SMTC

Semtech Corporation · TradingView

Price & Opinions

USD · Avatars mark creator views: green ring positive, red negative, amber both

Opinions on non-trading days appear on the next trading session.

2026-10-03 – 2026-10-09

No positive opinions in this period.

No negative opinions in this period.

SerenitySMTCSIVE.STAAOIMXL2026-10-01
Component suppliers in general are really positive on the potential FCC rules for optical transceivers: $SMTC, $MXL, $AAOI, $SIVE, $LITE and $COHR benefit as qualified Western laser, DSP and TIA capacity becomes more important.
Original source
SerenitySMTCMUAAOISKHY2026-09-18
Memory like $MU / $SKHY is in it's current supercycle. Demand visibility is high, and I expect photonics like $SMTC to $AAOI to cook heavily in 2027 given widespread optical shortages.
Original source
SerenitySMTCAMKRMRVLMP2026-04-24
Obviously short timeframe, but I expect many of these to keep going up more.
Original source

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Semtech Corporation · TradingView

USD · Avatars mark creator views: green ring positive, red negative, amber both

Opinions on non-trading days appear on the next trading session.

2026-10-03 – 2026-10-09

No positive opinions in this period.

No negative opinions in this period.

SerenitySMTCSIVE.STAAOIMXL2026-10-01
Component suppliers in general are really positive on the potential FCC rules for optical transceivers: $SMTC, $MXL, $AAOI, $SIVE, $LITE and $COHR benefit as qualified Western laser, DSP and TIA capacity becomes more important.
Original source
SerenitySMTCMUAAOISKHY2026-09-18
Memory like $MU / $SKHY is in it's current supercycle. Demand visibility is high, and I expect photonics like $SMTC to $AAOI to cook heavily in 2027 given widespread optical shortages.
Original source
SerenitySMTCAMKRMRVLMP2026-04-24
Obviously short timeframe, but I expect many of these to keep going up more.
Original source