---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000869754.md"
description: "All right back to $Semtech(SMTC.US) movie: "The bottleneck go Brrr":My favorite quote was: "availability currently matters more than pricing". In the current market for optical products. - No near-term erosion is expected on booked optical orders, which signals they're passing cost increases through fine.- I was actually curious most about Semtec's CW laser products after the HieFo takeover:Semtech expects CW-laser revenue for transceivers to begin H1 FY28. Explicitly said capacity is limited.They still seem materially further behind compared to the laser leaders, but they're making progress for 2027 ramp. - TIA and driver solutions remain in exceptionally strong demand (confirmed from $Applied Optoelectronics(AAOI.US) earnings). Continues to deepen engagement across all the leading hyperscalers.  "We are now designing to every module provider", expected 50%+ market share for 1.6T FiberEdge (TIA + driver) by years end. Very strong statement to make about being majority market share. - 1.6T FiberEdge qualifications finishing earlier than expected (good read through for your pluggable makers eg. AOI)q: "quick thoughts on how long into 2028 does that backlog extend?"a: The backlog for the remaining of this fiscal year, I would say for our  target is all booked. For the next year, we probably over 70% there.Management said current capacity may not be enough for fiscal 2028, especially in the second half (great demand visibility)Q2 revenue: - $341.9M vs. ~$329M expected- adjusted EPS was $0.71 vs. $0.61Q3 guidance was most exciting:$410M revenue vs. ~$360M revenue$1.05 EPS vs. $0.73 EPS. yeah... just look at that beautiful revenue inflection Q/Q. So gigantic beat, great read through on 1.6T ramp. I don't own Semtec, but these were amazing earnings."
datetime: "2026-08-26T00:30:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000869754.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000869754.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000869754.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# All right back to $Semtech(SMTC.US) movie: "Th…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**