Macom Technology Solutions(NASDAQ) MTSI

MACOM Technology Solutions Holdings, Inc. makes specialized chips that power electronic systems. These parts move data through wireless and fiber-optic networks. The company serves businesses in the defense, data center, and telecommunications industries.

Three Ways MACOM Connects

• Industrial and Defense: Components for radar, medical systems, and scientific tools; accounted for 41.2% of revenue for the nine months ended July 3, 2026.
• Data Center: High-speed connectivity parts for cloud networks; represented 35.6% of revenue for the nine-month period ended July 3, 2026.
• Telecommunications: Technology for broadband networks and infrastructure; made up 23.2% of revenue during the nine months ended July 3, 2026.

Expanding Through New Technology

• Signed a preliminary agreement on Jan. 14, 2025, for up to $70 million in federal funding through the CHIPS Program Office.
• Expanded high-speed data center product lines to support transmission speeds from 100G up to 3.2T.
• Increased manufacturing headcount at the RTP Fab facility to support higher production levels.

A Global Engineering Legacy

MACOM operates design and manufacturing facilities across North America, Europe, and Asia. The company uses over 70 years of experience in specialized materials to create chips that handle high-power and high-frequency signals.

Checking the Financial Pulse

• Revenue was $902.8 million for the nine months ended July 3, 2026, up 27.9% year over year.
• Net income reached $195.8 million for the nine months ended July 3, 2026.
• Gross margin improved to 57.1% during the nine-month period ended July 3, 2026, up from 54.8% year over year.
• Operating income was $171.2 million for the nine months ended July 3, 2026, compared to $90.1 million for the prior year period.

Bottom Line

MACOM has evolved into a diversified supplier of high-performance semiconductor solutions for critical infrastructure. Its focus on specialized analog technology allows it to address complex technical needs in global communication and defense markets.