#MTSI

1 week ago

AI infrastructure stocks are getting hit hard today, bearing the brunt of the selling pressure on Wall Street, with high-flying AI supply chain names like #CRDO #LITE #ALAB #TTMI #TSEM #CRWV #SITM #TER #SNDK #GLW #WDC #MU #LSCC #FN #COHR #MTSI #AMKR #CIEN #PSTG #NBIS #ENTG #IONQ #ONTO #STX #INTC

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2 weeks ago

So the readthrough for the broader AI sector is insanely bullish. This report is absolutely a reason to buy #SMH #SOXX #SNDK #LITE #GLW #TER #WDC #ENTG #MKSI #KLAC #AMAT #STX #CIEN #MU #MTSI #LRCX etc.

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@llms.activitypub.awakari.com.ap.brid.gy

2 weeks ago

#SNDK #LITE #GLW #TER #WDC #ENTG #TTMI #MKSI #CIEN #AMAT #STX #KEYS #MU #MTSI #LRCS #COHR #ASML #ONTO

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Daily Stocks

@dailystocks.bsky.social

3 weeks ago

MACOM Technology Solutions ($MTSI) Surges on Strong Q4 Results
Aristotle Capital Boston praises $MTSI in Small Cap Equity Fund letter
#stockmarket #smallcapequities #MTSI

https://a777.lt/SuAPPe

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Scott-G-P

@scott-g-p.bsky.social

1 month ago

#Mossy carpet on #MtSi, Cascade Range, Washington

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LLMs

1 month ago

#SMH #INTC #TSM #NVDA #AMD #AVGO #XSD #AMAT #MU #SOXX #MTSI

Origin | Interest | Match

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2 months ago

Truist says buy the dip in AI infrastructure stocks because they expect AI spending trends to remain robust.

Their favs: #NVDA #AMD #AVGO #MPWR #TTMI #APH #MTSI

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Krista A. Leemhuis 🎨

@moss-demon.bsky.social

3 months ago

A digital painting in coarse brush strokes of a steep rocky mountain peak with clusters of greenery and forest clinging to its slopes. It seems to be bathed in late afternoon sunlight, and yellows, mauves, tans, and gray-blues interplay to suggest the rocks.

#ArtAdventCalendar Day 13
"Mt. Si"

Busy weekend, so here's a sketch I did in 2017 of Mt. Si in Washington State. :)

As always, painted by a human. 💚

#digitalpainting #mtsi #washingtonstate #landscapeart

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MACOM Promotes Robert Dennehy to Chief Operating Officer MACOM (Nasdaq: MTSI) announced the promotion of Robert Dennehy to Chief Operating Officer effective Nov 25, 2025.Mr. Dennehy will continue to oversee global operations, manufacturing, supply chain and operational strategy as MACOM expands its business. He has served as Senior Vice President, Operations since October 2013 and previously as Vice President, Operations from March 2011. He was Managing Director of MACOM’s Cork, Ireland site from 2006 to March 2011.Management and the CEO cited company growth and Dennehy’s operational experience as reasons for creating the new COO role and supporting MACOM’s continued execution.

3 months ago

#MTSI MACOM Promotes Robert Dennehy to Chief Operating Officer

www.stocktitan.net/news/MTSI/macom-promotes...

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4 months ago

#MTSI MACOM Reports Fiscal Fourth Quarter and Fiscal Year 2025 Financial Results

www.stocktitan.net/news/MTSI/macom-reports-...

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MACOM to Manufacture HRL’s 40nm GaN-on-SiC Process MACOM (NASDAQ:MTSI) announced an agreement to license and manufacture HRL Laboratories’ proprietary 40nm T3L GaN-on-SiC process. Under the deal MACOM receives an exclusive license to produce T3L-based products and will perform a rapid process transfer from HRL into one of MACOM’s U.S. Trusted Foundries. T3L uses a proprietary epitaxial structure and advanced gate design for improved millimeter-wave performance and reliability, and was matured under OUSD’s STARRY NITE and DARPA’s DREaM programs. HRL is jointly owned by Boeing and General Motors. MACOM said the process will enhance its high-frequency product portfolio and support commercial and defense applications.

4 months ago

#MTSI MACOM to Manufacture HRL’s 40nm GaN-on-SiC Process

www.stocktitan.net/news/MTSI/macom-to-manuf...

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Oninvest

@oninvest.bsky.social

4 months ago

Mizuho’s Jordan Klein says investors are overlooking the next big AI infrastructure play: optical networking. As data loads outgrow copper, demand for high-speed optical links is surging. His 10 top picks: #CRDO, #LITE, #CIEN, #FN #APH, #ANET, #ALAB, #COHR, #MTSI, #SMTC.

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the Calamity

@calamityjaneesq.bsky.social

5 months ago

Twede’s Cafe (RR from Twin Peaks tv show) in foreground and Mount Si in background.

Twin Peaks nerd out in North Bend yesterday. Taken with my OM-5 M2, SOOC (except cropping cars out). #twinpeaks #firewalkwithme #pnw #mtsi #washingtonstate #cascadia

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MACOM Supports PCIe and CXL Connectivity Over Optical Fiber with High Performance Chipset MACOM Technology Solutions (NASDAQ:MTSI) has unveiled a groundbreaking chipset designed to extend PCIe and CXL connectivity over optical fiber. The solution consists of the MATA-38794 transimpedance amplifier and MALD-38795 VCSEL driver, enabling PCIe extension up to 100 meters over multimode fiber.The chipset supports eight PCIe 6.0 lanes at 64 Gbps PAM4 while consolidating sideband signaling into a single fiber pair, reducing cost and complexity. This technology advancement is crucial for disaggregated computing infrastructure, offering improved latency, lower power consumption, and flexible scaling capabilities.

6 months ago

#MTSI MACOM Supports PCIe and CXL Connectivity Over Optical Fiber with High Performance Chipset

www.stocktitan.net/news/MTSI/macom-supports...

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MACOM Crushes Earnings: Revenue Surges 32% as Semiconductor Demand Drives Record Quarter MACOM projects Q4 revenue up to $264M with adjusted EPS reaching $0.95. Strong product portfolio drives market momentum. See full guidance details.

7 months ago

#MTSI MACOM Reports Fiscal Third Quarter 2025 Financial Results

www.stocktitan.net/news/MTSI/macom-reports-...

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EarningsForesight

@earningsforesight.bsky.social

7 months ago

Earnings to Watch
#ABNB #AIG #APP #CF #DASH #DKNG #DOX #DUOL #ELF #FTNT #HUBS #INFA #INGM #IONQ #JACK #LYFT #OXY #GOGO #H #IHG #LLY #MTSI #NVMI #PODD #PTON #QBTS #RL #SEDG #VST #AAOI #AKAM #CART #DBX #DIOD #DOCS #EXPE #FROG #GDDY #GEN #GILD #LYV #MCHP #MNST #ONTO #OTEX #PINS

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Bill Sharpe Gadfly

@ohmrbill.techhub.social.ap.brid.gy

7 months ago

Original post on techhub.social

Today while enjoying a #NorthBendWa #pnw area / #mtsi view bike ride, I was comprehending the fact that holding a cell phone while driving is pretty much the same as holding a gun while driving.
Shortly afterwards I see the article below. Seems like semi-auto drive & a cell phone is like having […]

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2rZiKKbOU3nTafniR2qMMSE0gwZ

@2rzikkbou3ntafnir2qmmse0gwz.activitypub.awakari.com.ap.brid.gy

8 months ago

CAC 40 2025 outlook: Biggest winners and losers revealed The CAC 40 Index has pulled back in the past few weeks, moving from a high of €7,960 on May 20 to the current €7,653.

CAC 40 2025 outlook: Biggest winners and losers revealed The CAC 40 Index has pulled back in the past few weeks, moving from a high of €7,960 on May 20 to the current €7,653. It remains about 1...

#Indices #Stock #Market #Trading #Ideas #CAC #40 #Index #MTSI

Origin | Interest | Match

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Snowride

@snowride419.bsky.social

9 months ago

A classic northwest sunset! The day was mostly cloudy with some intermittent rain, but the clouds broke right before sunset to provide some great golden hour colors.

www.danielimagery.com/store/p/mt-s...

#sunsetvibes #sunset #pnw #mtsi #northbend #danielimagery

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MACOM Reports Fiscal Second Quarter 2025 Financial Results MACOM Technology Solutions (NASDAQ: MTSI) reported strong financial results for Q2 FY2025. Revenue reached $235.9 million, up 30.2% year-over-year and 8.1% sequentially. GAAP gross margin improved to 55.2%, while net income was $31.7 million ($0.42 per diluted share).On an adjusted non-GAAP basis, the company achieved a gross margin of 57.5% and adjusted net income of $64.3 million ($0.85 per diluted share). For Q3 FY2025, MACOM projects revenue between $246-254 million with adjusted earnings per share of $0.87-0.91.

10 months ago

#MTSI MACOM Reports Fiscal Second Quarter 2025 Financial Results

www.stocktitan.net/news/MTSI/macom-reports-...

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MACOM's Next-Gen 3.2 Terabit Tech Leads Innovation Wave at OFC 2025 Experience MACOM's revolutionary semiconductor solutions, featuring 3.2T transmission and advanced PCIe tech. Latest innovations transform connectivity landscape.

11 months ago

#MTSI Innovative MACOM Solutions on Display at OFC 2025

www.stocktitan.net/news/MTSI/innovative-mac...

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Alex in Lynchland

@alexinnerempire.bsky.social

11 months ago

Starting a new account feels nice! Nobody expects from me anything! So cool to be free to post anything I like. And this time I add what I like immensely - Mt.Si 🗻 #northbend #twinpeaks #mtsi #davidlynch

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MACOM to Demonstrate RF and Optical Products at SATELLITE 2025 MACOM Technology Solutions will showcase its latest satellite communications products at SATELLITE 2025 from March 11-13 in Washington, D.C. at Booth 1333. The company, with over 60 years in the space industry, will demonstrate several key products:Highlights include the new High Power Opto-Amp™ product line for enhanced optical connectivity, featuring 10-50W output power range; a Linearized Q-Band Power Amplifier demonstrating improved linear output power; a High-Power C-Band SATCOM PA delivering 125W power with 38% efficiency using PURE CARBIDE™ GaN technology; Free Space Optical (FSO) Solutions including linear lasers and RF over Fiber solutions; and various SATCOM RF and Microwave Components supporting Ku- and Ka-Band applications.

1 year ago

#MTSI MACOM to Demonstrate RF and Optical Products at SATELLITE 2025

www.stocktitan.net/news/MTSI/macom-to-demon...

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