MACOM to Showcase Innovative Connectivity Solutions at OFC 2026

Rhea-AI Summary

MACOM (NASDAQ:MTSI) will exhibit at OFC 2026, March 17–19, 2026 at the Los Angeles Convention Center, Booth 1227. The company will demonstrate photonics, optoelectronic and copper interconnect solutions including 3.2T optical transmit, 1.6T ecosystems, PCIe 6.0/7.0 interconnects, 800G LR2 coherent lite modules, CW lasers, onboard equalization, and optical components.

MACOM technical staff will be on-site to discuss system architectures, application requirements and roadmap alignment; meeting scheduling information is available via the company website.

Key Figures

Current price: $220.59 52-week high: $258.98 52-week low: $84 +5 more

8 metrics

Current price $220.59 Pre-news trading level for MTSI

52-week high $258.98 Upper end of 52-week trading range

52-week low $84 Lower end of 52-week trading range

3.2 Terabit solution 3.2 Terabit Optical transmit solution preview at OFC 2026

400G per lane 400 Gbps per lane PAM transmission over single mode fiber demo

1.6 Terabit links 1.6 Terabit Live ecosystem demo for 1.6T links with 200G lanes

800G LR2 module rate 800 Gbps Module-to-module coherent-lite data transmission demo

CW laser power levels 75 mW and 100 mW CW laser technology for 800G and 1.6T modules

Market Reality Check

Price: $222.55 Vol: Volume 1,262,977 vs 20-da...

normal vol

$222.55 Last Close

Volume Volume 1,262,977 vs 20-day average 1,234,914, a relative volume of 1.02x. normal

Technical Price 220.59 is trading above the 200-day MA at 161.25, indicating a firmly established uptrend.

Peers on Argus

MTSI gained 0.85% with peers mixed: RMBS +1.41%, QRVO +0.80%, TSEM +1.15%, CRUS ...

MTSI gained 0.85% with peers mixed: RMBS +1.41%, QRVO +0.80%, TSEM +1.15%, CRUS +0.13%, while LSCC slipped -0.25%. Moves do not indicate a uniform sector rotation.

Historical Context

5 past events · Latest: Feb 23 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 23	Industry consortium news	Positive	+0.8%	Launch of ACC-MSA consortium with major networking and semiconductor partners.
Feb 05	Earnings results	Positive	+5.9%	Strong Q1 2026 revenue growth and positive Q2 guidance with higher EPS outlook.
Jan 26	Leadership promotions	Positive	-0.2%	Promotions to senior vice president roles to support strategy and technology.
Jan 22	Earnings date notice	Neutral	-0.9%	Announcement of Q1 2026 earnings release date and conference call details.
Jan 12	Board appointment	Positive	+13.0%	Appointment of experienced semiconductor executive Bryan Ingram to board.

Pattern Detected

Shares have generally reacted positively to operational and strategic updates, with one minor divergence on leadership promotions.

Recent Company History

Over the past few months, MACOM has reported strong fundamentals and active strategic positioning. Fiscal Q1 2026 revenue reached $271.6M, up 24.5% year-over-year and 4.0% sequentially, with adjusted EPS of $1.02 and Q2 revenue guidance of $281M–$289M. Governance and leadership have been refreshed through a new director appointment and promotions to senior vice president roles. Industry collaboration advanced via the ACC-MSA consortium launch. Against this backdrop, the OFC 2026 product showcase underscores MACOM’s focus on high-speed connectivity solutions.

Market Pulse Summary

This announcement highlights MACOM’s broad connectivity portfolio, including 3.2 Terabit optical tra...

Analysis

This announcement highlights MACOM’s broad connectivity portfolio, including 3.2 Terabit optical transmit solutions, 1.6 Terabit link demos, and an 800G LR2 coherent-lite module, all targeted at AI, cloud and access network architectures. Recent history shows strong revenue growth and active industry collaboration, suggesting an execution focus behind these demos. Investors may monitor adoption of 400G and 200G-per-lane ecosystems, progress in PCIe 6.0/7.0 solutions, and subsequent design-win or revenue disclosures tied to these OFC 2026 showcases.

Key Terms

pulse amplitude modulation (pam), single mode fiber (smf), active copper cable (acc), pcie 6.0, +2 more

6 terms

pulse amplitude modulation (pam) technical

"next generation 400G per lane Pulse Amplitude Modulation (PAM) transmission over single mode fiber"

Pulse amplitude modulation (PAM) is a method of encoding information by changing the height of a series of electrical or optical pulses—think of sending a message by varying the volume of a series of beeps. For investors, PAM matters because it affects how fast and reliably data can be transmitted in networks and devices; improvements or choices around PAM can influence product performance, manufacturing cost, and compatibility in communications and semiconductor businesses.

single mode fiber (smf) technical

"PAM) transmission over single mode fiber (SMF).1.6 Terabit Solutions"

A single mode fiber (SMF) is an optical cable that carries light down a very thin glass core so the light travels in one straight path, like a single-lane highway for data. It matters to investors because SMF is the backbone of long-distance, high-speed communications—networks using it can transmit more data over farther distances with lower signal loss, influencing capital needs, deployment costs, and revenue potential for telecom and data-center businesses.

active copper cable (acc) technical

"low power Active Copper Cable (ACC) and Linear Pluggable Optics (LPO) solutions"

Active copper cable (ACC) is a copper data cable that includes small electronic components to boost and clean the signal, allowing longer runs and higher data speeds than plain copper wire. Think of it like a megaphone for an electrical signal that extends reach without changing the cable type; investors care because ACCs affect equipment cost, power use, and market choices between copper and fiber, which influence sales, margins, and infrastructure spending.

pcie 6.0 technical

"PCIe 6.0 and 7.0 Solutions: Learn how MACOM’s portfolio of copper and optical PCIe solutions"

PCIe 6.0 is the latest version of a common electrical standard that lets computer components like processors, graphics cards and storage drives exchange data very quickly — think of it as a wider, faster highway for digital traffic inside machines. For investors, the upgrade matters because it enables faster, denser computing and storage systems that can boost performance, create demand for new hardware, and influence sales and capital spending across semiconductor, server, and data‑center markets.

pcie 7.0 technical

"PCIe 6.0 and 7.0 Solutions: Learn how MACOM’s portfolio of copper and optical PCIe solutions"

PCIe 7.0 is the latest generation of the PCI Express standard, the high-speed electrical interface that lets core computer parts—processors, graphics cards, storage drives and network cards—move large amounts of data between each other. It matters to investors because each new PCIe version enables faster, more efficient servers and devices, spurs demand for upgraded chips and hardware, and can influence sales cycles, margins and competitive positions in semiconductors and data-center equipment; think of it as widening a digital highway to allow much higher traffic flow.

lidar technical

"including fronthaul, LiDAR for automotive and robotics applications."

Lidar, which stands for Light Detection and Ranging, is a technology that uses laser beams to create detailed, three-dimensional maps of the environment. It works like a sophisticated eye that measures distances by bouncing light off objects, helping machines see and understand their surroundings. For investors, lidar is important because it enables advancements in autonomous vehicles, robotics, and mapping, which can drive innovation and growth in related industries.

AI-generated analysis. Not financial advice.

LOWELL, Mass., March 11, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, will participate in OFC 2026, taking place March 17–19, 2026 at the Los Angeles Convention Center. MACOM will exhibit at Booth 1227, showcasing a broad portfolio of advanced photonics, optoelectronic and copper interconnect solutions supporting AI scale-up and scale-out architectures, cloud infrastructure and access networks.

Demonstrations at Booth 1227 will include:

• 3.2 Terabit Optical Transmit Solutions: Preview MACOM’s capabilities to support next generation 400G per lane Pulse Amplitude Modulation (PAM) transmission over single mode fiber (SMF).
• 1.6 Terabit Solutions: Experience MACOM’s comprehensive 200G per lane ecosystem in a live demo consisting of retimed optics, low power Active Copper Cable (ACC) and Linear Pluggable Optics (LPO) solutions supporting 1.6T links, featuring leading module and cable manufacturers, in a 102.4T switch ecosystem.
• PCIe 6.0 and 7.0 Solutions: Learn how MACOM’s portfolio of copper and optical PCIe solutions can help to support higher data throughput and lower latency in longer reach applications.
• 800G LR2 Module: Showing MACOM’s latest generation, ultra-low power Coherent Lite solutions for campus and scale across applications. This demonstration will feature module to module data transmission using high performance transceivers from leading vendors supporting data rate of 800 Gbps.
• Continuous Wave (CW) Laser for 800 Gigabit and 1.6 Terabit Modules: Learn about MACOM’s latest advancements in 75 mW and 100 mW CW laser technology in an 800G OSFP 2xFR4 demonstration.
• Onboard Equalization: Discover how onboard equalizers can help high-speed signals compensate for lossy PCB to improve signal integrity (SI) for 200G per lane and beyond data rates. OBE can help compensate for signal reflections, dielectric loss, and skin effect loss to extend trace reach and density in data center and HPC applications.
• Optical Components: Explore a wide range of optical components for outside of the data center, including fronthaul, LiDAR for automotive and robotics applications.
  

MACOM technical staff will be available throughout OFC 2026 to discuss application requirements, system architectures and roadmap alignment. For more information or to schedule a meeting during OFC 2026, visit https://www.macom.com.

OFC 2026 Information:

Venue:	Los Angeles Convention Center, Los Angeles, California
Date/Time:	Tuesday, March 17: 10:00 a.m. to 5:00 p.m. Wednesday, March 18: 10:00 a.m. to 5:00 p.m. Thursday, March 19: 10:00 a.m. to 4:00 p.m.

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

When and where will MACOM (MTSI) exhibit at OFC 2026?

MACOM will exhibit at OFC 2026 March 17–19, 2026 in Los Angeles. According to MACOM, the company will be at Booth 1227 in the Los Angeles Convention Center with technical staff available each show day for meetings and demonstrations.

What demonstrations will MACOM (MTSI) show at Booth 1227 during OFC 2026?

MACOM will demo multiple high-speed connectivity solutions including 3.2T and 1.6T optical systems and 800G modules. According to MACOM, demos include PAM transmission, LPO/ACC ecosystems, PCIe 6.0/7.0 solutions, CW lasers, and onboard equalization.

How does MACOM (MTSI) describe its 3.2 Terabit optical transmit demonstration at OFC 2026?

The 3.2 Terabit demo previews 400G per lane PAM transmission over single mode fiber. According to MACOM, this demonstration highlights capabilities to support next-generation high-speed PAM transmission for long-reach optical links.

What 800G technologies will MACOM (MTSI) highlight at OFC 2026?

MACOM will showcase an 800G LR2 coherent lite module and CW laser tech for 800G and 1.6T modules. According to MACOM, demonstrations feature ultra-low power transceivers, module-to-module transmission at 800 Gbps, and 75 mW/100 mW CW lasers.

How can investors or partners schedule meetings with MACOM (MTSI) at OFC 2026?

Meetings can be scheduled via MACOM's website ahead of the event. According to MACOM, visitors can request meetings or more information through the company website to arrange on-site discussions with technical staff during OFC 2026.