Semtech (NasdaqGS:SMTC) reported record first quarter results, supported by strong demand for its 800G optical products. The company highlighted expanding design wins across its data center and LoRa businesses. Major analysts have reassessed the stock following these results, with at least one issuing a fresh upgrade. Semtech focuses on high performance analog and mixed signal semiconductors, with a growing presence in data center connectivity and low power IoT solutions through LoRa...