Pan the man
05-27
$Semtech(SMTC)$ 

Accelerating demand from hyperscale data centers and AI infrastructure is driving robust, multi-year growth across Semtech's high-margin data center business, supported by design wins in advanced optical (FiberEdge), low-power (LPO), and active copper interconnects (CopperEdge/ACC); as data rates move from 400G to 800G and 1.6T, Semtech stands to capture significant revenue and margin expansion from new content per deployment.

$先科电子(SMTC)$ 

SMTC
05-27 01:33
USSemtech
SidePrice | FilledRealized P&L
Buy
Open
163.62
0
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Closed
Semtech
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Comments

  • zippixo
    05-27
    zippixo
    Semtech finally getting love for the interconnect story. 800G to 1.6T is the real kicker lol anyone else watching margin upside here?
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