What Semtech (SMTC)'s Cellular Exit and New LoRa IoT Chips Mean For Shareholders

Semtech recently completed the US$62,000,000 sale of its cellular module business, while also expanding its LoRa Plus portfolio with the LR2022 and LR2012 IoT transceivers now in production. This combination of portfolio streamlining and new LoRa products highlights a clearer emphasis on AI data-center networking and low-power IoT connectivity solutions. We’ll now examine how Semtech’s exit from cellular modules and renewed focus on LoRa IoT could reshape its investment narrative. Explore 24...