MACOM Technology Solutions
MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance analog and mixed-signal semiconductor solutions for the Industrial and Defense, Data Center, and Telecommunications markets. The company leverages over 70 years of expertise in compound semiconductor fabrication and advanced packaging to provide thousands of standard and custom devices that enable high-speed connectivity and signal conditioning. Its value proposition centers on solving complex technical challenges for customers requiring high reliability and performance in demanding operating environments.
Financials
Based on Q1 2026 · FQ2 FY2026 filing
Revenue
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Industrial & Defense (I&D)
primaryProvides high-power density and broadband semiconductor solutions for military and commercial applications requiring rugged performance. This segment serves critical infrastructure including radar, electronic warfare, satellite communications, and medical imaging systems.
MMICs, GaN Power Amplifiers, Switch Limiters, Phase Shifters, Non-magnetic Diodes, HMIC Integrated Bias Networks
Defense Contractors, Medical Device Manufacturers, Aerospace Companies, Scientific Research Institutions
Data Center
primaryFocuses on high-speed optical and photonic connectivity solutions to support the rapid growth of AI, machine learning, and high-performance computing. The segment enables next-generation data transmission speeds through advanced optoelectronic components.
Transimpedance Amplifiers (TIAs), Modulator Drivers, Lasers, Photodetectors, Silicon Photonics Components
Data Center Operators, Optical Transceiver Manufacturers, Cloud Service Providers
Telecommunications
primaryDelivers components for carrier infrastructure and optical networks to support 5G/6G deployments and fiber-to-the-home expansion. These products help network OEMs increase bandwidth and capacity for data-rich services.
Clock and Data Recovery ICs, Optical Post Amplifiers, Active Splitters, Diplexers, RF over Fiber Modules
Network OEMs, Telecommunications Carriers, Wireless Infrastructure Providers
Segment Financials
Reportable Segment — Research and development (1)
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Competitive Position
A leading provider of differentiated analog solutions with a specialized 'Trusted Foundry' status for U.S. defense applications.
Geographies
North America, Asia, Europe
Customer Segments
Enterprise, Government, Industrial
Upstream Dependencies
External Semiconductor Foundries, Raw Material Suppliers (GaAs, InP, GaN), Third-party Assembly and Test Partners
Downstream Customers
Original Equipment Manufacturers (OEMs), Contract Manufacturers, Electronic Component Distributors, Value-Added Resellers
Competitors & Partners
Competitors
Credo Technology Group Holding Ltd
CRDO
Competitor in high-speed connectivity solutions
Broadcom Inc.
AVGO
Competitor in optical and telecom semiconductor solutions
Marvell Technology, Inc.
MRVL
Competitor in data center and networking infrastructure
Analog Devices
ADI
Primary competitor in high-performance analog semiconductors
Microchip Technology
MCHP
Competitor in analog and mixed-signal products
NXP Semiconductors
NXPI
Competitor in industrial and telecom semiconductors
Semtech
SMTC
Competitor in analog and mixed-signal semiconductors
Skyworks Solutions
SWKS
Competitor in wireless and RF semiconductor products
Qorvo
QRVO
Competitor in RF solutions and defense applications
MaxLinear
MXL
Competitor in broadband and infrastructure solutions
MACOM Technology Solutions FAQ
Common questions about MACOM Technology Solutions
MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance analog and mixed-signal semiconductor solutions for the Industrial and Defense, Data Center, and Telecommunications markets. The company leverages over 70 years of expertise in compound semiconductor fabrication and advanced packaging to provide thousands of standard and custom devices that enable high-speed connectivity and signal conditioning. Its value proposition centers on solving complex technical challenges for customers requiring high reliability and performance in demanding operating environments.
MACOM Technology Solutions (MTSI) has a market capitalization of $27.2B and trades on NASDAQ.
MACOM Technology Solutions generated $1.1B in trailing twelve-month revenue with net income of $163.3M, representing a net margin of 15.2%. Gross margin stands at 55.7%, with free cash flow of $196.4M. These figures are based on the Q2 2026 filing.
MACOM Technology Solutions's key competitors include Credo Technology Group Holding Ltd., Broadcom Inc., Marvell Technology Inc., and others. These companies compete in similar markets and product categories.
MACOM Technology Solutions has approximately 1,500 employees.