EarningsSemtech reported better than expected results and guidance, with the stronger guide driven primarily by Signal Integrity/Data Center.
Market OpportunitiesHigh-end consumer business offers significant end-market diversification opportunities into higher-margin automotive and industrial where Semtech has new design wins.
Product DevelopmentThere is a rapidly developing opportunity for Semtech's CopperEdge linear equalizers for 200G active copper cable applications, particularly with its partnership with Nvidia.