Macom Tech Solutions Hldgs Inc Stock Price, News & Analysis

MACOM Technology Solutions (NASDAQ:MTSI), a semiconductor products supplier, will showcase its latest analog connectivity solutions at ECOC 2025 in Copenhagen from September 29 to October 1, 2025.

The company will demonstrate advanced solutions including 3.2T transmit capabilities with 400G per lane data rates, 1.6T technologies featuring 200G per lane solutions, PCIe 6.0 Optical for low latency applications, 100G LPO Ecosystem demonstrating DSP-free solutions, and SFP112 Fronthaul Solutions.

MACOM's connectivity portfolio includes lasers, modulator and laser drivers, linear equalizers, optical clock recovery modules, and various other high-speed components supporting data center, AI/ML, telecom, and networking infrastructures.

MACOM Technology Solutions (NASDAQ:MTSI), a semiconductor products supplier, will showcase its RF, microwave and millimeter wave solutions at European Microwave Week 2025 in Utrecht, Netherlands from September 23-25 at Booth #D068.

The company will demonstrate various technologies including SATCOM applications featuring Ka-Band Power Amplifiers and Low Noise Amplifiers, RFoF solutions covering L- to Ku-Bands, and space and Hi-Rel products for satellite communications. MACOM will also present radar applications and foundry services.

Two technical presentations will be delivered by MACOM experts on September 23, covering stability envelope analysis and GaN/Si chip MMIC technology for 5G communications.

MACOM Technology Solutions (NASDAQ:MTSI) has unveiled a groundbreaking chipset designed to extend PCIe and CXL connectivity over optical fiber. The solution consists of the MATA-38794 transimpedance amplifier and MALD-38795 VCSEL driver, enabling PCIe extension up to 100 meters over multimode fiber.

The chipset supports eight PCIe 6.0 lanes at 64 Gbps PAM4 while consolidating sideband signaling into a single fiber pair, reducing cost and complexity. This technology advancement is crucial for disaggregated computing infrastructure, offering improved latency, lower power consumption, and flexible scaling capabilities.

MACOM Technology Solutions (Nasdaq: MTSI), a leading semiconductor products supplier, announced that Director Susan Ocampo will retire from the company's Board of Directors, effective August 31, 2025.

Mrs. Ocampo has served on the Board since August 2010, following her and her late husband John Ocampo's acquisition of MACOM in 2009. During her 15-year tenure, she played a crucial role in MACOM's development, providing strategic guidance that helped shape the company's corporate values and commitment to excellence.

MACOM Technology Solutions (Nasdaq: MTSI), a semiconductor products supplier, reported strong fiscal Q3 2025 results with revenue of $252.1 million, up 32.3% year-over-year and 6.9% sequentially. The company achieved a GAAP gross margin of 55.3% and net income of $36.5 million ($0.48 per diluted share).

On a non-GAAP basis, MACOM posted an adjusted gross margin of 57.6% and adjusted net income of $68.2 million ($0.90 per diluted share). For Q4 2025, the company projects revenue between $256-264 million and adjusted earnings per share of $0.91-0.95.

MACOM Technology Solutions (Nasdaq: MTSI) has successfully completed the operational transfer of its recently acquired wafer fabrication facility in Research Triangle Park, North Carolina, approximately six months ahead of schedule. The facility specializes in GaN-on-SiC process technologies for RF power devices and monolithic microwave integrated circuits (MMICs).

The facility, which holds status as a US Department of Defense Trusted Foundry, produces components primarily used in telecommunication infrastructure and defense electronics. MACOM's management team is now focused on enhancing the fab's operational performance and key metrics.

MACOM Technology Solutions (Nasdaq: MTSI) has scheduled its third quarter fiscal 2025 financial results announcement for August 7, 2025, before market open. The company will host a conference call at 8:30 a.m. Eastern Time on the same day.

The earnings call will feature presentations from President and CEO Stephen G. Daly and CFO John F. Kober. Investors can access the live call and webcast through MACOM's Investor Relations website. A replay will be available for approximately 90 days after the event.

MACOM Technology Solutions (MTSI) has unveiled new additions to its RF and optical portfolio for the SATCOM industry, showcasing them at IMS 2025 in San Francisco. The product lineup includes GaN-on-SiC Power Amplifiers for multiple frequency bands: C-Band PAs (60W and 130W), X-Band PAs (60W and 130W), a Ku-Band MMIC offering 60W output power with 35% efficiency, and a Ka-Band MMIC PA delivering 25W output power. Additionally, MACOM introduced RF over Fiber solutions including the Th-Mod MATT-60M1 transmitter with 70 GHz bandwidth and VPX RFoF modules supporting up to 50 GHz bandwidth for SOSA applications.

MACOM Technology Solutions (MTSI) has unveiled a comprehensive suite of high-performance RF solutions for advanced radar systems, to be showcased at IMS 2025 in San Francisco. The new product lineup includes GaN-on-SiC amplifiers across multiple frequency bands: S-Band amplifiers delivering up to 800W power, a 700W C-Band Power Amplifier, and high-efficiency MMICs. Notable innovations include the MAPC-P1060 1kW X-Band Pulsed PA Pallet with 52dB gain, the WSM5000S integrated Front End Module, and the CMPA1F1H060 Ku-Band MMIC capable of 80W output power. The company is also expanding its passives portfolio for applications requiring over 100W power handling.