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MACOM Technology Solutions Holdings, Inc.
Information Technology · Semiconductors
STRUCTURAL: pure-play merchant analog vendor straddling two scarce franchises - (1) high-speed optical analog (laser drivers, TIAs, EMLs) shipping into 400G/800G transceivers for hyperscaler AI clusters, and (2) GaN-on-SiC RF power for radar, EW and 5G mmWave.
Acquired Wolfspeed RF and OMMIC to vertically integrate GaN fab capacity. Datacenter mix growing fastest as $NVDA networking and $AVGO/$MRVL DSP partners pull MACOM optical analog content per port.
- 800G/1.6T optical ramp pulls EML + TIA content; multi-source vs $LITE/$COHR
- GaN-on-SiC radar + EW programs are long-cycle, defense-budget tailwind
- Wolfspeed RF + OMMIC give captive GaN fab - margin + supply control
- Industrial + defense ~50% of mix smooths datacom semi cycle
- Pure-play merchant exposure attractive vs vertically-locked $AVGO/$MRVL
- Datacom optical analog is contested by $AVGO/$MRVL/$SMTC at higher volumes
- 800G content per port can compress as DSP integration absorbs analog
- Defense lumpiness - program timing dominates near-term prints
- High multiple on optical narrative; AI-capex digestion deflates premium
- Wolfspeed RF integration adds opex + fab risk through FY26
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Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.