Semtech Corp

Semtech Corp

A provider of analog and mixed-signal semiconductor products

Stock Performance Snapshot

Buy

Analyst Rating

Analysts suggest buying Semtech's stock, expecting it to rise slightly from its current price.

Above Average

Financial Health

Semtech Corp is performing well with strong revenue and cash flow, indicating good financial stability.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring SMTC

Semiconductor Shift: Beyond ASML's China Decline

Semiconductor Shift: Beyond ASML's China Decline

ASML's warning of a substantial decline in its sales to China, despite strong overall earnings, signals a shift in the global semiconductor landscape. This development could create opportunities for other equipment manufacturers poised to gain market share amid evolving trade dynamics.

Published: October 15, 2025

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SoftBank AI Push: Could $5B Boost Hardware Stocks?

SoftBank AI Push: Could $5B Boost Hardware Stocks?

SoftBank is securing a $5 billion loan using its Arm shares to aggressively fund its AI ventures. This significant capital injection is expected to boost the entire AI ecosystem, creating growth opportunities for companies that provide the essential hardware and infrastructure for artificial intelligence.

Published: October 10, 2025

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AI Data Center Stocks: Infrastructure Buildout 2025

AI Data Center Stocks: Infrastructure Buildout 2025

Microsoft's $4 billion investment in a new Wisconsin data center highlights the massive infrastructure buildout required for artificial intelligence. This creates a significant opportunity for companies that supply the essential components for these advanced facilities, from semiconductors to cooling and power systems.

Published: September 19, 2025

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US Semiconductor Theme (Tariff Opportunity) Gains Focus

US Semiconductor Theme (Tariff Opportunity) Gains Focus

The Trump administration has announced significant tariffs on semiconductor imports to encourage domestic production. This policy shift creates a potential tailwind for U.S.-based chip manufacturers and companies within the domestic supply chain.

Published: September 5, 2025

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China Semiconductor Stocks Positioned for Opportunity 2025

China Semiconductor Stocks Positioned for Opportunity 2025

The U.S. has revoked TSMC's fast-track export license for its factory in Nanjing, China, creating operational hurdles. This move could shift demand to local Chinese semiconductor manufacturers, creating a potential investment opportunity in China's domestic chip industry.

Published: September 3, 2025

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China's Semiconductor Ascent

China's Semiconductor Ascent

Nvidia is currently in discussions with the U.S. government to sell less powerful AI chips to China due to ongoing export restrictions. This sustained trade tension creates a significant opening for domestic Chinese semiconductor companies to capture market share and accelerate their growth.

Published: August 29, 2025

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Semiconductor Sanctions: The Digital Tax Trade War

Semiconductor Sanctions: The Digital Tax Trade War

In response to digital taxes on U.S. tech giants, the White House has threatened major tariffs and semiconductor export bans on offending nations. This protectionist stance could create a favorable environment for domestic technology producers and companies in countries not subject to these new trade barriers.

Published: August 26, 2025

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America's Bet On Domestic Chips

America's Bet On Domestic Chips

The U.S. government has taken a $10 billion, 10% stake in Intel to bolster domestic chip production. This strategic investment highlights a broader push to strengthen the American semiconductor supply chain, creating opportunities for related companies in the sector.

Published: August 25, 2025

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America's Chip Sovereignty

America's Chip Sovereignty

The U.S. government has acquired a 10% stake in Intel, signaling a strategic investment to bolster domestic chip manufacturing. This move creates an opportunity for other American semiconductor firms and suppliers that stand to gain from increased government support for the industry.

Published: August 24, 2025

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Semiconductor Sovereignty: America's Chip Bet

Semiconductor Sovereignty: America's Chip Bet

The U.S. government's acquisition of a stake in Intel signals a new era of public-private partnership to secure the domestic chip supply chain. This move could create opportunities for other semiconductor companies and their suppliers benefiting from national security-focused industrial policy.

Published: August 23, 2025

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Nvidia's China Chip Pivot

Nvidia's China Chip Pivot

Nvidia is developing a new, compliant AI chip for China, aiming to recapture market share lost to U.S. export controls. This strategic pivot creates a ripple effect, potentially benefiting the entire semiconductor supply chain that supports the production and deployment of this advanced hardware.

Published: August 20, 2025

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Private Equity's Auto Tech Takeover

Private Equity's Auto Tech Takeover

Private equity firm Advent International's $1.3 billion acquisition of U-Blox highlights a growing trend of investment in specialized automotive technology. This theme focuses on other publicly-traded semiconductor companies that provide critical positioning and connectivity hardware for the expanding autonomous vehicle and IoT markets.

Published: August 18, 2025

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Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

Published: August 17, 2025

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American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

Published: August 17, 2025

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U.S. Government Backs Domestic Chipmakers

U.S. Government Backs Domestic Chipmakers

The U.S. government is considering taking an equity stake in Intel to support its domestic chip manufacturing, causing the stock to rise. This move highlights a broader push to strengthen the U.S. semiconductor industry, creating potential opportunities for other companies in the domestic supply chain.

Published: August 15, 2025

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Semiconductors Beyond The Sanctions

Semiconductors Beyond The Sanctions

Recent U.S. government restrictions on AI chip exports to China are reshaping the semiconductor landscape for companies like Nvidia and AMD. This creates a potential opening for investment in semiconductor firms that are less exposed to the escalating U.S.-China tech rivalry.

Published: August 13, 2025

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America's Chip Advantage: Onshoring The Supply Chain

America's Chip Advantage: Onshoring The Supply Chain

President Trump's plan to impose a 100% tariff on imported semiconductors aims to bolster domestic manufacturing by making foreign-made chips significantly more expensive. This creates an investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to benefit from reduced foreign competition and increased domestic investment.

Published: August 7, 2025

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America's Chip Moat: Navigating Export Controls

America's Chip Moat: Navigating Export Controls

The recent arrest of two individuals for illegally exporting high-end Nvidia AI chips to China highlights the U.S. government's crackdown on technology transfers. This intensified enforcement of export controls could benefit U.S.-based semiconductor companies and those involved in securing the domestic supply chain.

Published: August 6, 2025

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Intel's Foundry Pivot: Winners from a Strategic Shift

Intel's Foundry Pivot: Winners from a Strategic Shift

This carefully selected group of stocks represents companies positioned to benefit from Intel's potential retreat from advanced chipmaking for external customers. Professional analysts have identified these opportunities as Intel's pivot reinforces TSMC's dominance and reshapes the semiconductor landscape.

Published: July 3, 2025

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Riding the Tech Rally

Riding the Tech Rally

These carefully selected companies form the backbone of today's AI-driven tech boom. From semiconductors to cloud services, these stocks represent the picks and shovels powering the digital gold rush as mega-cap tech giants expand.

Published: June 30, 2025

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Why You’ll Want to Watch This Stock

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IoT and LoRa Growth

LoRa adoption can expand addressable markets for Semtech through device connectivity and licensing, though adoption rates may vary and affect revenues.

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Analogue Strengths

Specialised analogue and power-management components can offer solid margins and differentiation, but semiconductor cycles and competition remain headwinds.

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Market Positioning Check

Semtech's niche technologies and partnerships matter for long-term prospects; investors should weigh concentration risks and broader macro volatility.

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6% Interest on Cash

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TSM

Taiwan Semiconductor Manufacturing Co.

Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.

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