Overview
MACOM Technology Solutions Holdings, Inc. designs, develops, and manufactures semiconductor products for the Industrial & Defense, Data Center, and Telecommunications markets. Its portfolio includes integrated circuits, multi-chip modules, diodes, amplifiers, switches, and RF and optical subsystems used in applications such as radar, defense electronics, data-center and optical networks, wireless infrastructure, and satellite communications.[1]
Headquartered in Lowell, Massachusetts, MACOM has operational facilities across North America, Europe, and Asia. At October 3, 2025, it employed approximately 2,000 people across 18 countries; FY2025 revenue was $967.3 million.[2][3][4] The company describes its mission as contributing “new and compelling products and technology” to help customers produce better products for their customers.[5] [1][2][3][4][5]
Products & services
MACOM’s portfolio includes standard and custom semiconductor devices such as integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and RF and optical subsystems. Named product families include amplifier linearizers, attenuators, bias networks, capacitors, clock-and-data-recovery devices, crosspoint switches, filters, frequency converters and generators, front-end modules, GaN power amplifiers, lasers and laser/modulator drivers, limiters and detectors, low-noise amplifiers, MMIC power amplifiers, photodiodes and photoreceivers, radar core chips, RF-over-fiber modules, RF power products, space-qualified modules, transimpedance amplifiers, and true-time-delay products.[6][7]
For optical communications and data centers, MACOM offers transimpedance amplifiers, modulator drivers, lasers and photodetectors, including components intended to work together as chipsets for 800G, 1.6T and 3.2T optical transceivers. Its telecom portfolio also includes clock-and-data-recovery devices, optical post-amplifiers, and transmitter/receiver products for 2.5 to 400 Gbps links, as well as wired-broadband components such as active splitters, amplifiers, multifunction ICs, switches, transformers, diplexers, filters, power dividers and combiners.[8][9][10]
RF and microwave products include radar transmit/receive amplifiers, discrete components, switch limiters, phase shifters and integrated modules, alongside communications-link and tactical-radio MMICs, control components, voltage-controlled oscillators, transformers, power pallets, amplifiers and diodes. The company identifies GaAs, GaN, InP and SiGe among its semiconductor technologies, with GaAs and GaN products serving applications requiring high power density, power efficiency and broadband capability. Applications include radar, electronic warfare, satellite and space communications, MRI, test and measurement, and industrial and scientific uses.[11][12][13]
MACOM describes product design, manufacture, packaging, assembly and testing capabilities, and provides customer-facing technical resources such as product inquiries and samples, datasheets, application notes, design information and reliability materials. It does not report revenue by product family in the cited reporting; for the nine months ended July 3, 2026, revenue by end market was 41.2% I&D, 35.6% Data Center and 23.2% Telecom.[14][15][16] [6][7][8][9][10][11][12][13][14][15][16]
Geographic presence
MACOM is headquartered in Lowell, Massachusetts, and reports operational facilities across North America, Europe and Asia. Its identified sites include a Lowell campus with corporate headquarters, research and development, and wafer fabrication; a semiconductor center in Limeil-Brévannes, France; a wafer fabrication facility in Research Triangle Park, North Carolina; and facilities in Hsinchu, Taiwan.[2][17][18][19][20][21]
In FY2025, 56.3% of sales were international; China represented 28.4% of total sales and Asia Pacific 11.5%. U.S. sales were approximately 43.7%, calculated as the remainder of total sales after international sales.[22] As of October 3, 2025, MACOM employed approximately 2,000 people in 18 countries: 75% in North America, 13% in Asia Pacific and 12% in Europe.[3] [2][17][18][19][20][21][22][3][17][18][19][20][21]
Business segments
MACOM reports one operating and reportable segment: the design, development, manufacture and marketing of semiconductor products and modules. Industrial & Defense (I&D), Data Center and Telecom are disclosed as end markets for revenue disaggregation, not as separate reportable segments.[23][1]
I&D serves applications including radar, electronic warfare, secure communications, space and satellite electronics, and industrial, medical and test-and-measurement markets. Data Center products support optical and other high-speed connectivity, including links for AI, machine learning and high-performance computing. Telecom products address carrier infrastructure such as long-haul and metro networks, 5G/6G, satellite communications and fiber access.[8][24]
For fiscal 2025, revenue was approximately 43.4% I&D ($419.8 million), 30.3% Data Center ($292.8 million) and 26.3% Telecom ($254.6 million). In the nine months ended July 3, 2026, the mix was approximately 41.2% I&D ($371.8 million), 35.6% Data Center ($321.5 million) and 23.2% Telecom ($209.5 million). These are market-based revenue shares, not reported segment results.[24] [23][1][8][24]
Company history
MACOM traces its origins to Microwave Associates, founded in Massachusetts in 1950. In 2009, following Cobham’s acquisition of M/A-COM’s defense and commercial businesses, John Ocampo acquired the remaining MACOM operation; MACOM Technology Solutions Holdings, Inc. was incorporated in Delaware that year. In 2010, M/A-COM Technology Solutions merged with Mimix Broadband, expanding its broadband business.[25][26][27][28]
MACOM completed its initial public offering in March 2012, with shares beginning to trade on Nasdaq under the symbol MTSI. It expanded through acquisitions including Mindspeed Technologies (2013), Nitronex and BinOptics (2014), and AppliedMicro (completed in 2017); it also sold Mindspeed’s wireless-infrastructure assets and later divested AppliedMicro’s Compute business.[27][29][30][31][32][33][34][35]
Stephen G. Daly became president and CEO in 2019, succeeding John Croteau. In 2023, MACOM completed its acquisition of certain assets and liabilities of Wolfspeed’s RF business; in July 2025, it assumed control of the related wafer fabrication facility in RTP, North Carolina.[36][37][38] [37][38][25][26][27][28][29][30][31][32][33][34][35][36]
Sources
- MACOM Technology Solutions Holdings, Inc. — Full financial report (2025 Y)
- www.macom.com[5]
- MACOM Technology Solutions Holdings, Inc. — Full financial report (2026 Q 3)
- www.macom.com[17]
- www.macom.com[18]
- www.macom.com[19]
- www.macom.com[20]
- www.macom.com[21]
- www.macom.com[25]
- www.macom.com[26]
- ir.macom.com[27]
- www.macom.com[28]
- ir.macom.com[29]
- www.macom.com[30]
- www.macom.com[31]
- www.macom.com[32]
- www.macom.com[33]
- www.macom.com[34]
- www.macom.com[35]
- ir.macom.com[36]
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