COMPANIES · AI CHIPS & NETWORKING
Semtech
Semtech is a US chip company that makes signal-integrity chips for optical transceivers and copper cables, alongside wireless IoT modules and LoRa radio technology.
Semtech is a US chip company that makes signal-integrity chips for optical transceivers and copper cables, alongside wireless IoT modules and LoRa radio technology.
Its amplifier, driver and redriver chips sit inside the optical transceivers and active copper cables that link GPUs and switches in AI clusters; AI data centers are one of several markets alongside IoT and industrial.
Sells semiconductors and IoT modules and connectivity services to module makers, cable makers and equipment manufacturers.
United States (Camarillo, California)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (3)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (2)
Source: 2026-04-28 · reviewed 2026-10-02
Evidence: Primary-source statement · Trade-show demonstration
Limits: Semtech's own blog describing an OFC 2026 demonstration; does not establish that NVIDIA buys Semtech chips in volume, any contract, or revenue.
OFC 2026: Semtech Advances the Future of AI Data Center Optical and Active Copper Interconnects ↗Source: 2025-04-01 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Product introduction at a trade show; does not establish volume shipments, customers or revenue. Semtech later said FY2026 CopperEdge revenue would fall below its earlier $50 million floor case.
Amphenol Communications Solutions (ACS) and Semtech Introduce 1.6T Active Copper Cable at OFC 2025 ↗Comparisons (1)
Source: 2026-09-17 · reviewed 2026-10-02
Evidence: Analytical comparison · Product/market overlap
Limits: Editorial comparison of overlapping product lines; the cited MACOM release does not name Semtech, and this does not establish head-to-head customer wins or market share. The cited MACOM release does not mention Semtech; the overlap is an editorial comparison.
MACOM Introduces 3.2T Chipset Solution for High Speed Optical Connectivity ↗Amphenol Communications Solutions (ACS) and Semtech Introduce 1.6T Active Copper Cable at OFC 2025 ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .