Semtech Charts Path to 3.2T Connectivity for Next-Gen AI Data Centers

News

Semtech Charts Path to 3.2T Connectivity for Next-Gen AI Data Centers

2025-03-31 20:03 Last Updated At：20:21

SAN FRANCISCO & CAMARILLO, Calif.--(BUSINESS WIRE)--Mar 31, 2025--

Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, announced the expansion of its broad optical communications portfolio, featuring solutions across multiple generations of data center connectivity. These technology innovations help tackle the escalating requirements for higher speed, processing power and data throughput driven by Machine Learning (ML), Large Language Model (LLM) training, and Artificial Intelligence (AI) clusters.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250331601619/en/

Addressing the industry shift toward higher bandwidth density, Semtech's 200G per channel FiberEdge™ PMDs deliver exceptional performance, enabling future 800G and 1.6T modules while meeting critical power efficiency and space constraints. The company has also accelerated investments in pioneering 400G per channel technology to enable next-generation 3.2T modules, reinforcing Semtech's position as a technology leader driving high-performance connectivity across the rapidly evolving data infrastructure landscape.

“The path to 3.2T connectivity requires overcoming significant technical barriers in both speed and power efficiency,” said Amit Thakar, vice president of signal integrity product marketing at Semtech. “Our 200G and 400G per channel innovations represent critical building blocks that enable the next generation of data center fabric. As AI models continue to grow exponentially in size and complexity, these architectural advances will help hyperscalers build the infrastructure foundation needed for tomorrow’s AI workloads while managing their data center power envelope.”

Growing Portfolio for Next-Generation AI Infrastructure

Semtech’s 200G per channel PMD solutions are now available to enable the next wave of 1.6T optical module deployments essential for scaling AI training clusters, and include:

The company’s 400G per channel solutions are in active development with samples available to select customers.

Learn more about Semtech’s high-performance optical, analog and mixed-signal IC signal integrity solutions at www.semtech.com/optical.

Meet Semtech’s Optical Experts at OFC 2025

Visit Semtech at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) in San Francisco, April 1-3, Corporate Village #1028. Our technical experts will provide personalized consultations on how our comprehensive portfolio can address your specific optical networking challenges. Experience live demonstrations of our latest technologies for data center interconnects, next-generation 800G/1.6T optical connectivity, and high-performance analog solutions designed to meet your optical communications needs.

About Semtech

Semtech Corporation (Nasdaq: SMTC) is a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions dedicated to delivering high-quality technology that enables a smarter, more connected, and sustainable planet. Our global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit us at Semtech.com or follow us on LinkedIn or X.

Semtech, and the Semtech logo are registered trademarks or service marks of Semtech Corporation or its subsidiaries, and FiberEdge is a trademark or service mark of Semtech Corporation or its subsidiaries. All other trademarks and trade names mentioned may be marks and names of their respective companies.

SMTC-P

Mideast stock markets tumble as US tariffs and low oil prices squeeze energy-producing nations

2025-04-07 15:59 Last Updated At：16:10

DUBAI, United Arab Emirates (AP) — Middle East stock markets tumbled Monday as they struggled with the dual hit of the United States' new tariff policy and a sharp decline in oil prices, squeezing energy-producing nations that rely on those sales to power their economies and government spending.

Benchmark Brent crude is down by nearly 15% over the last five days of trading, with a barrel of oil costing just over $63. That’s down nearly 30% from a year ago, when a barrel cost over $90.

That cost per barrel is far lower than the estimated break-even price for Saudi Arabia and most other countries producing energy in the Middle East. That's coupled with the new tariffs, which saw the Gulf Cooperation Council states of Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and the United Arab Emirates hit with 10% tariffs. Other Mideast nations face higher tariffs, like Iraq at 39% and Syria at 41%.

“With these measures and the expected retaliatory measures that could be adopted by other countries, the stability and predictability of international trade could be undermined,” the accounting firm PwC said in an advisory to its Mideast clients.

The Dubai Financial Market exchange fell 6% after it opened for the week, with market leader Emaar Properties down 9%. The Abu Dhabi Securities Exchange fell 4%.

Markets that opened Sunday saw losses as well. Saudi Arabia's Tadawul stock exchange fell over 6% in trading then, with further losses of 3% after opening Monday. The giant of the exchange, Saudi Arabia's state-owned oil company Aramco, fell over 5% on its own on Sunday, with more losses Monday, wiping away billions in market capitalization for the world's sixth-most-valuable company.

The drop in Aramco, whose shares also power Crown Prince Mohammed bin Salman's expansive plans to reshape the kingdom's economy, ties directly back to the overall price of oil.

Last week, OPEC+ members Algeria, Iraq, Kazakhstan, Kuwait, Oman, Russia, Saudi Arabia and the UAE agreed to speed up the introduction of more oil into the market. This month marks the first oil production increase by the group since 2022.

“OPEC+ has shifted its market management strategy from a steady incremental increase in output to monthly announced targets, bringing forward higher output levels for May this year,” an analysis published Monday by the state-majority-owned Emirates NBD Bank of Dubai said. “That will leave oil markets grasping with additional volatility as they assess the negative impact on global trade of the tariffs announced by the Trump administration.”

The Qatar Stock Exchange fell over 4% Sunday and a further 2% as trading resumed Monday. Boursa Kuwait fell over 5% on Sunday, with slight losses again Monday.

The Pakistan Stock Exchange fell rapidly Monday, with Islamabad facing 29% tariffs from the U.S. The exchange suspended trading for an hour after a 5% drop in its main KSE-30 index.

"We may face this situation until the uncertainty ends at the global market,” said Mohammed Sohail, the chief executive at Topline Securities.

Pakistan’s Finance Minister Muhammad Aurangzeb said over the weekend that Islamabad will send a delegation to the United States soon to negotiate. The U.S. imports around $5 billion worth of textiles and other products from Pakistan, which heavily relies on loans from the International Monetary Fund and others.

Associated Press writer Munir Ahmed in Islamabad contributed to this report.