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MACOM Announces Two New 448G per Lane Drivers for 3.2T Data Center Connectivity

MACOM (NASDAQ:MTSI) announced two new 448G per lane PAM4 drivers—MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver—available March 17, 2026 to accelerate 1.6T and 3.2T optical transceiver development.

(Neutral)

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MACOM (NASDAQ:MTSI) announced two new 448G per lane PAM4 drivers—MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver—available March 17, 2026 to accelerate 1.6T and 3.2T optical transceiver development.

Both drivers deliver >120 GHz RF bandwidth, support silicon photonics, EML and TFLN modulators, are offered as wire-bondable or bumped die for flip-chip and 3D assemblies, and require no external bias components to simplify integration and reduce BOM.

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Positive

  • Supports >400G per lane transmission for 1.6T and 3.2T transceivers
  • RF bandwidth of over 120 GHz for both MAOM-025408 and MAOM-022404
  • No external bias components, reducing integration complexity and BOM
  • Available as wire-bondable or bumped die enabling flip-chip and 3D assemblies
  • Multi-platform support: silicon photonics, EML and TFLN modulators

Negative

  • None.
Argus Mar 17 session
-1.61% close to close Open Argus
Details

News Market Reaction – MTSI

On Mar 17, the day this news came out, MTSI closed 1.61% below the previous close.

Data tracked by StockTitan Argus for the Mar 17 session.

Market Context

This announcement adds new 448G-per-lane PAM4 drivers to MACOM’s portfolio, targeting 1.6T and 3.2T ...
Analysis

This announcement adds new 448G-per-lane PAM4 drivers to MACOM’s portfolio, targeting 1.6T and 3.2T optical transceivers for AI and high-performance data centers. It follows a steady stream of connectivity product news and solid fiscal Q1 2026 results. Investors may watch for design wins, ecosystem adoption across silicon photonics and EML platforms, and how these offerings complement prior PCIe and copper interconnect launches showcased around OFC 2026.

Key Figures

Driver data rate: 448G per lane Transceiver capacity: 1.6T and 3.2T Lane speed: 400G per lane +3 more
Driver data rate
448G per lane
New PAM4 modulator drivers for optical transceivers
Transceiver capacity
1.6T and 3.2T
Targeted next-generation optical transceiver capacities
Lane speed
400G per lane
Supported PAM4 transmission per optical lane
RF bandwidth
Over 120 GHz
MAOM-025408 Mach-Zehnder Driver RF bandwidth
Transmission targets
300G and 400G
PAM4 transmission targets for silicon photonics modulators
Conference dates
March 17–19, 2026
OFC 2026 exhibition for new drivers in Los Angeles

Historical Context

5 past events · Latest: Mar 16
5 events
  1. Mar 16

    Product launch

    24h Move
    +4.5%

    Introduced MACD-41804 copper cable driver for 1.6T scale-up connectivity.

  2. Mar 12

    Product launch

    24h Move
    -3.0%

    Announced industry’s first PCIe 7.0 linear equalizers for 128 GT/s copper reach.

  3. Mar 11

    Conference showcase

    24h Move
    +0.9%

    Detailed OFC 2026 showcase of optical, photonics and copper interconnect solutions.

  4. Feb 23

    Industry consortium

    24h Move
    +0.8%

    Joined 13-company ACC-MSA to define active copper cable standards for AI/HPC.

  5. Feb 05

    Earnings

    24h Move
    +5.9%

    Reported strong Q1 2026 revenue growth and provided higher Q2 guidance ranges.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

pam4, mach-zehnder driver, flip-chip packaging
3 terms
pam4 technical
"new 448G PAM4 modulator drivers, designed to accelerate time-to-market"
PAM4 is a digital signaling method that sends information by using four distinct voltage or light levels instead of the usual two, letting each transmitted symbol carry two bits of data. Think of it like a radio knob with four clear positions instead of just on/off; it boosts transmission speed without needing extra wires or spectrum but is harder to read reliably, so it matters to investors because it drives demand for higher-performance chips, better cables and optics, and can affect product costs, margins and upgrade cycles in networking and data-center markets.
mach-zehnder driver technical
"MACOM’s new MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver"
A Mach–Zehnder driver is the electronic circuit that controls a Mach–Zehnder optical modulator, which uses tiny changes in light to encode data for fiber‑optic communications. Think of it as a precise light dimmer that switches patterns on a glass cable so information can travel quickly and reliably. Investors care because this component affects the speed, power use, and cost of high‑speed networks and photonics products, influencing demand and profit margins in related businesses.
flip-chip packaging technical
"bumped die used in compact flip-chip packaging, supporting high volume"
Flip-chip packaging is a way of attaching a tiny silicon chip to its supporting board by placing the chip face-down so its electrical pads make direct contact with the board through tiny metal bumps. This creates shorter electrical paths and better heat flow than older methods, improving speed, power efficiency and size for electronic products. Investors care because it can lower manufacturing costs, boost performance of finished devices and affect supply, margins and competitiveness in semiconductor-linked businesses.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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LOWELL, Mass., March 17, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced the availability of its new 448G PAM4 modulator drivers, designed to accelerate time-to-market for next generation 1.6T and 3.2T optical transceivers. Exceeding 400G per lane transmission enables the development of dense, high performance optical transceivers with industry-leading energy efficiency to support high capacity data networking solutions in artificial intelligence (AI), machine learning (ML) and high performance computing (HPC) data center architectures.

MACOM’s new MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver are among the first in the industry to support 400G per lane transmission. These drivers use a proven high volume silicon process technology and support multiple optical platforms including silicon photonics, EML (Electro-absorption Modulated Laser) and TFLN (Thin-Film Lithium Niobate) modulators, enabling customers to scale next generation connectivity systems with confidence and reduced integration risk.

“We are excited to push the limits with our new 400G per lane driver products,” said Stephen G. Daly, President and Chief Executive Officer, MACOM. “These products can support a wide range of advanced interconnect applications and form factors.”

The MAOM-025408 Mach-Zehnder Driver can deliver over 120 GHz of RF bandwidth, high gain, output voltage and excellent linearity. It is well-suited for silicon photonics modulators targeting 300G and 400G PAM4 transmission.

The MAOM-022404 EML Driver can deliver over 120 GHz of RF bandwidth, well beyond the minimum required for 400G PAM4 transmission, along with high gain and low power consumption. It is ideal for differential EML and TFLN modulators.

Both the MAOM-025408 and MAOM-022404 are available as wire-bondable die or bumped die used in compact flip-chip packaging, supporting high volume manufacturing with options for side-by-side and 3D assemblies. No external components are required for biasing the drivers, which leads to simpler integration and bill of materials savings for module vendors. The drivers are on display in MACOM’s Booth 1227 at OFC 2026 from March 17 to 19, 2026 in Los Angeles, CA. More information can be found at www.macom.com.

About MACOM
MACOM designs and manufactures semiconductor products for telecommunications, industrial and defense and data center applications. Headquartered in Lowell, Massachusetts, MACOM has design centers and sales offices throughout North America, Europe and Asia. MACOM is certified to the ISO9001 international quality standard and ISO14001 environmental management standard.

Company Contact:
MACOM Technology Solutions Inc.
Stephen Ferranti
Senior Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E: stephen.ferranti@macom.com


FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did MACOM (MTSI) announce on March 17, 2026 about 448G drivers?

MACOM announced two new 448G per lane PAM4 drivers (MAOM-025408 and MAOM-022404) to speed 1.6T and 3.2T transceiver development. According to the company, both drivers offer >120 GHz RF bandwidth and multi-platform modulator support.

How do MACOM's MAOM-025408 and MAOM-022404 drivers improve integration for module vendors (MTSI)?

They require no external bias components, simplifying integration and lowering BOM. According to the company, availability as wire-bondable or bumped die supports compact flip-chip and 3D module assemblies.

Which optical platforms do MACOM's new drivers support and why does that matter for MTSI customers?

The drivers support silicon photonics, EML, and TFLN modulators, enabling flexible platform choices. According to the company, this reduces integration risk for customers building 300G–400G PAM4 transceivers.

What bandwidth and performance do the MAOM-025408 and MAOM-022404 deliver for MTSI products?

Both drivers deliver over 120 GHz of RF bandwidth, high gain and low power characteristics. According to the company, this exceeds minimum needs for 400G PAM4 transmission and supports high-linerate designs.

Are MACOM's new drivers available for high-volume manufacturing and when were they unveiled (MTSI)?

Yes, the drivers are offered as wire-bondable die or bumped die for flip-chip manufacturing. According to the company, they were announced and displayed at OFC on March 17, 2026, supporting high-volume assembly options.

What applications do MACOM (MTSI) target with the new 448G per lane drivers?

The drivers target AI, ML and HPC data center connectivity, enabling dense, energy-efficient 1.6T and 3.2T transceivers. According to the company, the products aim to accelerate time-to-market for next-generation optical interconnects.

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