Semtech remains a Buy with a $162 target at 22x FY28 EPS, as AI demand runs about three times its supply capacity. F2Q revenue rose 33% YoY to $341.9M, EPS of $0.71 beat $0.61, gross margin hit a record 54.5%, and F3Q guidance of $410M revenue and $1.02-1.08 EPS tops estimates. 1.6T CopperEdge ACC is now in mass shipment to major hyperscalers, and FiberEdge targets over 50% of its 1.6T market by end-FY27. SiGe/InP wafer and packaging limits are the bottleneck; FY28 EPS is forecast at $7.40. … Show more

Semtech is gaining share in a growing market, with content per unit about to jump and a higher-margin business left after its divestiture. FiberEdge's 800G share rose from 18% to over 50% as transceiver units roughly tripled, and it expects over 50% of 1.6T this year. Content per transceiver rises from high single digits to $80-90 as the industry moves to 3.2T in 18-24 months. Gross margin should start at 64% after the cellular module sale, versus 53% two quarters ago. x.com 

Semtech's valuation already assumes strong execution, so the stock needs growth to keep pace with a fast-expanding optical market. It is one of the few names with real products across all three AI networking layers, from scale-up copper to scale-out optics chips and, via the HieFo laser deal, scale-across. FY26 data center revenue rose 58% to $223M, with over 50% growth guided for FY27. BofA sees the optical market growing from $14B in 2025 to $73B by 2030, a pace that would ease the multiple. … Show more

Semtech is put forward as a stock to own. x.com 

Semtech's low-power chips connect AI clusters and are hard to replace once designed in. The stock is breaking out, with quarterly relative performance back at highs and about 20% to go to the 1.618 Fibonacci extension. x.com 

Semtech benefits as larger AI clusters need faster, more efficient links between GPUs and switches, which its CopperEdge and FiberEdge chips supply. Data center revenue rose 91% year over year. The stock keeps setting all-time highs despite a broad semiconductor sell-off and tops US semiconductors by Momentum Score at 99, ahead of AMD and NVIDIA. x.com 

Semtech is a lower-risk way to play the photonics volume ramp, since it sells the chips inside transceivers that makers like AAOI build. Q2 upside came from 1.6T qualifying early, and 800G TIA share rose from ~18% to over 50%, with >50% expected at 1.6T by January. Content per transceiver jumps from high single digits to $80-90 at 3.2T, which the market hasn't modelled. The CEO says secured capacity may not be enough for FY28, pricing holds, and gross margin starts near 64%. x.com  x.com 

Semtech is forming one of the strongest cup patterns in semiconductors, backed by AI data-center networking and optical connectivity exposure with accelerating revenue and EPS growth. The stock is now pushing up the right side of a massive multi-month base. x.com 

Marvell builds the chips for the data-center pipes that AI keeps choking, and its numbers now show that thesis. Last quarter's revenue grew 36%. At 40 times forward earnings the stock is no longer cheap, so further gains must come from earnings growth. x.com 

Broadcom's post-earnings wobble is not a cycle top: it now guides AI revenue to $58B in FY26, $115B in FY27 and $230B in FY28. Q3 revenue rose 86% to $29.6B, with AI semiconductors up 221% to $16.7B, over half of sales, and a ~68% operating margin shows pricing power. Q4 guidance slightly missed and gross margin slips to 73% as packaging and HBM eat margin. With six+ XPU customers, the risk is land, grid and substrate bottlenecks delaying deployments; receivables and inventory nearly doubled. … Show more