Semtech Corp (SMTC) Q3 2025 Earnings Call Highlights: Record Data Center Growth and Strong ...

Semtech Corp (SMTC) Q3 2025 Earnings Call Highlights: Record Data Center Growth and Strong ...

ACC TAM sees opportunities in data center business with the Catalina rack for deployment in 2025. CSPs are showing interest in ACC's linear equalizers. LPO applications are in the qualification phase, with contributions expected from mid-2025. ACC expects growth to continue building throughout the year.

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