MACOM introduces a chipset for extending PCIe connectivity over optical fiber, enhancing data center performance and reducing latency.
Quiver AI Summary
MACOM Technology Solutions Inc. has launched a new chipset aimed at extending the distance capabilities of traditional PCI Express (PCIe) and Compute Express Link (CXL) connections through optical fiber. The chipset, which includes the MATA-38794 transimpedance amplifier and the MALD-38795 VCSEL driver, enhances signal integrity while simultaneously reducing latency. It supports PCIe 6.0 across eight lanes at 64 Gbps PAM4 over distances of up to 100 meters with multimode fiber, while efficiently transporting additional sideband signals. This advancement is critical for disaggregated computing architectures, offering a more flexible, low-latency, and energy-efficient computing model. MACOM plans to showcase this technology at upcoming industry events, and samples of the new components are currently available.
Potential Positives
- MACOM has introduced a new chipset that allows for high-speed, low-latency optical connectivity, addressing distance limitations of traditional PCIe and CXL connections.
- The chipset supports advanced features like full PCIe bus transparency and consolidated signaling over a single fiber pair, which simplifies and reduces costs for data centers and high-performance computing environments.
- This innovation aligns with trends towards disaggregated computing, enabling better resource management and efficiency in modern computing infrastructures.
- MACOM's participation in significant industry events to demonstrate this technology enhances its visibility and positions the company as a leader in the semiconductor market.
Potential Negatives
- While the press release highlights new technology, it lacks detailed performance comparisons or advantages over competitor offerings, which could weaken market perception.
- The announcement does not provide any information about potential limitations or challenges associated with the new chipset, leaving a gap that may raise concerns among industry professionals.
- MACOM does not mention any partnerships or collaborations with other companies for the deployment or integration of this technology, which may suggest a lack of market readiness or support.
FAQ
What is MACOM's new chipset designed for?
The new chipset is designed to enable high-speed, low-latency communication over optical fiber for PCIe and CXL connectivity.
How far can MACOM's chipset extend PCIe connections?
The chipset allows PCIe extension up to 100 meters over multimode fiber.
What are the key components of MACOM's new chipset?
The chipset consists of the MATA-38794 transimpedance amplifier (TIA) and the MALD-38795 VCSEL driver.
Where will MACOM demonstrate its new solution?
MACOM will demonstrate its solution at CIOE 2025 in Shenzhen and ECOC 2025 in Copenhagen.
How does the chipset support disaggregated computing?
It provides scalable, transparent PCIe connectivity, reducing latency and allowing flexible scaling for modern computing environments.
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 Congressional Stock Trading
Members of Congress have traded $MTSI stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MTSI stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$MTSI Insider Trading Activity
$MTSI insiders have traded $MTSI stock on the open market 38 times in the past 6 months. Of those trades, 0 have been purchases and 38 have been sales.
Here’s a breakdown of recent trading of $MTSI stock by insiders over the last 6 months:
- SUSAN OCAMPO has made 0 purchases and 15 sales selling 617,150 shares for an estimated $77,570,665.
- STEPHEN G DALY (President and CEO) has made 0 purchases and 8 sales selling 26,419 shares for an estimated $3,296,836.
- DONGHYUN THOMAS HWANG (SVP, Global Sales) has made 0 purchases and 8 sales selling 16,415 shares for an estimated $1,920,422.
- ROBERT DENNEHY (SVP, Operations) has made 0 purchases and 3 sales selling 9,113 shares for an estimated $1,200,028.
- JOHN KOBER (Senior VP and CFO) has made 0 purchases and 2 sales selling 3,250 shares for an estimated $406,112.
- JIHYE WHANG ROSENBAND has made 0 purchases and 2 sales selling 1,600 shares for an estimated $199,048.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MTSI Hedge Fund Activity
We have seen 262 institutional investors add shares of $MTSI stock to their portfolio, and 183 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINT72 ASSET MANAGEMENT, L.P. removed 1,746,735 shares (-62.9%) from their portfolio in Q2 2025, for an estimated $250,289,658
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,501,185 shares (+120.0%) to their portfolio in Q2 2025, for an estimated $215,104,798
- PRICE T ROWE ASSOCIATES INC /MD/ removed 924,197 shares (-29.0%) from their portfolio in Q2 2025, for an estimated $132,428,188
- MILLENNIUM MANAGEMENT LLC added 438,882 shares (+64.4%) to their portfolio in Q2 2025, for an estimated $62,887,401
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 381,195 shares (-15.6%) from their portfolio in Q2 2025, for an estimated $54,621,431
- DRIEHAUS CAPITAL MANAGEMENT LLC added 348,754 shares (+inf%) to their portfolio in Q2 2025, for an estimated $49,972,960
- CITADEL ADVISORS LLC added 346,035 shares (+33.2%) to their portfolio in Q2 2025, for an estimated $49,583,355
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MTSI Analyst Ratings
Wall Street analysts have issued reports on $MTSI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 07/18/2025
- B of A Securities issued a "Buy" rating on 06/24/2025
- Barclays issued a "Overweight" rating on 05/09/2025
- Benchmark issued a "Buy" rating on 05/09/2025
- Truist Securities issued a "Buy" rating on 04/11/2025
To track analyst ratings and price targets for $MTSI, check out Quiver Quantitative's $MTSI forecast page.
$MTSI Price Targets
Multiple analysts have issued price targets for $MTSI recently. We have seen 5 analysts offer price targets for $MTSI in the last 6 months, with a median target of $155.0.
Here are some recent targets:
- Tore Svanberg from Stifel set a target price of $155.0 on 07/18/2025
- William Stein from Truist Securities set a target price of $154.0 on 07/07/2025
- Vivek Arya from B of A Securities set a target price of $160.0 on 06/24/2025
- Tom O'Malley from Barclays set a target price of $150.0 on 05/09/2025
- David Williams from Benchmark set a target price of $160.0 on 05/09/2025
Full Release
LOWELL, Mass., Sept. 11, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”) , a leading supplier of semiconductor products, today announced the availability of a new chipset to overcome the distance limitations of traditional PCI Express (PCIe) and Compute Express Link (CXL) connectivity by enabling high speed, low latency communication over optical fiber. Designed to maintain signal integrity and reduce latency, the chipset consists of the MATA-38794 transimpedance amplifier (TIA) and the MALD-38795 VCSEL driver . By consolidating sideband signaling into a single fiber pair, MACOM’s solution reduces the cost and complexity of optical transceivers and cabling.
As data centers and high-performance computing environments demand increasing bandwidth and reach, MACOM’s chipset enables PCIe extension up to 100 meters over multimode fiber. The chipset supports eight PCIe 6.0 lanes at 64 Gbps PAM4, while also transporting critical sideband signals including clock, reset, wake and communication channels like USB and Ethernet over an additional fiber. This ensures full PCIe bus transparency across extended distances.
PCIe is a key enabler for disaggregated computing, providing high bandwidth connections between components like GPU to GPU and CPUs to memory. Unlike traditional server architectures that rely on bundled hardware and layered network protocols, disaggregated computing uses photonic interconnects to link resources directly. This reduces latency, lowers power consumption and allows flexible scaling and can provide a faster, more efficient computing model .
“Extending PCIe over fiber is essential for next generation disaggregated computing infrastructure,” said Stephen G. Daly, President and Chief Executive Officer, MACOM. “The MATA-38794 and MALD-38795, enable scalable, transparent PCIe connectivity that meets the demands of modern computing environments.”
MACOM will demonstrate its new PCIe 6.0 solution at CIOE 2025 in Stand 11D31 from September 10 to 12, 2025 in Shenzhen, China as well as at ECOC 2025 in Booth C3419 from September 29 to October 1, 2025, in Copenhagen, Denmark. Samples are available now for the MATA-38794 TIA and MALD-38795 VCSEL Driver. For more information, visit www.macom.com .
About MACOM
MACOM designs and manufactures high-performance semiconductor products for the Telecommunications, Industrial and Defense, and Data Center industries. MACOM services over 6,000 customers annually with a broad product portfolio that incorporates RF, Microwave, Analog and Mixed Signal and Optical semiconductor technologies. MACOM has achieved certification to the IATF16949 automotive standard, the AS9100D aerospace standard, the ISO9001 international quality standard and the ISO14001 environmental management standard. MACOM operates facilities across the United States, Europe, Asia and is headquartered in Lowell, Massachusetts. To learn more, visit
www.macom.com
.
Company Contact:
MACOM Technology Solutions Inc.
Stephen Ferranti
Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E:
[email protected]
