COMPANIES · AI CHIPS & NETWORKING
MACOM
MACOM is a US maker of analog, RF, microwave and optical semiconductors, including the amplifiers, drivers and photodiodes used inside optical transceivers.
MACOM is a US maker of analog, RF, microwave and optical semiconductors, including the amplifiers, drivers and photodiodes used inside optical transceivers.
Its transimpedance amplifiers, modulator drivers and photodiodes go into the high-speed optical modules that connect AI servers and switches; it also has large telecom, industrial and defense businesses, so AI is one driver among several.
Sells semiconductor components to equipment and module makers in telecom, data center, industrial and defense markets.
United States (Lowell, Massachusetts)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (1)
Source: 2019-03-05 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced 2019; current status not confirmed
Limits: 2019 announcement; does not establish current production volumes, that the arrangement continues, or its revenue significance to either company.
MACOM and GLOBALFOUNDRIES Collaborate to Scale Silicon Photonics to Hyperscale Cloud Data Center and 5G Network Buildouts ↗Comparisons (1)
Source: 2026-09-17 · reviewed 2026-10-02
Evidence: Analytical comparison · Product/market overlap
Limits: Editorial comparison of overlapping product lines; the cited MACOM release does not name Semtech, and this does not establish head-to-head customer wins or market share. The cited MACOM release does not mention Semtech; the overlap is an editorial comparison.
MACOM Introduces 3.2T Chipset Solution for High Speed Optical Connectivity ↗MACOM Introduces 3.2T Chipset Solution for High Speed Optical Connectivity ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .