SMTC on Nasdaq

Semtech Corporation

Logo: Semtech, Public domain, via Wikimedia Commons5

Semiconductor company

Semtech Corporation is an American supplier of analog and mixed-signal semiconductors and advanced algorithms for consumer, enterprise computing, communications and industrial end-markets. It is based in Camarillo, Ventura County, Southern California. It was founded in 1960 in Newbury Park, California.3 Its shares trade on Nasdaq under the symbol SMTC.1 Wikipedia text CC BY-SA 4.0

Price unavailable

Last updated Oct 21, 2026.

Overview

$1.0BRevenue, fiscal 20266
-$40.4MNet income, fiscal 20266
1960Founded1

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  • TickerSMTC on Nasdaq1
  • IndustrySemiconductors & Related Devices1
  • HeadquartersCamarillo1
  • Websitewww.semtech.com
  • Legal formDelaware corporation1
  • Incorporated inDE7
  • Business address200 Flynn Road, Camarillo, Ca 93012-87907
  • Filer categoryLarge accelerated filer7
  • LEI549300J7WUY317SW6O614
  • StatusActive4
  • LEI statusLapsed (not renewed)4
  • Registered addressC/O UNITED STATES CORPORATION COMPANY, 19808 Wilmington, United States4
  • Registered withDivision of Corporations, Department of State, 5607044

Semtech Corporation is an American supplier of analog and mixed-signal semiconductors and advanced algorithms for consumer, enterprise computing, communications and industrial end-markets. It is based in Camarillo, Ventura County, Southern California. It was founded in 1960 in Newbury Park, California. It has 32 locations in 15 countries in North America, Europe, and Asia.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2026

51.6%Gross margin6
3.1%Operating margin6
-3.8%Net margin6
15.5%Revenue growth, 20266
-7.3%Return on equity6
0.89×Debt to equity6
$171.4MFree cash flow6

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Product brought in 90% of the revenue Semtech Corporation broke down this way in fiscal 2026.

  1. Product$942.1M690%up 19% from 2025
  2. Service$107.9M610%down 6% from 2025
Products and services by year
Products and services202420252026
Product$754.0M$794.4M$942.1M
Service$114.7M$114.9M$107.9M

Business segments

Advanced Protection And Sensing Products Group brought in 36% of the revenue Semtech Corporation broke down this way in fiscal 2026.

  1. Advanced Protection And Sensing Products Group$373.4M636%up 16% from 2025
  2. IoT Systems And Connectivity$353.9M634%up 9% from 2025
  3. Signal Integrity Products Group$322.6M631%up 23% from 2025
Business segments by year
Business segments202420252026
Advanced Protection And Sensing Products Group$260.3M$322.9M$373.4M
IoT Systems And Connectivity$431.5M$324.6M$353.9M
Signal Integrity Products Group$177.0M$261.7M$322.6M

Regions

Asia Pacific brought in 66% of the revenue Semtech Corporation broke down this way in fiscal 2026.

  1. Asia Pacific$697.6M666%up 21% from 2025
  2. North America$231.9M622%up 13% from 2025
  3. Europe$120.5M611%down 7% from 2025
Regions by year
Regions202420252026
Asia Pacific$505.6M$574.7M$697.6M
North America$237.1M$204.5M$231.9M
Europe$126.0M$130.1M$120.5M

Where the money goes

Where each dollar of revenue went, fiscal 2026

  • Cost of revenue48¢$507.8M
  • Research and development19¢$196.3M
  • Selling, general and admin21¢$221.9M
  • Other costs6¢$63.5M
  • Interest4¢$40.6M
  • Income tax2¢$19.8M

Out of $1.0B in revenue.6 The company lost money this year.

Where each dollar of operating cash went, fiscal 2026

  • Capital spending5¢$9.8M
  • Kept or used elsewhere95¢$171.4M

Out of $181.2M of cash from operations.6

Financial statements

Revenue10111213146$1.0B in 2026+67% since 2019
0$500.0M$1.0B$1.5B2019: $627.2M$627.2M20192020: $547.5M$547.5M2020−13%2021: $595.1M$595.1M2021+9%2022: $740.9M$740.9M2022+24%2023: $756.5M$756.5M2023+2%2024: $868.8M$868.8M2024+15%2025: $909.3M$909.3M2025+5%2026: $1.0B$1.0B2026+15%
Gross profit10111213146$542.1M in 2026+44% since 2019
0$200.0M$400.0M$600.0M2019: $377.0M$377.0M20192020: $336.7M$336.7M2020−11%2021: $355.9M$355.9M2021+6%2022: $461.1M$461.1M2022+30%2023: $478.6M$478.6M2023+4%2024: $296.2M$296.2M2024−38%2025: $456.5M$456.5M2025+54%2026: $542.1M$542.1M2026+19%
Operating income10111213146$32.6M in 2026−69% since 2019
-$1.0B-$500.0M0$500.0M2019: $105.5M$105.5M20192020: $52.0M$52.0M2020−51%2021: $75.0M$75.0M2021+44%2022: $145.0M$145.0M2022+93%2023: $92.8M$92.8M2023−36%2024: -$944.3M-$944.3M20242025: $49.9M$49.9M20252026: $32.6M$32.6M2026−35%
Net income10111213146-$40.4M in 2026
-$1.5B-$1.0B-$500.0M0$500.0M2019: $69.6M$69.6M20192020: $31.9M$31.9M2020−54%2021: $59.9M$59.9M2021+88%2022: $125.7M$125.7M2022+110%2023: $61.4M$61.4M2023−51%2024: -$1.1B-$1.1B20242025: -$161.9M-$161.9M2025−85%2026: -$40.4M-$40.4M2026−75%

Every line of the income statement as filed: the last 3 fiscal years, latest first.6

Period ending2026-01-312025-01-312024-01-31
Total net sales$1.0B$909.3M$868.8M
Amortization of acquired technology$9.2M$9.1M$33.7M
Acquired technology impairments$0$0$91.8M
Total cost of sales$507.8M$452.8M$572.5M
Gross profit$542.1M$456.5M$296.2M
Product development and engineering$196.3M$170.9M$186.4M
Selling, general and administrative$221.9M$222.4M$220.2M
Intangible amortization$631.0K$884.0K$14.9M
Restructuring$4.2M$4.9M$23.8M
Intangible impairment$1.8M$0$39.6M
Impairment of goodwill$84.8M$7.5M$755.6M
Total operating expenses, net$509.6M$406.6M$1.2B
Operating income (loss)$32.6M$49.9M-$944.3M
Interest expense-$40.6M-$90.1M-$95.8M
Interest income$2.5M$2.3M$3.1M
Loss on extinguishment of debt$0-$144.7M$0
Non-operating (expense) income, net-$5.3M$267.0K-$542.0K
Investment impairments and credit loss reserves, net-$10.4M-$1.1M-$3.9M
Loss before taxes and equity method income (loss)-$21.2M-$183.4M-$1.0B
Provision (benefit) for income taxes$19.8M-$22.0M$50.5M
Net loss before equity method income (loss)-$41.0M-$161.3M-$1.1B
Equity method income (loss)$636.0K-$547.0K$45.0K
Net loss-$40.4M-$161.9M-$1.1B
Net income attributable to noncontrolling interest$0$0$1.0K
Net loss attributable to common stockholders-$40.4M-$161.9M-$1.1B
Basic (in dollars per share)-$0.46-$2.26-$17.03
Diluted (in dollars per share)-$0.46-$2.26-$17.03
Basic (in shares)88.4M shares71.6M shares64.1M shares
Diluted (in shares)88.4M shares71.6M shares64.1M shares

Compare Semtech Corporation with another company

Corporate structure

Semtech Corporation sits at the top of its group. 42 entities, 17 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Semtech Corporation

  • BlackRock Filed SCHEDULE 13G/A on Semtech Corporation, latest Sep 4, 2026 (10 filings since Jan 25, 2022)
  • Ameriprise Financial Filed SCHEDULE 13G/A on Semtech Corporation, latest Aug 14, 2026 (4 filings since Feb 14, 2024)
  • VANGUARD PORTFOLIO MANAGEMENT LLC Filed SCHEDULE 13G/A on Semtech Corporation, latest Jul 31, 2026 (2 filings since Apr 29, 2026)
  • VANGUARD CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G on Semtech Corporation, latest Apr 30, 2026
  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on Semtech Corporation, latest Mar 27, 2026 (5 filings since Dec 9, 2021)
  • Capital Research Global Investors Filed SCHEDULE 13G/A on Semtech Corporation, latest Feb 12, 2026 (5 filings since Feb 9, 2024)
  • AllianceBernstein Filed SCHEDULE 13G/A on Semtech Corporation, latest Feb 5, 2025 (2 filings since Nov 15, 2024)
  • MILLENNIUM MANAGEMENT LLC Filed SC 13G/A on Semtech Corporation, latest Nov 6, 2024 (2 filings since Apr 23, 2024)
  • State Street Corporation Filed SC 13G/A on Semtech Corporation, latest Oct 18, 2024 (3 filings since Jan 31, 2023)
  • Point72 Asset Management, L.P. Filed SC 13G/A on Semtech Corporation, latest Feb 14, 2024 (2 filings since Oct 20, 2023)
  • JPMorgan Chase Filed SC 13G/A on Semtech Corporation, latest Feb 9, 2023 (2 filings since Jan 31, 2023)
  • FMR LLC Filed SC 13G/A on Semtech Corporation, latest Oct 11, 2022 (2 filings since Feb 9, 2022)
  • Semtech Corporation Wilmington, Delaware, United States
    • SEMTECH (INTERNATIONAL) AG Subsidiary · Rapperswil-Jona, Switzerland
      • SEMTECH EMEA LIMITED Subsidiary · Bristol, United Kingdom
    • Semtech (United Kingdom) Subsidiary · United Kingdom
    • Semtech Canada Corporation Subsidiary · Burlington, Ontario, Canada
    • SEMTECH LIMITED Subsidiary · Stansted, United Kingdom
    • SEMTECH NEUCHÂTEL SÀRL Subsidiary · Neuchatel, Switzerland
    • • M2M Connectivity Australia Pty Ltd Subsidiary · Australia
    • • M2M One NZ Ltd Subsidiary · New Zealand
    • • M2M One Pty Ltd Subsidiary · Australia
    • • NextInput, LLC Subsidiary · Delaware, United States
    • • Semtech Advanced Systems India Private Limited Subsidiary · India
    • • Semtech Colorado, Inc. Subsidiary · Delaware, United States
    • • Semtech EMEA Limited Subsidiary · United Kingdom
    • • Semtech EV, Inc. Subsidiary · California, United States
    • • Semtech France SAS Subsidiary · France
    • • Semtech Germany GmbH Subsidiary · Germany
    • • Semtech Japan GK Subsidiary · Japan
    • • Semtech Neuchatel SARL Subsidiary · Switzerland
    • • Semtech New York Corporation Subsidiary · Delaware, United States
    • • Semtech Quebec Inc. Subsidiary · Quebec, Canada
    • • Semtech San Diego Corporation Subsidiary · California, United States
    • • Semtech Semiconductor (Chengdu) Co. Ltd. Subsidiary · China
    • • Semtech Semiconductor (Malaysia) Sdn Bhd Subsidiary · Taiwan
    • • Semtech Semiconductor (Shanghai) Co. Ltd. Subsidiary · China
    • • Semtech Semiconductor (Shenzhen) Company Limited Subsidiary · China
    • • Semtech Semiconductor Holdings Limited Subsidiary · Hong Kong
    • and 15 more

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; subsidiaries, stakes and holdings from Wikidata (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Semtech Corporation reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$449.7M6 Jan 25, 2026$440.2M6 Jan 26, 2025+2.2%
Accumulated depreciation$340.3M6 Jan 25, 2026$314.0M6 Jan 26, 2025+8.4%
Property and equipment, net$109.3M6 Jan 25, 2026$126.2M6 Jan 26, 2025−13.3%
Operating-lease assets (leased space)$23.5M6 Jan 25, 2026$21.7M6 Jan 26, 2025+7.9%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$195.2M6 Jan 25, 2026$151.7M6 Jan 26, 2025+28.6%
Marketable securities, current$06 Jan 25, 2026$12.7M6 Jan 26, 2025−100.0%
Debt securities available for sale$06 Jan 25, 2026$12.7M6 Jan 26, 2025−100.0%
Stakes in other companies (equity method)$5.3M6 Jan 25, 2026$5.7M6 Jan 26, 2025−7.0%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$457.9M6 Jan 25, 2026$533.1M6 Jan 26, 2025−14.1%
Intangible assets, net (excluding goodwill)$40.0M6 Jan 25, 2026$33.1M6 Jan 26, 2025+20.9%
Finite-lived intangibles, net$29.7M6 Jan 25, 2026$24.9M6 Jan 26, 2025+19.3%

Inventory

ItemLatestA year beforeChange
Inventory, total$195.7M6 Jan 25, 2026$163.6M6 Jan 26, 2025+19.6%
Raw materials$31.9M6 Jan 25, 2026$46.3M6 Jan 26, 2025−31.1%
Work in process$119.3M6 Jan 25, 2026$87.9M6 Jan 26, 2025+35.8%
Finished goods$44.5M6 Jan 25, 2026$29.4M6 Jan 26, 2025+51.5%

Properties, in its own words

Our corporate headquarters is located in Camarillo, California where we own an approximately 88,000 square foot facility. The parcel on which our headquarters is located can accommodate substantial expansion. As of January 25, 2026, we owned or leased multiple properties. The locations and primary functions of significant properties are summarized in the following table:

Locations · Square Feet · Administration · Research and/or development · Manufacturing support · Sales and marketing · Application engineering · Test and assembly · Reliability testing · Leased

The rest of Item 2

Camarillo, California · 88,000 · ● · ● · ● · ● · ● · ●

Colorado Springs, Colorado · 51,588 · ● · ● · ● · ● · ● · ●

San Jose, California · 39,050 · ● · ● · ● · ● · ● · ● · ●

Colorado Springs, Colorado · 25,967 · ● · ● · ● · ● · ● · ● · ●

Irvine, California · 20,072 · ● · ● · ● · ● · ● · ●

San Diego, California · 18,189 · ● · ● · ● · ● · ● · ●

Richmond, British Columbia, Canada · 76,000 · ● · ● · ● · ● · ● · ● · ●

Burlington, Ontario, Canada · 68,000 · ● · ● · ● · ● · ● · ●

Neuchatel, Switzerland · 37,275 · ● · ● · ● · ● · ● · ● · ● · ●

Taipei, Taiwan · 36,720 · ● · ● · ●

Pune, India · 30,100 · ● · ●

Kanata, Ontario, Canada · 29,221 · ● · ● · ● · ● · ●

Rapperswil, Switzerland · 17,760 · ● · ●

Bristol, United Kingdom · 17,430 · ● · ● · ● · ● · ● · ● · ●

Shenzhen, China · 15,678 · ● · ● · ● · ●

In addition to the properties listed in the above table, we also lease Sales and Marketing, Research and Development, and Administrative offices at various locations in the U.S. and internationally under operating leases, none of which are material to our future cash flows. Our leases expire at various dates through 2033.

We believe that our existing leased and owned space is more than adequate for our current operations, and that suitable replacement and additional space will be available in the future on commercially reasonable terms as circumstances warrant.

Item 2 of the 10-K filed Mar 23, 2026.19

Leadership

Who has led Semtech Corporation, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (68)

Products and brands

Semtech offers a variety of products, including LoRa, a long-range, low-power networking platform; receivers and transmitters; touch and proximity devices; wireless charging; and power management solutions. Semtech's chips were utilized in products using the Amazon Sidewalk protocol, as well as to monitor water leaks. A collaboration with Unabiz to produce IoT devices that use both Semtech's LoRaWAN as well as Unabiz's Sigfox systems was announced in July 2023. Semtech additionally offers HDMI to SDI converter chips as well as LoRa transceiver with global coverage. Semtech also offers cloud connectivity and Voice over LTE services.

From Wikipedia’s article on Semtech, shared under CC BY-SA 4.0.8

Subsidiaries and ownership

Subsidiaries

  • Semtech (Canada)
  • Semtech (United Kingdom)

Subsidiaries (Exhibit 21)

  • • M2M Connectivity Australia Pty Ltd Australia9
  • • M2M One NZ Ltd New Zealand9
  • • M2M One Pty Ltd Australia9
  • • NextInput, LLC Delaware9
  • • Semtech (International) AG Italy9
  • • Semtech Advanced Systems India Private Limited India9
  • • Semtech Canada Corporation Nova Scotia, Canada9
  • • Semtech Colorado, Inc. Delaware9
  • • Semtech EMEA Limited United Kingdom9
  • • Semtech EV, Inc. California9
  • • Semtech France SAS France9
  • • Semtech Germany GmbH Germany9
  • • Semtech Japan GK Japan9
  • • Semtech Limited United Kingdom9
  • • Semtech Neuchatel SARL Switzerland9
  • • Semtech New York Corporation Delaware9
  • • Semtech Quebec Inc. Quebec, Canada9
  • • Semtech San Diego Corporation California9
  • • Semtech Semiconductor (Chengdu) Co. Ltd. China9
  • • Semtech Semiconductor (Malaysia) Sdn Bhd Taiwan9
  • • Semtech Semiconductor (Shanghai) Co. Ltd. China9
  • • Semtech Semiconductor (Shenzhen) Company Limited China9
  • • Semtech Semiconductor Holdings Limited Hong Kong9
  • • Semtech UK Holdings Ltd United Kingdom9
All 40 listed subsidiaries
  • • Sierra Monolithics, Inc. California9
  • • Sierra Wireless (Asia Pacific) Limited Hong Kong9
  • • Sierra Wireless America, Inc Delaware9
  • • Sierra Wireless France SAS France9
  • • Sierra Wireless Hong Kong Limited Hong Kong9
  • • Sierra Wireless India Private Limited India9
  • • Sierra Wireless Korea Limited South Korea9
  • • Sierra Wireless Limited United Kingdom9
  • • Sierra Wireless Luxembourg S.A.R.L. Luxembourg9
  • • Sierra Wireless SA France9
  • • Sierra Wireless Solutions and Services SA France9
  • • Sierra Wireless Sweden AB Sweden9
  • • Sierra Wireless, Inc. Nova Scotia, Canada9
  • • Snowbush Mexico S.A.P.I. de C.V. – 99.9% Mexico9
  • • Triune IP, LLC Texas9
  • • Triune Systems, L.L.C. Texas9

From Wikidata.1 The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Acquisitions

In December 1999, Semtech bought USAR Systems Inc., a maker of embedded devices for handheld and notebook computers, for $26.7 million in stock.

In March 2012, it bought Gennum Corporation, a supplier of high-speed analog semiconductors, for approximately CA$500 million (US$494 million). In the same month, it acquired Cycleo SAS, a supplier of wireless semiconductor products, for $5 million in cash.

In August 2022, Semtech agreed to buy Canadian technology company Sierra Wireless in an all-cash transaction valued at US$1.2 billion including debt. The acquisition completed in January 2023.

From Wikipedia’s article on Semtech, shared under CC BY-SA 4.0.8

Timeline

  1. Oct 15, 20268-K Regulation FD disclosure97
  2. Aug 25, 20268-K Results of operations; Regulation FD disclosure98
  3. Aug 13, 20268-K Other events99
  4. Jul 6, 20268-K Entered a material agreement; New debt or obligation100
  5. Jun 8, 20268-K Executive or director change; Shareholder vote101
  6. May 26, 20268-K Results of operations; Regulation FD disclosure102
  7. Mar 16, 20268-K Results of operations; Regulation FD disclosure103
  8. Nov 24, 20258-K Results of operations; Regulation FD disclosure104
  9. Oct 10, 20258-K Entered a material agreement; New debt or obligation; Unregistered sale of shares105
  10. Oct 6, 20258-K Other events106
  11. Aug 25, 20258-K Results of operations; Regulation FD disclosure107
  12. Jun 9, 20258-K Executive or director change; Bylaws or fiscal year changed; Shareholder vote108
  13. Jun 10, 2024New chief executive Hong Q. Hou becomes CEO20
  14. Jun 30, 2023New chief executive Paul H. Pickle becomes CEO21
  15. Apr 3, 2006New chief executive Mohan Maheswaran becomes CEO22
  16. Aug 20, 2004New chief executive Jason Carlson becomes CEO23
  17. Aug 25, 2003New chief executive John D. Poe becomes CEO24
  18. 1960Founded Founded1

Calendar

Coming up

  1. Nov 23, 2026Reports results for the quarter ending Oct/2026 A year earlier it reported $0.29 a share, on Nov 24, 2025.109

When it reported results

  1. Aug 25, 2026Reported quarterly or annual results98
  2. May 26, 2026Reported quarterly or annual results102
  3. Mar 16, 2026Reported quarterly or annual results103
  4. Nov 24, 2025Reported quarterly or annual results104
  5. Aug 25, 2025Reported quarterly or annual results107
  6. May 27, 2025Reported quarterly or annual results110
  7. Mar 13, 2025Reported quarterly or annual results111
  8. Nov 25, 2024Reported quarterly or annual results112

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

591 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 69 major events, 358 insider forms, 41 large holders, 103 other. The latest 20:

  1. Oct 15, 20268-K EDGAR
  2. Oct 9, 20264 EDGAR
  3. Oct 7, 2026144 EDGAR
  4. Oct 5, 20264 EDGAR
  5. Oct 5, 20264 EDGAR
  6. Oct 2, 2026144 EDGAR
  7. Oct 1, 2026144 EDGAR
  8. Sep 25, 20264 EDGAR
  9. Sep 18, 20264 EDGAR
  10. Sep 16, 2026144 EDGAR
  11. Sep 14, 20264 EDGAR
  12. Sep 14, 20264 EDGAR
  13. Sep 14, 20264 EDGAR
  14. Sep 14, 20264 EDGAR
  15. Sep 14, 20264 EDGAR
  16. Sep 10, 2026144 EDGAR
  17. Sep 9, 20264 EDGAR
  18. Sep 9, 20264 EDGAR
  19. Sep 4, 2026SCHEDULE 13G/A EDGAR
  20. Sep 4, 2026144 EDGAR

The 591 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

97 open-market trades by officers, directors and large owners since October 2021: 2 buys and 95 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Oct 7, 2026Green Jason ElliotEVP and CCOSale2,766$190.35$526.5KForm 4
Oct 2, 2026HOU HONG QPresident and CEOSale2,000$191.21$382.4KForm 4
Oct 1, 2026Lin MarkEVP and CFOSale967$178.87$173.0KForm 4
Sep 23, 2026Walsh Paul V JrDirectorSale500$172.61$86.3KForm 4
Sep 16, 2026Cardenuto Rodolpho CDirectorSale5,321$165.00$878.0KForm 4
Sep 10, 2026Lin MarkEVP and CFOSale683$159.90$109.2KForm 4
Sep 4, 2026Ruehl Julie GarciaDirectorSale1,500$145.00$217.5KForm 4
Sep 4, 2026HOU HONG QPresident and CEOSale2,000$138.71$277.4KForm 4
Aug 19, 2026Walsh Paul V JrDirectorSale500$135.48$67.7KForm 4
Aug 17, 2026Silberstein AsafEVP and COOSale5,000$150.00$750.0KForm 4
Aug 7, 2026HOU HONG QPresident and CEOSale2,000$140.00$280.0KForm 4
Jul 22, 2026Walsh Paul V JrDirectorSale500$133.07$66.5KForm 4
Jul 14, 2026Silberstein AsafEVP and COOSale3,000$145.04$435.1KForm 4
Jul 10, 2026HOU HONG QPresident and CEOSale2,000$133.00$266.0KForm 4
Jul 8, 2026Silberstein AsafEVP and COOSale8,500$127.80$1.1MForm 4
Jul 7, 2026Green Jason ElliotEVP and CCOSale2,264$129.90$294.1KForm 4
Jul 1, 2026Lin MarkEVP and CFOSale970$150.41$145.9KForm 4
Jun 30, 2026Fischer Gregory MichaelDirectorSale1,500$156.24$234.4KForm 4
Jun 29, 2026HOU HONG QPresident and CEOSale9,605$152.57$1.5MForm 4
Jun 24, 2026Walsh Paul V JrDirectorSale500$164.99$82.5KForm 4

All 97 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2026Hong Q. HouPresident and Chief Executive Officer62$692.4K$8.2M126
2026Jason GreenExecutive Vice President and Chief Commercial Officer53$432.7K$4.4M126
2026Asaf SilbersteinExecutive Vice President and Chief Operating Officer56$493.5K$2.9M126
2026Mark LinExecutive Vice President and Chief Financial Officer50$455.5K$2.8M126
2026Madhusudhan RayabhariSenior Vice President and General Manager, Analog Mixed Signal and Wireless$416.9K$2.3M126
2026J. Michael WilsonChief Quality Officer and Chief Technology Officer70$400.4K$1.9M126
2025Hong Q. HouPresident and Chief Executive Officer62$405.0K$6.8M126
2025Mark LinExecutive Vice President and Chief Financial Officer50$420.0K$3.5M126
2025Asaf SilbersteinExecutive Vice President and Chief Operating Officer56$413.0K$3.5M126
2025Madhusudhan RayabhariSenior Vice President and General Manager, Analog Mixed Signal and Wireless$396.2K$3.3M126
2025J. Michael WilsonChief Quality Officer and Chief Technology Officer70$87.5K$2.3M126
2024Asaf SilbersteinExecutive Vice President and Chief Operating Officer56$450.6K$2.8M126
2024J. Michael WilsonChief Quality Officer and Chief Technology Officer70$362.5K$2.3M126
2024Mark LinExecutive Vice President and Chief Financial Officer50$129.2K$2.3M126

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.9,749,439$1.6B0.0%−4,472,780
Vanguard Portfolio Management LLC5,328,594$862.4M0.0%−1,594,040
Vanguard Capital Management LLC4,199,493$679.7M0.0%+54,317
Ameriprise Financial Inc3,450,916$559.0M0.1%−3,999,464
State Street Corp3,389,044$548.4M0.0%−670,222
Jane Street Group, LLC3,351,040$542.4M0.3%+2,578,228
Capital Research Global Investors2,954,432$478.2M0.1%−1,197,650
Geode Capital Management, LLC2,253,786$366.6M0.0%−272,675
Hood River Capital Management LLC2,250,382$364.2M2.6%−37,147
Morgan Stanley1,970,198$318.9M0.0%+554,170
Wellington Management Group Llp1,915,766$310.1M0.1%−468,707
Bank Of America Corp /de/1,859,782$301.0M0.0%+716,468
Norges Bank1,247,833$202.0M0.0%New
UBS Group AG1,154,041$186.8M0.0%+262,380
Millennium Management LLC1,141,594$184.8M0.1%−824,088
Westfield Capital Management Co LP1,133,268$183.4M0.6%−147,326
Disciplined Growth Investors Inc /mn955,033$154.6M2.6%−1,251,715
Tremblant Capital Group887,268$143.6M4.1%New
Northern Trust Corp852,181$137.9M0.0%−141,169
Healthcare Of Ontario Pension Plan Trust Fund851,858$137.9M0.2%New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC842,125$136.3M0.0%+672,447
Two Sigma Investments, LP820,898$132.9M0.1%+771,989
Jpmorgan Chase & Co833,668$130.8M0.0%+16,793
Citadel Advisors LLC783,346$126.8M0.1%−322,209
Artisan Partners Limited Partnership763,924$123.6M0.2%−794,110

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

7 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Sep 29, 2026Gilbert Ray Cisneros, Jr.Democratic, HousePartial sale$1,001 - $15,000+20.9%Report
Jul 16, 2026Gilbert Ray Cisneros, Jr.Democratic, HousePartial sale$1,001 - $15,000−10.2%Report
Jun 30, 2026Gilbert Ray Cisneros, Jr.Democratic, HousePartial sale$1,001 - $15,000+14.2%Report
Mar 3, 2026Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+46.5%Report
Jan 20, 2026Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+73.4%Report
Sep 2, 2025Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+129.1%Report
Aug 26, 2025Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+126.0%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Semtech Corporation is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARSEMTECH CORP2
  • CIK0000088941
  • Employer ID (EIN)95-211968419
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company19
  • Incorporated inDelaware19
  • Fiscal year endsJanuary 312
  • Industry code (SIC)3674 Semiconductors & Related Devices2
  • SEC reviewing officeOffice of Manufacturing, Division of Corporation Finance2
  • Business address200 Flynn Road, Camarillo, CA 93012-87902
  • Phone80549821112
  • Shares outstanding93,151,168 as of May 22, 202617
  • Public float$4.0B as of Jul 27, 202519
  • AuditorDeloitte & Touche LLP, Los Angeles, California PCAOB ID 34; it also attests to the company’s internal control over financial reporting19
  • On EDGAR sinceApr 24, 19952
  • Filings3,161 in all: 4 (2,203), 8-K (296), SC 13G/A (117), 10-Q (95), 144 (69), 3 (57), SC 13G (38), DEF 14A (32)2
    All 41 form types

    10-K (27), UPLOAD (25), 424B3 (22), S-8 (21), 4/A (19), DEFA14A (19), CORRESP (18), ARS (14), SD (13), 8-K/A (12), SCHEDULE 13G/A (11), S-8 POS (6), S-3 (5), 10-K405 (4), 10-Q/A (4), SCHEDULE 13G (4), 10-K/A (3), 3/A (3), 5 (3), NT 10-Q (3), PRE 14A (3), 424B5 (2), NT 10-K (2), SC 13D/A (2), 8-A12G (1), CT ORDER (1), DEFR14A (1), DEFS14A (1), NTN 10Q (1), POS AM (1), PRES14A (1), S-3/A (1), S-3ASR (1)

  • Latest filingsAnnual report (10-K) Mar 23, 2026
    Quarterly report (10-Q) Aug 26, 2026
    Proxy statement (DEF 14A) Apr 21, 2026
    Latest 8-K (8-K) Oct 15, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock par value $0.01 per shareSMTCThe Nasdaq Global Select Market

From the cover page of the 10-K filed Mar 23, 2026 (Section 12(b) of the Exchange Act).19

Risk factors and legal proceedings

The risks Semtech Corporation names in Item 1A of its 10-K filed Mar 23, 2026: 59 risks under these headings, as written.19

  • Please carefully consider and evaluate all of the information in this Annual Report on Form 10-K and the risk factors listed below. If any of these risks actually occur, our business could be materially harmed. If our business is harmed, the trading price of our common stock could decline. See also "Special Note Regarding Forward Looking and Cautionary Statements and Summary Risk Factors" at the beginning of this Annual Report on Form 10-K.
  • Risks Relating to Macroeconomic and Industry Conditions
  • Our future results may fluctuate, fail to match past performance or fail to meet expectations as a result of conditions beyond our control, such as general economic conditions in the markets we compete, conditions unique to our industry and the financial health and viability of our suppliers and customers, which may cause our stock price to be volatile.
  • A growing concentration of demand in AI-related semiconductors may increase our exposure to cyclical industry trends and competitive pressures, which may adversely affect our results of operations.
  • During industry downturns, the cyclical nature of the industry we operate in may limit our ability to maintain or increase net sales and operating results.
  • The average selling prices of products in our markets have historically decreased rapidly and will likely do so in the future, which could harm our revenue and gross margins.
  • Disruptions in U.S. government operations and funding could have a material adverse effect on our business, financial condition and results of operations.
  • Adverse developments affecting the financial services industry, such as actual events or concerns involving liquidity, defaults or non-performance by financial institutions or transactional counterparties, could adversely affect our current and projected business operations and our financial condition and results of operations.
  • Risks Relating to Production Operations and Services
  • We rely on a limited number of suppliers and subcontractors, many of which are based outside the U.S., for many essential components and materials and certain critical manufacturing services and any interruption or loss of supplies or services from these entities could significantly interrupt our business operations and the production of our products.
  • Our ability to increase product sales and revenue may be constrained by the manufacturing capacity of our suppliers.
  • Our products may be found to be defective, liability claims may be asserted against us and we may not have sufficient liability insurance.
The other 49 risks
  • Obsolete inventories as a result of changes in demand for our products and changes in the life cycles of our products could adversely affect our business, operating results and financial condition.
  • Business interruptions, such as natural disasters, acts of violence and the outbreak of contagious diseases, could harm our business and have a material adverse effect on our operations.
  • We depend on mobile network operators to promote and offer acceptable wireless data services.
  • Risks Relating to Research and Development, Engineering, Intellectual Property and New Technologies
  • We may be unsuccessful in developing and selling new products, which is central to our objective of maintaining and expanding our business.
  • Our customers require our products to undergo a lengthy and expensive qualification process without any assurance of product sales.
  • Our products may fail to meet new industry standards or requirements and the efforts to meet such industry standards or requirements could be costly.
  • Unfavorable or uncertain conditions in the 5G infrastructure market may cause fluctuations in our rate of revenue growth or financial results.
  • We may be unable to adequately protect our intellectual property rights.
  • We may be found to infringe on the intellectual property rights of others or be required to enter into intellectual property licenses on unfavorable terms.
  • We must commit resources to product production prior to receipt of purchase commitments and could lose some or all of the associated investment.
  • We intend to continue to invest in research and development, including the integration and use of AI, but we may be unable to make the substantial investments that are required to remain competitive in our business.
  • We may need to transition to smaller geometry process technologies and achieve higher levels of design integration to remain competitive and may experience increased costs and delays in this transition or fail to efficiently implement this transition.
  • Certain software we use is from open source code sources, which, under certain circumstances, may lead to unintended consequences and, therefore, could materially adversely affect our business, financial condition, operating results and cash flow.
  • Risks Relating to International Operations
  • We are subject to export restrictions and laws affecting trade and investments, which may limit our ability to sell to certain customers.
  • We sell and trade with customers outside the U.S., which subjects our business to increased risks.
  • A substantial portion of our sales is derived from China and adverse changes to general economic conditions in China could have a material and adverse impact on our sales and financial results.
  • We and our manufacturing partners are or will be subject to extensive Chinese government regulation, and the benefit of various incentives from Chinese governments that we and our manufacturing partners receive may be reduced or eliminated, which could increase our costs or limit our ability to sell products and conduct activities in China.
  • Our foreign currency exposures may change over time as the level of activity in foreign markets grows and could have an adverse impact upon financial results.
  • We may be subject to increased tax liabilities and an increased effective tax rate if we need to remit funds held by our subsidiaries outside the U.S.
  • Risks Relating to Sales, Marketing and Competition
  • We receive a significant portion of our revenues from a small number of customers and the loss of any one of these customers or failure to collect a receivable from them could adversely affect our business.
  • The volatility of customer demand limits our ability to predict future levels of sales and profitability.
  • Most of our authorized distributors, which collectively represent a significant portion of our net sales, can terminate their contract with us with little or no notice. The termination of a distributor could negatively impact our business, including net sales and accounts receivable.
  • Our inability to effectively control the sales of our products on the gray market could have a material adverse effect on us.
  • Competition from new or established IoT, cloud services and wireless services companies, or from those with greater resources, may prevent us from increasing or maintaining our market and could result in price reductions and/or loss of business, resulting in reduced revenues and gross margins.
  • Risks Relating to Governmental Regulations
  • Changes in government trade policies, including the imposition of new or higher tariffs or additional export controls or licensing requirements, could have an adverse impact on our business or the business of our customers, which may materially adversely affect our business operations, sales or gross margins.
  • Certain of our products and services are subject to laws and regulations in the U.S., Canada, the European Union and other regions in which we operate.
  • We are subject to government regulations and other standards that impose operational and reporting requirements.
  • Our failure to comply with any applicable environmental regulations could result in a range of consequences, including fines, suspension of production, excess inventory, sales limitations, and criminal and civil liabilities.
  • The processing of user data (including personal information) could give rise to liabilities or additional costs as a result of laws, governmental regulations and mobile network operator and other customer requirements or differing views of individuals’ privacy rights.
  • Certain of our customers and suppliers require us to comply with their codes of conduct, which may include certain restrictions that may substantially increase our cost of doing business as well as have an adverse effect on our operating efficiencies, operating results and financial condition.
  • Our operating results could be adversely affected as a result of changes in our effective tax rates, the adoption of new U.S. or foreign tax legislation or exposure to additional tax liabilities, or by material differences between our forecasted annual effective tax rates and actual tax rates.
  • We may be subject to taxation and review of our compliance with income, value-added and other sales-type tax regulations in other jurisdictions which could negatively affect our operations.
  • Corporate responsibility, specifically related to environmental, social and governance ("ESG") matters, may impose additional costs and expose us to new risks.
  • Risks Relating to our Business Strategies, Integration, Personnel and Other Operations
  • Our business and growth depend on our ability to attract and retain qualified personnel, including our management team and other key personnel, and the inability to attract, hire, integrate, train, retain, or motivate specialized technical and management personnel could harm our business and growth.
  • We have encountered and expect to continue encountering difficulties that have adversely impacted, and likely will continue to adversely impact, our ability to realize the anticipated benefits from the Sierra Wireless Acquisition.
  • We rely on certain critical information systems for the operation of our business and a disruption in our information systems, including those related to cybersecurity, could adversely affect our business operations.
  • We face risks associated with companies we have acquired in the past and may acquire in the future, as well as risks associated with any divestitures of previously acquired companies or our businesses or product lines.
  • The potential divestiture of our cellular module business creates significant risks and uncertainties that could adversely affect our IoT solutions business, financial condition, and results of operations.
  • We have incurred substantial impairment charges, and we may be required to recognize additional impairment charges in the future, which could have an adverse effect on our financial condition and operating results.
  • The costs associated with our indemnification of certain customers, distributors, and other parties could be higher in future periods.
  • Risks Relating to Compliance
  • We previously identified material weaknesses in our internal control over financial reporting. We may discover additional weaknesses in the future and otherwise may fail to achieve and maintain effective disclosure controls, procedures and internal control over financial reporting, which could cause our results of operations, stock price and investor confidence in our Company to be adversely affected.
  • Risks Relating to our Indebtedness
  • Our indebtedness could adversely affect our business, financial condition, and results of operations.
  • Restrictive and financial covenants in the Credit Agreement governing our credit facilities may restrict our ability to pursue our business strategies, and any violation of one or more of these covenants could have a material adverse effect on our financial condition and results of operations.
  • The accounting method for the Notes could adversely affect our financial condition and results.
  • Conversion of the Notes may dilute the ownership interest of our stockholders or may otherwise depress the price of our common stock.
  • Certain provisions in the indentures governing the Notes may delay or prevent an otherwise beneficial takeover attempt of us.
  • The Convertible Note Hedge Transactions and Warrants transactions may affect the trading price of our common stock.
  • We are subject to counterparty risk with respect to the Convertible Note Hedges.

Legal proceedings

A description of our material legal proceedings in Note 13, Commitments and Contingencies, to the Consolidated Financial Statements is incorporated by reference into this Item 3.

The opening of Item 3, Legal Proceedings.19

Sources

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