AI And Next-Gen ConnectivitySemtech has successfully transitioned to a focused, financially sound enterprise with a clear roadmap for future growth, making it a noteworthy consideration for investors seeking exposure to growing trends in AI Data Center and next-generation connectivity.
Hyperscaler Customer GrowthSemtech has signed several U.S. hyperscaler customers, increasing from just two previously.
Revenue Growth And ProfitabilityThe divestiture of its non-core Cellular module business would boost gross margins by 930 basis points, improving profitability.