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MACOM Technology Solutions Holdings MTSI · USD

Information Technology · US listing · 🇺🇸 United States

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230.00

+9.02%

Close of 9 Nov 2026, in USD

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About MACOM Technology Solutions Holdings

From its filings with the US Securities and Exchange Commission

SEC filings

MACOM Technology Solutions Holdings is based in Lowell, Massachusetts and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker MTSI. The SEC classifies its business as semiconductors & related devices. In the fiscal year to 3 October 2025, it reported revenue of $967.3m and a net loss of $54.2m. At that date it held total assets of $2.10bn and shareholders' equity of $1.33bn. By region, United States accounted for 43.7%, followed by China at 28.4% and Other Countries at 16.4%.

In its own words

We design, develop and manufacture differentiated semiconductor products and solutions for the Industrial and Defense (“I&D”), Data Center and Telecommunications (“Telecom”) industries for customers who demand high performance, quality and reliability. We are headquartered in Lowell, Massachusetts, with operational facilities throughout North America, Europe and Asia. We have more than 70 years of application expertise, combined with expertise in analog and mixed signal circuit design, compound semiconductor fabrication (including gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP) and specialized silicon), advanced packaging and back-end assembly and test. We offer a broad portfolio of thousands of standard and custom devices, which include integrated circuits (“ICs”), multi-chip modules (MCM), diodes, amplifiers, switches and switch limiters, passive and active components and radio frequency (RF) and optical subsystems, which make up dozens of product lines that service over 6,000 end customers in our three primary markets. Our products are electronic components that our customers generally incorporate into larger electronic systems, such as wireless basestations, high-capacity optical networks, data center networks, radar, medical systems, satellite networks and test and measurement applications.

Quoted from its 10-K, filed 14 Nov 2025. Read the filing on SEC.gov ↗

Company facts

Sector
Information Technology
Industry
Semiconductors & Semiconductor Equipment
Listed since
15 Mar 2012
Employees
2,000
Website
macom.com ↗
Head office
100 CHELMSFORD STREET, LOWELL, MA, 01851
Incorporated in
DE
Classification
Semiconductors & Related Devices
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Stephen DalyExecutive Chairman of the Board, President, Chief Executive Officer, since 2015$6.0m
  • Mr. John KoberChief Financial Officer, Senior Vice President$2.8m
  • Ms. Ambra RothSenior Vice President, General Counsel, Company Secretary$2.1m
  • Mr. Donghyun HwangSenior Vice President - Global Sales$2.1m
  • Mr. Robert DennehySenior Vice President - Operations$2.1m
  • Mr. Wayne StrubleSenior Vice President - Advanced Semiconductor Technology
  • Mrs. Susan OcampoDirector$37,500
  • Mr. Charles BlandIndependent Director, since 2010$261,110
  • Mr. Peter ChungIndependent Director$300,570
  • Mr. Geoffrey RibarIndependent Director$291,735
  • Mr. John RitchieIndependent Director$291,860
  • Ms. Jihye RosenbandIndependent Director$286,735

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
53
Environment
64
Social
77
Governance
17
Direct emissions (scope 1)
21,400 t
Energy emissions (scope 2)
3,600 t
Women in the workforce
31%
Carbon reduction policy
No
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Strong market position: MACOM Technology Solutions Holdings Inc is a leading player in the semiconductor industry, with a significant market share and a solid reputation.
  • Diversified product portfolio: The company offers a wide range of innovative products and solutions, serving various industries including telecommunications, aerospace, and defense.
  • Strong research and development capabilities: MACOM invests heavily in R&D to continuously develop cutting-edge technologies, allowing them to stay ahead of competitors and address evolving customer needs.

Weaknesses

  • Dependence on key customers: MACOM's revenue is heavily reliant on a few key customers, which exposes the company to potential financial risks if these customers reduce their orders or switch to competitors.
  • Limited geographic presence: While the company operates globally, a significant portion of its revenue is derived from the United States. This lack of geographic diversification makes MACOM vulnerable to economic fluctuations in specific regions.
  • Pricing pressure: The semiconductor industry is highly competitive, and MACOM faces pricing pressure from rivals, which may impact the company's profit margins.

Opportunities

  • Growing demand for 5G technology: The deployment of 5G networks presents a significant opportunity for MACOM as it specializes in providing components and solutions for high-speed communication.
  • Increasing demand for data centers: The rise in data consumption and cloud computing drives the need for more data centers, creating a potential demand for MACOM's products.
  • Expansion into emerging markets: MACOM can explore entering or expanding its presence in emerging markets, such as Asia-Pacific and Latin America, to tap into new customer bases and revenue streams.

Threats

  • Intense competition: MACOM operates in a highly competitive industry with established players and new entrants constantly vying for market share. This can potentially impact the company's growth and profitability.
  • Technological advancements: Rapid advancements in technology pose both opportunities and threats. While MACOM invests in R&D, it must remain agile to keep pace with innovation and maintain its competitive edge.
  • Global economic uncertainties: Economic downturns or geopolitical tensions in key markets can adversely affect customer spending, resulting in reduced demand for MACOM's products.

Sources and methodology

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