Semtech lowers CopperEdge FY26 sales guidance; no ramp-up expected

SEMTECH CORP

FY26 CopperEdge net sales expected below prior floor of $50M due to rack architecture changes.
No expected ramp-up in CopperEdge sales over course of FY26 based on server rack customer feedback.
CopperEdge portfolio still expected to serve multiple customers and be included in future generation designs.
Company cites recent discussions with a server rack customer and end users for the revised estimate.

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