{"company":{"slug":"semtech","name":"Semtech","legal_name":"Semtech Corporation","aliases":["Semtech","SMTC"],"primary_layer":"L3","primary_topic_id":"ai-networking","secondary_topics":null,"hq_country":"US","hq_city":"Camarillo","founded_year":1960,"is_public":true,"ticker":"SMTC","description":"PMDs (physical medium devices), copper + optical short-reach SerDes. AI cluster intra-rack copper interconnect product line. 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raised data center outlook","data_center_status":"record net sales, sequential and year-over-year growth"},"source":"ai_synthesis_sdk"},{"signal_type":"earnings","signal_date":"2025-09-03","signal_data":{"fiscal_period":"Q2 FY2026 (ended ~July 27, 2025)","growth_driver":"CopperEdge ACC ramp for hyperscale AI scale-up; FiberEdge optical PMDs for scale-out fabric","data_center_status":"record net sales, more than doubled year over year","data_center_yoy_growth_pct_approx":100},"source":"ai_synthesis_sdk"},{"signal_type":"other","signal_date":"2025-09-03","signal_data":{"use_case":"AI scale-up GPU-to-GPU short-reach copper links (alternative/complement to passive DAC, extending copper reach in dense AI racks)","milestone_type":"product_ramp / segment_inflection","product_family":"CopperEdge active copper cable (ACC) interconnect ICs","complementary_product":"FiberEdge PMDs / Tri-Edge CDRs for 800G/1.6T scale-out optics"},"source":"ai_synthesis_sdk"},{"signal_type":"earnings","signal_date":"2025-06-04","signal_data":{"fiscal_period":"Q1 FY2026 (ended ~April 27, 2025)","net_sales_usd":251100000,"non_gaap_eps_usd":0.38,"yoy_net_sales_growth_pct":22,"data_center_growth_driver":"CopperEdge active copper cable (ACC) redrivers for AI scale-up GPU rack interconnect","data_center_net_sales_usd":50300000},"source":"ai_synthesis_sdk"}],"recent_talent_signals":[{"job_title":"Director of Sales, Hyperscale and AI Data Center","job_level":"director","job_specialty":["data center sales","optical connectivity"],"posted_date":"2026-05-06"},{"job_title":"Applications Engineer, High-Speed Interconnect","job_level":"mid","job_specialty":["signal integrity","high-speed serial links"],"posted_date":"2026-04-28"},{"job_title":"Staff DSP Architect, Optical Connectivity","job_level":"staff","job_specialty":["DSP architecture","coherent optics","PAM4"],"posted_date":"2026-04-09"},{"job_title":"Senior Analog/Mixed-Signal IC Design Engineer","job_level":"senior","job_specialty":["analog IC design","SerDes","signal integrity"],"posted_date":"2026-03-03"},{"job_title":"Product Marketing Manager, Data Center Connectivity","job_level":"mid","job_specialty":["optical modules","active copper cables"],"posted_date":"2026-02-24"}],"citation_url":"/companies/semtech","last_updated":"2026-05-14T14:33:37.941141+00:00","generated_at":"2026-05-19T11:58:56.769Z"}