Semtech Corporation.
business enterprise
- Reports this week
- 1
- Active events
- 2
- Connections
- 49
What's happening
Active this week
Earlier this month
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Semtech Corporation secured dedicated SiGe capacity at Tower to support AI data center networking.Some support1 report
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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
One to three months ago
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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
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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
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 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 StructuralLockheed Martin was listed among active companies on October 12, 2026.Moves Semtech Corporation
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Securities and Exchange Commission StructuralThe SEC is overseeing a stock offering by Alpha Modus Holdings, Inc., which began on October 1, 2026.Moves Semtech Corporation
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Manufacturers Life Insurance Company TransactionalManufacturers Life Insurance Company adjusted its holdings in the SPDR Portfolio S&P 500 Value ETF on October 21, 2026.Moves Semtech Corporation
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Donald Trump Shared contextDonald Trump announced an aid package during a rally held in Kansas.Moves Semtech Corporation
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TD Cowen Mentioned togetherJim Cramer commented on L3Harris Technologies stock valuation as Goldman Sachs and TD Cowen cut price targets.Moves Semtech Corporation
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Morgan Stanley Mentioned togetherMultiple financial institutions issued price target and rating updates for CAE Inc. on October 1, 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.