Semtech Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript
Welcome back everybody. I'm Joe Moore, Morgan Stanley Seminary Research. Very happy to have the executive team of Semtech, Hong and Mark Linn, with apparently some breaking news, I'm told, around the facility acquisition. Maybe you could give us an overview of what you just announced in the last few minutes. Sure.
Thank you, Joe. Good afternoon, everyone. You probably haven't got a chance to read the news yet. It's just crossed the wire, so we acquired a semiconductor laser company, Iindian phosphide-based.
Lasers designed for high efficiency for optical transceivers and, more ideally in the CPO NPO modules and also for the tunable lasers for metro and DCI applications. So this is leverage more than 4 decades of the innovation from the good old for us, being around for a long time. Ortel was founded in 1,980. It was the first company commercialized the DFB lasers, and Ortel was bought by Lucent. Lucent was bought, that division was bought by Amcorp when
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