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MACOM Technology Solutions Holdings Inc.
MACOM Technology Solutions Holdings Inc. (Lowell MA; Nasdaq: MTSI; ~$700M revenue FY2024; formerly M/A-COM Technology Solutions — the name traces to Microwave Associates, a 1950 Boston defense electronics pioneer) is a US compound semiconductor company specializing in GaAs, GaN, and InP RF/microwave ICs for defense, satellite, fiber optics, and 5G infrastructure. MACOM's heritage is deep in US defense electronics: its foundry in Lowell MA (and via contract at BAE Systems and Northrop Grumman) is a DoD Trusted Foundry for classified military compound semiconductor production. MACOM targets higher-frequency applications (millimeter-wave, Ka-band satellite, defense EW) than the smartphone-oriented Broadcom/Qorvo/Skyworks troika. MACOM's InP (indium phosphide) IC capability is particularly relevant for satellite and EW applications where GaAs is insufficient in frequency range.
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Defense & Aerospace RF/Microwave
40%Telecom (5G, Network Infrastructure)
32%Data Center (Optical, Laser)
28%
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Did you know2024
MACOM's compound semiconductors (GaAs, GaN, InP) serve three supply chains simultaneously: (1) US military radar and electronic warfare (the defense industrial base — the original market from its Microwave Associates founding); (2) 5G network infrastructure (telecom supply chain); and (3) data center optical interconnects at 100G/400G/800G (the AI/cloud computing supply chain). The same MACOM fab facility that produces military radar MMICs for the F-35 and ballistic missile defense also produces the optical laser driver chips that allow ChatGPT training to run at 400G in data centers. Defense procurement officers and hyperscaler data center architects both depend on MACOM's compound semiconductor manufacturing from the same Lowell, Massachusetts heritage.
MACOM Technology Solutions ↗Origin2023
MACOM traces its origin to Microwave Associates, Inc., founded in 1950 in Burlington, Massachusetts (Route 128 corridor) by a group of MIT engineers who saw opportunity in microwave frequency electronics for Cold War defense applications. Microwave Associates was one of the foundational Route 128 defense electronics companies that made Boston a technology hub alongside Silicon Valley in the 1950s-70s. The company evolved through multiple ownership changes (Tyco Electronics, then private equity), eventually becoming M/A-COM Technology Solutions (MACOM) as it transitioned from primarily a defense microwave supplier to also serving commercial telecom and data center markets.
MACOM Technology Solutions ↗