Semtech Corporation: The Nervous System of the Digital World.

Through its high-performance optical chips for data centers, Semtech benefits as an essential infrastructure supplier from the massive hardware expansion for Artificial Intelligence. With its proprietary LoRa technology, the company controls the global de facto standard for energy-efficient IoT connectivity, giving it a deep, hard-to-attack competitive moat. The strategic expansion into a "chip-to-cloud" system provider transforms the business model into more stable, recurring service revenues, reducing dependence on pure hardware sales. ...