Semtech Corporation.
business enterprise
- Reports this week
- 0
- Active events
- 0
- Connections
- 49
What's happening
Earlier this month
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Semtech Corporation and Skyworks Solutions, Inc. were recently listed on the Nasdaq stock exchange.Some support1 report
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Semtech Corporation stock traded on the Nasdaq electronic exchange on July 10, 2026.Well supported7 reports
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Semtech Corporation secured dedicated SiGe capacity at Tower to support AI data center networking.Some support1 report
One to three months ago
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SkyWater Technology, Semtech Corporation, and the Semiconductor Industry Association are involved in the push for US chip production, including acquisitions like Infineon's Fab 25 in Austin.Some support1 report4 developments inside
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Semtech Corporation provides high-volume silicon solutions for 5G-Advanced.Some support1 report
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Valens gains expertise from industry leaders.Some support1 report
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Legal & General Group and Manufacturers Life Insurance Company bought new stakes in Semtech Corporation.Some support1 report
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Semtech Corporation and Broadcom are now noted as competitors operating in different market segments.Some support1 report
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Institutional investors, including Royce & Associates and Geode Capital Management, are buying and increasing their holdings in Semtech Corporation shares.Some support1 report
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Semtech Corporation is undergoing a strategic divestiture, selling its cellular module business for $62 million, amidst broader market consolidation.Some support5 reports
Gone quiet
No new reports in 90+ days-
Semtech Corporation and Qualcomm were listed on the Nasdaq electronic stock exchange and are competing in the global semiconductor market.Some support1 report
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Semtech Corporation filed required reports with the Securities and Exchange Commission on August 1, 2026.Some support1 report
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MarketBeat provided consensus ratings for Semtech, while Susquehanna increased its price objective and TD Cowen reiterated a buy rating for the company.Some support2 reports
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Semtech Corporation benefits from Trump-era tariffs and onshoring, utilizing Mach-Zehnder Modulator drivers in its products.Some support2 reports
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Susquehanna analyst reiterated a Buy rating on Semtech Corporation stock.Speculative1 report
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Mobile Communications America was recognized as Semtech's 2025 Partner of the Year for delivering solutions aligned with Semtech's innovation.Speculative1 report
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Semtech Corporation began using LinkedIn to follow its technology on August 12, 2025.Some support1 report
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Semtech Corporation attended a TMT conference in New York City and a Growth Frontiers Conference in Nashville on August 26, 2025.Some support2 reports
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Zacks provided stock analysis and consensus estimates for Semtech Corporation on August 26, 2025.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Semtech Corporation this week
News at the entities that move Semtech Corporation most-
Nasdaq StructuralAnthropic filed to list on Nasdaq, reflecting global capital favoring AI in US markets.Moves Semtech Corporation
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Securities and Exchange Commission StructuralThe executive chairman and CEO of NeOnc filed Form 4 filings with the Securities and Exchange Commission.Moves Semtech Corporation
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Manufacturers Life Insurance Company TransactionalGeode Capital Management, Mizuho Securities, and Manufacturers Life Insurance Company increased their holdings and raised their target price/rating on MBX Biosciences stock.Moves Semtech Corporation
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Donald Trump Shared contextNewsom criticizes Trump's fossil fuel support and travels to Antalya for a climate conference.Moves Semtech Corporation
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TD Cowen Mentioned togetherJefferies raised its price objective on Aflac shares, while Barclays and TD Cowen issued rating updates.Moves Semtech Corporation
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Morgan Stanley Mentioned togetherMorgan Stanley raised its stock price target for Disney+ on November 10, 2026.Moves Semtech Corporation
Connections
The 19 strongest of 49, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Mobile Communications America Operational
MCA and Semtech maintain an active partnership where MCA supplies solutions aligned with Semtech's innovation.
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Hong Hou Structural
Hong Hou serves as the President and CEO of Semtech Corporation.
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Nasdaq Structural
Semtech Corporation is formally listed and trades its stock on the Nasdaq stock exchange platform.
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Securities and Exchange Commission Structural
Semtech Corporation is subject to formal regulatory requirements and must file reports with the Securities and Exchange Commission.
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Manufacturers Life Insurance Company Transactional
Manufacturers Life Insurance Company acquired a new investment position in Semtech Corporation.
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Mach Structural
Semtech incorporates Mach-Zehnder Modulator drivers into its products, establishing a supply chain dependency.
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TOWER Structural
Semtech relies on Tower for dedicated SiGe capacity and infrastructure support for its AI networking products.
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Geode Capital Management Transactional
Geode Capital Management increased its financial holdings in Semtech Corporation by 0.3% in Q4.
Show all 19 connections
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Qualcomm Operational
The two companies are actively competing against each other in the global semiconductor market.
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Broadcom Operational
The two companies are actively competing against each other within distinct market segments.
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Donald Trump Shared context
Semtech's operational environment is forecasted to benefit from policy shifts associated with Donald Trump's political platform, specifically tariffs and onshoring initiatives.
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Morgan Stanley Mentioned together
Morgan Stanley provides financial analysis, including price targets and ratings, for Semtech Corporation.
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MarketBeat Mentioned together
MarketBeat utilizes its platform to publish consensus ratings and market tracking information regarding Semtech Corporation.
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TD Cowen Mentioned together
TD Cowen provided a buy rating on Semtech Corporation.
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investing.com Mentioned together
investing.com published the financial results of Semtech Corporation on its platform.
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UBS Mentioned together
UBS provided a Buy rating on Semtech Corporation.
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Valens Semiconductor Mentioned together
Valens is noted to gain expertise from industry leaders, placing it within the sphere of influence of major players like Semtech.
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Swiss National Bank Transactional
The Swiss National Bank adjusted its investment position in Semtech during Q1 2026.
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Mizuho Mentioned together
No evidence was provided describing a relationship between Semtech Corporation and Mizuho.
History
Events by the month they beganOctober 2026
2 eventsSeptember 2026
2 eventsAugust 2026
6 events- Legal & General Group and Manufacturers Life Insurance Company bought new stakes in Semtech Corporation.
- Semtech Corporation and Broadcom are now noted as competitors operating in different market segments.
- Institutional investors, including Royce & Associates and Geode Capital Management, are buying and increasing their holdings in Semtech Corporation shares.
- Semtech Corporation is undergoing a strategic divestiture, selling its cellular module business for $62 million, amidst broader market consolidation.
- Semtech Corporation and Qualcomm were listed on the Nasdaq electronic stock exchange and are competing in the global semiconductor market.
- Semtech Corporation filed required reports with the Securities and Exchange Commission on August 1, 2026.
Show 2 earlier months
July 2026
1 eventJune 2026
8 events- SkyWater Technology, Semtech Corporation, and the Semiconductor Industry Association are involved in the push for US chip production, including acquisitions like Infineon's Fab 25 in Austin.
- MarketBeat provided consensus ratings for Semtech, while Susquehanna increased its price objective and TD Cowen reiterated a buy rating for the company.
- Semtech Corporation benefits from Trump-era tariffs and onshoring, utilizing Mach-Zehnder Modulator drivers in its products.
- Susquehanna analyst reiterated a Buy rating on Semtech Corporation stock.
- Mobile Communications America was recognized as Semtech's 2025 Partner of the Year for delivering solutions aligned with Semtech's innovation.
- Semtech Corporation began using LinkedIn to follow its technology on August 12, 2025.
- Semtech Corporation attended a TMT conference in New York City and a Growth Frontiers Conference in Nashville on August 26, 2025.
- Zacks provided stock analysis and consensus estimates for Semtech Corporation on August 26, 2025.