<div id="readability-page-1"><div><ul> <li>Earlier this month, EMASS announced a collaboration with Semtech to integrate Semtech’s LoRa transceivers into EMASS’s ECS-DoT low-power edge AI SoCs, enabling long-range, battery-efficient intelligence for industrial, IoT, and security applications and showcasing multiple real-world reference designs at CES 2026 venues including Semtech’s and the LoRa Alliance’s locations.</li> <li>This partnership reinforces Semtech’s push to pair its LoRaWAN connectivity with edge AI processing, aiming to reduce network loads while delivering real-time, local decision-making in power-constrained settings.</li> <li>Next, we’ll examine how integrating LoRaWAN with EMASS edge AI SoCs might reinforce Semtech’s evolving investment narrative around higher-margin IoT.</li> </ul><p>The latest GPUs need a type of rare earth metal called Dysprosium and there are only 34 companies in the world exploring or producing it. Find the list for free.</p><h2>Semtech Investment Narrative Recap</h2><p>To own Semtech, you need to believe its shift toward higher-margin data center and LoRa-based IoT can outweigh recent margin pressures and prior acquisition missteps. The EMASS edge AI collaboration supports the IoT part of that story, but it does not materially change the near term focus on data center demand as the key catalyst or the integration and margin execution issues that remain the biggest risk.</p> <p>The EMASS announcement lines up most clearly with Semtech’s push to monetize LoRa across more complex, value added use cases, alongside earlier LoRa Plus product launches like the LR2021 multi-band transceiver family. Together, these efforts point to a broader attempt to move IoT revenue toward higher-margin silicon and software platforms, which could matter if growth in lower-margin IoT systems continues to pressure company-wide gross margins.</p> <p>Yet against this potential, investors should also be aware that margin dilution from faster growing, lower-margin IoT and consumer segments could...</p> <p>Read the full narrative on Semtech (it's free!)</p><p>Semtech's narrative projects $1.3 billion revenue and $253.1 million earnings by 2028. This requires 8.5% yearly revenue growth and an earnings increase of about $229 million from $23.8 million today.</p><p>Uncover how Semtech's forecasts yield a $82.00 fair value, a 12% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/0e52d31d-99ca-44f5-9d00-2e31facc0b72/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/0e52d31d-99ca-44f5-9d00-2e31facc0b72/chart/quote-price"/><figcaption>SMTC 1-Year Stock Price Chart</figcaption></figure> <p>Five fair value estimates from the Simply Wall St Community span a wide US$25.69 to US$82.00 range, underlining how differently you and other investors might see Semtech. Set against this, the big swing factor remains whether its higher-margin data center and LoRa franchises can offset ongoing margin mix risks over time.</p><p>Explore 5 other fair value estimates on Semtech - why the stock might be worth as much as 12% more than the current price!</p><h2>Build Your Own Semtech Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Semtech research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.</li><li>Our free Semtech research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Semtech's overall financial health at a glance.</li></ul><h2>Interested In Other Possibilities?</h2><p>These stocks are moving-our analysis flagged them today. Act fast before the price catches up:</p><ul><li>AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li><li>These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</li><li>We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

SMTC

<p>EMASS and Semtech have announced a collaboration to integrate Semtech’s LoRa transceivers into EMASS’s ECS-DoT low-power edge AI SoCs. This partnership aims to enhance industrial, IoT, and security applications by providing long-range, battery-efficient intelligence. It supports Semtech's strategy to shift towards higher-margin IoT solutions, despite ongoing margin pressures. The collaboration is part of Semtech's broader effort to monetize LoRa in complex use cases, potentially impacting its investment narrative.</p>

How EMASS Edge AI Collaboration At Semtech (SMTC) Has Changed Its Investment Story