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Semtech soars ahead of earnings on strong AI positioning [Seeking Alpha]
Last intel corporation earnings: 4/23 04:07 pm
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US:NASDAQ Investor Relations: intc.com/investor-relations/default.aspx
"We believe Semtech is very well positioned with the upcoming ramp of new AI platforms as one of two players in the space qualified for high-density copper interconnect," said Baird's Tristan Gerra. "Semtech is also well positioned with 800G modules in AI architectures." During the Optical Fiber Communication Conference and Exhibition in San Diego this week there was a lot of interest concerning Linear drive Pluggable Optics, or LPOs, due to their low latency and power savings, Baird notes. Semtech is considered a leader in this space. Just last week, the LPO MSA (Multi-Source Agreement) was announced . Its members include names such as Semtech, Broadcom ( AVGO ), Intel ( INTC ) and Nvidia ( NVDA "The focus of the LPO MSA is to specify module and network equipment level interoperability requirements that span both electrical and optical technologies," the group said. "Starting at 100 Gb/s per lane, the LPO MSA will ensure multi-source solutions necessary for a broad ecosystem."
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