Red Flags Detected
- Material Weakness (removed) — Previously disclosed material weaknesses in internal controls related to Sierra Wireless integration were fully remediated as of January 26, 2025.
- Goodwill Impairment (worsened) — Goodwill impairment increased from $7.5M in FY2025 to $84.8M in FY2026 for the IoT Connected Services reporting unit, indicating worsening performance and strategic challenges.
Semtech acquires foundry for $34M, shifts to fab-lite model; China sales hit 47%
Filed March 23, 2026 · Period ending January 25, 2026 · Compared to 10-K Mar 25, 2025 · ~2 min read
5 material changes detected in this filing.
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Generated by AI · Jun 4, 2026 5:41 AM