TacticScaleWhat MACOM Technology Solutions Does & How It Makes Money (MTSI)
Updated October 2026 · reflects MACOM Technology Solutions's latest reported financials
Analog chipmaker for RF, microwave, and optical communications systems. MACOM sells standard and custom semiconductor devices to equipment makers in telecom, industrial and defense, and data center markets.
How MACOM Technology Solutions makes money
MACOM sells standard and custom semiconductor devices to equipment makers in telecom, industrial and defense, and data center markets. It sells through its own direct sales and applications engineering staff, and also through independent sales reps, resellers, and distributors.
What MACOM Technology Solutions does
MACOM Technology Solutions, founded in 1950 and based in Lowell, Massachusetts, makes analog semiconductors that work across radio frequency, microwave, millimeter wave, and lightwave signals. Its lineup includes standard and custom integrated circuits, multi-chip modules, diodes, amplifiers, switches, passive and active components, and subsystems. Equipment makers build these parts into their own systems. The company serves three main markets. Carrier infrastructure covers long-haul/metro optical, 5G and 6G, satellite communications, and fiber-to-the-X/PON. Industrial and defense covers military and commercial radar, RF jammers, electronic countermeasures, data links, and industrial, medical, test and scientific uses. The third market is data centers. MACOM sells in the US, China, Japan, Singapore, South Korea, Taiwan, and other countries. It was called M/A-Com Technology Solutions until 2016.
Products & services
- RF and microwave integrated circuits
- Multi-chip modules
- Diodes
- Amplifiers
- Switches and switch limiters
- Subsystems
What is MACOM Technology Solutions worth?
On an owner-earnings DCF, MACOM Technology Solutions's most-likely value is about $86 versus a recent price near $330 (74% above fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$26) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.
Price sits in the normal range — fair value isn't actionable here; it earns its keep only when price drops below the no-growth floor, or runs to roughly double the optimistic case.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
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