Semtech Highlights FY2026 Surge, Targets 50%+ Data Center Growth at Roth Conference

Looking ahead, Lin said Semtech is forecasting data center revenue growth of more than 50% year over year on an organic basis in fiscal 2027, with 12% sequential growth expected into fiscal first quarter. He attributed the outlook to multiple “growth vectors,” including ramps in 800G optical, 1.6T copper, and 1.6T optical, as well as the expected first-quarter shipment of CopperEdge linear equalizers.He also emphasized cash flow performance as a key feature of the year. Semtech generated $61.5 million in op ...