MACOM Technology Solutions Inc. (“MACOM”) today announced production availability of its 227 Gbps per lane family of linear equalizers supporting active copper cable (ACC) applications. These innovative devices can help extend the reach of traditional twinax copper Direct Attach Cables (DAC), which become reach limited at 227 Gbps per lane transmission speeds. MACOM’s new linear equalizers can more than double the reach of DAC cables, enabling longer 1.6 Tbps copper cable assemblies for intra-rack connectivity in high-performance computing clusters.

MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its first quarter ended January 3, 2025, before market open on Thursday, February 6, 2025. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, February 6, 2025 hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer.

MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), is pleased to announce its long-term investment plan to modernize its Massachusetts and North Carolina semiconductor wafer fabrication facilities. MACOM’s five-year strategic investment plan of up to $345 million is supported by a recently executed preliminary, non-binding agreement with the CHIPS Program Office, which would provide for proposed direct funding from the U.S. Department of Commerce under the CHIPS and Science Act of up to $70 million. The preliminary terms propose up to $180 million to be supported by the CHIPS and Science Act through a combination of direct Federal funding, Federal Investment Tax Credits and State funding, including direct funding from the Massachusetts Technology Collaborative of up to $15.7 million as well as other incentives from the State of Massachusetts. It is expected that the balance of approximately $165 million would be self-funded by MACOM’s operating cash flow over the next five years.

Analyst N. Quinn Bolton notes 2024's divergence in fortunes for semiconductor companies exposed to different end markets. AI stocks outperformed.

Let’s dig into the relative performance of Microchip Technology (NASDAQMCHP) and its peers as we unravel the now-completed Q3 analog semiconductors earnings season.

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including MACOM (NASDAQMTSI) and its peers.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at analog semiconductors stocks, starting with Universal Display (NASDAQOLED).

MACOM Technology Solutions Holdings, Inc. (“MACOM” or the “Company”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced that it has entered into separate, privately negotiated exchange and subscription agreements with a limited number of holders of its 0.25% convertible senior notes due 2026 (the “Existing Convertible Notes”) in each case pursuant to exemptions from registration under the Securities Act of 1933, as amended (the “Securities Act”). Pursuant to the Exchange and Subscription Agreements, the Company will exchange approximately $288.8 million in aggregate principal amount of the Existing Convertible Notes for approximately $257.7 million in aggregate principal amount of new 0.000% convertible senior notes due 2029 (the “New Convertible Notes”) and approximately 1.6 million shares of the Company’s common stock, par value $0.001 per share (“Common Stock” and, such exchanges, collectively, the “Exchange”). The Company will issue approximately $86.6 million in aggregate principal amount of New Convertible Notes in a private placement to certain investors (the “Subscription” and, together with the Exchange, the “Transactions”).

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Texas Instruments (NASDAQTXN) and the best and worst performers in the analog semiconductors industry.

MACOM currently trades at $137.94 and has been a dream stock for shareholders. It’s returned 451% since December 2019, blowing past the S&P 500’s 92.7% gain. The company has also beaten the index over the past six months as its stock price is up 34.1%.

The mid-cap-centric S&P 400 index has rallied 21.4% year-to-date. Within the mid-cap space, a handful of stocks have the potential to become large-caps in 2025. Here's why they may be worth consideration.

Tech stocks trading lower after US instructs TSMC to stop supplying China with advanced chips. Monolithic Power Systems faces setback with Nvidia.

A Fed rate cut and a slew of big earnings reports filled out a busy week.

Macom Technology has joined the ranks of chipmakers that have gotten a lift from sales to AI data centers. MTSI stock surged this week.

Network chips maker MACOM Technology Solutions (NASDAQMTSI) met Wall Street’s revenue expectations in Q3 CY2024, with sales up 33.5% year on year to $200.7 million. The company expects next quarter’s revenue to be around $215 million, coming in 5.1% above analysts’ estimates. Its non-GAAP profit of $0.73 per share was also in line with analysts’ consensus estimates.

MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal fourth quarter and fiscal year ended September 27, 2024.

Network chips maker MACOM Technology Solutions (NASDAQMTSI) will be reporting results tomorrow before the bell. Here’s what to look for.

MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQMTSI), a leading supplier of semiconductor products, announced today that it has acquired ENGIN-IC, Inc. (“ENGIN-IC”), a fabless semiconductor company that designs advanced Gallium Nitride (“GaN”) monolithic microwave integrated circuits (“MMICs”) and integrated microwave assemblies located in Plano, Texas and San Diego, California. It is expected that ENGIN-IC’s design capabilities will strengthen MACOM’s ability to serve its target markets and gain market share.

MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced that it has been selected to lead a development project to establish advanced gallium nitride (“GaN”) on silicon carbide (SiC) process technologies for radio frequency (“RF”) and microwave applications. Funded by the CHIPS and Science Act (“CHIPS”) through the United States Department of Defense (DoD), the project will focus on developing semiconductor manufacturing processes for GaN-based materials and monolithic microwave integrated circuits (“MMICs”) operating efficiently at high voltage and at millimeter-wave (“mmW”) frequencies.

MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its fourth quarter and fiscal year 2024 ended September 27, 2024, before market open on Thursday, November 7, 2024. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, November 7, 2024, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer.