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Semtech (SMTC) is not a classic AI chip manufacturer but earns its revenue where increasingly large amounts of data need to be transmitted, connected, and processed. The company develops high-performance semiconductors for the core areas of Signal Integrity, Analog Mixed Signal & Wireless, as well as IoT systems and connectivity. Particularly important are FiberEdge and CopperEdge solutions for optical and copper-based 800G and 1.6T connections in AI data centers. This is complemented by protection and sensor chips, as well as its own LoRa technology,...
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