Semtech launches new 224G optical connectivity portfolio
The introduction targets NPO and CPO architectures for AI clusters, featuring GN1838L and GN42T380 products.
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Semiconductor, IoT systems, and cloud connectivity provider
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In short: Semtech reported record Q2 2027 net sales of $341.9 million, as AI chip demand significantly outpaced supply.
The introduction targets NPO and CPO architectures for AI clusters, featuring GN1838L and GN42T380 products.
Net sales reached $291.0 million, up 16% year-over-year, with non-GAAP diluted EPS of $0.51.
Net sales were $274.4M in Q4 and $1.05B for FY26. Non-GAAP EPS was $0.44 in Q4 and $1.71 for FY26; Q4 free cash flow was $59.1M.
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