Semtech Corporation SMTC

In recent days, Semtech Corporation announced it had completed an integration of its AirLink secure edge 5G/LTE routers and management tools with Palo Alto Networks’ NGFWs and Zero Touch PKI, aiming to simplify secure connectivity across large-scale edge deployments. A separate launch of Palo Alto Networks’ Unit 42 Continuous Frontier AI Defense underscores how the company is weaving advanced AI models directly into ongoing exposure management services for enterprises adopting powerful AI...

Helping to bridge and connect the AI and IoT worlds, Semtech flirts with a breakout to a record high as Nvidia, AMD also shine.

A number of stocks fell in the afternoon session after OpenAI paused training of its frontier artificial intelligence models following a security breach, raising concerns over near-term hardware demand.

Palo Alto Networks (NasdaqGS:PANW) and Semtech announced an integration of Semtech’s AirLink edge networking portfolio with Palo Alto Networks’ Next-Generation Firewalls. The integrated setup combines multi-link edge connectivity, automated certificate management, and real-time threat prevention across industrial and utility field assets. Semtech’s AirLink portfolio extends the NGFW ecosystem to remote industrial, transportation, and critical infrastructure sites through centrally managed...

Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 2.8% in the pre-market session after analyst Jay Goldberg initiated coverage of the company with a Buy rating and a $200 price target, pointing to expanding demand across artificial intelligence data-center infrastructure.

Semtech (SMTC) just linked its AirLink 5G and LTE edge routers directly with Palo Alto Networks next generation firewalls, tying secure connectivity at the edge to machine learning driven threat protection in the core. Recent moves in Semtech’s share price suggest momentum has been building, with a 30-day share price return of 36.84% and a year to date share price gain of 131.86%. The 1-year total shareholder return of 183.14% points to strong longer term compounding despite some shorter term...

Semtech Corp. (NASDAQ:SMTC) product expansion efforts are well on track. The company has introduced an industry-first 10G passive optical network (PON) chipset designed for triple-generation 50G optical line terminal (OLT) applications. The chipset comprises two integrated components, which ensure a compact solution for XGS-PON systems. First is the GN7153C, which is a 10G PON OLT […]

Sivers Semiconductors AB (STO: SIVE), a global leader in photonics and wireless technologies, today announced a series of senior leadership changes across its Wireless and Photonics businesses as the company moves into its next phase of commercial growth.

Semtech has delivered a striking multi year share price run, and the question now is whether the current US$169.33 level is supported by what the business actually earns. With the spotlight firmly on its profit engine, the issue is how much of that past share price performance can be tied back to the company’s earnings power rather than sentiment alone. Over roughly three years the stock has logged a very large 3 year return of about 7x, which puts real pressure on the earnings story to...

Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company.

Marvell, Onsemi and Semtech Get Major AI Boost as Seaport Unveils New Targets

Seaport sees more room for growth as AI data-center demand lifts Marvell's custom silicon and interconnect businesses.

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index’s 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and […]