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Semtech brings 5G Network Slicing, FIPS 140-3 to IACP 2026. AirLink 5G Solutions Keep First Responders Connected During Peak Network Demand CAMARILLO, Calif., Oct. 24, 2026 - 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, is adding new resilient communications building blocks to its AirLink(R) 5G Networking Solutions. Semtech will demonstrate the new capabilities in booth #2964 at the International Association of Chiefs of Police (IACP) conference in Orlando, Fla. First responders rely on in-vehicle connectivity for computer-aided dispatch, live video and mobile data. When a mass-casualty incident, large-scale event or natural disaster pushes commercial networks to capacity, public safety traffic can get caught in the same congestion. In a recent survey, 64% of first responders named unreliable network connectivity as their single biggest concern (Source: T-Mobile, "5G and Public Safety: Transforming Emergency Response with T-Priority," T-Mobile Newsroom, 2025). "Resilient communication is not a capacity problem; it's a priority and a data security problem," said Kinana Hussein, vice president of networking solutions at Semtech. "AirLink networking solutions help address both. Network slicing support gives public safety dedicated, prioritized access to network resources, and AirLink OS 6.1 helps agencies meet FIPS 140-3 through a software update, with no hardware replacement." AirLink XR90, XR80 and XR60 Routers The AirLink XR90, XR80 and XR60 in-vehicle 5G routers are built for public safety fleets. All three are FirstNet Trusted(TM) for use on FirstNet, built with AT&T, and certified for both T-Mobile's T-Priority and Verizon's Frontline network slices, giving agencies dedicated, prioritized access to emergency network resources on either carrier. FIPS 140-3 and Zero Trust With the new AirLink OS 6.1 operating system release, compatible AirLink routers can meet the new Federal Information Processing Standards (FIPS) 140-3 through a software update, with no hardware replacement required. FIPS 140-3 replaces FIPS 140-2, whose certificates the National Institute of Standards and Technology's Cryptographic Module Validation Program (CMVP) moved to its Historical List on Sept. 21, 2026. Semtech's Zero Trust architecture builds on its recently announced integration with Palo Alto Networks Next-Generation Firewalls. Fleet Management Built to Scale New fleet management groups in Semtech's AirLink Management Service platform let administrators set the software and configuration standard for each device model, check compliance across the fleet immediately and correct devices that are not configured to the standard. AirLink Manager / AirLink Mobility Manager 2.18.1 extends that flexibility further, adding on-premises management options across the full AirLink OS portfolio, so agencies can manage fleets in the cloud or air-gapped. Semtech at IACP 2026 Booth 2964 Greg Hill, Semtech director of product management, AirLink Networking Solutions, and Dan Robinson, Semtech director of AirLink government sales and a former police chief, will present "5G Network Slicing, Satellite, Zero Trust: The New Building Blocks of Resilient Communications" on Monday, Oct. 26 from 3:15-3:45 PM EDT. At booth #2964, attendees can see an interactive network slicing demonstration, Semtech's cloud and on-premises management platforms and integrations with in-vehicle technology providers. About Semtech Semtech Corporation (Nasdaq: SMTC) is a leading provider of high-performance semiconductors powering AI data center networking, IoT connectivity and intelligent connected devices worldwide. Its 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, visit Semtech.com or follow HieFo Corporation on LinkedIn or X. Semtech, the Semtech logo and AirLink 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. SMTC-P Press contact.

Semtech's LoRa business is growing fast. LoRa-enabled net sales hit a record $58 million in the second quarter of fiscal 2027, up 31% from the previous quarter and 58% from a year earlier. Management expects third-quarter LoRa revenue to rise about 15% sequentially and 65% year over year. It now sees long-term growth above its previous 20% benchmark. Demand spans smart homes, security systems, and industrial monitoring. Its LoRa Gen 4 platform offers higher data speeds with low power use, and Amazon Sidewalk is expanding from the US to Canada and Mexico, with Europe, Australia, and Japan to follow. Semtech shares are up 92.2% year to date, against 38.4% for its industry. It trades at a forward price-to-sales ratio of 7.36.

Tower and Semtech secure SiGe capacity for AI optical interconnects. Tower and Semtech expand their multiyear SiGe manufacturing partnership to support AI optical interconnects, reserving capacity in the U.S., Israel and Japan. Semtech will invest in dedicated silicon germanium (SiGe) manufacturing capacity at Tower Semiconductor under an expanded multiyear agreement supporting AI data center interconnects. The arrangement extends a 20-year partnership and covers fabs in the United States, Israel and Japan. Financial terms, wafer volumes and a detailed capacity ramp schedule were not disclosed. The agreement supports Semtech's transimpedance amplifiers (TIAs), modulator and laser drivers, and linear equalizers as interconnects advance from 800G and 1.6T toward 3.2T. The companies also continue joint technology-roadmap development, linking manufacturing commitments with successive generations of high-speed analog components. Semtech's earlier 224 Gbps-per-lane portfolio illustrates the components involved. Its four- and eight-channel TIAs incorporate equalization, while its modulator drivers support silicon photonics, indium phosphide and thin-film lithium niobate transmitters. These devices address linear pluggable optics (LPO), linear receive optics (LRO), near-packaged optics (NPO) and co-packaged optics (CPO), with link monitoring and telemetry integrated into the signal chain. | Tower-Semtech: Key Points | | - Agreement | Multiyear dedicated SiGe capacity. | | - Geography | U.S., Israel and Japan. | | - Components | TIAs, drivers and equalizers. | | - Roadmap | 800G | 1.6T | 3.2T. | | - Disclosure | Investment amount and volumes undisclosed. | "Connectivity is now a primary factor in how far AI systems can scale," said Hong Hou, Semtech President and CEO. Analysis. The agreement highlights the manufacturing requirements behind faster optical links. Moving more processing out of a module does not remove the need for high-performance analog circuitry. Semtech's linear-optics portfolio still requires low-noise receive amplification, linear transmit drivers and equalization, with electrical characteristics matched to the optical technology and host interface. Its support for multiple transmitter materials also places the analog signal chain across several photonic implementations. Tower's SiGe and silicon photonics platforms address different parts of that chain. SiGe supports high-speed analog electronic circuits, while silicon photonics implements optical functions. Tower describes geographically separated, cross-qualified manufacturing for its major technology nodes. The editorial significance is that optical-interconnect scaling depends on both device performance and qualified production capacity; a faster demonstration alone does not establish the supply needed for deployment. | Company Profile - Tower Semiconductor | | Headquarters | Migdal Haemek, Israel | | CEO | Russell Ellwanger | | Founded | 1993 | | Status | Public company · Nasdaq/TASE: TSEM | | Business | Specialty analog semiconductor foundry providing process development, manufacturing and design enablement. | | Technologies | SiGe and silicon photonics; RF, mixed-signal CMOS, image sensors and power management. | | Website | towersemi.com | | Company Profile - Semtech | | Headquarters | Camarillo, California, USA | | President & CEO | Hong Hou | | Founded | 1960 | | Status | Public company · Nasdaq: SMTC | | Business | Semiconductors for data center connectivity and IoT applications. | | Optical Portfolio | TIAs, laser and modulator drivers, equalization and telemetry for high-speed optical links. | | Website | semtech.com | | Related Converge Digest Coverage | | September 21, 2026 · Dense Pluggable Optics ECOC: Semtech Joins XPO MSA with 200G/Lane Driver for 12.8T Optics Extends Semtech's analog portfolio into a higher-density pluggable ecosystem. | | September 9, 2026 · Optical Components Semtech Targets NPO and CPO with 224G Linear Optical Chipset Details the TIAs and modulator drivers supporting packaged optical engines. | | August 11, 2026 · Photonic Design Tower and OpenLight Target 1.6T, NPO and CPO with Cadence Shows Tower's complementary work on integrated photonic manufacturing and design tools. | | March 23, 2026 · Silicon Photonics Tower Semiconductor and Coherent Demo 400G/lane in SiPho Provides context for the next increase in per-lane optical bandwidth. | | February 11, 2026 · Foundry Capacity Tower Boosts Silicon Photonics Investment to $920M on 1.6T Demand Background on Tower's broader SiPho and SiGe expansion program. | Converge Digest is tracking the latest developments in optical networking. Follow its ongoing coverage at https://convergedigest.com/category/optical/ Help others discover this reporting. Editorial responsibility Jim Carroll. Editor & Publisher Every article published by Converge Digest is researched, curated, fact-checked and editorially reviewed by Jim Carroll, Editor & Publisher. AI-assisted drafting may be used to accelerate production, but all content is reviewed, refined and approved prior to publication. From the Technology Graveyard You just read about Optical. A technology from the archive that helped get Converge Digest here: SPARC / MIPS / PA-RISC served 1980-2021. What ultimately replaced it? On this day. October 13 From 25 years of the Converge Digest archive.