MACOM Enables High Density Copper Interconnects for Next Generation Scale-Up Connectivity
Rhea-AI Summary
MACOM (NASDAQ:MTSI) announced availability of the MACD-41804 Cable Driver with Equalizer, a low-power, high-density copper connectivity solution for scale-up applications.
The device integrates input equalization, broad dynamic range, optional gain adaptation and mission-mode diagnostics, supports 1.6T OSFP form factors, and is available in bumped die flip-chip packaging. MACOM will demonstrate it at OFC 2026 in Los Angeles, March 17–19, 2026.
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News Market Reaction – MTSI
On the day this news was published, MTSI gained 4.55%, reflecting a moderate positive market reaction. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $750M to the company's valuation, bringing the market cap to $17.22B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
MTSI gained 0.86% with mixed peer moves: RMBS up 2.83%, TSEM up 2.01%, while LSCC and QRVO declined. Momentum scanner shows TSEM, SITM and LSCC with notable upside moves, suggesting selective strength rather than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Mar 12 | Connectivity product launch | Positive | -3.0% | Introduced PCIe 7.0 linear equalizers extending passive copper cable reach at 128 GT/s. |
| Mar 11 | Conference showcase | Neutral | +0.9% | Announced OFC 2026 demos across photonics, copper interconnects and 1.6T ecosystems. |
| Feb 23 | Industry consortium | Positive | +0.8% | Joined 13-company ACC-MSA to define active copper cable standards for AI interconnects. |
| Feb 05 | Q1 2026 earnings | Positive | +5.9% | Reported revenue growth with strong GAAP and adjusted EPS plus higher Q2 guidance. |
| Jan 26 | Leadership promotions | Neutral | -0.2% | Promoted two senior leaders to support strategic initiatives and advanced GaN technology. |
Recent news has mostly seen price gains, but at least one positive connectivity announcement drew a negative next-day reaction, indicating occasional divergence between product news and short-term trading.
Over the past few months, MACOM has steadily highlighted connectivity and growth. On Jan 26, it promoted senior leaders to support strategic initiatives. Fiscal Q1 2026 results on Feb 5 showed revenue of $271.6M and strong EPS, with a 5.94% next-day gain. Subsequent news covered MACOM co-chairing an active copper cable standards group and multiple OFC 2026 product and showcase announcements. Today’s copper interconnect launch fits this ongoing narrative of scale-up connectivity and data center focus.
Market Pulse Summary
This announcement introduces MACOM’s MACD-41804 cable driver with equalizer, aimed at low-power, high-density copper links for next-generation scale-up architectures, including 1.6T OSFP form factors. It follows recent PCIe 7.0 product and standards activity and will be showcased at OFC 2026 from March 17–19, 2026. Investors may watch for customer adoption, design wins, and how the broader connectivity portfolio supports long-term revenue and margin trends.
AI-generated analysis. Not financial advice.
LOWELL, Mass., March 16, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced the availability of its latest copper connectivity solution – the MACD-41804 Cable Driver with Equalizer, designed to enable low power, high density copper interconnects for next generation scale-up applications. MACOM’s line of cable drivers and equalizers presents a compelling alternative to retimed architectures, offering significant advantages, including lower power consumption, reduced latency and lower overall system costs.
The latest addition to the product line, the MACD-41804 Cable Driver with Equalizer, complements MACOM’s existing portfolio of multi-channel equalizer devices and offers next generation performance and flexibility.
“MACOM is focused on delivering differentiated connectivity solutions that enable high performance scale-up architectures,” said Stephen G. Daly, President and Chief Executive Officer, MACOM. “Our new cable driver solution can enable customers to increase data transmission throughput while maintaining the benefits of copper, which include lower power and cost as compared to optics.”
The MACD-41804 integrates input equalization, broad dynamic range, optional gain adaptation and mission mode diagnostics. The MACD-41804 is tailored for cost and power efficient links across a variety of form factors including 1.6T OSFP. The addition of gain adaptation and associated diagnostics features provides users with enhanced link capabilities as well as monitoring feedback, translating to power and cost-efficient copper connectivity. It is available in bumped die used in compact flip-chip packaging, supporting high volume manufacturing. MACOM will demonstrate this solution at Booth 1227 at OFC 2026 in Los Angeles, CA from March 17 to 19, 2026. For more information, visit 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
What is the MACD-41804 announced by MACOM (MTSI) on March 16, 2026?
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