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Price · 1Y
$266.99
Thesis
MACOM supplies the analog and photonic components — TIAs, laser drivers, and modulator drivers — that sit inside the optical transceivers connecting AI accelerators across the datacenter. The 2024 acquisition of Wolfspeed's RF business broadened its defense and telco exposure alongside the core optical franchise.
Growth is tied to the speed-grade transition in datacenter optics, where each generation pulls more analog content per port. Outside AI, satellite and defense end-markets provide a less cyclical revenue base.
Catalysts
- Datacenter optical transceiver speed transitions (800G, 1.6T)
- Integration of the Wolfspeed RF business into the defense and telco mix
- Content gains in next-generation pluggable and co-packaged optics
- Recovery in telco and industrial analog end-markets
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- May 7Financial resultsSEC
MACOM filed 8-K (items 2.02, 9.01) on financial results.