Semtech expands data-center portfolio by acquiring HieFo for $34m
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Optoelectronics
5 March 2026
Semtech expands data-center portfolio by acquiring HieFo for $34m
High-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service provider Semtech Corp of Camarillo, CA, USA has acquired HieFo Corp of Alhambra, CA –which manufactures indium phosphide (InP) optoelectronic devices for optical transceivers used across data-center interconnects (DCI) and intra-data-center interconnects – for about $34m in cash.
The transaction has been reviewed by and received the non-objection of the Committee on Foreign Investment in the United States, in compliance with the Presidential order of 2 January demanding that HieFo divest the assets it acquired when it was formed on 30 April 2024 through a management buy-out of the digital chips business line and InP wafer fabrication operations of New Jersey-based Emcore Corp. “There is credible evidence that leads me to believe that HieFo… controlled by a citizen of the People’s Republic of China… might take action that threaten to impair the national security of the USA,” the order stated in January.
Semtech says that adding HieFo to its portfolio of semiconductor solutions bolsters US technology supply chains, adding new capacity and resiliency at a key inflection point in the AI infrastructure buildout. It is also an opportunity to infuse critical upstream components for the optical module supply chain directly into Semtech’s growing data-center platform, adding another vital element to its chipset portfolio for data-center networking connectivity.
“The evolution to 1.6T and 3.2T data-center architectures represents a fundamental shift in optical interconnect complexity,” says Semtech’s president & CEO Hong Hou. “By combining HieFo’s proven InP technology, including lasers and gain chips, with Semtech’s industry-leading TIAs [transimpedance amplifiers] and laser drivers, we can offer customers a comprehensive solution for next-generation optical platforms, including co-packaged optics (CPO) or near-packaged optics (NPO), strengthening Semtech’s position as a leader in high-bandwidth, low-power and low-latency networking solutions,” he adds. “Equally important, we believe strongly in the people and domestic capabilities we are bringing into Semtech through this acquisition, and we are committed to investing in their growth and success.”
HieFo solutions
HieFo continues to develop power-efficient optoelectronic component solutions to serve AI connectivity markets, leveraging more than four decades of innovation in optoelectronic devices. HieFo’s core technology centers on InP-based gain chips and distributed feedback (DFB) laser chips. Gain chips are the light-emitting building blocks embedded within tunable lasers that power coherent optical transceivers used across data-center applications. In addition, HieFo’s DFB laser platform offers best-in-class power and wall-plug efficiency over temperature for intensity-modulation direct-detection (IMDD) links used in optical transceiver modules.
By acquiring HieFo, Semtech gains the ability to co-develop and co-optimize InP optoelectronic chip performance alongside its TIAs and laser/modulator drivers, creating an optimized electronic-optoelectronic-photonic chipset for high-bandwidth transceivers. Semtech says that this level of integration enables tighter performance optimization across the laser-modulator-driver interface, reduces system power consumption, and offers differentiated products for hyperscalers, navigating the demanding requirements of 1.6T and next-generation 3.2T optical modules.
Investment and hiring plan
To meet significantly growing demand from hyperscalers and other customers across the AI ecosystem, Semtech has initiated an investment and hiring plan at HieFo’s site in Alhambra to expand domestic manufacturing capacity and accelerate product development. Integration of HieFo into Semtech’s operations is underway, with the transaction expected to be accretive to non-GAAP diluted earnings per share within the first year.
Semtech at OFC 2026
Semtech is exhibiting in booth #1812 at the Optical Fiber Communication Conference & Exposition (OFC 2026) in Los Angeles, CA, USA (17–19 March).
See related items:
US orders HieFo to divest Emcore indium phosphide assets
POET and Semtech launch 1.6T optical receivers for AI networks
