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Semtech Dumps Cellular Business to Double Down on Data Centers

Aug 26, 2026 · 09:25 AM ET· updated 1h ago
Semtech Dumps Cellular Business to Double Down on Data Centers

Semtech reports 33% Q2 revenue growth to $341.9M and raises Q3 outlook. Data center sales jump 91% on strong AI infrastructure demand.

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Why It Matters

Semtech sold off its phone-chip business to focus on selling computer-brain chips for AI data centers—like a restaurant dropping pizza to make only sushi. Watch whether their data center sales keep growing super fast, since that's now their main bet.

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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

Disclosure: Educational and informational purposes only — not financial advice. We educate, not advise. Market data may be delayed up to 15 minutes unless marked real-time. Past performance is not indicative of future results.