Semtech launches SGP.32 multi-profile eSIM for global IoT deployments. Stock score locked: want to see it? Benzinga Edge Rankings give you vital metrics on any stock - anytime. Smart Connectivity Premium adds local carrier profiles to a single SKU, managed through the AirVantage eSIM orchestrator Semtech Corporation (NASDAQ:SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, today launched the SGP.32 version of its Smart Connectivity Premium. The global, multi-network, multi-profile eSIM solution gives IoT customers one SKU that pairs the Smart Connectivity profile with local carrier profiles. Semtech brings Smart Connectivity Premium and mobile network operator (MNO) partner profiles together in the AirVantage(R) eSIM orchestrator, a single platform for orchestration, bulk provisioning, subscription and lifecycle management. Global IoT deployments need more connectivity flexibility than traditional SIM architectures can deliver. Common challenges include single-carrier dependency, which leads to vendor lock-in and a greater risk of outages; permanent roaming restrictions; and having to replace SIMs in the event of network sunsets or changes in provider. The GSMA's SGP.32 standard tackles these challenges. Semtech brings Smart Connectivity Premium and mobile network operator (MNO) partner profiles together in the AirVantage(R) eSIM orchestrator, a single platform for orchestration, bulk provisioning, subscription and lifecycle management. Customers can manage deployments through the AirVantage user interface or connect to their own platforms through its APIs. AirVantage is built on AWS, giving customers a secure, scalable platform for managing IoT connectivity at global scale. With Smart Connectivity Premium, customers can add MNO profiles on top of Semtech's multi-IMSI Smart Connectivity Advanced profile to localize device deployments across technologies and data usage volumes. The PowerSave eSIM, a multi-network, dual-profile solution built for battery-constrained devices, optimizes attach time and is designed to help transfer critical data without impacting battery life. "Adoption of eSIMs in the cellular IoT market is entering a new phase of growth. With roughly 12% of cellular IoT devices using an eSIM at the end of 2025, SGP.32 is lowering the barriers to adoption by simplifying remote provisioning and profile management. Multi-profile eSIMs combined with centralized orchestration will provide greater flexibility and control over connectivity for enterprises operating across multiple networks and regions," said Fredrik Stalbrand, principal analyst at Berg Insight. "Customers' deployments vary widely, as does the level of control they need. With SGP.32, they can add local carrier profiles to a single SKU and choose the deployment model that fits their business, from a preloaded eSIM to self-configuration, all managed in AirVantage. Smart Connectivity Premium gave multi-profile on SGP.02, and SGP.32 gives more flexibility in deployment," said Rupa Datta, vice president of IoT Connected Services at Semtech. Fixed applications like smart metering and video surveillance benefit from a single SKU with a global Smart Connectivity profile and additional MNO profiles. This helps address permanent roaming restrictions and supports failover. Mobile assets gain multi-carrier support for resilience and coverage across regions, with the potential to add alternate connectivity technologies like non-terrestrial networks (NTN). The solution is automated, so customers do not need to prompt downloads or switches. Semtech's eSIM applet works with the device to download, enable and switch profiles when needed. Smart Connectivity Premium is built on GSMA-certified eSIM and eIM technology from Kigen, which holds GSMA eUICC Security Assurance (eSA) certification and supports SGP.32 v1.3. Key Highlights * Two configurations: a preloaded PowerSave eSIM for battery-constrained devices, and the full Premium solution, which lets customers download MNO profiles on top of the Smart Connectivity Advanced profile. Both are managed through AirVantage. * One SIM, one platform, one provider: Smart Connectivity, now with multi-profile support. Availability The solution is generally available starting today. Semtech expects to expand this multi-profile capability to additional carriers and markets in the months ahead. Interested businesses can contact Semtech and learn more about their SGP.32 offer at https://www.semtech.com/sgp-32. Visit Semtech at Electronica Munich Semtech will exhibit at Electronica Munich 2026, Nov. 10-13, in Munich, Germany. At booth C3.262, visitors can see demonstrations spanning LoRa(R) wireless, Wi-SUN and Z-Wave on the LR2021, capacitive and force sensing, Transient Voltage Suppression (TVS) circuit protection, and learn more about SGP.32-compatible Smart Connectivity Premium. About Semtech Semtech Corporation (NASDAQ:SMTC) is a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected IoT devices worldwide. Our global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit us at Semtech.com or follow us on LinkedIn or X. Semtech, the Semtech logo, AirVantage, and LoRa are registered trademarks or service marks of Semtech Corporation or its subsidiaries. All other trademarks, service marks and trade names mentioned in this press release are the property of their respective owners.

Semtech has expanded its AirLink 5G networking portfolio with new features for public safety fleets, shown at the IACP conference in Orlando. They include software-based FIPS 140-3 support, advanced fleet management, and network slicing across priority networks from FirstNet, T-Mobile, and Verizon. The upgraded AirLink OS offers fleet control in the cloud or on premises. The move signals a push into recurring, mission-critical connectivity rather than chip sales alone. Analysts still see execution in higher-margin data center and connectivity lines as the key swing factor. Risks include a goodwill impairment in connected services, margin pressure, and a volatile share price. The analyst framework points to revenue of $2.9 billion and earnings of $870.8 million by 2029.

How Semtech thinks about IoT devices that have to last in the field. October 27, 2026 0 Semtech's Robert Comanescu, Vice President of R&D and Applications for Wireless ICs, and Tamir Reshef, Vice President of Products and Applications for the Analog and Mixed Signals business unit, discussed the challenges of building IoT devices that communicate reliably and withstand real-world conditions at electronica India and productronica India 2026 in Bengaluru. About the event This conversation was recorded at electronica India and productronica India 2026, South Asia's leading trade fair for the electronics industry. Held September 16-18 at the Bangalore International Exhibition Centre in Bengaluru and organized by Messe Muenchen India, the show covered the full electronics value chain, from components and design to manufacturing. It brought together 793 exhibitors and over 52,000 business visitors under the theme "India's Powerplay in Electronics." Connectivity: from long range to multi-protocol. Robert Comanescu, who joined Semtech 26 years ago in RF IC design and now leads its wireless marketing organization, said LoRa began with long range and the ability to get through concrete. The first use case was metering, where a buried water meter has to reach a gateway on top of a building. From there it spread to city sensors such as environmental monitoring and traffic light control, then to asset tracking, the home, and even flying devices, which he said will underpin the low altitude economy. Because all these devices need updates, Semtech has added a companion technology on top of LoRa that keeps similar performance but reaches up to 2.6 megabits per second. Comanescu said the company is also moving beyond LoRa and FSK toward multi-protocol support, since customers find it hard to choose between two protocols. Backward compatibility with an earlier technology plus the benefits of a newer one makes that choice easier. In his view there is no single winning protocol, and the real value for customers is the security of connectivity. His example was smart home security. Sensors may talk over Z-Wave to a central unit that reaches the cloud over Wi-Fi. If the Wi-Fi drops or the user changes the password, the company has to send someone to the house. A back channel the user cannot interfere with would let the company re-secure the link remotely. Scaling and edge AI. For companies scaling from prototype to many devices, Comanescu recommended a proven technology that comes with software deliverables, so there are fewer iterations. Interference immunity matters too: the 2.4 GHz band, for instance, is crowded with BLE, Wi-Fi and other signals. On edge AI, he said processing used to sit mostly in the cloud, which meant sending big chunks of data and draining the device. Now the device analyzes data itself and sends just the alarm, which suits LoRa. But proof may still be needed. If a window breaks, the device can detect the sound and decide on its own, yet still has to get a picture to the cloud. That takes a very long range, robust link for the alarm and a way to deliver the processed data within a limited time. He called edge AI early-stage but a strong tailwind for Semtech. He said LoRa fits because of its power efficiency, range and immunity to interference, and because it is a mature protocol that doesn't keep changing the way cellular has from 2G to 3G to 4G. A network can be deployed at low cost with only a few gateways in a neighborhood, and the operator stays in control for a long time. Protection: the last-mile problem. Tamir Reshef, who oversees product definition for Semtech's sensing and ESD protection lines, said protection started in smartphones, where high-speed buses need protecting so devices keep working. Space matters because every square millimeter saved gives the user more battery life. He compared protection to insurance: if the electronics in a smart home device that lets people in are fried, someone can be stuck outside. The thing engineers most often miss, he said, is ESD. Designers focus on the product, then it fails in the certification lab, so protection becomes a last-mile effort. More experienced companies build in provisions so they can add protection later. Some customers also don't want a sensor to be reprogrammable once deployed, so a hacker can't get in and lock people out. Reshef described offering manufacturers a memory that can be flashed only during manufacturing, where readout and calibration also happen. After that, the device can no longer be communicated with. He agreed that more functions mean more protection, and gave a car remote as an example. The remote now works from a distance, and when its battery is changed more often, people touch the terminals. A discharge can jump to the long-range antenna and fry it. Smart sensing and wearables. Reshef described "smart human sensing," where the sensor decides on its own what it's detecting. A fingerprint sensor used for a government ID, for example, could tell a real hand from a fake print without sending data to the cloud, saving power and keeping the decision local. He said the same applies in cars, where a European regulation covers detecting a child in the back seat. He expects it to reach China and India, and sensors are being asked to tell whether something is human and what size, which could also inform airbag deployment. On sensing and protection interacting, he described a large smartphone maker in China whose sensor was connected to the antenna. A lightning strike could couple into the antenna and destroy the sensor, while the wrong protection would degrade the signal and cause false sensing. Semtech built a reference design that solves both, and he said he sees it in mass-market smartphones. Wearables surprised him most. In a vibrating car, people miss keys, and with smart glasses you can't see where you're pressing. With capacitive sensing alone, wet hair could turn the glasses' camera on. Hair dryers, heat, cold, sunscreen and makeup are things engineers rarely consider at design time. Semtech's answer is sensor fusion: capacitive sensing sees a finger approaching, but only force confirms a real press. That also saves battery, since the microcontroller and capacitive sensing stay off until force is applied, so hair or a towel won't wake them. He also pointed to water ejection as a big topic, with people using devices while jogging, swimming and showering, and said wearables could bring health monitoring to people without doctors, such as in a rural Indian village. India and what's next. Comanescu said metering is seeing heavy investment in India, with street lighting among the first connected-space uses, gated communities adopting LoRa because deployment is easy, and asset management devices starting to appear. He said the ecosystem is building, with devices and now modules showing up, so the whole supply chain is starting to be present. Reshef said Semtech's India journey began two to three years ago and design, application work and support are now done directly from India, with a strong two-wheeler community starting to move toward four-wheelers. Looking ahead, Comanescu said each wireless generation must beat the last on robustness, range and power, since some devices stay in the field fifteen years or more. Reshef expects protection to be driven by size and speed, with elements small enough to fit yet low in capacitance so they don't degrade the signal. In sensing, he expects smarter detection that separates a wanted event from a false trigger, building on early SAR sensing in phones, which lowers transmit power near the head and allows full power otherwise.