{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-074463","form_type":"8-K","ticker":"SMTC","cik":"0000088941","company_name":"SEMTECH CORP","filed_at":"2023-03-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:48.424486+00:00","generated_at":"2026-06-17T23:23:09.804280+00:00","sec_items":["1.01","7.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Semtech enters cooperation agreement with Lion Point; two new independent directors to join within 30 days","bullets":["Lion Point, ~4% stockholder, will select two independent directors; Board expands from 10 to 12.","Two additional independent directors will be sought; Board slate for 2023 annual meeting includes new and eight current directors.","Investor Directors will serve on Nominating and Corporate Governance Committee and a CEO search committee.","Lion Point agrees to standstill, voting and support for Board nominees until before 2024 annual meeting deadline."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-074463","json":"https://secwatch.observer/filing/0001193125-23-074463.json","markdown":"https://secwatch.observer/filing/0001193125-23-074463.md","text":"https://secwatch.observer/filing/0001193125-23-074463.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/88941/000119312523074463/0001193125-23-074463-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/88941/000119312523074463/d447283d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T23:23:09.804280+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e20e8485ecf7ab3716b2dbb8e654bee266899841","claim":"SEMTECH CORP entered into Cooperation Agreement with Lion Point Capital, LP valued at Board composition, standstill, voting and other obligations (effective 2023-03-17).","evidence_excerpt":"On March 17, 2023, Semtech Corporation (the “ Company ”) entered into a cooperation agreement (the “ Agreement ”) with Lion Point Capital, LP and certain of its affiliates (“ Lion Point ”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/88941/000119312523074463/0001193125-23-074463-index.htm","confidence":0.95,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"Lion Point Capital, LP"},{"label":"Value","value":"Board composition, standstill, voting and other obligations"},{"label":"Effective","value":"2023-03-17"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}