Semiconductors
Semtech: Fiber Optics and Copper (ACC) AI Networking Components
Semtech is emerging as a data center networking component company that offers competitive solutions for the next leg up in AI systems. The company is going through a pivot due to a new approach for short haul networking that would rely on copper wiring and components instead of optical networking. The company provides data center components for the high speed, and high bandwidth needs that AI data centers require. Nvidia is testing the upper limits of what AI servers can do, which means how these systems are built are in a constant state of flux. Semtech may have a unique opportunity to supply Nvidia with copper redrivers, DSP components, and linear pluggable optics. By the end of 2025, it’s expected that Meta and other cloud service providers will be building out Nvidia GB200 systems with Semtech’s copper networking components.
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