AI And Data Center GrowthSemtech is benefiting from leadership in optical components for high-speed AI connectivity applications, which significantly boosted its Infrastructure business.
Market ShareSemtech Corp. is gaining market share with its Transient Voltage Suppression and PerSe proximity sensing products, which have a strong position with leading smartphone OEMs.
Product GrowthThe company has seen strong growth in its LoRa business, with sales up significantly from previous quarters, showing a rebound and consistent growth.