MACOM Technology Solutions Holdings, Inc
MTSIMACOM Technology Solutions Holdings, Inc (MTSI) is a provider of semiconductor solutions and devices for high-performance analog, digital, mixed-signal, and radio frequency (RF) applications. The company specializes in designing and manufacturing integrated circuits and modules used in communications, data centers, aerospace, and defense industries. MACOM focuses on enabling advanced technologies such as 5G, cloud networking, and radar systems through its innovative product offerings.
Company News
Three semiconductor and optical connectivity companies—Fabrinet, MACOM Technology Solutions, and Credo Technology Group—are identified as overlooked AI revenue accelerators with strong sales growth momentum. Fabrinet reported record $1.2B quarterly revenue (39% YOY growth) and trades at an attractive 5x P/S ratio. MACOM achieved 22.5% YOY sal...
MACOM Technology Solutions announced it will invest £45 million in IQE plc through equity and a convertible loan note, while simultaneously entering into long-term supply agreements for epitaxial services. The investment aims to strengthen MACOM's supply chain resilience and help IQE improve its financial performance. MACOM will receive board re...
Bank of America semiconductor analyst Vivek Arya identifies five small- and mid-cap chip stocks positioned for outperformance in 2026, driven by AI infrastructure spending, rising chip complexity, and aerospace/defense demand. The stocks include Credo Technology (AI connectivity leader), MKS Inc (wafer equipment), Advanced Energy Industries (AI p...
Gold and silver surged to record highs Monday as investors reassessed Federal Reserve independence concerns following a DOJ criminal probe into Fed Chair Jerome Powell. The move sparked a rotation from Treasuries into precious metals. Financial stocks underperformed after Trump proposed capping credit card rates at 10%, while energy and tech stoc...
M/A-Com reported Q4 earnings of $0.66 per share, in line with the Zacks Consensus Estimate. Revenues of $190.49 million surpassed the consensus estimate. The company has topped consensus revenue estimates three times over the last four quarters.
