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Semtech UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Financial performance and growth outlook
Achieved sequential revenue growth in Q3, with 8% growth in the data center segment and projected 10% growth in Q4.
Hyperscaler customer ACC ramp scheduled to begin in mid-2026, with initial ramp expected in the April quarter.
800G optical transceiver volumes projected to reach 50 million units in 2026, up from 30 million in 2025.
LPO transition increases SAM by 250% over DSP-based transceivers, with ACC as a net revenue adder.
LoRa business posted over $40 million in Q3, growing at 15%-20% CAGR, with a base of $30-$40 million per quarter.
Data center and connectivity solutions
ACC adoption driven by power and latency advantages, with clear use cases for different cable lengths.
ACC ramp by a leading hyperscaler expected to catalyze broader industry adoption.
Linear equalizer ICs can be integrated on boards to extend high-speed link reach, with multiple use cases in evaluation.
LPO offers plug-and-play benefits, lower power, and cost compared to DSP-based solutions, with growing industry acceptance.
LPO expected to reach 25%-30% mix of 800G pluggable transceivers in 2-3 years; ACC seen as a larger opportunity.
Product and technology roadmap
800G LPO TIA has industry-leading share; driver adoption is growing, with 1.6T LPO driver sampling before year-end.
1.6T LPO faces signal integrity challenges, but industry is working toward solutions.
Focused R&D investment in data center and transceiver content to address capability gaps and support growth.
Quantify ACC's revenue impact in 2026
Post-divestiture, path to 60%+ GM
What strategic gaps will Semtech address next
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Q4 202613 Mar, 2026
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Frequently asked questions
Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. The company's products are used in a broad range of applications, such as networking and telecommunications infrastructure, broadband access network equipment, enterprise storage systems and data center servers, set top boxes (STBs), portable multimedia devices, wireless infrastructure equipment including base transceiver stations (BTSs) for cellular infrastructure systems and mobile data backhaul systems, computing and gaming peripherals and industrial automation and control systems. The company operates through two segments: Analog Products Division (APD) and Digital Products Division (DPD). Semtech Corporation is based in Camarillo, California.
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