Semtech Corporation.
business enterprise
- Reports this week
- 1
- Active events
- 2
- Connections
- 47
What's happening
Active this week
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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
Earlier this month
One to three months ago
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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
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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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Semtech Corporation stock traded on the Nasdaq electronic exchange on July 10, 2026.Some support6 reports
Gone quiet
No new reports in 90+ days-
MarketBeat provided consensus ratings for Semtech, while Susquehanna increased its price objective and TD Cowen reiterated a buy rating for the company.Some support1 report
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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-
Manufacturers Life Insurance Company TransactionalManufacturers Life Insurance Company purchased a new stake in Telos shares, a company serving customers in the United States.Moves Semtech Corporation
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Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Semtech Corporation
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Nasdaq StructuralApple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Moves Semtech Corporation
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Donald Trump Shared contextThe Trump administration utilized the Department of Health & Human Services for an AI tool.Moves Semtech Corporation
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TD Cowen Mentioned togetherAnalyst downgraded Ag Growth International Inc. due to debt management risks.Moves Semtech Corporation
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Geode Capital Management TransactionalGeode Capital Management increased its stake in Amgen stock and filed the disclosure with the SEC.Moves Semtech Corporation
Connections
The 18 strongest of 47, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Hong Hou Structural
Hong Hou serves as the President and CEO of Semtech Corporation.
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Mobile Communications America Operational
MCA and Semtech maintain an active partnership where MCA supplies solutions aligned with Semtech's innovation.
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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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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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Mach Structural
Semtech incorporates Mach-Zehnder Modulator drivers into its products, establishing a supply chain dependency.
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Geode Capital Management Transactional
Geode Capital Management increased its financial holdings in Semtech Corporation by 0.3% in Q4.
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Qualcomm Operational
The two companies are actively competing against each other in the global semiconductor market.
Show all 18 connections
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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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Broadcom Operational
The two companies are actively competing against each other within distinct market segments.
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investing.com Mentioned together
investing.com published the financial results of Semtech Corporation on its platform.
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Morgan Stanley Operational
Morgan Stanley provides analyst coverage for Semtech, including price target and rating adjustments.
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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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UBS Mentioned together
UBS provided a Buy rating on Semtech Corporation.
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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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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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Mizuho Mentioned together
No evidence was provided describing a relationship between Semtech Corporation and Mizuho.
History
Events by the month they beganSeptember 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.
July 2026
1 eventShow 1 earlier month
June 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.