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Amphenol and Semtech Introduce 1.6T Active Copper Cable at OFC 2025

1. Semtech and Amphenol launched a 1.6T Active Copper Cable for AI/ML. 2. New product targets next-gen data centers, boosting Semtech's relevance in key markets.

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FAQ

Why Bullish?

The launch of a cutting-edge product aligns with growing demand in AI/ML markets, potentially increasing revenue. Historical launches in similar tech have led to positive stock movements.

How important is it?

The relevance of high-performance semiconductor technologies is pivotal as data centers evolve, making this product significant for Semtech’s growth. It aligns with market trends toward advanced connectivity solutions.

Why Short Term?

Immediate market response likely due to increased interest in AI/ML capabilities in data centers. Past product launches have shown swift stock price reactions.

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SAN FRANCISCO & CAMARILLO, Calif.--(BUSINESS WIRE)--Amphenol, a global leader in high-performance interconnect solutions, and Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, today introduced a leading-edge 1.6T OSFP Active Copper Cable (ACC) product featuring Semtech's CopperEdge™ 224G/lane linear equalizer/redriver ICs, targeted for use in next-generation AI/ML and data center i.

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