a Cloud-based system. The data is then visually represented through the ICT Dataview web platform, which allows farmers to view the oyster’s environmental conditions.

Neutral

Robert W. Baird & Co. Incorporated, Baird 2022 Global Consumer, Technology & Services Conference, Jun 06, 2022 through Jun 08, 2022

2022-01-31 12:08:00

Robert W. Baird & Co. Incorporated, Baird 2022 Global Consumer, Technology & Services Conference, Jun 06, 2022 through Jun 08, 2022. Venue: InterContinental New York Barclay, 111 East 48th Street, New York City, New York, United States.

Neutral

Informa Markets Limited, DesignCon 2022, Apr 05, 2022 through Apr 07, 2022

2022-01-24 17:51:00

Informa Markets Limited, DesignCon 2022, Apr 05, 2022 through Apr 07, 2022. Venue: Santa Clara Convention Center, Santa Clara, California, United States.

Positive

Semtech Corporation Unveils SurgeSwitch™ System Transient Protection Product Line, Offering Compelling Performance Advantages over Conventional TVS Devices

2021-12-21 13:00:00

Semtech Corporation unveiled the release of the SurgeSwitch™ product line. Semtech’s SurgeSwitch devices are specifically designed to protect circuits and systems operating in harsh industrial and telecom environments. Unlike conventional Transient Voltage Suppressor diodes, SurgeSwitch devices maintain nearly the same clamping voltage over the entire peak pulse current range and extended temperature range, using an innovative new architecture. Initial SurgeSwitch devices will be available with operating voltages of 22V (TDS2211P), 33V (TDS3311P), 45V (TDS4501P), and 58V (TDS5801P). These devices are housed in a small 1.6 x 1.6mm package. They may be used to meet the common industrial voltage surge standard of +/-1kV per IEC61000-4-5 (RS = 42O, CS= 0.5µF). Typical applications include VBUS protection of USB PD voltage buses, IO-Link interfaces, industrial sensors, 24V AC lines in Internet of Things (IoT) devices, PLC I/O Modules, Power over Ethernet, and load switch input protection. Key Features of SurgeSwitch: Transient protection for high-speed data lines to: IEC 61000-4-2 (ESD) ±30kV (air), ±30kV (contact); IEC 61000-4-5 (Lightning) 40A (8/20µs); 22V, 33V, 45V, and 58V standoff voltage devices; Protects one I/O or VBUS line; Very small footprint: 1.6mm x 1.6mm package; Pb-Free and RoHS/WEEE compliant.

Neutral

Semtech Announces LoRaWAN® Integration for Arson Metering’s Smart Gas Metering Solution

2021-12-16 13:00:00

Semtech Corporation announced its collaboration with Spanish utility metering systems provider Arson Metering. Arson Metering is utilizing Semtech’s LoRa® devices and the LoRaWAN® standard for its new smart gas metering sensor solution. Through implementing LoRaWAN connectivity, sensors can detect dangerous levels of methane in gas, wirelessly send a notification to a mobile device and then immediately shut off gas supply. The sensor solution is universal in which it can read all types of water and gas meters from all manufacturers. According to Arson Metering, the sensor can be integrated to work with all types of metering technologies including current and future.

Neutral

Semtech Corporation Announces Collaboration with Elvexys

2021-12-09 10:00:00

Semtech Corporation announced its collaboration with Elvexys, designer of innovative and robust solutions for data management, engineering of energy transport and distribution networks in Europe, and Oiken, a Swiss distributor of electricity serving 90,000 end customers, for an Internet of Things (IoT)-enabled sensor. Elvexys leverages Semtech’s LoRa® devices and LoRaWAN® connectivity to provide real-time data to Oiken’s supervision control room when a power grid failure is detected. According to Oiken, utilizing the LoRaWAN standard for smart grid monitoring was simple to integrate into their existing SCADA system and easy to deploy in the field, reducing deployment times and costs for a complete solution. The sensor solution from Elvexys for Oiken was validated by Oiken in power substations. The short circuit sensor comes in two parts: the communication module installed on a DIN rail in a cabinet and the Rogowski coil which measures current on cable directly and detects the peak current caused typically by the short circuits. Oiken and Elvexys claim that without implementing LoRaWAN into the solution, the solution would cost about 10 times more and require 20 years to deploy.

Negative

Semtech Corporation and Spark Connected, LLC Announces Settlement of Litigation

2021-12-03 21:30:00

Semtech Corporation and Spark Connected, LLC announced that they have resolved their dispute pending in the United States District Court for the Eastern District of Texas, Case No. 4:18-cv-00748.

Positive

Semtech to Seek Acquisitions

2021-12-01 21:30:00

Semtech Corporation (NasdaqGS:SMTC) will look for acquisitions. The company said "We expect our future cash uses will be for capital expenditures, repurchases of our common stock and, potentially, acquisitions and other investments that support achievement of our business strategies. We expect to fund those cash requirements through our cash from operations and borrowings against our Credit Facility. One of our primary goals is to continually improve the cash flows from our existing operating activities. Additionally, we will continue to seek to maintain and improve our existing business performance with capital expenditures and, potentially, acquisitions and other investments that support achievement of our business strategies. Acquisitions may be made for either cash or stock consideration, or a combination of both".

Neutral

Semtech Corporation Announces Earnings Guidance for the Fourth Fiscal Quarter 2022

2021-12-01 21:20:00

Semtech Corporation announced earnings guidance for the fourth fiscal quarter 2022. For the quarter, the company net sales are expected to be in the range of $184.0 million to $194.0 million. GAAP Diluted earnings per share are expected to be in the range of $0.42 to $0.50.

Neutral

Tranche Update on Semtech Corporation (NasdaqGS:SMTC)'s Equity Buyback Plan announced on March 4, 2008.

2021-12-01 16:28:00

From August 2, 2021 to October 31, 2021, the company has repurchased 387,163 shares, representing 0.6% for $30 million. With this, the company has completed the repurchase of 17,900,254 shares, representing 27.39% for $592.44 million under the buyback announced on March 4, 2008.

Neutral

Semtech and ZeeVee Engage New Audiences With Innovative AV-over-IP-based Exhibits at the Tennessee State Museum

2021-11-23 13:02:00

Semtech Corporation announced its collaboration with ZeeVee, for the Tennessee State Museum. The goal of the collaboration is to attract and engage a new audience to the museum with a AV system. Powering the museum’s exhibits is the collaborative Software Defined Video over Ethernet (SDVoE™) signal distribution solution featuring ZeeVee ZyPer4K encoders and decoders and Semtech’s BlueRiver® AV-over-IP technology. The result is the delivery of high quality, uncompressed 4K60 video with native SDVoE connectivity, which reduced the cost and complexity of the AV system. The museum has become a must-see attraction for Tennesseans, history buffs and tourists alike. Its mission of procuring, preserving, exhibiting, and interpreting objects, which relate to the social, political, economic, and cultural history of Tennessee, is enhanced by many immersive and interactive AV-driven exhibits. Semtech’s BlueRiver AV platform satisfied the needs of the Tennessee State Museum for a high quality audio and video experience through its unparalleled capabilities. Tennessee State Museum exhibits powered by Semtech and ZeeVee’s AV system include: The Tennessee Time Tunnel exhibit serves as the backbone for the entire permanent gallery, providing visitors with a multilayered experience with engaging media and thought-provoking interactive displays. The Civil War and Reconstruction exhibit features a five-minute video and interactive touch table with a Tennessee map that sets the tone of the times then sends viewers into an immersive experience that includes projections of sounds, images and text. In the Tennessee Transforms exhibit, another interactive map enables visitors to learn about influences that have, and continue, to form the cultural life and peoples’ impression of the state, from popular music stars to traditional events. The Digital Learning and Outreach Center provides presentation space and remote access to other museums, colleges, schools, and scholars – nationally and globally.

Neutral

Semtech Corporation, Q3 2022 Earnings Call, Dec 01, 2021

2021-11-17 21:15:00

Semtech Corporation, Q3 2022 Earnings Call, Dec 01, 2021

Neutral

Semtech Corporation to Report Q3, 2022 Results on Dec 01, 2021

2021-11-17 21:15:00

Semtech Corporation announced that they will report Q3, 2022 results After-Market on Dec 01, 2021

Neutral

Town of Cary, NC Deploys Technology Solutions from SAS and Semtech to Improve Its Community Services

2021-11-17 13:00:00

Semtech Corporation announced its collaboration with SAS and the Town of Cary, North Carolina. Improving the overall quality of life for its citizens is the primary mission of the Town of Cary, all while faced with the challenge of minimizing environmental footprint, and reducing waste. A previous SAS and Cary IoT collaboration to address stormwater flood alerting has already received multiple smart city innovation awards, including the 2020 IDC Smart Cities North American Awards (Smart Water Category) and the 2020 Government Innovation Award (Leveraging IoT for Increased Flood Protection). According to NEEF, a majority of U.S. coastal areas will likely to be threatened by 30+ flooding days each year. With more floods happening each year and factors influencing climate change, technology can help mitigate and solve these environmental challenges. IoT solutions powered by SAS, built on Microsoft Azure, provide real-time insights into data and analytics generated across multiple use cases that help solve specific challenges and offer an interconnected world with better ways to monitor and safeguard communities, people and resources.

Neutral

Semtech’s LoRa® Devices and the LoRaWAN® Standard Boost Urban Forest Management

2021-11-04 12:02:00

Semtech Corporation announced that ICT International, is leveraging Semtech’s LoRa® devices and the LoRaWAN® standard to improve urban forest management and carbon accounting. ICT International’s range of plant physiology devices are able to monitor the health of the urban forest in real time via a LoRaWAN network. The products are able to measure plant water use (sap flow), soil moisture and vapor pressure deficit, and can identify periods of low soil moisture and high plant water stress. Addressing these factors quickly can help trees remain healthy, providing valuable ecosystem services to the community as well as measurable carbon capture. The key devices in the collaboration included the SFM1L Sap Flow Meter and the PSY1 Stem Psychrometer which ICT International have deployed throughout cities in New South Wales, Australia to identify the ongoing water requirements of the urban forest. Through using LoRaWAN, these unique devices are capable of continuously measuring plant water use (SFM1L) and plant water stress (PSY1), while transmitting the data to the decision maker.

Neutral

Semtech Corporation Presents at 5th Annual Virtual Wells Fargo TMT Summit, Nov-30-2021

2021-10-28 05:54:00

Semtech Corporation Presents at 5th Annual Virtual Wells Fargo TMT Summit, Nov-30-2021 . Speakers: Emeka N. Chukwu, Executive VP & CFO, William Harrison, Director of Investor Relations.

Positive

Semtech Corporation Announces Intelligent Sensor Platform, PerSe, Improving Mobile Connectivity and Compliance for Personal Connected Consumer Devices

2021-10-27 12:00:00

Semtech Corporation announced its PerSe line of sensors targeted for the personal connected consumer device market. Derived from the name, Person Sensing, the PerSe product family consists of three core product lines – PerSe Connect, PerSe Connect Pro and PerSe Control – delivering ground-breaking user experiences in smartphones, laptops and wearables by intelligently and automatically sensing human presence. PerSe sensors intelligently sense human presence near the mobile device and other consumer electronics, and enable advanced Radio Frequency control when the user is in close proximity. Its unique smart human sensing feature, ultra-low power and tiny footprint also make it the ideal sensing solution for a wide range of wearable applications such as gesture control and automation. The demand for 5G smartphone continues to grow rapidly and, according to IDC, is expected to make up more than half of all global shipments by the end of 2022. By leveraging Semtech’s PerSe technology, leading consumer electronics manufacturers can now deliver high-quality connectivity in 5G/Wi-Fi 6 with increased RF performance in their smartphones and laptops, while also helping ensure compliance with the worldwide Specific Absorption Rate regulations, keeping consumers connected and safe. PerSe provides best-in-class sensing performance and robust noise immunity allowing original equipment manufacturers and original device manufacturers to design devices with longer detection distance within a smaller sensor area. Semtech’s PerSe portfolio includes: PerSe Connect: Enhances connectivity for many of the global smartphones and laptops. The sensors help optimize the RF power for best connectivity and help to maintain SAR compliance while delivering a fast wireless experience on these devices. PerSe Connect Pro: First of its kind to provide ultra-high sensing performance for high band 5G mmWave devices in smartphones, laptops and tablets. PerSe Connect Pro enables higher sensing distance to safely manage the increased RF exposure. PerSe Control: Enables smarter control in wearables to improve the user experience. PerSe Control enables human detection, automatic on/off and start/stop response. It also delivers cutting-edge gesture control and response including smart assistant, noise cancellation activation and media player control.

Neutral

Vuwall Launches New Hdmi Extenders Based on Semtech’S AVX Technology

2021-10-21 12:02:00

Semtech Corporation announced its collaboration with VuWall, a technology leader in video wall control systems and unified visualization solutions, for its new line of HDMI extenders. The extenders are robust to electromagnetic interference (EMI), feature guaranteed cable lengths based on the IEEE standard and are available in copper and fiber. VuWall selected Semtech’s AVX™ technology for its long reach performance and its ability to dramatically reduce both product and system costs. As newer AV extension technologies emerge, Semtech’s AVX200T pushes the envelope on multimedia connectivity between AV equipment and remote displays. Additionally, AVX simultaneously transmits uncompressed-quality 4K video, multi-channel audio, Gigabit Ethernet, USB, and other control signals over copper category cabling or optical fiber. The advanced features of Semtech’s AVX serve as an ideal base for VuWall’s HDMI extenders. VuWall’s HDMI 2.0 Extenders extend audio/video signals with CAT cable or optical fiber, supporting up to 4K@60Hz resolution (full 4:4:4), compliant with HDR and HDCP 2.2. Customers can distribute uncompressed video and audio, bringing ultra-high-definition video to screens with no signal loss or delay.

Positive

Semtech Corporation Launches Upgraded LoRa® Developer Portal

2021-10-13 12:02:00

Semtech Corporation announced the upgraded launch of the LoRa® Developer Portal, which makes it easier for developers, regardless of experience level, to quickly build Internet of Things (IoT) devices connected with the LoRaWAN® standard. The updated portal gives developers low-risk avenues for building with LoRa. With kits and tutorials, developers can create prototypes quickly and cost effectively to see how LoRaWAN can work for their IoT solutions. The portal offers a significant number of resources for developers at every level including education on the basics of LoRaWAN, creating a network, deploying a full-scale commercial solution, and more. Key features include: Interactive Tutorials provide instructional videos, text and an application programming interface (API) sandbox to give developers what they need to easily develop and deploy solutions; New and improved community page brings developers together to get answers to common questions, while working with each other to build their solutions; LoRaWAN Academy™ offers a complete curriculum for students and professionals interested in creating long range IoT solutions; Hands-On Labsoffers detailed walk-throughs to help developers learn how to build, develop and deploy solutions with LoRaWAN; The Semtech Network Server, built on the ChirpStack open-source network server using the LoRaWAN standard, provides a hosted development environment that can be used for prototyping IoT solutions featuring LoRa devices deployed on a LoRaWAN network.

Neutral

Semtech Corporation - Special Call

2021-10-07 20:56:00

To discuss the LoRaWAN Optimal solution for Japanese IoT needs

Neutral

Wells Fargo Securities, LLC, 5th Annual Virtual Wells Fargo TMT Summit, Nov 30, 2021 through Dec 03, 2021

2021-10-07 09:16:00

Wells Fargo Securities, LLC, 5th Annual Virtual Wells Fargo TMT Summit, Nov 30, 2021 through Dec 03, 2021.

Neutral

Semtech and Sindcon Bring Smart Metering to the Singapore Zoo with LoRaWAN®

2021-10-05 12:02:00

Semtech Corporation announced its collaboration with Sindcon (Singapore) IoT Technology Pte Ltd. The collaboration brings smart consumption monitoring of energy and water at the Singapore Zoo alongside Electrique Energie & Metering Pte. Ltd. A challenge for the project was overcoming the forested terrain of the Singapore Zoo. Through integrating Semtech’s LoRa® devices and the LoRaWAN® standard into the Sindcon water and energy meters, Sindcon was able to deploy 1,000+ devices in strategic locations throughout the three parks within the Singapore Zoo using the robust and reliable connectivity of LoRaWAN to transmit real-time metering data every 15 minutes. Additionally, by leveraging the power efficiency of LoRa devices, Sindcon was able to reduce the cost of power cabling, further reducing the cost and complexity of deployment. Over the past three years, the 1000+ Sindcon water and energy meters with LoRaWAN connectivity have been successfully deployed throughout the Singapore Zoo with a data success rate of 97% according to Sindcon. The smart meters are located inside the switch rooms and are housed within electrical panels across the three parks within the Singapore Zoo. Each device monitors key consumption metrics like cubic meter (m3) throughput for water meters and kilowatt-hour (kWh), voltage, current and power consumption for electricity meters.

Neutral

Semtech Corporation, Track & Trace Using AWS & LoRa Cloud™ Services, Nov 09, 2021

2021-09-30 20:56:00

Semtech Corporation, Track & Trace Using AWS & LoRa Cloud™ Services, Nov 09, 2021.

Neutral

Semtech Corporation Presents at AGA Operations Conference & Biennial Exhibition & Fall Committee Meetings, Oct-04-2021

2021-09-30 12:02:00

Semtech Corporation Presents at AGA Operations Conference & Biennial Exhibition & Fall Committee Meetings, Oct-04-2021 .

Positive

Semtech Corporation Announces A New Zero Carbon Solution with A Re Family Microcontroller from Renesas

2021-09-28 12:02:00

Semtech Corporation announced a new zero carbon solution with a RE Family Microcontroller from Renesas. The solution features a Renesas RE Family microcontroller to connect directly to the LoRa Cloud™ utilizing Semtech’s LoRa Edge platform, and provides enhanced security features. The addition of the LoRa Edge platform allows for geolocation capabilities driven by the world class battery-free green energy solution and is best applied for tracking of personal valuables, transportation and logistics, animals, and health care. Deemed the “world’s most energy efficient MCU” by Renesas, the new RE Family MCU is based on the Arm® Cortex M0+, and consists of a built-in controller which can make a battery-less, maintenance-free product, ideal for energy harvesting applications. The new solution also features security capabilities that are critical to the Internet of Things and can help protect IoT embedded devices from viral infections and eavesdropping. In addition, when integrated with Semtech’s LoRa Edge platform, the power consumption of the product is extremely reduced, providing cost-effective savings to end users. Target applications for the LoRa Edge platform with Renesas RE Family include asset management, tracking of goods through the supply chain and several other use cases requiring continuous indoor or outdoor tracking.

Positive

Jariet Technologies, Inc. announced that it has received funding from Semtech Corporation

2021-09-28 00:00:00

Jariet Technologies, Inc. announced that it has received a round of funding from Semtech Corporation in 2021.

Neutral

American Gas Association, AGA Operations Conference & Biennial Exhibition & Fall Committee Meetings, Oct 04, 2021 through Oct 07, 2021

2021-09-27 21:46:00

American Gas Association, AGA Operations Conference & Biennial Exhibition & Fall Committee Meetings, Oct 04, 2021 through Oct 07, 2021.

Neutral

Semtech Corporation Presents at Stifel's First Annual ESG and Impact Summit, Oct-04-2021 03:00 PM

2021-09-27 20:30:00

Semtech Corporation Presents at Stifel's First Annual ESG and Impact Summit, Oct-04-2021 03:00 PM. Speakers: Mohan R. Maheswaran, President, CEO & Director.

Neutral

Semtech Corporation Announces Collaboration with ZeeVee to Create a World-Class Gaming Environment At the Westgate Resort & Casino in Las Vegas, Nevada

2021-09-23 12:02:00

Semtech Corporation announced its collaboration with ZeeVee to create a world-class gaming environment at the Westgate Resort & Casino in Las Vegas, Nevada via a SDVoE (Software Defined Video over Ethernet) AV signal distribution solution. The collaborative solution is powered by ZeeVee ZyPer4K encoders and decoders and Semtech’s BlueRiver AV technology. Through integrating BlueRiver into the video wall at the SuperBook, there is now high quality, uncompressed 4K60 video, alongside native SDVoE connectivity, which reduces the cost and complexity of the AV system. The upgrade to the Westgate Resort & Casino SuperBook, home to the gaming industry’s largest 4K video wall (18.8 feet high and 260 feet wide), took five months from conception to completion. To execute this, Westgate called in its integration partners from NMR Events: Director of Systems Integration, Doug Whelan and Vice President of Sales, Mike Campbell. As a result of the upgrade, NMR was able to engineer 175 different multiviews — equaling a dozen multiviews per screen — that display a seemingly endless combination of images simultaneously. The SDVoE/AV-over-IP platform enabled this project to be accomplished with less devices, saving hundreds of thousands of dollars in multiview processing alone and taking up a significantly smaller footprint.

Neutral

Semtech Corporation - Special Call

2021-09-22 20:14:00

Semtech Tech Topics: LoRa Technology for IoT

Neutral

Semtech Corporation - Special Call

2021-09-17 21:02:00

Must-Have Answers for Your LoRaWAN Project

Positive

Semtech Announces BlueRiver® AV Manager Bringing SDVoE™ Solutions to Market Faster

2021-09-15 12:02:00

Semtech Corporation announced the launch of the BlueRiver® AV Manager, an open and free software tool that enables Software Defined Video over Ethernet (SDVoE™) equipment makers to develop SDVoE solutions much faster to market. The software features a simple and intuitive interface with a comprehensive set of common AV management tools for the end user, featuring easy reskinning and language translation, full access to source code to further customize and redistribute, and is compatible with any SDVoE endpoint or edge device with a BlueRiver chipset within. The BlueRiver AV Manager makes it easier for SDVoE equipment makers to develop new products utilizing the BlueRiver platform, the only technology that can combine all the capabilities needed for an AV distribution or processing application environment onto a single chip with a software defined Application Programming Interface (API). The BlueRiver AV Manager is a white label application and consists of an installer and source repository. With the installer, anyone can install the software (even those with no or little software experience) and rebrand or translate the software after installation. The source repository is for anyone who wants to either further customize or redistribute the app with their own branding. When utilizing the BlueRiver AV Manager, equipment makers can now have access to software to promote and demonstrate their new product to their downstream sales channel.

Neutral

Cloud Energy Deploys Network Using LoRaWAN® For Wireless Solar Power System Enabling Effective Energy Monitoring

2021-09-09 12:02:00

Semtech Corporation announced its collaboration with Cloud Energy, for the development and deployment of a network running on the LoRaWAN® standard for a wireless solar power system installed on facility rooftops. A wired energy solution did not fit a rooftop solar power system due to higher hardware and installation costs as well as a higher level of ongoing required maintenance, particularly in rural areas of Vietnam where rodent damage to cabling is a particular issue. Cloud Energy’s wireless solar power system featuring Semtech’s LoRa® devices and LoRaWAN connectivity provides comprehensive, accurate and independent data management from inverters, electricity meters and sensors to inform site owners. According to Cloud Energy, the solar power system solutions saved their customers more than 30% on initial investment for a monitoring system. The Cloud Energy wireless solar power system is a plug-and-play solution consisting of multiple wireless Cloud Energy modules, 1 Kerlink gateway using LoRaWAN and a Cloud Energy web-app to monitor real-time data to review and forecast performance independently across meters, inverters and sensors. Through the integration of LoRaWAN, the Cloud Energy solar power system is a true wireless solution offering stable data transmission for end users to manage energy usage across wide areas.

Positive

Semtech to Seek Acquisitions

2021-09-01 20:37:00

Semtech Corporation (NasdaqGS:SMTC) will look for acquisitions. The company expects future cash uses will be for capital expenditures, repurchases of common stock and, potentially, acquisitions and other investments that support achievement of business strategies.

Neutral

Semtech Corporation Provides Earnings Guidance for the Second Fiscal Quarter 2022

2021-09-01 20:20:00

Semtech Corporation provided earnings guidance for the second fiscal quarter 2022. For the quarter, the company expected net sales to be in the range of $188.0 million to $198.0 million. GAAP Earnings per diluted share are expected to be in the range of $0.47 to $0.55.

Neutral

Tranche Update on Semtech Corporation (NasdaqGS:SMTC)'s Equity Buyback Plan announced on March 4, 2008.

2021-09-01 16:31:00

From May 3, 2021 to August 1, 2021, the company has repurchased 639,519 shares, representing 0.99% for $42 million. With this, the company has completed the repurchase of 17,513,091 shares, representing 26.79% for $562.44 million under the buyback announced on March 4, 2008.

Positive

Semtech Announces Production Release of Tri-Edge™ PAM4 CDR Chipset Enabling 100G Data Center Optical Links

2021-08-31 12:02:00

Semtech Corporation announced full production availability of the GN2538 and GN2539, Semtech’s newest Tri-Edge™ CDR chipset to enable next generation data center interconnectivity over multi-mode fibers. The GN2538 is a dual channel 50G PAM4 CDR with integrated VCSEL drivers and the GN2539 is a dual channel 50G PAM4 CDR with integrated linear transimpedence amplifiers (TIAs). This chipset is the latest addition to the proven Tri-Edge CDR platform, and the low power and ease of implementation of the GN2538 and GN2539 will allow major data centers to upgrade their intra-data center interconnects and enhance overall performance. The new CDR chipset expands on the industry leading 200G and 400G GN2558 and GN2559 Tri-Edge chipset enabling lower power, reduced latency and low cost for up to 100 meter multi-mode fiber links. The growing need for information has rapidly altered data center demands with more industries and consumers turning to online processes and activities like streaming, social media, e-commerce and telemedicine. The COVID-19 pandemic has further amplified data consumption and usage trends as more businesses shifted activities online, putting an emphasis on data and compute availability. Semtech's Tri-Edge SR CDR solutions offer low power and reduced latency to enable seamless data transfer despite growing data rates, while offering lower power dissipation that helps reduce the environmental impact of data centers. The laser driver integrated in the GN2538 includes proprietary VCSEL compensation to enable a wide range of VCSEL options with fully adaptive input equalization and easy startup to streamline system bring up. The integrated linear TIA in the GN2559 provides superior receiver performance with reliable adaptation and includes configurable output de-emphasis enabling robust and compliant electrical interfaces.

Neutral

Semtech’s BlueRiver® Platform Delivers 4K AV Content to 200+ Displays With SDVoE™ for Destination Venue, American Dream

2021-08-26 12:02:00

Semtech Corporation announced that its BlueRiver® platform for Software Defined Video over Ethernet (SDVoE™) has been implemented to drive content to 200+ displays at American Dream. SNA Displays, a New York-based LED display manufacturer who provided more than 40,000 square feet of digital display technology NETGEAR, the leading provider of networking products that power businesses both large and small, who supplied the M4500 series AV network switches and other data network switches Aurora Multimedia, a global provider of technology for IP-based AV distribution, who provided its SDVoE endpoints, the Aurora IPX-TC3 Pro devices. The solution supports PoE over 10G links, eliminating the need for local power supply to endpoints as they are powered directly via network link. The inclusion of Semtech’s BlueRiver platform allowed for full high quality 4K60P, 4:4:4, near-zero latency SDVoE video across all American Dream displays as well as 10Gb data throughout the facility for information-sharing, wayfinding and interactive entertainment – from impressive LED walls to hundreds of digital signage kiosks. As a result of the combined effort from Semtech, SNA Displays, NETGEAR, and Aurora Multimedia, delivering a high quality AV experience for the American Dream multi-million-square foot site was made possible. All displays across the venue are connected to Aurora’s TC3 endpoints which use the BlueRiver platform to flawlessly deliver content from any source to any destination. Notably, the solution includes the massive ground-level screen, known as the Grand Staircase, which measures approximately 12 feet tall by 107 feet long, about the size of two and a half highway billboards end to end, and includes 2.7 million pixels.

Neutral

IQnexus and Semtech Enhance Building Automation with New Indoor Air & Environment Quality Sensors Utilizing LoRaWAN®

2021-08-19 12:03:00

Semtech Corporation announced its collaboration with IQnexus, provider of Internet of Things (IoT) end to end solutions and integration into building automation, for its Indoor Air (IAQ) & Environment Quality (IEQ) sensors integrated with Semtech’s LoRa® devices that run via the LoRaWAN® standard for building automation systems. The IAQ sensors from IQnexus feature no ongoing Cloud fees, reduce carbon dioxide emissions and are compliant with the WELL and RESET® standards — key benchmark standards for building owners. The use and integration of LoRa and LoRaWAN into the IAQ sensors seamlessly integrate the sensors into existing building infrastructures due to its easy to deploy and cost-effectiveness capabilities. Through the use and connectivity of LoRaWAN, the IAQ sensor is able to communicate through standard protocols like BACnet and ModBus to any building automation/energy management system, and even supervisory control and data acquisition (SCADA) systems. According to IQnexus, a typical installation of the IAQ sensors features one IoT platform, installed on an on premise NBNANOs Server, about 20-30 gateways, and 700-1000 sensors for a 30-50 floor building. The sensors cover IAQ and IEQ, as well as provide a higher comfort by measuring single HVAC zones.

Neutral

Semtech Corporation to Report Q2, 2022 Results on Sep 01, 2021

2021-08-18 20:05:00

Semtech Corporation announced that they will report Q2, 2022 results After-Market on Sep 01, 2021

Neutral

Semtech Corporation, Q2 2022 Earnings Call, Sep 01, 2021

2021-08-18 20:05:00

Semtech Corporation, Q2 2022 Earnings Call, Sep 01, 2021

Neutral

Stifel, Nicolaus & Company, Incorporated, Stifel's First Annual ESG and Impact Summit, Oct 04, 2021 through Oct 05, 2021

2021-08-17 15:17:00

Stifel, Nicolaus & Company, Incorporated, Stifel's First Annual ESG and Impact Summit, Oct 04, 2021 through Oct 05, 2021.

Neutral

Kyoto Semiconductor Co., Ltd. Launches New Photodiode Demonstrating Superior Performance with Semtech’s Linear Transimpedance Amplifier

2021-08-05 05:00:00

Kyoto Semiconductor Co. Ltd. announced its collaboration with Semtech Corporation. Kyoto Semiconductor has chosen to pair their new KP-A avalanche photodiode 1, KPDEA13C with Semtech’s GN1089 transimpedance amplifier 2 to enable long distance optical communication. Kyoto Semiconductor’s KPDEA13C is front side illuminated, highly sensitive and mounted on an interposer board for ease of assembly. Additionally, Kyoto Semiconductor’s KPDEA13C and Semtech’s GN1089 together offer unparalleled performance at high speed enabling 25Gbaud PAM4 3 4 applications.

Positive

Semtech and eLichens Prevent Gas Leak Accidents in Cities With New Sensor Utilizing LoRaWAN

2021-07-27 12:02:00

Semtech Corporation announced its collaboration with eLichens, designer of avolta-CH4, a new connected gas leak detector running on the LoRaWAN standard. Based on eLichens patented gas sensing technology, avolta is able to detect natural gas (methane) leaks with ultra-selectiveness, has no drift over time and has been approved by research gas laboratories. eLichens’ avolta gas detector running on LoRaWAN features a battery autonomy of 10+ years due to its very low power consumption gas sensor and the integration of the Semtech LoRa® device and the LoRaWAN standard. The absence of need for recalibration and the long life span of the eLichens sensor makes it ideal for applications of gas leak detections in both residential and industrial market. By leveraging the rise of connected sensors and low power wireless networks, gas utility companies can significantly reduce gas leaks on their gas distribution network. eLichens’ new gas leak detector can selectively detect and monitor (thanks to eLichens’ NDIR sensing technology) low levels of methane leaks thus making appropriate decision making in line with the nature of the leak.

Positive

Semtech Corporation announces Collaboration with the Swiss Post Results in Universal Postal Service

2021-07-22 12:02:00

Semtech Corporation announced its collaboration with the Swiss Post, the national postal service of Switzerland, resulting in the successful deployment of Swiss Post “Order Pens” leveraging Semtech’s LoRa® devices and the LoRaWAN® standard, to provide universal postal service to Swiss citizens and businesses. Through integrating LoRa, the Swiss Post optimized its postal service ordering process throughout the country to better serve its community. As the competitive landscape for delivery companies has grown, customer expectations for services have evolved for faster delivery times, lower prices and exceptional service quality. In response, the Swiss Post with the support of its Swiss-based technology partner Miromico, implemented a four-year “simple yet systematic” business strategy to address this customer centric on-demand paradigm and released Order Pens to remote villages in Switzerland with no access to a post office. Additionally, to provide a connection to each reader, the Swiss Post opted to collaborate with Swisscom and Actility to use Switzerland’s only nationwide LoRaWAN network, called the Low Power Network (LPN), covering 97% of the Swiss population. In a span of four years, the deployment of the Order Pens utilizing LoRa devices and LoRaWAN standard ultimately benefited Swiss citizens and businesses. Direct results of the solution included: On-demand ordering of postal services such as pickup of a parcel or registered letter, Easier accessibility for postal services for those without a smartphone or computer due to the easy-to-use Order Pen, Up to 10 years of battery power operation, No need for a SIM card, as the readers operate on Swisscom’s low power network in Switzerland utilizing the LoRaWAN standard, User-friendly web application providing instant listings of each order and the ability to manage devices used, departments, access rights, supplier relationships, order quantities, and delivery times.

Neutral

Wyrestorm Selects Semtech Corporation's Market Leading AVX for New Extender Solution

2021-07-15 12:02:00

Semtech Corporation announced its collaboration with WyreStorm, a leading innovator in AV distribution and control over IP, for its new 18Gbps 4K HDR with eARC, the EX-100-H2-EARC, which is built around Semtech’s AVX extender technology for a variety of Pro AV market uses including residential applications. WyreStorm’s EX-100-H2-EARC product line, based off Semtech’s AVX extender ASIC, can extend 18Gbps AV signals up to 100 meters. Integration with Semtech’s AVX for point-to-point extension allows for transmission of uncompressed-quality 4K HDR and Dolby Vision content and other control signals over copper category cabling or optical fiber. Designed especially for residential applications, the solution is compatible with the HDMI enhanced Audio Return Channel, and is best utilized for sending eARC from a smart TV through the AVX extender back to an AV receiver or soundbar that supports eARC.

Neutral

Semtech Corporation - Special Call

2021-07-13 20:33:00

The Transformation of Smart Buildings With LoRaWAN

Positive

Semtech Corporation Announces the Availability of EClamp8052P

2021-07-13 12:02:00

Semtech Corporation announced the availability of EClamp8052P – a member of the EClamp® platform of protection devices. The EClamp®8052P integrates common-mode noise filtering with Semtech’s high-performance, low-capacitance ESD protection for a pair of signal lines and is optimized for use on high-speed data interfaces such as MIPI, MHL and USB. This device addresses the industry need for the use of Common-mode Filter Components to achieve compliance to regulatory EMC requirements, while providing ESD protection in accordance to IEC 61000-4-2 standard for (ESD) ±30kV (Air) and ±25kV (Contact) immunity level. Key Features of the EClamp8052P: Transient protection to IEC 61000-4-2 (ESD) ±30kV (Air), ±25kV (Contact), IEC 61000-4-4 (EFT) 4kV (5/50ns), IEC 61000-4-5 (Lightning) 6A (8/20µs), ISO-10605 (ESD) 30kV (Air), 25kV (Contact), Package design optimized for high speed lines, ESD protection and common mode filtering for two high-speed lines, High differential bandwidth cutoff frequency, Low ESD clamping voltage, Dynamic Resistance: 0.50 O (Typ) and Solid-State Silicon-Avalanche Technology.

Positive

Semtech and DIC Corp. Provides Critical IoT Data in Commercial Facilities

2021-07-08 12:02:00

Semtech Corporation announced its collaboration with DIC Corp. for its new line of HatteTotteTM sensors which operate via the LoRaWAN® standard and can measure temperature, humidity and the amount of light in a space. Its integration with LoRaWAN allows for low power consumption and long-distance communication, making the sensors ideal for smart building application in malls, workspaces, homes/apartments, and more. The ease of installation of the HatteTotte sensors comes from the thin, peel and stick design of the sensor, allowing the sensor to be installed nearly anywhere in a smart building setting. Once the sensor is installed, deployment is simple with easy set up via a personal computer where the end user is able to monitor the temperature, humidity and light inside a space and automate accordingly for comfort. HatteTotte sensors are thin, available in a normal or waterproof versions, easy to install with its peel and stick feature, and last up to 5 years with a built-in battery.

Fundamental Summary

At a high level, the metrics from Semtech's Q1 financial report release provided many positive indicators. Specifically, their growth and income factors indicate a well-planned and balanced effort, which is generating exciting growth. These results lead us to believe that there should be significant upside potential for the stock. Therefore, they earned a total score of 80 out of 100 and a BUY recommendation.

Semtech reported earnings results for the first quarter ended May 01, 2022. For the first quarter, the company reported sales was USD 202.15 million compared to USD 170.37 million a year ago. Net income was USD 38.05 million compared to USD 23.5 million a year ago. Basic earnings per share from continuing operations was USD 0.59 compared to USD 0.36 a year ago. Diluted earnings per share from continuing operations was USD 0.59 compared to USD 0.36 a year ago.

Business Description

Semtech designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. It provides signal integrity products, including a portfolio of optical data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers protection products, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and wireless and sensing products comprising a portfolio of specialized radio frequency products used in various industrial, medical, and communications applications, as well as specialized sensing products used in industrial and consumer applications. In addition, it provides power products consisting of switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging that control, alter, regulate, and condition the power within electronic systems. The company serves original equipment manufacturers and their suppliers in the enterprise computing, communications, and consumer and industrial end-markets. It sells its products directly, as well as through independent sales representative firms and independent distributors in North America, Europe, Asia- Pacific, and internationally. The company was incorporated in 1960 and is headquartered in Camarillo, California.

Sector Overview

Semtech is included in the Semiconductors & Semiconductor Equipment according to GICS (global industry classification standard). The Semiconductors & Semiconductor Equipment industry is part of the Information Technology sector. It includes manufacturers of semiconductors, semiconductor equipment, and related products. Semtech's industry and sector affiliation are expected to negatively affect their likelihood to overperform the market in the upcoming period, as other sectors appear more likely to benefit from the macroeconomic environment we see now.

Fundamental Highlights


Parameter Value Change Score
Assets 1,115.9 -1.3% 79
Liabilities 380.7 -3.2% 58
Price to Book 4.9 -20.1% 64
Cash & Equivalents 275.2 -1.6% 67
Equity 735.0 -0.4% 68
EBITDA 202.0 10.7% 84
Total Revenues 772.6 4.3% 64
Parameter Value Change Score
Return on Equity 19.5 11.4% 87
Net Cashflow 17.0 58.4% 79
Capital Expenditure -28.7 -9.9% 58
Asset Turnover 0.7 5.6% 79
Free Cashflow 3.0 8.9% 78

* All values are TTM

The below chart reflects Semtech's birds-eye view on its performance with respect to its peers, the company's fillings as reported or to a similar industry, market cap, and country of origin. While Semtech's peer average final assessment score stands on 71.0, Semtech's score is 80.

  •  SMTC
  •  Peers average
Name Market Cap Balance Sheet Income Statement Cash Flow Rating Final Assessment mc_sort Hidden
NVIDIA Corporation 422.4B 71 63 82
Hold
76
76 0 1
Intel Corporation 157.9B 77 76 58
Hold
75
75 1 1
Texas Instruments Incorporated 143.5B 76 74 70
Buy
80
80 2 1
QUALCOMM Incorporated 142.4B 82 66 77
Buy
82
82 3 1
Advanced Micro Devices, Inc. 139.6B 88 59 57
Hold
69
69 4 1
Broadcom Inc. 102.5B 62 71 85
Buy
79
79 5 1
Applied Materials, Inc. 84.9B 60 72 69
Hold
69
69 6 1
Analog Devices, Inc. 78.3B 69 65 84
Hold
78
78 7 1
Micron Technology, Inc. 65.6B 81 74 80
Strong Buy
89
89 8 1
Lam Research Corporation 62.4B 59 74 68
Hold
70
70 9 1
KLA Corporation 50.5B 66 67 74
Hold
72
72 10 1
NXP Semiconductors N.V. 41.7B 64 71 73
Hold
73
73 11 1
Marvell Technology, Inc. 40.5B 60 64 65
Hold
61
61 12 1
Microchip Technology Incorporated 33.6B 78 71 79
Buy
85
85 13 1
GLOBALFOUNDRIES Inc. 24.5B 78 70 64
Hold
75
75 14 1
ON Semiconductor Corporation 23.5B 81 73 70
Buy
82
82 15 1
Monolithic Power Systems, Inc. 19.4B 84 66 77
Buy
83
83 16 1
SolarEdge Technologies, Inc. 16.5B 82 53 43
Underperform
54
54 17 1
Skyworks Solutions, Inc. 15.8B 62 70 71
Hold
70
70 18 1
Teradyne, Inc. 15.7B 51 75 68
Hold
66
66 19 1
Entegris, Inc. 14.2B 70 69 65
Hold
70
70 20 1
Qorvo, Inc. 10.6B 67 71 73
Hold
75
75 21 1
First Solar, Inc. 7.5B 58 73 53
Underperform
60
60 22 1
Lattice Semiconductor Corporation 7.2B 68 71 77
Hold
78
78 23 1
MKS Instruments, Inc. 6.0B 70 74 59
Hold
70
70 24 1
Universal Display Corporation 5.4B 75 68 71
Hold
76
76 25 1
Silicon Laboratories Inc. 5.3B 71 70 86
Buy
84
84 26 1
CMC Materials, Inc. 5.2B 80 76 75
Strong Buy
87
87 27 1
Tower Semiconductor Ltd. 5.1B 65 79 68
Buy
79
79 28 1
Synaptics Incorporated 5.1B 81 68 67
Hold
76
76 29 1
Power Integrations, Inc. 4.5B 61 80 82
Buy
83
83 30 1
Amkor Technology, Inc. 4.3B 74 70 60
Hold
71
71 31 1
Cirrus Logic, Inc. 4.1B 86 67 91
Strong Buy
92
92 32 1
Allegro MicroSystems, Inc. 4.1B 74 61 56
Hold
62
62 33 1
MACOM Technology Solutions Holdings, Inc. 3.4B 69 76 69
Hold
77
77 34 1
SunPower Corporation 3.2B 61 49 74
Underperform
56
56 35 1
FormFactor, Inc. 3.1B 83 80 68
Strong Buy
87
87 36 1
Diodes Incorporated 3.1B 61 76 72
Hold
75
75 37 1
Silicon Motion Technology Corporation 2.9B 54 72 61
Hold
65
65 38 1
Nova Ltd. 2.8B 61 70 54
Hold
64
64 39 1
MaxLinear, Inc. 2.7B 76 75 88
Strong Buy
91
91 40 1
Ambarella, Inc. 2.7B 63 71 80
Hold
77
77 41 1
Kulicke and Soffa Industries, Inc. 2.7B 57 79 83
Buy
80
80 42 1
Rambus Inc. 2.4B 48 64 90
Hold
69
69 43 1
Canadian Solar Inc. 2.2B 58 72 71
Hold
72
72 44 1
Axcelis Technologies, Inc. 1.9B 81 67 82
Buy
85
85 45 1
Credo Technology Group Holding Ltd 1.7B 88 60 53
Hold
67
67 46 1
Himax Technologies, Inc. 1.6B 77 70 67
Buy
79
79 47 1
Impinj, Inc. 1.4B 72 59 65
Hold
65
65 48 1
Ultra Clean Holdings, Inc. 1.4B 63 63 62
Hold
60
60 49 1
Cohu, Inc. 1.4B 57 75 59
Hold
64
64 50 1
Photronics, Inc. 1.3B 68 71 83
Buy
81
81 51 1
SMART Global Holdings, Inc. 1.1B 86 65 62
Hold
75
75 52 1
Veeco Instruments Inc. 1.0B 58 76 71
Hold
72
72 53 1
Alpha and Omega Semiconductor Limited 957.1M 77 69 54
Hold
68
68 54 1
PDF Solutions, Inc. 813.0M 62 71 89
Buy
82
82 55 1
CEVA, Inc. 804.5M 73 71 71
Hold
77
77 56 1
Ichor Holdings, Ltd. 789.3M 59 67 59
Underperform
59
59 57 1
Maxeon Solar Technologies, Ltd. 603.6M 53 49 84
Hold
60
60 58 1
Enphase Energy, Inc. 27.8B 58 57 60
Underperform
53
53 59 1
Wolfspeed, Inc. 8.7B 73 69 55
Hold
67
67 60 1
Daqo New Energy Corp. 5.4B 93 65 89
Strong Buy
95
95 61 1
SiTime Corporation 3.8B 58 64 62
Underperform
59
59 62 1
Onto Innovation Inc. 3.7B 77 67 85
Buy
85
85 63 1
JinkoSolar Holding Co., Ltd. 3.3B 89 62 74
Buy
81
81 64 1
Camtek Ltd. 1.1B 66 68 71
Hold
74
74 65 1
ACM Research, Inc. 950.7M 52 67 50
Underperform
50
50 66 1
NeoPhotonics Corporation 837.4M 66 69 72
Hold
72
72 67 1
Hanwha Q CELLS Co., Ltd. 818.9M 72 70 68
Hold
71
71 68 1
indie Semiconductor, Inc. 752.7M 44 43 85
Underperform
50
50 69 1
Magnachip Semiconductor Corporation 681.9M 74 90 57
Buy
83
83 70 1
Mykrolis Corp. 657.1M 72 67 75
Hold
76
76 71 1
Navitas Semiconductor Corporation 575.2M 67 53 90
Hold
72
72 72 1
Rigetti Computing, Inc. 426.1M 98 73 58
Buy
85
85 73 1
ChipMOS TECHNOLOGIES (Bermuda) LTD. 417.9M 56 66 73
Hold
62
62 74 1
Meta Materials Inc. 414.9M 41 43 84
Underperform
47
47 75 1
Helix Technology Corporation 364.9M 65 74 61
Hold
68
68 76 1
Valens Semiconductor Ltd. 350.3M 75 65 66
Hold
75
75 77 1
Rockley Photonics Holdings Limited 338.0M 41 79 59
Underperform
58
58 78 1
CyberOptics Corporation 278.5M 74 71 72
Buy
78
78 79 1
Transphorm, Inc. 260.9M 45 68 88
Hold
69
69 80 1

Technical Analysis

When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Semtech's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (moving average convergence divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. The company is trading near it's 12-month low, which signals it struggle to keep above it support price. Meanwhile, looking at the Stochastic Oscillator and RSI (relative strength index), Semtech's stock indicates that it's likely oversold. Overall, these technical indicators signal negative momentum. Therefore, this stock received a cumulative TA (technical analysis) score of 47.

Bearish 47
Close Price 56.86
52W Low 53.47
52W High 91.99
5D MA 55.97
50D MA 60.0
200D MA 73.21
MACD -1.52
RSI 26.75
STOCH 37.21

Balance Sheet Analysis

Assets and Equity stood out as the most significant drivers of Semtech's balance sheet strength. Semtech's management was effective in managing the value of the assets on their balance sheet, which now sits at 1115.9 and represents a -1.3% change from the previous report. This performance is interesting in comparison to its peers and competitors. Therefore, its asset component earned a score of 79. Also, Semtech produced great equity metrics for this filing, demonstrating management's skill in increasing shareholder value. Semtech's equity was reported as 735.0, which represents a -0.4% change from the last report. Companies in the same sector and market capitalization will usually be affected by up to 4.3 percent by this parameter. These metrics are all the more impressive relative to their peers and should support an upswing in their stock price. Therefore, its equity movement component earned a score of 68. That said, one metric, Liabilities, stood out as strongly negative. In terms of liabilities, Semtech published uninspiring results. Their reported liabilities were 380.7, representing a -3.2% change from the previous report. This performance is relatively weak in comparison to their peers and suggests that its's stock price will likely suffer until this is solved. Discouraging results like these statistically lead to negative movement in stock prices, so we rated their liabilities movement component 58. Therefore, it received a score of 67.

Parameter Value Change Score
Assets 1,115.9 -1.3% 79
Liabilities 380.7 -3.2% 58
Price to Book 4.9 -20.1% 64
Cash & Equivalents 275.2 -1.6% 67
Equity 735.0 -0.4% 68
* All values are TTM

The below chart describes Semtech's performance as reflected on its balance sheet with respect to its peers. While Semtech received a balance sheet score of 67, the average of its peers stands on 69.0.

  •  SMTC
  •  Peers average
Name Market Cap Liabilities Movement Asset Change Equity/Intangibles Adjustments Cash & Equivalents Book Value Momentum Balance Sheet mc_sort Hidden
NVIDIA Corporation 422.4B 78 70 65 97 54 71 0 1
Intel Corporation 157.9B 65 69 76 90 81 77 1 1
Texas Instruments Incorporated 143.5B 63 70 87 46 84 76 2 1
QUALCOMM Incorporated 142.4B 57 71 96 80 81 82 3 1
Advanced Micro Devices, Inc. 139.6B 94 61 78 96 81 88 4 1
Broadcom Inc. 102.5B 67 79 59 56 54 62 5 1
Applied Materials, Inc. 84.9B 71 72 64 41 55 60 6 1
Analog Devices, Inc. 78.3B 62 80 66 65 66 69 7 1
Micron Technology, Inc. 65.6B 73 69 85 76 74 81 8 1
Lam Research Corporation 62.4B 73 77 59 51 45 59 9 1
KLA Corporation 50.5B 75 62 73 53 66 66 10 1
NXP Semiconductors N.V. 41.7B 72 68 56 62 76 64 11 1
Marvell Technology, Inc. 40.5B 71 84 50 46 51 60 12 1
Microchip Technology Incorporated 33.6B 65 84 76 72 65 78 13 1
GLOBALFOUNDRIES Inc. 24.5B 81 66 73 82 74 78 14 1
ON Semiconductor Corporation 23.5B 74 69 77 88 82 81 15 1
Monolithic Power Systems, Inc. 19.4B 85 65 75 92 80 84 16 1
SolarEdge Technologies, Inc. 16.5B 77 62 77 96 86 82 17 1
Skyworks Solutions, Inc. 15.8B 69 77 64 46 52 62 18 1
Teradyne, Inc. 15.7B 48 81 63 45 47 51 19 1
Entegris, Inc. 14.2B 62 71 75 55 79 70 20 1
Qorvo, Inc. 10.6B 64 83 64 67 55 67 21 1
First Solar, Inc. 7.5B 77 70 50 58 57 58 22 1
Lattice Semiconductor Corporation 7.2B 53 79 79 60 64 68 23 1
MKS Instruments, Inc. 6.0B 59 74 72 76 72 70 24 1
Universal Display Corporation 5.4B 57 76 83 85 70 75 25 1
Silicon Laboratories Inc. 5.3B 89 81 60 45 47 71 26 1
CMC Materials, Inc. 5.2B 65 79 73 87 82 80 27 1
Tower Semiconductor Ltd. 5.1B 68 72 69 61 57 65 28 1
Synaptics Incorporated 5.1B 71 71 78 92 76 81 29 1
Power Integrations, Inc. 4.5B 55 82 59 79 56 61 30 1
Amkor Technology, Inc. 4.3B 70 68 75 74 77 74 31 1
Cirrus Logic, Inc. 4.1B 73 76 81 96 74 86 32 1
Allegro MicroSystems, Inc. 4.1B 68 69 74 80 76 74 33 1
MACOM Technology Solutions Holdings, Inc. 3.4B 64 75 74 38 75 69 34 1
SunPower Corporation 3.2B 72 81 42 83 53 61 35 1
FormFactor, Inc. 3.1B 72 70 84 82 80 83 36 1
Diodes Incorporated 3.1B 46 78 71 51 72 61 37 1
Silicon Motion Technology Corporation 2.9B 40 85 60 40 47 54 38 1
Nova Ltd. 2.8B 86 45 76 48 82 61 39 1
MaxLinear, Inc. 2.7B 68 71 75 85 75 76 40 1
Ambarella, Inc. 2.7B 45 75 74 86 65 63 41 1
Kulicke and Soffa Industries, Inc. 2.7B 45 83 61 76 56 57 42 1
Rambus Inc. 2.4B 43 82 41 95 54 48 43 1
Canadian Solar Inc. 2.2B 91 54 59 62 62 58 44 1
Axcelis Technologies, Inc. 1.9B 76 68 85 71 74 81 45 1
Credo Technology Group Holding Ltd 1.7B 94 61 77 79 86 88 46 1
Himax Technologies, Inc. 1.6B 78 55 91 85 95 77 47 1
Impinj, Inc. 1.4B 62 68 78 39 92 72 48 1
Ultra Clean Holdings, Inc. 1.4B 55 78 68 48 68 63 49 1
Cohu, Inc. 1.4B 52 82 57 59 59 57 50 1
Photronics, Inc. 1.3B 53 85 66 76 66 68 51 1
SMART Global Holdings, Inc. 1.1B 90 63 75 95 82 86 52 1
Veeco Instruments Inc. 1.0B 84 72 41 78 47 58 53 1
Alpha and Omega Semiconductor Limited 957.1M 89 64 67 87 67 77 54 1
PDF Solutions, Inc. 813.0M 54 81 64 90 51 62 55 1
CEVA, Inc. 804.5M 82 74 60 87 60 73 56 1
Ichor Holdings, Ltd. 789.3M 59 76 65 38 63 59 57 1
Maxeon Solar Technologies, Ltd. 603.6M 87 68 40 78 38 53 58 1
Enphase Energy, Inc. 27.8B 89 61 39 97 55 58 59 1
Wolfspeed, Inc. 8.7B 96 63 58 97 56 73 60 1
Daqo New Energy Corp. 5.4B 92 62 81 95 93 93 61 1
SiTime Corporation 3.8B 57 67 65 73 64 58 62 1
Onto Innovation Inc. 3.7B 84 71 67 72 73 77 63 1
JinkoSolar Holding Co., Ltd. 3.3B 87 62 77 94 94 89 64 1
Camtek Ltd. 1.1B 63 61 82 37 90 66 65 1
ACM Research, Inc. 950.7M 87 57 51 43 50 52 66 1
NeoPhotonics Corporation 837.4M 89 66 49 72 64 66 67 1
Hanwha Q CELLS Co., Ltd. 818.9M 60 93 47 85 74 72 68 1
indie Semiconductor, Inc. 752.7M 49 54 72 56 56 44 69 1
Magnachip Semiconductor Corporation 681.9M 56 78 79 72 72 74 70 1
Mykrolis Corp. 657.1M 77 53 73 92 79 72 71 1
Navitas Semiconductor Corporation 575.2M 37 80 80 62 80 67 72 1
Rigetti Computing, Inc. 426.1M 94 62 85 99 98 98 73 1
ChipMOS TECHNOLOGIES (Bermuda) LTD. 417.9M 60 71 61 60 69 56 74 1
Meta Materials Inc. 414.9M 51 78 42 41 51 41 75 1
Helix Technology Corporation 364.9M 66 77 79 85 52 65 76 1
Valens Semiconductor Ltd. 350.3M 92 70 66 45 73 75 77 1
Rockley Photonics Holdings Limited 338.0M 48 82 40 37 52 41 78 1
CyberOptics Corporation 278.5M 71 66 72 64 86 74 79 1
Transphorm, Inc. 260.9M 41 87 39 47 55 45 80 1

Income Statement Analysis

Semtech appears likely to maintain its strong income statement metrics and momentum going forward. Return factors metrics and ratios were exceptional in this report. Semtech reported a return on equity (ROE) ratio of 19.5, representing a change of 11.4% from the last report. The company appears headed in the right direction in terms of these return factors, exhibiting prudent capital expenditure growth compared to its peers. Therefore, its return factors component earned a score of 87. Also, Semtech's management was effective in improving its EBIDTA, which now sits at 202.0 and represents a 10.7% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 13.2%. Its EBITDA metrics highlight an impressive overall financial performance, which is expected to continue moving forward. The company's EBITDA movement, therefore, received a grade of 84. At the same time, one critical income statement metric, Revenue Efficiency, was notably weak. Semtech reported discouraging numbers for its revenue efficiency. As of the current filing, they were reported as 772.6 and represented 4.3% change from the previous period. This metric might have a 18.5 percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Its revenue efficiency, therefore, received a grade of 64. Therefore, we scored its income statement a 75.

Parameter Value Change Score
EBITDA 202.0 10.7% 84
Total Revenues 772.6 4.3% 64
Return on Equity 19.5 11.4% 87
* All values are TTM

The below chart describes Semtech's performance as reflected on its income statement with respect to its peers. While Semtech received a income statement score of 75 , the average of its peers stands on 71.0.

  •  SMTC
  •  Peers average
Name Market Cap Revenue Momentum Earning Movement Return Factors Momentum Income Statement mc_sort Hidden
NVIDIA Corporation 422.4B 46 83 68 63 0 1
Intel Corporation 157.9B 90 55 73 76 1 1
Texas Instruments Incorporated 143.5B 69 78 71 74 2 1
QUALCOMM Incorporated 142.4B 48 87 79 66 3 1
Advanced Micro Devices, Inc. 139.6B 40 89 38 59 4 1
Broadcom Inc. 102.5B 59 80 90 71 5 1
Applied Materials, Inc. 84.9B 72 68 73 72 6 1
Analog Devices, Inc. 78.3B 40 91 93 65 7 1
Micron Technology, Inc. 65.6B 59 88 90 74 8 1
Lam Research Corporation 62.4B 80 63 75 74 9 1
KLA Corporation 50.5B 56 77 77 67 10 1
NXP Semiconductors N.V. 41.7B 59 79 90 71 11 1
Marvell Technology, Inc. 40.5B 41 89 88 64 12 1
Microchip Technology Incorporated 33.6B 57 83 92 71 13 1
GLOBALFOUNDRIES Inc. 24.5B 50 93 85 70 14 1
ON Semiconductor Corporation 23.5B 53 92 94 73 15 1
Monolithic Power Systems, Inc. 19.4B 45 90 83 66 16 1
SolarEdge Technologies, Inc. 16.5B 41 70 48 53 17 1
Skyworks Solutions, Inc. 15.8B 69 70 63 70 18 1
Teradyne, Inc. 15.7B 88 57 62 75 19 1
Entegris, Inc. 14.2B 56 80 80 69 20 1
Qorvo, Inc. 10.6B 76 65 63 71 21 1
First Solar, Inc. 7.5B 98 43 40 73 22 1
Lattice Semiconductor Corporation 7.2B 54 88 89 71 23 1
MKS Instruments, Inc. 6.0B 78 66 65 74 24 1
Universal Display Corporation 5.4B 71 63 61 68 25 1
Silicon Laboratories Inc. 5.3B 44 96 98 70 26 1
CMC Materials, Inc. 5.2B 72 76 93 76 27 1
Tower Semiconductor Ltd. 5.1B 63 87 82 79 28 1
Synaptics Incorporated 5.1B 45 91 90 68 29 1
Power Integrations, Inc. 4.5B 80 76 83 80 30 1
Amkor Technology, Inc. 4.3B 63 76 77 70 31 1
Cirrus Logic, Inc. 4.1B 42 92 93 67 32 1
Allegro MicroSystems, Inc. 4.1B 68 48 67 61 33 1
MACOM Technology Solutions Holdings, Inc. 3.4B 74 77 73 76 34 1
SunPower Corporation 3.2B 49 43 72 49 35 1
FormFactor, Inc. 3.1B 79 76 83 80 36 1
Diodes Incorporated 3.1B 66 84 86 76 37 1
Silicon Motion Technology Corporation 2.9B 54 83 78 72 38 1
Nova Ltd. 2.8B 41 89 78 70 39 1
MaxLinear, Inc. 2.7B 56 92 96 75 40 1
Ambarella, Inc. 2.7B 56 89 79 71 41 1
Kulicke and Soffa Industries, Inc. 2.7B 73 82 85 79 42 1
Rambus Inc. 2.4B 48 85 62 64 43 1
Canadian Solar Inc. 2.2B 73 76 53 72 44 1
Axcelis Technologies, Inc. 1.9B 44 91 91 67 45 1
Credo Technology Group Holding Ltd 1.7B 38 88 63 60 46 1
Himax Technologies, Inc. 1.6B 53 84 66 70 47 1
Impinj, Inc. 1.4B 64 53 52 59 48 1
Ultra Clean Holdings, Inc. 1.4B 53 73 71 63 49 1
Cohu, Inc. 1.4B 92 53 49 75 50 1
Photronics, Inc. 1.3B 55 86 92 71 51 1
SMART Global Holdings, Inc. 1.1B 48 86 68 65 52 1
Veeco Instruments Inc. 1.0B 66 84 91 76 53 1
Alpha and Omega Semiconductor Limited 957.1M 62 75 76 69 54 1
PDF Solutions, Inc. 813.0M 49 95 89 71 55 1
CEVA, Inc. 804.5M 51 90 97 71 56 1
Ichor Holdings, Ltd. 789.3M 72 60 55 67 57 1
Maxeon Solar Technologies, Ltd. 603.6M 50 49 60 49 58 1
Enphase Energy, Inc. 27.8B 45 74 55 57 59 1
Wolfspeed, Inc. 8.7B 49 90 86 69 60 1
Daqo New Energy Corp. 5.4B 37 96 94 65 61 1
SiTime Corporation 3.8B 39 93 78 64 62 1
Onto Innovation Inc. 3.7B 47 87 89 67 63 1
JinkoSolar Holding Co., Ltd. 3.3B 38 89 81 62 64 1
Camtek Ltd. 1.1B 50 81 71 68 65 1
ACM Research, Inc. 950.7M 88 42 42 67 66 1
NeoPhotonics Corporation 837.4M 45 95 90 69 67 1
Hanwha Q CELLS Co., Ltd. 818.9M 90 59 63 70 68 1
indie Semiconductor, Inc. 752.7M 37 47 69 43 69 1
Magnachip Semiconductor Corporation 681.9M 94 80 88 90 70 1
Mykrolis Corp. 657.1M 68 68 58 67 71 1
Navitas Semiconductor Corporation 575.2M 56 45 72 53 72 1
Rigetti Computing, Inc. 426.1M 92 44 69 73 73 1
ChipMOS TECHNOLOGIES (Bermuda) LTD. 417.9M 87 49 76 66 74 1
Meta Materials Inc. 414.9M 37 45 70 43 75 1
Helix Technology Corporation 364.9M 89 47 51 74 76 1
Valens Semiconductor Ltd. 350.3M 41 86 65 65 77 1
Rockley Photonics Holdings Limited 338.0M 97 50 83 79 78 1
CyberOptics Corporation 278.5M 54 87 87 71 79 1
Transphorm, Inc. 260.9M 37 81 97 68 80 1

Cash Flow Analysis

Overall, Semtech's critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. Semtech presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of 17.0, which is a change of 58.4% from the last filing. Their net cash flow metrics are especially remarkable relative to their peers. Hence, its net cash flow earned a score of 79. Also, Semtech is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.7, representing a 5.6% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 10.7 percent by this parameter. Its asset turnover metrics are especially remarkable relative to their peers. We believe the stock price has room to grow to reflect its intrinsic value accurately. Therefore, its asset turnover movement earned a score of 79. At the same time, one critical cash flow metric, Capital Expenditure, was notably weak. Semtech's management was ineffective in materially improving CapEx, which now sits at -28.7 and represents a -9.9% change from the previous report. The company's disappointing CapEx growth is expected to stunt the momentum they hoped for this period. Its CapEx movement, therefore, received a grade of 58. Therefore, we scored the company's cash flow a 78.

Parameter Value Change Score
Net Cashflow 17.0 58.4% 79
Capital Expenditure -28.7 -9.9% 58
Asset Turnover 0.7 5.6% 79
Free Cashflow 3.0 8.9% 78
* All values are TTM

The below chart describes Semtech's performance as reflected on its cash flow with respect to its peers. While Semtech received a cash flow score of 78, the average of its peers stands on 70.0.

  •  SMTC
  •  Peers average
Name Market Cap Cashflow Momentum Free Cashflow Growth Capital Expenditure Growth Assets Factors Momentum Cash Flow mc_sort Hidden
NVIDIA Corporation 422.4B 93 65 61 86 82 0 1
Intel Corporation 157.9B 57 72 68 53 58 1 1
Texas Instruments Incorporated 143.5B 74 74 63 69 70 2 1
QUALCOMM Incorporated 142.4B 65 65 70 87 77 3 1
Advanced Micro Devices, Inc. 139.6B 93 66 69 37 57 4 1
Broadcom Inc. 102.5B 74 76 87 89 85 5 1
Applied Materials, Inc. 84.9B 75 59 69 72 69 6 1
Analog Devices, Inc. 78.3B 78 76 51 94 84 7 1
Micron Technology, Inc. 65.6B 81 85 81 74 80 8 1
Lam Research Corporation 62.4B 72 60 56 75 68 9 1
KLA Corporation 50.5B 70 76 52 79 74 10 1
NXP Semiconductors N.V. 41.7B 59 72 51 85 73 11 1
Marvell Technology, Inc. 40.5B 94 84 58 46 65 12 1
Microchip Technology Incorporated 33.6B 80 79 48 84 79 13 1
GLOBALFOUNDRIES Inc. 24.5B 54 86 45 64 64 14 1
ON Semiconductor Corporation 23.5B 60 79 55 74 70 15 1
Monolithic Power Systems, Inc. 19.4B 84 78 59 75 77 16 1
SolarEdge Technologies, Inc. 16.5B 46 38 55 52 43 17 1
Skyworks Solutions, Inc. 15.8B 78 57 79 73 71 18 1
Teradyne, Inc. 15.7B 75 65 66 68 68 19 1
Entegris, Inc. 14.2B 60 57 50 77 65 20 1
Qorvo, Inc. 10.6B 78 65 87 71 73 21 1
First Solar, Inc. 7.5B 46 84 56 46 53 22 1
Lattice Semiconductor Corporation 7.2B 79 77 43 82 77 23 1
MKS Instruments, Inc. 6.0B 58 58 92 56 59 24 1
Universal Display Corporation 5.4B 74 81 68 65 71 25 1
Silicon Laboratories Inc. 5.3B 70 89 81 88 86 26 1
CMC Materials, Inc. 5.2B 72 66 68 80 75 27 1
Tower Semiconductor Ltd. 5.1B 76 57 55 58 68 28 1
Synaptics Incorporated 5.1B 85 62 98 55 67 29 1
Power Integrations, Inc. 4.5B 88 77 64 82 82 30 1
Amkor Technology, Inc. 4.3B 46 57 61 71 60 31 1
Cirrus Logic, Inc. 4.1B 83 98 61 90 91 32 1
Allegro MicroSystems, Inc. 4.1B 56 56 77 56 56 33 1
MACOM Technology Solutions Holdings, Inc. 3.4B 46 78 54 78 69 34 1
SunPower Corporation 3.2B 84 41 39 93 74 35 1
FormFactor, Inc. 3.1B 78 81 66 58 68 36 1
Diodes Incorporated 3.1B 77 61 52 80 72 37 1
Silicon Motion Technology Corporation 2.9B 63 53 46 85 61 38 1
Nova Ltd. 2.8B 58 53 39 56 54 39 1
MaxLinear, Inc. 2.7B 90 92 80 81 88 40 1
Ambarella, Inc. 2.7B 84 95 45 75 80 41 1
Kulicke and Soffa Industries, Inc. 2.7B 93 81 83 74 83 42 1
Rambus Inc. 2.4B 96 73 89 89 90 43 1
Canadian Solar Inc. 2.2B 69 70 74 68 71 44 1
Axcelis Technologies, Inc. 1.9B 81 77 68 85 82 45 1
Credo Technology Group Holding Ltd 1.7B 60 85 37 43 53 46 1
Himax Technologies, Inc. 1.6B 66 77 48 79 67 47 1
Impinj, Inc. 1.4B 70 38 85 73 65 48 1
Ultra Clean Holdings, Inc. 1.4B 68 41 41 76 62 49 1
Cohu, Inc. 1.4B 92 62 71 44 59 50 1
Photronics, Inc. 1.3B 65 92 96 79 83 51 1
SMART Global Holdings, Inc. 1.1B 47 85 95 54 62 52 1
Veeco Instruments Inc. 1.0B 73 82 48 69 71 53 1
Alpha and Omega Semiconductor Limited 957.1M 49 64 45 59 54 54 1
PDF Solutions, Inc. 813.0M 81 98 45 92 89 55 1
CEVA, Inc. 804.5M 57 54 84 83 71 56 1
Ichor Holdings, Ltd. 789.3M 51 37 87 71 59 57 1
Maxeon Solar Technologies, Ltd. 603.6M 87 90 59 88 84 58 1
Enphase Energy, Inc. 27.8B 89 77 64 40 60 59 1
Wolfspeed, Inc. 8.7B 57 74 76 46 55 60 1
Daqo New Energy Corp. 5.4B 78 86 63 96 89 61 1
SiTime Corporation 3.8B 83 87 56 44 62 62 1
Onto Innovation Inc. 3.7B 95 65 88 85 85 63 1
JinkoSolar Holding Co., Ltd. 3.3B 67 69 73 78 74 64 1
Camtek Ltd. 1.1B 69 70 74 72 71 65 1
ACM Research, Inc. 950.7M 62 43 50 54 50 66 1
NeoPhotonics Corporation 837.4M 50 63 67 87 72 67 1
Hanwha Q CELLS Co., Ltd. 818.9M 64 63 74 73 68 68 1
indie Semiconductor, Inc. 752.7M 69 80 52 98 85 69 1
Magnachip Semiconductor Corporation 681.9M 65 56 76 54 57 70 1
Mykrolis Corp. 657.1M 65 69 68 82 75 71 1
Navitas Semiconductor Corporation 575.2M 70 87 94 93 90 72 1
Rigetti Computing, Inc. 426.1M 48 76 51 60 58 73 1
ChipMOS TECHNOLOGIES (Bermuda) LTD. 417.9M 66 64 68 94 73 74 1
Meta Materials Inc. 414.9M 85 56 68 97 84 75 1
Helix Technology Corporation 364.9M 75 62 63 56 61 76 1
Valens Semiconductor Ltd. 350.3M 53 89 90 46 66 77 1
Rockley Photonics Holdings Limited 338.0M 80 72 66 46 59 78 1
CyberOptics Corporation 278.5M 49 74 89 78 72 79 1
Transphorm, Inc. 260.9M 81 87 96 94 88 80 1

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