Macom Technology Solutions(NASDAQ) MTSI

MACOM makes electronic parts that help move data in phones, networks, and radar. Its products help telecom, defense, and data centers send signals quickly and reliably. These solutions are used in everything from 5G towers to hospital equipment.

Products and Services

• Integrated Circuits (ICs): Chips for processing signals in telecom, defense, and data centers (revenue by segment: Data Center 30.1%, Telecom 27.0%).
• Multi-Chip Modules: Devices combining several chips for complex signal tasks, used in radar and industrial systems (Industrial & Defense 42.9%).
• Amplifiers and Switches: Boost and control signals in wireless networks and radar, supporting high-speed data and secure communications.
• Optical Components: Parts for converting electrical signals to light, used in fiber-optic networks and data centers.
• Subsystems: Pre-assembled units for medical, test, and measurement equipment, simplifying integration for manufacturers.

Growth and Expansion

• Acquired ENGIN-IC in 2024, expanding chip design for radar and defense.
• Bought the RF Business of Wolfspeed in 2023, adding a North Carolina factory and new radio-frequency products.
• Entered a 12-year lease for the RTP Fab facility in 2025, increasing manufacturing capacity.
• Secured a preliminary agreement for up to $70 million in CHIPS Act funding in 2025.
• Expanded manufacturing in France by purchasing facilities in 2025.

What Makes MACOM Stand Out

MACOM serves over 6,000 customers worldwide, with a strong presence in the US and Asia. The company controls its own manufacturing, allowing quick adaptation to customer needs. Its focus on analog and mixed-signal technology supports reliable, high-speed data transfer in critical industries.

Five Things You Need to Know

• Revenue was $272 million in QQ1 2026, up 24.5% year-over-year.
• Gross profit reached $152 million in QQ1 2026, up 35.8% from QQ1 2025.
• Operating income was $43 million in QQ1 2026, up 75.1% year-over-year.

Bottom Line

MACOM has grown through acquisitions and manufacturing expansion, serving telecom, defense, and data center markets. Its adaptable business model and broad product range support steady performance in changing markets.