MACOM Technology Solutions

MTSI

Market cap $20.8B

Auto, industrial and AI markets are driving growth in the analog and mixed signal industry. MX, ADI and MTSI are riding these trends.

Semis rallied with the support of tailwinds, but they reversed course when the same tailwinds turned into headwinds in Q1 2026. Semis lost most of their gains as they headed into Q2 2026 and it could have been worse if not for the prospect of something that may not be attainable. Q2 2026 is likely to see increased volatility, unless a resolution is found to the Middle East and the uncertainty hanging over semis is lifted.

LOWELL, Mass., March 18, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, will showcase its latest RF and optoelectronics solutions for satellite communications (SATCOM) at Booth 1637, during SATShow Week, taking place March 24 to 26, 2026 in Washington, D.C.

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.

Invesco Small Cap Equity Fund underperformed the Russell 2000 Index during the quarter. At the end of the fourth quarter, the fund's largest absolute weights were in industrials, financials, IT, health care and consumer discretionary. Stock selection in health care, financials, real estate, materials and utilities detracted from relative return.

MACOM announces new Cable Driver with Equalizer, designed to enable low power, high density copper interconnects for next generation scale-up applications.

LOWELL, Mass., March 12, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products for high performance connectivity, today announced the industry's first PCIe® 7.0–optimized linear equalizer and cross-point switch devices, extending MACOM's comprehensive portfolio across both optical and copper interconnects.

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.

The conflict in Iran could give a boost to makers of analog semiconductors, according to one analyst.

The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins.