Aug. 31 at 5:26 PM
$SMTC just bought a few after seeing this
Every time the data center industry upgrades to a faster optical standard, Semtech's content per module roughly triples. At 800G, Semtech earns roughly
$10 per module. At 1.6T, that jumps to about
$30. At 3.2T, it's approximately
$80. The data center networking buildout is marching through all three of those transitions right now.
Semtech's Signal Integrity segment has been growing 25% year over year, with gross margins of 67.4%. Annual revenue recently crossed
$1 billion for the first time, up 15% year over year.
