Semtech Corporation
SMTC
Jodie situation report
Semtech Corporation's move is spreading beyond its market group.
SMTC accounts for 3.9% of the group's measured movement across 4.3 effective names. raw member direction is mixed; 0 of 9 SPY-adjusted paths align to the mixed. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
No material onset for SMTC could be timestamped inside the aligned 5-minute window.
- Revenue increased 15.9% versus the comparable filing period.
- Operating margin fell 5.5 percentage points.
5 of 9 members in Technology Hardware are active. 0 of 7 disclosed connections are confirming.
- At least 6 of 9 durable members become active together.
- Capital-flow agreement rises above 55%.
- SLAB remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 3 of 9 members or fewer.
Who this business touches
The relationships behind SMTC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
JPMJP Morgan Chase & Co.lenderMay 27, 2026 ▾
“Credit Agreement On September 26, 2022, we entered into a third amendment and restatement credit agreement (as amended, restated, supplemented or otherwise modified from time to time, the "Credit Agreement") with the lenders party thereto and JPMorgan Chase B…”
HSBCHSBC Holdings, plc.lenderMar 23, 2026 ▾
“Credit Agreement On November 7, 2019, we, with certain of our domestic subsidiaries as guarantors, entered into a credit agreement with the lenders party thereto and HSBC Bank USA, National Association, as administrative agent, swing line lender and letter of…”
Depended on by
MXLMaxLinear, InccompetitorApr 23, 2026 ▾
“Our primary merchant semiconductor competitors include Broadcom, Inc., Qualcomm Incorporated, Realtek Semiconductor Corp., Skyworks Solutions, Inc., Credo Semiconductor Inc., MediaTek, Inc., Marvell Technology Group Ltd., MACOM Technology Solutions Holdings,…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SMTC is currently a Early Follower in the organic co-movement group Technology Hardware. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.