Semtech

As of 2026-10-09, Semtech has 2 tracked suppliers and 1 tracked customer in this dataset; its largest supplier by market cap is TSMC. The supplier list here follows a shared pattern for this segment rather than being individually confirmed for Semtech — see /methodology.

Sourced from 2 references — primary source — last verified 2026-07-19.

LoRa wireless franchise plus optical data center connectivity chips.

Ticker: NASDAQ: SMTC
Headquarters: Camarillo
Founded: 1960
Revenue: $1.0B (FY2026) · +15.5% YoY
Net income: $-40M
Operating margin: 3.1%
Market position: major
Value-chain segment: Networking Silicon, Analog & Mixed Signal
Key products: LoRa, Tri-Edge CDRs

About Semtech

Semtech, headquartered in United States, operates in the Networking Silicon and Analog & Mixed Signal segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include LoRa, Tri-Edge CDRs. wafergraph maps 2 tracked suppliers and 1 tracked customer for Semtech across the value chain. It has a supply-chain criticality score of 8/100, with 18 companies downstream of it.

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.

Role in the chain

Semtech is a market major in Design (Fabless) (Networking Silicon), headquartered in United States. LoRa wireless franchise plus optical data center connectivity chips.

Diligence questions

The dataset records 2 tracked suppliers for Semtech. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
2 of Semtech's tracked suppliers are a monopoly or leader (including ASE Technology, TSMC). Which of those are actually single-source for the process step you care about?
The dataset names 1 tracked customer for Semtech. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Semtech is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Semtech trades as NASDAQ:SMTC. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Semtech