先科电子

$先科电子(SMTC)$ 当客户设计新机架平台时，会明确功耗预算，此时 ACC 相比 AEC 能节省 90% 功耗的优势就会非常突出，因此更易被纳入平台方案。

一、业绩概述
先科电子 2026 财年第三季度实现未经审计净销售额 2.67 亿美元，环比增长 4%、同比增长 13%；调整后营业利润率环比提升 180 个基点、同比提升 230 个基点至 20.6%；调整后稀释每股收益为 48 美分，环比增长 17%、同比激增 85%。核心资产（数据中心、LoRa、PerSe）成为营收增长主...

又补作业，12月5日买入$先科电子(SMTC)$ ，均价79.**，仓位10%

$先科电子(SMTC)$ SCHEDULE 13G Statement of Beneficial Ownership by Certain Investors Accession Number: 0001422848-25-000247  Act: 34  Size: 7 KB 网页链接

$先科电子(SMTC)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0000088941-25-000166  Act: 34  Size: 10 MB 网页链接

$先科电子(SMTC)$ 144 Report of proposed sale of securities Accession Number: 0001969223-25-001021  Act: 33  Size: 4 KB 网页链接

$先科电子(SMTC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001156899-26-000002  Size: 8 KB 网页链接

$先科电子(SMTC)$ 144 Report of proposed sale of securities Accession Number: 0001949846-26-000014  Act: 33  Size: 5 KB 网页链接

$先科电子(SMTC)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0002012383-26-000829  Act: 34  Size: 10 KB 网页链接

$先科电子(SMTC)$ 144 Report of proposed sale of securities Accession Number: 0001959173-26-000080  Act: 33  Size: 4 KB 网页链接

$先科电子(SMTC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001674214-26-000002  Size: 4 KB 网页链接

$先科电子(SMTC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001189923-26-000004  Size: 4 KB 网页链接

$先科电子(SMTC)$ 8-K Current report, items 2.02, 7.01, and 9.01 Accession Number: 0000088941-25-000163  Act: 34  Size: 768 KB 网页链接

$先科电子(SMTC)$ 144 Report of proposed sale of securities Accession Number: 0001969223-25-001035  Act: 33  Size: 6 KB 网页链接

$先科电子(SMTC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001514954-25-000006  Size: 259 KB 网页链接

引言：超越预期的业绩背后
在当前资本市场高度关注人工智能（AI）和数据中心领域的背景下，半导体行业的一举一动都牵动着投资者的神经。近日，高性能半导体解决方案供应商 Semtech ($先科电子(SMTC)$ ) 发布的Q3’26财报，以其强劲的增长势头和超越预期的业绩，成功吸引了市场的目光。本文将作...

$先科电子(SMTC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001973342-26-000002  Size: 4 KB 网页链接

$先科电子(SMTC)$ 144 Report of proposed sale of securities Accession Number: 0001969223-26-000087  Act: 33  Size: 7 KB 网页链接

$先科电子(SMTC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001514954-26-000004  Size: 4 KB 网页链接

$先科电子(SMTC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001628280-25-053583  Size: 4 KB 网页链接