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Macom Tech Solutions Hldgs (MTSI) Stock News

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MACOM Technology Solutions Holdings, Inc. reports developments tied to its high-performance semiconductor business for Industrial and Defense, Data Center and Telecommunications markets. The company designs and manufactures RF, microwave, analog and mixed-signal, and optical semiconductor technologies used by original equipment manufacturers and distributors.

Recurring news includes quarterly and annual financial results, GAAP and non-GAAP performance measures, and product announcements across optical transceivers, copper interconnects, linear equalizers, cable drivers, modulator drivers and satellite communications solutions. Company updates also cover technology demonstrations, manufacturing capabilities and quality certifications for automotive, aerospace, international quality and environmental management standards.

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MACOM (NASDAQ:MTSI) and Elve plan a joint demonstration of a V-Band linearized traveling wave tube amplifier (TWTA) at IMS 2026 in Boston. The demo combines MACOM’s analog predistortion linearization with Elve’s TWTA platform to improve linear power and efficiency for microwave transmitters used in satellite communications, defense, and other ground and space-based applications.

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MACOM (NASDAQ:MTSI) announced a chip scale hot via process built on its AlGaAs diode technology, designed to eliminate traditional wire bonds and copper pillar surface mount approaches. The technology routes RF signal and ground vertically through the die to simplify assembly, reduce parasitics and support mmWave operation.

The first product using this process is the MASW-011261, a broadband SP2T switch operating from 60–110 GHz with about 0.9 dB insertion loss, 30 dB isolation and sub-20 ns switching speeds in a 1.87 mm x 1.98 mm chip scale package.

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MACOM (MTSI) announced new RF and optical products for the satellite communications (SATCOM) market, to be demonstrated at IMS 2026 in Boston from June 9–11, 2026.

Showcases include L/S‑Band D2D transmit/receive chains, K/Ka‑Band, Q‑Band, W‑Band amplifiers, and Free Space Optical (FSO) transport solutions.

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MACOM (MTSI) announced new high-performance RF products for aerospace and defense, to be demonstrated at IMS 2026 in Boston, June 9–11, Booth 17035.

Launches span S-Band, C-Band, X-Band and wideband GaN-based power amplifiers and front-end modules for radar, communications and electronic warfare.

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MACOM (Nasdaq: MTSI) reported fiscal Q2 2026 results for the quarter ended April 3, 2026. Revenue was $289.0M (+22.5% YoY, +6.4% QoQ). GAAP gross margin was 56.9% and adjusted gross margin was 58.5%. GAAP net income was $46.3M, $0.60 diluted; adjusted net income was $84.3M, $1.09 diluted. For fiscal Q3 ending July 3, 2026, MACOM expects revenue $331M–$339M, adjusted gross margin 59.0%–60.0%, and adjusted EPS $1.31–$1.37 (78.5M diluted shares, non-GAAP tax rate ~3%).

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MACOM (NASDAQ:MTSI) will enter Long-Term Supply Agreements (LTSAs) with IQE plc for epitaxial services across multiple technologies and will participate in a financing transaction with IQE. MACOM proposes a £45 million investment via equity and a convertible loan note and will receive a board seat. The transactions are subject to customary closing conditions, including certain regulatory clearances. MACOM says the agreements aim to strengthen supply-chain resilience and support its growth strategy.

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MACOM (Nasdaq: MTSI) will report second quarter results for the period ended April 3, 2026, before market open on May 7, 2026. A live conference call and webcast will be held at 8:30 a.m. ET on May 7, 2026, hosted by Stephen G. Daly and John F. Kober. Investors must register for user-specific access codes on the company investor relations website. A replay will be posted within 24 hours and remain available for approximately 90 days.

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MACOM Technology Solutions (NASDAQ:MTSI) will showcase RF and optoelectronics solutions for SATCOM at SATShow Week, March 24–26, 2026 in Washington, D.C. Booth 1637 will feature live demonstrations of GaN power amplifiers, low-noise receivers, FSO and RF-over-fiber components for next‑generation satellite networks.

Highlights include L/S-band D2D transmit/receive hardware, a 25W Ka-band PA, a linearized Q-band MMIC PA and optical transport architectures.

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MACOM (NASDAQ:MTSI) announced two new 448G per lane PAM4 drivers—MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver—available March 17, 2026 to accelerate 1.6T and 3.2T optical transceiver development.

Both drivers deliver >120 GHz RF bandwidth, support silicon photonics, EML and TFLN modulators, are offered as wire-bondable or bumped die for flip-chip and 3D assemblies, and require no external bias components to simplify integration and reduce BOM.

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MACOM (NASDAQ:MTSI) announced availability of the MACD-41804 Cable Driver with Equalizer, a low-power, high-density copper connectivity solution for scale-up applications.

The device integrates input equalization, broad dynamic range, optional gain adaptation and mission-mode diagnostics, supports 1.6T OSFP form factors, and is available in bumped die flip-chip packaging. MACOM will demonstrate it at OFC 2026 in Los Angeles, March 17–19, 2026.

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FAQ

What is the current stock price of Macom Tech Solutions Hldgs (MTSI)?

The current stock price of Macom Tech Solutions Hldgs (MTSI) is $391.41 as of June 19, 2026.

What is the market cap of Macom Tech Solutions Hldgs (MTSI)?

The market cap of Macom Tech Solutions Hldgs (MTSI) is approximately 29.9B.