Profile
MACOM designs and manufactures high-performance semiconductor products for industrial, defense, data center, and telecommunications applications.
MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI), headquartered in Lowell, Massachusetts, is a leading supplier of high-performance semiconductor products. Founded in 1950, the company has evolved into a key player in the RF, microwave, analog, mixed-signal, and optical semiconductor markets. MACOM serves over 6,000 customers annually across the industrial and defense, data center, and telecommunications sectors.
The company’s product portfolio includes a range of semiconductor technologies that are critical for applications in aerospace, defense, and high-speed data communication. In its fiscal second quarter of 2026, MACOM reported revenue of $289 million, a 22.5% increase year-over-year, with a gross margin of 56.9%. Net income for the quarter stood at $46.3 million, or $0.60 per diluted share.
The company anticipates continued growth, projecting revenue between $331 million and $339 million for the fiscal third quarter of 2026. MACOM has achieved certifications such as IATF16949 for automotive and AS9100D for aerospace standards, underscoring its commitment to quality and reliability. Despite its strong performance, MACOM faces challenges such as geopolitical tensions affecting its supply chain and competitive pressures in the semiconductor industry.
Who buys this
- Industrial and defense sectors
- Data center operators
- Telecommunications companies
- Aerospace and automotive manufacturers
- High-speed data communication providers
Strengths and what to watch
Strengths
- Broad product portfolio incorporating RF, microwave, analog, mixed-signal, and optical semiconductor technologies
- Strong financial performance with consistent revenue growth and profitability
- Certifications to IATF16949 and AS9100D standards, ensuring high-quality products
Watch for
- Geopolitical tensions impacting supply chain stability
- Intense competition in the semiconductor industry
- Dependence on key markets such as industrial and defense sectors
Recent moves
Key Information
- Founded
- 1950
- Headquarters
- Lowell, Massachusetts
Frequently Asked Questions
What is MACOM Technology Solutions Holdings, Inc.?
MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) is a leading supplier of high-performance semiconductor products. Founded in 1950, it specializes in RF, microwave, analog, mixed-signal, and optical semiconductors for industries like defense, telecommunications, and data centers.
What products does MACOM offer?
MACOM offers a broad portfolio of semiconductor technologies, including RF, microwave, analog, mixed-signal, and optical products. These are critical for applications in aerospace, defense, high-speed data communication, telecommunications, and industrial sectors.
How has MACOM performed financially?
In fiscal Q2 2026, MACOM reported $289 million in revenue, a 22.5% year-over-year increase, with a gross margin of 56.9%. Net income was $46.3 million, or $0.60 per diluted share, and the company projects Q3 revenue between $331 million and $339 million.
Who are MACOM's primary customers?
MACOM serves over 6,000 customers annually, including industrial and defense sectors, data center operators, telecommunications companies, aerospace and automotive manufacturers, and high-speed data communication providers.
What certifications does MACOM hold?
MACOM holds certifications such as IATF16949 for automotive and AS9100D for aerospace standards, reflecting its commitment to quality and reliability in its semiconductor products.
What challenges does MACOM face?
MACOM faces challenges like geopolitical tensions impacting its supply chain, intense competition in the semiconductor industry, and dependence on key markets such as industrial and defense sectors.
Sources
- www.sec.gov — SEC filing details
- www.sec.gov — SEC filing details
- www.globenewswire.com — Financial results for fiscal second quarter 2026
- www.sec.gov — SEC filing details