MACOM Technology Solutions Holdings Inc
- 거래소
- 미국
- 국가 / 지역
- USA
- 상장일
- 2012년 3월 15일
- 직원 수
- 2,000
- 웹사이트
- www.macom.com
종합 밸류에이션 구간 · 보수적 $55–$85 / 적정 $95–$145 / 낙관적 $170–$230. $263.08 기준, 낙관적 상단 위 · 미래 성장 과도 반영.
보고서 발행 시 $382.35（2026년 6월 3일）
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MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.
연혁
MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is headquartered in Lowell, Massachusetts, giving it more than 70 years of history in RF and microwave technology. The company designs, develops, and manufactures analog semiconductor solutions spanning the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, and passive and active components. It was formerly named M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016, having gone public on March 15, 2012. Over the past several years the company has expanded its capabilities through acquisitions and investments, including Wolfspeed's RF business, France's OMMIC assets, and ENGIN-IC, and it took over the RTP wafer fab in North Carolina; in 2026 it signed a long-term epitaxy services agreement with IQE and introduced new products such as a 448G PAM4 driver, a PCIe 7.0 linear equalizer, and next-generation copper interconnect solutions. By 2026 investor materials, the company reported 6,000+ customers, 8,000+ products, and 40+ product lines, with around 2,000 employees, and revenue grew from 606.9 million dollars in FY2021 to 967.3 million dollars in FY2025, roughly a 12% compound annual rate.
업계 내 위치
MACOM operates in the high-performance analog, RF, microwave, and optoelectronic semiconductor segment, serving three end markets: industrial and defense, data centers, and communications. Its products are incorporated into systems such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company's differentiation rests on a hybrid manufacturing model that combines internal U.S. wafer fabrication with external foundry and packaging-and-test partners, helping it control quality, shorten time-to-market, and reduce capital expenditure needs; its Lowell facility holds U.S. Department of Defense Trusted Foundry status, which serves as a qualification advantage for defense customers who treat domestic supply chains as a strategic requirement. Its technical moat draws on a compound process and applications capability across multiple materials, including GaAs, GaN, InP, SiGe, and silicon photonics, together with packaging, test, and module integration, reinforced by long product life cycles of 5 to 10 years (some generating revenue for over 20 years) and design-in switching costs in quality-sensitive defense, aerospace, and high-speed optical interconnect applications. MACOM is benchmarked against peers such as Qorvo, Skyworks, ADI, Broadcom, and Coherent across RF, analog, high-performance connectivity, and optical communications, though its scale remains smaller than platform peers such as ADI and Broadcom.
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