Fireside Chat - The journey from Developer to Semiconductor CEO
summary
Semtech reports concrete outcomes: R&D up ~20% year‑over‑year, operations tightened and the balance sheet improves after choppy waters, and strategic bets are shipping. LoRa is described as ~15% of revenue with ~3.8M devices in the field, and new silicon is LoRa Plus on 22 nm with dual‑band support and up to ~2.5 Mbps, aimed at edge AI and broader RF protocols. A past startup solar‑cell product still powers over a thousand space missions, showing the productization path works.
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chapters (9)
- 0:00Introduction
- 2:55Engineer to CEO journey
- 6:12Research to leadership
- 8:38Career transition focus
- 9:21Talent strategy and engagement
- 13:13Company health and R&D investments
- 13:56IoT portfolio and LoRa advancements
- 16:03Ecosystem support and collaborations
- 17:29Closing remarks
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