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Semtech Corporation

SMTC

Technology · 124.13 -0.6% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Semtech Corporation's move is being confirmed by its market group.

SMTC accounts for 20.8% of the group's measured movement across 5.8 effective names. raw member direction is mixed; 8 of 9 session-normalized paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveAligned contributor#2 of 9 by movement share
Group movement share20.8%Absolute path energy—not portfolio weight
Relative path-3.40%aligned
Effective breadth5.8 / 9broad
Relative alignment8/9downside path · 1 counter-moving
Capital-flow agreement4%not yet clean
SEQUENCE READ

MKSI, FORM, LITE moved materially before SMTC. SMTC crossed its material path threshold at 10:10 ET, 15 minutes after the first measured mover. COHR, GLW, MTSI followed.

What changed
  • Revenue increased 15.9% versus the comparable filing period.
  • Operating margin fell 5.5 percentage points.
EVIDENCE COVERAGE

7 of 9 members in Technology Hardware are active. 0 of 7 disclosed connections are confirming.

What would change this read
  • At least 6 of 9 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as MPWR begins moving with the group.

Invalidation: The live read weakens if participation falls to 3 of 9 members or fewer.

Watch this read

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

SLABTXNMTSI

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 Participant 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.