MACOM announced a new 3.2T chipset solution for optical interconnects, enhancing AI infrastructure and high-speed networking capabilities.
Quiver AI Summary
MACOM Technology Solutions Inc. has unveiled a new front end chipset solution for 3.2T applications aimed at enhancing the performance of next-generation optical interconnects for AI infrastructure, cloud data centers, and high-speed networking. This solution facilitates up to 3.2T throughput using eight channels operating at 448 Gbps PAM-4 and integrates MACOM's high-performance transimpedance amplifiers (TIAs) and photodiodes with existing PAM-4 drivers. This comprehensive approach simplifies product development and helps optimize link performance by providing crucial components from a single supplier. The new chipset includes optimized TIAs and photodiodes designed for demanding optical applications and is available for immediate use, with displays at the upcoming ECOC2026 event in Málaga, Spain.
Potential Positives
- MACOM has introduced a front-end chipset solution for 3.2T applications, enhancing its product offerings in the rapidly growing markets of AI infrastructure and high-speed networking.
- The new chipset features significant throughput capabilities of up to 3.2T through eight channels at 448 Gbps PAM-4, which is a major advancement for optical interconnect technologies.
- By providing a comprehensive set of technologies, including high-performance transimpedance amplifiers, photodiodes, and drivers, MACOM is positioned to simplify development for customers and accelerate their time-to-market.
- The products are readily available and will be showcased at a major industry event (ECOC2026), increasing visibility and potential customer engagement.
Potential Negatives
- None
FAQ
What is MACOM's new 3.2T chipset solution designed for?
It is designed for next-generation optical interconnects for AI infrastructure, cloud data centers, and high-speed networking applications.
What technology does the 3.2T chipset support?
The chipset supports 448 Gbps PAM-4 optical links, enabling up to 3.2T throughput through eight channels.
What components are included in MACOM's chipset solution?
The solution includes high-performance transimpedance amplifiers (TIAs), photodiodes, and PAM-4 drivers for comprehensive optical module development.
Where can I find more information about the 3.2T chipset?
More information is available on MACOM's website at www.macom.com or by contacting a local MACOM sales representative.
When and where will MACOM showcase its products?
MACOM will showcase its products at ECOC2026 in Málaga, Spain, from September 21 to 23, 2026.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$MTSI Insider Trading Activity
$MTSI insiders have traded $MTSI stock on the open market 76 times in the past 6 months. Of those trades, 0 have been purchases and 76 have been sales.
Here’s a breakdown of recent trading of $MTSI stock by insiders over the last 6 months:
- PETER Y CHUNG sold 43,268 shares for an estimated $16,363,922
- STEPHEN G DALY (President and CEO) has made 0 purchases and 19 sales selling 15,828 shares for an estimated $5,789,100.
- JOHN KOBER (Senior VP and CFO) has made 0 purchases and 21 sales selling 15,033 shares for an estimated $5,155,565.
- DONGHYUN THOMAS HWANG (SVP, Global Sales) has made 0 purchases and 32 sales selling 8,933 shares for an estimated $2,970,519.
- GEOFFREY G RIBAR sold 1,623 shares for an estimated $587,266
- CHARLES R BLAND sold 800 shares for an estimated $304,000
- ROBERT DENNEHY (Senior VP and COO) sold 252 shares for an estimated $69,350
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MTSI Revenue
$MTSI had revenues of $342.2M in Q3 2026. This is an increase of 35.77% from the same period in the prior year.
You can track MTSI financials on Quiver Quantitative's MTSI stock page.
You can access data on MTSI stock through the Quiver Quantitative API.
$MTSI Congressional Stock Trading
Members of Congress have traded $MTSI stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MTSI stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 07/16, 05/22, 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$MTSI Hedge Fund Activity
We have seen 391 institutional investors add shares of $MTSI stock to their portfolio, and 247 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,125,091 shares (+inf%) to their portfolio in Q2 2026, for an estimated $808,320,863
- INVESCO LTD. removed 1,524,234 shares (-41.5%) from their portfolio in Q2 2026, for an estimated $579,772,886
- BLACKROCK, INC. added 946,616 shares (+11.1%) to their portfolio in Q2 2026, for an estimated $360,064,327
- QUBE RESEARCH & TECHNOLOGIES LTD added 790,678 shares (+inf%) to their portfolio in Q2 2026, for an estimated $300,750,190
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 666,659 shares (+inf%) to their portfolio in Q2 2026, for an estimated $253,577,083
- JANE STREET GROUP, LLC added 532,207 shares (+22579.8%) to their portfolio in Q2 2026, for an estimated $202,435,576
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$MTSI Price Targets
Multiple analysts have issued price targets for $MTSI recently. We have seen 9 analysts offer price targets for $MTSI in the last 6 months, with a median target of $375.0.
Here are some recent targets:
- Tore Svanberg from Stifel set a target price of $450.0 on 06/24/2026
- Tom O'Malley from Barclays set a target price of $450.0 on 05/22/2026
- N. Quinn Bolton from Needham set a target price of $400.0 on 05/08/2026
- Mark Lipacis from Evercore ISI Group set a target price of $427.0 on 05/08/2026
- Christopher Rolland from Susquehanna set a target price of $350.0 on 05/08/2026
- Peter Peng from JP Morgan set a target price of $345.0 on 05/08/2026
- William Stein from Truist Securities set a target price of $375.0 on 05/08/2026
Full Release
LOWELL, Mass., Sept. 17, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced a front end chipset solution for 3.2T applications, designed to accelerate the development of next generation optical interconnects for AI infrastructure, cloud data centers and high speed networking applications.
The solution is designed to support new optical architectures, delivering up to 3.2T throughput through eight channels operating at 448 Gbps PAM-4. This solution combines MACOM's new high performance transimpedance amplifiers (TIAs) and photodiodes in a receiver platform with its previously introduced 448 Gbps PAM-4 drivers on the transmit side. By offering key transmit and receive building blocks from a single supplier, MACOM helps customers simplify development, accelerate time-to-market and optimize overall link performance.
“MACOM’s 3.2T chipset solution has been engineered and optimized as a platform, helping customers optimize link performance while reducing development and qualification efforts,” said Stephen G. Daly, President and Chief Executive Officer, MACOM.
Optimized for 448 Gbps PAM-4 Optical Links
MACOM’s receive-side solution combines advanced photodiodes and TIA technologies engineered to work together in demanding 448 Gbps PAM-4 optical applications.
This solution includes MACOM’s MATA-42754 and MATA-41754 quad linear TIAs, designed to support the bandwidth requirements of next-generation optical links. The devices incorporate RSSI functionality for photo alignment and power monitoring, as well as digital control of bandwidth, output amplitude, peaking, gain and loss-of-signal thresholds.
The TIAs are paired with MACOM’s MARP-BP224 backside-illuminated PIN photodiode, optimized for 448 Gbps PAM-4 receiver applications. The photodiode features greater than 100 GHz bandwidth and ultra-low parasitics to maximize performance and signal integrity in high speed optical links. Leveraging a proprietary design for high coupling efficiency, the device is available in multiple layouts to support a variety of optical interface implementations. Together, these components provide a scalable building block approach for transceivers supporting eight channels at 448 Gbps PAM-4 and aggregate data rates reaching 3.2T.
The new receive-side solution complements MACOM’s previously announced MAOM-025408 and MAOM-022404 driver solutions, which support 448 Gbps PAM-4 optical transmit architectures. By combining drivers, photodiodes and TIAs within a single portfolio, MACOM is providing customers with a comprehensive set of technologies for next-generation optical module development.
Availability
All products within the 3.2T chipset solution are readily available. Please visit
www.macom.com
or contact your local MACOM sales representative for more information. The products will also be on display at MACOM’s Booth 1055 at ECOC2026 from September 21 to 23, 2026 in Málaga, Spain.
About MACOM
MACOM designs and manufactures semiconductor products for telecommunications, industrial and defense and data center applications. Headquartered in Lowell, Massachusetts, MACOM has design centers and sales offices throughout North America, Europe and Asia. MACOM is certified to the ISO9001 international quality standard and ISO14001 environmental management standard. To learn more, visit
https://www.macom.com/
.
Company Contact:
MACOM Technology Solutions Inc.
Stephen Ferranti
Senior Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E:
[email protected]
