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MACOM

Full company profile

uuid00065us

Namestring
MACOM
Legal namestring
MACOM Technology Solutions Inc.
Websiteurl
macom.com
Company typeenum
Public
Founded yearint
1949
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1,001–5,000
akta.pro rankint
HeadquartersLowell, United States
HQ citystring
Lowell
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices8 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
RF microwave semiconductors, compound semiconductor technology, optical photonic components, data center connectivity, GaN-on-SiC transistors
Industry5 codes
1RF, Microwave & Wireless ICs
CodeHDAHAAAFPrimaryYes
2Power Modules (IGBT/MOSFET/SiC/GaN Modules)
CodeHDAHAHAHPrimaryNo
3Optoelectronics & Photonics (LED/Laser/Optical ICs)
CodeHDAHAAAHPrimaryNo
4Wide-Bandgap Power Devices (SiC/GaN Discretes)
CodeHDAHAHAGPrimaryNo
5Microwave & RF Signal Chain ICs (Mixers/Detectors/Attenuators)
CodeHDAHAMALPrimaryNo
NAICS code3 codes
  • Semiconductor and Related Device Manufacturing334413
  • Semiconductor and Other Electronic Component Manufacturing3344
  • Semiconductor and Other Electronic Component Manufacturing33441
SIC code1 code
  • Semiconductors & Related Devices3674
Product category
RF and Optical Semiconductor Components
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Semiconductor Products Sales
TypeHardware Sales
Description

MACOM designs and manufactures semiconductor products including RF/microwave components, optical components, and networking ICs sold to customers across data center, industrial, defense, telecom, and satellite communications markets.

macom.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Operations, Supply Chain, Technology or R&D, Personnel, Infrastructure, Marketing or Sales
GTM typeB2B
B2B
Offering typeHardware or Manufacturing
Hardware or Manufacturing
Core offering1 text field

MACOM designs and manufactures high-performance analog RF, microwave, millimeterwave, and photonic semiconductor products built on compound semiconductor technologies (GaN-on-SiC, GaAs, InP, AlGaAs). Its portfolio spans three product lines — RF/Microwave & mmWave components, Optical/photonic components, and Networking ICs — serving data center, industrial & defense, telecommunications, and satellite communications markets. The company also offers GaAs, GaN, and InP semiconductor foundry services for custom RF, microwave, and photonic component fabrication.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • 22.5% year-over-year revenue growth to $289 million in Q2 fiscal 2026
+3 more records
Product overview1 text field

MACOM Technology Solutions designs and manufactures a broad portfolio of high-performance semiconductor products organized into three main categories: RF/Microwave & mmWave products (including amplifiers, switches, GaN MMICs, diodes, filters, and equalizers for aerospace, defense, and telecommunications), Optical products (including lasers, photodiodes, transimpedance amplifiers, modulator drivers, and coherent metro solutions for data center interconnects), and Networking products (including crosspoint switches, linear equalizers, and cable drivers for server/storage connectivity). The company also offers Foundry Services for custom GaAs, GaN, and InP semiconductor fabrication. Key product families include the MAPC-30xx Series GaN-on-SiC transistors, 448G PAM4 modulator drivers (MAOM-025408/022404), PCIe 7.0 linear equalizers (MAEQ-39964/39966), Hot Via chip scale switches (MASW-011261), Opto-Amp product line for satellite optical communications, and comprehensive SATCOM RF solutions. MACOM serves over 6,000 customers across Industrial & Defense, Data Center, and Telecommunications end markets.

Product and service17 records
1RF/Microwave & mmWave Products
CategoryRF/Microwave & mmWave semiconductors
Description

Comprehensive portfolio of RF, microwave, and millimeter-wave semiconductor products including amplifiers, attenuators, mixers, switches, diodes, filters, GaN MMICs, and frequency conversion ICs for aerospace, defense, telecommunications, and industrial applications.

2Optical Products
CategoryOptical/photonic semiconductors
Description

Photonics and optoelectronic components including lasers, photodiodes, transimpedance amplifiers, clock/data recovery circuits, modulator drivers, and coherent metro solutions for high-speed optical communications and data center interconnects.

3Networking Products
CategoryNetworking semiconductors
Description

Networking semiconductor solutions including crosspoint switches, linear equalizers, cable drivers, and PHY products for broadcast video, server/storage connectivity, and data center applications.

4Foundry Services
CategorySemiconductor foundry services
Description

GaAs, GaN, and InP semiconductor fabrication services for customers requiring custom RF, microwave, and photonic components, including design services and access to MACOM's proprietary semiconductor processes.

5MAPC-30xx Series 28V GaN-on-SiC RF Transistors
CategoryRF power transistors
Description

High-efficiency 28V GaN-on-SiC HEMT RF transistors offering up to 70% efficiency at PSAT with JEDEC RF-biased HAST compliance, available in bare die, air cavity, or plastic DFN packages for airborne datalinks, military communications, radar, and ISM band applications.

63.2T and 1.6T Optical Transmit Solutions
CategoryOptical semiconductors for AI data centers
Description

High-capacity optical transmit solutions for AI infrastructure and cloud data centers supporting 400G per lane PAM transmission and next-generation 1.6T and 3.2T optical transceiver deployments.

7SATCOM RF Solutions
CategoryRF semiconductors for satellite communications
Description

High-power L- and S-band direct-to-device solutions, K-/Ka-band uplink/downlink chains, W-band amplifiers, and linearized Q-band GaN MMIC power amplifiers for satellite communications supporting next-generation LEO, MEO, and GEO satellite networks.

8Opto-Amp Product Line
CategoryOptical amplifiers for free-space optical communications
Description

High-power optical amplifiers for free space optical (FSO) communications between satellites and satellite-to-ground networks, supporting LEO, MEO, and GEO satellite connectivity for improved earth station bandwidth.

9448G PAM4 Modulator Drivers (MAOM-025408 and MAOM-022404)
CategoryOptical modulator drivers
Description

MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver supporting 400G per lane transmission with over 120 GHz RF bandwidth, designed for 1.6T and 3.2T optical transceivers for AI, machine learning, and HPC data center architectures using silicon photonics, EML, and TFLN modulators.

10MACD-41804 Cable Driver with Equalizer
CategoryNetworking cable drivers
Description

Copper connectivity solution for next-generation scale-up applications offering lower power consumption, reduced latency, and lower system costs compared to retimed architectures, supporting 1.6T OSFP form factors with input equalization and gain adaptation.

11MAEQ-39964 and MAEQ-39966 PCIe 7.0 Linear Equalizers
CategoryNetworking linear equalizers
Description

Industry's first PCIe 7.0-optimized linear equalizer and cross-point switch devices supporting 128 GT/s operation, extending copper interconnect reach for PCIe 7.0, PCIe 6.0, and CXL protocols in data centers, high-performance test equipment, and server/storage systems.

12MASW-011261 Hot Via SP2T Switch
CategorymmWave switches
Description

Broadband SP2T switch operating from 60 to 110 GHz with 0.9 dB insertion loss, 30 dB isolation, and sub-20 ns switching speeds, built on AlGaAs diode technology and MACOM's hot via chip scale packaging that eliminates traditional wire bonds.

13Aerospace and Defense RF Solutions
CategoryAerospace and defense RF amplifiers
Description

High-performance RF power amplifiers spanning S-Band, C-Band, X-Band, and wideband frequencies (100 MHz to 18 GHz), with power outputs from 10 W to 1.5 kW and up to 55% power added efficiency, built using GaN and GaAs semiconductor technologies for radar, communications, electronic countermeasures, and test instrumentation.

14CATV Filters and Diplexers
CategoryCATV and broadband filters/diplexers
Description

Filters and diplexers for CATV and MoCA infrastructure including HFC amplifiers, nodes, ONTs, STBs, eMTAs, and cable modems, available as MoCA-compliant LPFs, BPFs, diplex, and triplex filters.

15RF/Microwave Equalizers
CategoryRF/Microwave equalizers
Description

Fixed tilt equalizers in bare die and 3mm 16-lead plastic packages with excellent return loss and low insertion loss up to 20 GHz and DC attenuation from 0 to 12 dB, used for cable loss compensation and amplifier gain slope compensation.

16GaN MMICs
CategoryGaN MMICs
Description

Gallium Nitride Monolithic Microwave Integrated Circuits for high-power RF applications including radar, communications, and electronic warfare systems.

17Coherent Metro Solutions
CategoryCoherent optical components
Description

High-performance components for coherent transmission including linear transimpedance amplifiers (TIAs) for 400G to 1.6T coherent receivers, modulator drivers for Silicon Photonics, Indium Phosphide and Thin Film Lithium Niobate modulators, and compact QSFP, OSFP, CFP2 coherent modules.

Scale indicator10 records

Each record includes

Type, Value, Description, Source

Partnership5 partners
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2026-06-10
Description

MACOM and Elve jointly demonstrated a V-Band linearized traveling wave tube amplifier (TWTA) at IMS 2026. The demonstration combined MACOM's analog predistortion (APD) linearization technology with Elve's TWTA platform to showcase improved linear power performance and efficiency in high-frequency mmWave systems for satellite communications and defense applications.

Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-04-26
Description

MACOM entered Long-Term Supply Agreements with IQE plc for epitaxial services spanning multiple technologies. MACOM invested £45 million in IQE through equity and a convertible loan note, gaining representation on IQE's board of directors. The transaction secures MACOM's supply chain resilience for InP and SiC technologies while positioning IQE to improve its balance sheet and financial performance.

3400G Optical MSA (Broadcom, Cisco, NVIDIA, Semtech)
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-03-16
Description

MACOM joined the 400G Optical MSA alongside Broadcom, Cisco, NVIDIA, and Semtech to develop specifications for optical interfaces supporting 400G technology. The consortium aims to create specifications for single-wavelength optical links operating at 400G with reaches up to 500m, targeting AI infrastructure bandwidth needs and ensuring industry-wide interoperability.

businesswire.com
4ACC-MSA (Active Copper Cable Multi-Source Agreement)
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-02-23
Description

MACOM co-chairs the Active Copper Cable Multi-Source Agreement (ACC-MSA) with Semtech. The consortium, with founding members including AMD, Cisco, Dell Technologies, NVIDIA, and nine others, defines specifications for interoperable active copper cable solutions to reduce power consumption, cost, and latency while enhancing performance for high-speed copper interconnects in AI and HPC applications.

globenewswire.com
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2025-11-01
Description

HRL Laboratories transitioned high-volume manufacturing of its 40nm GaN-on-SiC (T3L) technology to MACOM by November 2025, enabling MACOM to offer domestic high-volume production alongside HRL's low-volume engineering foundry access for rapid prototyping.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Skyworks is a major RF semiconductor company serving mobile, IoT, and connectivity markets with amplifiers, filters, and front-end modules. Skyworks competes with MACOM in select RF power, front-end, and infrastructure applications.

TypeDirect peer
Description

Qorvo is a leading RF semiconductor supplier specializing in GaN, GaAs, and SAW/BAW technologies for defense, 5G infrastructure, and Wi-Fi. Qorvo directly competes with MACOM's RF/Microwave/mmWave portfolio across aerospace, defense, and telecom markets.

TypeDirect peer
Description

Wolfspeed is a leading SiC and GaN-on-SiC semiconductor manufacturer for power and RF applications. Wolfspeed sold its RF business to MACOM in December 2023, but retains overlapping GaN-on-SiC and SiC power technology portfolios, making it a key historical and adjacent competitor.

TypeDirect peer
Description

Marvell is a key supplier of optical DSPs, coherent DSPs, and networking semiconductors for cloud and AI data centers. Marvell directly competes with MACOM in high-speed optical components and coherent pluggables for AI infrastructure interconnects.

TypeBroad incumbent
Description

Renesas (which acquired IDT and Dialog Semiconductor) produces mixed-signal, RF, timing, and power management semiconductors. Renesas overlaps with MACOM in select networking, timing, and RF applications serving communications infrastructure and industrial markets.

TypeDirect peer
Description

Lumentum designs and manufactures photonic products including lasers, optical components, and 3D sensing modules. Lumentum competes directly with MACOM in optical components for data center interconnect, coherent transmission, and emerging photonics applications.

TypeDirect peer
Description

Broadcom is a leading semiconductor supplier with a major optical and networking portfolio serving AI data centers, including optical DSPs, PHYs, and interconnect ICs. Broadcom is a co-member with MACOM in the 400G Optical MSA and ACC-MSA, competing directly in optical interconnect and high-speed networking semiconductors.

TypeBroad incumbent
Description

Analog Devices is a broad analog and mixed-signal semiconductor leader with products spanning RF, microwave, signal chain, and conversion. ADI's RF/microwave portfolio overlaps with MACOM's RF/Microwave/mmWave catalog and competes in defense, instrumentation, and communications markets.

TypeDirect peer
Description

Coherent (formerly II-VI/Finisar) is a major manufacturer of optical components including lasers, photodiodes, transceivers, and photonic integrated circuits. Coherent directly competes with MACOM's optical products portfolio serving data center and telecom interconnect applications.

TypeEmerging player
Description

SEDI is a Japanese supplier of compound semiconductor devices including GaN, GaAs, and InP RF and optoelectronic components. SEDI competes with MACOM in select RF power amplifier and optical component niches, particularly in SATCOM and telecom infrastructure markets.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights8 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature6 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles7 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds3 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors1 record

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A8 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment2 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

MACOM

RF and Optical Semiconductor Componentsmacom.com

MACOM firmographics

Firmographics
Name
MACOM
Legal name
MACOM Technology Solutions Inc.
Website
https://macom.com
Company type
Public
Founded year
1949
Operating status
Operating
Headcount range
1,001–5,000 employees
Ownership category
akta.pro rank

MACOM industry classification

Industry
Product category
RF and Optical Semiconductor Components
NAICS
Semiconductor and Related Device Manufacturing (334413), Semiconductor and Other Electronic Component Manufacturing (3344), Semiconductor and Other Electronic Component Manufacturing (33441)
SIC
Semiconductors & Related Devices (3674)
akta.pro primary industry
RF, Microwave & Wireless ICs (HDAHAAAF)
akta.pro secondary industries
Power Modules (IGBT/MOSFET/SiC/GaN Modules) (HDAHAHAH), Optoelectronics & Photonics (LED/Laser/Optical ICs) (HDAHAAAH), Wide-Bandgap Power Devices (SiC/GaN Discretes) (HDAHAHAG), Microwave & RF Signal Chain ICs (Mixers/Detectors/Attenuators) (HDAHAMAL)

Keywords

  • RF microwave semiconductors
  • Compound semiconductor technology
  • Optical photonic components
  • Data center connectivity
  • GaN-on-SiC transistors

Where MACOM is headquartered

Location

Headquarters

HQ city
Lowell
HQ country
United States
HQ region
North America

Offices8 records

Markets served

MACOM business model

Business model
GTM type
B2B
Offering type
Hardware or Manufacturing
Cost components
Operations, Supply Chain, Technology or R&D, Personnel, Infrastructure, Marketing or Sales

Revenue model

  1. Semiconductor Products Sales: MACOM designs and manufactures semiconductor products including RF/microwave components, optical components, and networking ICs sold to customers across data center, industrial, defense, telecom, and satellite communications markets.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

MACOM product offering

Product offering

Core offering

MACOM designs and manufactures high-performance analog RF, microwave, millimeterwave, and photonic semiconductor products built on compound semiconductor technologies (GaN-on-SiC, GaAs, InP, AlGaAs). Its portfolio spans three product lines — RF/Microwave & mmWave components, Optical/photonic components, and Networking ICs — serving data center, industrial & defense, telecommunications, and satellite communications markets. The company also offers GaAs, GaN, and InP semiconductor foundry services for custom RF, microwave, and photonic component fabrication.

Product overview

MACOM Technology Solutions designs and manufactures a broad portfolio of high-performance semiconductor products organized into three main categories: RF/Microwave & mmWave products (including amplifiers, switches, GaN MMICs, diodes, filters, and equalizers for aerospace, defense, and telecommunications), Optical products (including lasers, photodiodes, transimpedance amplifiers, modulator drivers, and coherent metro solutions for data center interconnects), and Networking products (including crosspoint switches, linear equalizers, and cable drivers for server/storage connectivity). The company also offers Foundry Services for custom GaAs, GaN, and InP semiconductor fabrication. Key product families include the MAPC-30xx Series GaN-on-SiC transistors, 448G PAM4 modulator drivers (MAOM-025408/022404), PCIe 7.0 linear equalizers (MAEQ-39964/39966), Hot Via chip scale switches (MASW-011261), Opto-Amp product line for satellite optical communications, and comprehensive SATCOM RF solutions. MACOM serves over 6,000 customers across Industrial & Defense, Data Center, and Telecommunications end markets.

Differentiator

Problem solved

Functional benefit

Products and services

  • RF/Microwave & mmWave Products Comprehensive portfolio of RF, microwave, and millimeter-wave semiconductor products including amplifiers, attenuators, mixers, switches, diodes, filters, GaN MMICs, and frequency conversion ICs for aerospace, defense, telecommunications, and industrial applications.
  • Optical Products Photonics and optoelectronic components including lasers, photodiodes, transimpedance amplifiers, clock/data recovery circuits, modulator drivers, and coherent metro solutions for high-speed optical communications and data center interconnects.
  • Networking Products Networking semiconductor solutions including crosspoint switches, linear equalizers, cable drivers, and PHY products for broadcast video, server/storage connectivity, and data center applications.
  • Foundry Services GaAs, GaN, and InP semiconductor fabrication services for customers requiring custom RF, microwave, and photonic components, including design services and access to MACOM's proprietary semiconductor processes.
  • MAPC-30xx Series 28V GaN-on-SiC RF Transistors High-efficiency 28V GaN-on-SiC HEMT RF transistors offering up to 70% efficiency at PSAT with JEDEC RF-biased HAST compliance, available in bare die, air cavity, or plastic DFN packages for airborne datalinks, military communications, radar, and ISM band applications.
  • 3.2T and 1.6T Optical Transmit Solutions High-capacity optical transmit solutions for AI infrastructure and cloud data centers supporting 400G per lane PAM transmission and next-generation 1.6T and 3.2T optical transceiver deployments.
  • SATCOM RF Solutions High-power L- and S-band direct-to-device solutions, K-/Ka-band uplink/downlink chains, W-band amplifiers, and linearized Q-band GaN MMIC power amplifiers for satellite communications supporting next-generation LEO, MEO, and GEO satellite networks.
  • Opto-Amp Product Line High-power optical amplifiers for free space optical (FSO) communications between satellites and satellite-to-ground networks, supporting LEO, MEO, and GEO satellite connectivity for improved earth station bandwidth.
  • 448G PAM4 Modulator Drivers (MAOM-025408 and MAOM-022404) MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver supporting 400G per lane transmission with over 120 GHz RF bandwidth, designed for 1.6T and 3.2T optical transceivers for AI, machine learning, and HPC data center architectures using silicon photonics, EML, and TFLN modulators.
  • MACD-41804 Cable Driver with Equalizer Copper connectivity solution for next-generation scale-up applications offering lower power consumption, reduced latency, and lower system costs compared to retimed architectures, supporting 1.6T OSFP form factors with input equalization and gain adaptation.
  • MAEQ-39964 and MAEQ-39966 PCIe 7.0 Linear Equalizers Industry's first PCIe 7.0-optimized linear equalizer and cross-point switch devices supporting 128 GT/s operation, extending copper interconnect reach for PCIe 7.0, PCIe 6.0, and CXL protocols in data centers, high-performance test equipment, and server/storage systems.
  • MASW-011261 Hot Via SP2T Switch Broadband SP2T switch operating from 60 to 110 GHz with 0.9 dB insertion loss, 30 dB isolation, and sub-20 ns switching speeds, built on AlGaAs diode technology and MACOM's hot via chip scale packaging that eliminates traditional wire bonds.
  • Aerospace and Defense RF Solutions High-performance RF power amplifiers spanning S-Band, C-Band, X-Band, and wideband frequencies (100 MHz to 18 GHz), with power outputs from 10 W to 1.5 kW and up to 55% power added efficiency, built using GaN and GaAs semiconductor technologies for radar, communications, electronic countermeasures, and test instrumentation.
  • CATV Filters and Diplexers Filters and diplexers for CATV and MoCA infrastructure including HFC amplifiers, nodes, ONTs, STBs, eMTAs, and cable modems, available as MoCA-compliant LPFs, BPFs, diplex, and triplex filters.
  • RF/Microwave Equalizers Fixed tilt equalizers in bare die and 3mm 16-lead plastic packages with excellent return loss and low insertion loss up to 20 GHz and DC attenuation from 0 to 12 dB, used for cable loss compensation and amplifier gain slope compensation.
  • GaN MMICs Gallium Nitride Monolithic Microwave Integrated Circuits for high-power RF applications including radar, communications, and electronic warfare systems.
  • Coherent Metro Solutions High-performance components for coherent transmission including linear transimpedance amplifiers (TIAs) for 400G to 1.6T coherent receivers, modulator drivers for Silicon Photonics, Indium Phosphide and Thin Film Lithium Niobate modulators, and compact QSFP, OSFP, CFP2 coherent modules.

Quantifiable outcome

  • 22.5% year-over-year revenue growth to $289 million in Q2 fiscal 2026
  • +3 more outcomes

Companies that use MACOM

Customer profile

Named customers4 records

Segments4 records

Ideal customer profiles4 records

MACOM technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature6 records

MACOM partnerships and signals

Strategic signal

Partnerships

Five partnerships are on record, tiered minor and core.

  • Elve, Inc.minorStrategic or Co-development Partner · 10 June 2026MACOM and Elve jointly demonstrated a V-Band linearized traveling wave tube amplifier (TWTA) at IMS 2026. The demonstration combined MACOM's analog predistortion (APD) linearization technology with Elve's TWTA platform to showcase improved linear power performance and efficiency in high-frequency mmWave systems for satellite communications and defense applications.
  • IQE plccoreStrategic or Co-development Partner · 26 April 2026MACOM entered Long-Term Supply Agreements with IQE plc for epitaxial services spanning multiple technologies. MACOM invested £45 million in IQE through equity and a convertible loan note, gaining representation on IQE's board of directors. The transaction secures MACOM's supply chain resilience for InP and SiC technologies while positioning IQE to improve its balance sheet and financial performance.
  • 400G Optical MSA (Broadcom, Cisco, NVIDIA, Semtech)coreStrategic or Co-development Partner · 16 March 2026MACOM joined the 400G Optical MSA alongside Broadcom, Cisco, NVIDIA, and Semtech to develop specifications for optical interfaces supporting 400G technology. The consortium aims to create specifications for single-wavelength optical links operating at 400G with reaches up to 500m, targeting AI infrastructure bandwidth needs and ensuring industry-wide interoperability.
  • ACC-MSA (Active Copper Cable Multi-Source Agreement)coreStrategic or Co-development Partner · 23 February 2026MACOM co-chairs the Active Copper Cable Multi-Source Agreement (ACC-MSA) with Semtech. The consortium, with founding members including AMD, Cisco, Dell Technologies, NVIDIA, and nine others, defines specifications for interoperable active copper cable solutions to reduce power consumption, cost, and latency while enhancing performance for high-speed copper interconnects in AI and HPC applications.
  • HRL LaboratoriesminorStrategic or Co-development Partner · 1 November 2025HRL Laboratories transitioned high-volume manufacturing of its 40nm GaN-on-SiC (T3L) technology to MACOM by November 2025, enabling MACOM to offer domestic high-volume production alongside HRL's low-volume engineering foundry access for rapid prototyping.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

MACOM competitors and assessment

Company assessment

Direct peers

  • Skyworks Solutions: Skyworks is a major RF semiconductor company serving mobile, IoT, and connectivity markets with amplifiers, filters, and front-end modules. Skyworks competes with MACOM in select RF power, front-end, and infrastructure applications.
  • Qorvo: Qorvo is a leading RF semiconductor supplier specializing in GaN, GaAs, and SAW/BAW technologies for defense, 5G infrastructure, and Wi-Fi. Qorvo directly competes with MACOM's RF/Microwave/mmWave portfolio across aerospace, defense, and telecom markets.
  • Wolfspeed: Wolfspeed is a leading SiC and GaN-on-SiC semiconductor manufacturer for power and RF applications. Wolfspeed sold its RF business to MACOM in December 2023, but retains overlapping GaN-on-SiC and SiC power technology portfolios, making it a key historical and adjacent competitor.
  • Marvell Technology: Marvell is a key supplier of optical DSPs, coherent DSPs, and networking semiconductors for cloud and AI data centers. Marvell directly competes with MACOM in high-speed optical components and coherent pluggables for AI infrastructure interconnects.
  • Lumentum Holdings: Lumentum designs and manufactures photonic products including lasers, optical components, and 3D sensing modules. Lumentum competes directly with MACOM in optical components for data center interconnect, coherent transmission, and emerging photonics applications.
  • Broadcom: Broadcom is a leading semiconductor supplier with a major optical and networking portfolio serving AI data centers, including optical DSPs, PHYs, and interconnect ICs. Broadcom is a co-member with MACOM in the 400G Optical MSA and ACC-MSA, competing directly in optical interconnect and high-speed networking semiconductors.
  • Coherent Corp: Coherent (formerly II-VI/Finisar) is a major manufacturer of optical components including lasers, photodiodes, transceivers, and photonic integrated circuits. Coherent directly competes with MACOM's optical products portfolio serving data center and telecom interconnect applications.

Broad incumbents

  • Renesas Electronics: Renesas (which acquired IDT and Dialog Semiconductor) produces mixed-signal, RF, timing, and power management semiconductors. Renesas overlaps with MACOM in select networking, timing, and RF applications serving communications infrastructure and industrial markets.
  • Analog Devices: Analog Devices is a broad analog and mixed-signal semiconductor leader with products spanning RF, microwave, signal chain, and conversion. ADI's RF/microwave portfolio overlaps with MACOM's RF/Microwave/mmWave catalog and competes in defense, instrumentation, and communications markets.

Emerging players

  • Sumitomo Electric Device Innovations (SEDI): SEDI is a Japanese supplier of compound semiconductor devices including GaN, GaAs, and InP RF and optoelectronic components. SEDI competes with MACOM in select RF power amplifier and optical component niches, particularly in SATCOM and telecom infrastructure markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights8 records

Customer concentration

MACOM social profiles

Digital presence

MACOM compliance and trust

Trust signal

Compliance2 records

MACOM financial estimates

Financial estimate

Revenue estimate

Valuation estimate

MACOM leadership team

Management profile

Number of profiles

Profiles7 records

MACOM subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

MACOM funding detail

Funding detail

Funding overview

Funding rounds3 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

MACOM M&A and investment

M&A and investment

M&A8 records

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MACOM

What does MACOM do?

MACOM designs and manufactures high-performance analog RF, microwave, millimeterwave, and photonic semiconductor products built on compound semiconductor technologies (GaN-on-SiC, GaAs, InP, AlGaAs). Its portfolio spans three product lines — RF/Microwave & mmWave components, Optical/photonic components, and Networking ICs — serving data center, industrial & defense, telecommunications, and satellite communications markets. The company also offers GaAs, GaN, and InP semiconductor foundry services for custom RF, microwave, and photonic component fabrication.

Is MACOM a public or private company?

MACOM is a public company. It is classified as public and is currently operating.

When was MACOM founded?

MACOM was founded in 1949. It employs 1,001 to 5,000 people.

Where is MACOM based?

MACOM is headquartered in Lowell, United States, in the North America region.

How does MACOM make money?

One revenue line is on record: semiconductor Products Sales.

Who are MACOM's main competitors?

Direct peers on record are Skyworks Solutions, Qorvo, Wolfspeed, Marvell Technology, Lumentum Holdings, Broadcom and Coherent Corp. Broad incumbents are Renesas Electronics and Analog Devices. Sumitomo Electric Device Innovations (SEDI) is listed as an emerging player.

Does MACOM have an API?

No public API is recorded for MACOM.

What industry is MACOM in?

MACOM's product category is RF and Optical Semiconductor Components. Its primary akta.pro industry code is HDAHAAAF, RF, Microwave & Wireless ICs, with a secondary code of HDAHAHAH, Power Modules (IGBT/MOSFET/SiC/GaN Modules). Its NAICS code is 334413 and its SIC code is 3674.

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InvestorsMacom Technology: Why This AI, Optical Networking Firm Eyes A Potential Buy PointMacom Technology shares rallied 7% on Tuesday, crossing 350 for the first time in three months. Fiscal 2026 revenue is projected to rise 37% to $1.32 billion, and the company unveiled a new 3.2Tbps optical networking chipset. Analysts expect earnings to grow 54% to $8.49 in FY2027.YahooThese 3 Red-Hot Stocks Have Benefited From AI TailwindsTaiwan Semiconductor Manufacturing, Entegris, and MACOM Technology Solutions have posted notable gains over the past month, driven by AI-related demand. MACOM's data center revenue jumped 81% YoY, while TSMC and Entegris also saw strong earnings growth, with fiscal-year estimates calling for continued expansion.Defense WorldHead to Head Review: Broadcom (NASDAQ:AVGO) & MACOM Technology Solutions (NASDAQ:MTSI)Broadcom beats MACOM Technology Solutions on 12 of 15 factors, including higher revenue, earnings, and profitability. Broadcom trades at a lower price-to-earnings ratio and has a stronger analyst consensus with a 45.43% upside target versus MACOM's 3.94%.AInvestMACOM Reclaims Its Trend After a 40% Wipeout - the Shelf Overhead Now Decides the ReboundMACOM Technology Solutions rebounded 35% from a 40% summer decline, closing near $322 after a mid-September low of $239. The stock remains 23% below its 52-week high of $418.90, with $330 as key resistance and $275 as support. Strong Q3 results and Q4 guidance suggest growth potential but face high valuation pressures.FinancialContent Business PageMACOM, Texas Instruments, Semtech, Amkor, and Teradyne Stocks Trade Up, What You Need To KnowSemtech shares rose after weaker U.S. employment data cooled Treasury yields, easing interest-rate pressure. Oppenheimer raised its price target to $225 from $200, citing strong AI data center demand. The stock is up 167% year-to-date, hitting a new 52-week high.YahooWhy Are MACOM (MTSI) Shares Soaring TodayMACOM Technology Solutions shares rose 5.6% in the afternoon session after BMO Capital upgraded the stock to Outperform and the company announced plans to showcase its radio frequency and microwave innovations at European Microwave Week. The rally was also supported by investor interest in its 3.2-terabit optical chipset for AI data centers, and shares closed at $303.93, up 6.7% from the previous close.FinancialContent Business PageWhy Are MACOM (MTSI) Shares Soaring TodayMACOM Technology Solutions shares rose 5.6% in the afternoon session after BMO Capital upgraded the stock to Outperform and the company announced plans to showcase its radio frequency and microwave innovations at European Microwave Week. The rally was also supported by investor interest in its 3.2-terabit optical chipset for AI data centers. Shares closed at $303.93, up 6.7% from the previous close.Quiver QuantitativeMACOM Gains as Recent Product Momentum and Prior Guidance Support Sentiment | MTSI Stock NewsMACOM Technology Solutions Holdings shares rose 5.4% on improving sentiment from recent product announcements and a favorable business outlook. Insiders have made 76 sales in the past six months, while 376 institutional investors added shares. Analysts have set a median price target of $375.ChartmillMACOM Technology Solutions (NASDAQ:MTSI) Combines Strong Growth With a High-Quality Technical SetupMACOM Technology Solutions (MTSI) shows accelerating EPS and revenue growth, with a technical setup near resistance. The stock has a 123.55% one-year gain, but trades near the middle of its 52-week range with a negative three-month print. An entry at 287.09 with a stop at 270.26 is suggested.Stock TitanMACOM to Exhibit at European Microwave Week Oct. 6-8MACOM Technology Solutions will exhibit RF and microwave technologies at European Microwave Week in London from October 6-8, 2026, at Booth B45. The company will showcase demonstrations including K- and Ka-band signal chains, wideband GaN power amplifiers, and advanced foundry services, with technical experts presenting at the conference.