MACOM — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
2 suppliers2 customers11 competitors1 ownership tie5 source filings
Customers (companies it supplies)
Supplies to →
Empower Rf Systems
Filed 2025-11-14 · 280 days ago
“we sold $ 0.4 million of commercial product to Empower RF Systems, Inc., a MACOM customer”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Supplies to →
Mission Microwave Technologies
Filed 2025-11-14 · 280 days ago
“During the fiscal year ended September 27, 2024, we sold $ 0.2 million of commercial products to Mission Microwave Technologies, LLC”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Suppliers (companies that supply it)
Supplied by ←
Gallium Semiconductor
Filed 2025-11-14 · 280 days ago
“During the fiscal year ended September 27, 2024, we purchased $ 0.3 million of machinery and equipment from Gallium Semiconductor”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Supplied by ←
Wolfspeed
Filed 2025-08-26 · 360 days ago
“a Master Supply Agreement, pursuant to which the Company continued to operate the RTP Fab and supply MACOM with Epi wafers and fabrication services (the "RF Master Supply Agreement") … a Long-Term Epi Supply Agreement (the "Long-Term Epi Supply Agreement"), pursuant to which MACOM will purchase Epi wafers from the Company”— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗
Competitors
Competes with ↔
Qorvo
Last confirmed 2026-05-08 · 105 days ago · corroborated by 2 filings
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K, filed 2026-05-08 EDGAR · View source filing ↗
Competes with ↔
Marvell
Last confirmed 2026-03-11 · 163 days ago · corroborated by 2 filings
“Companies that compete directly with our businesses include, but are not limited to, … MACOM Technology Solutions Holdings, Inc.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
Competes with ↔
Analog Devices
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Competes with ↔
Broadcom
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Competes with ↔
Credo
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Competes with ↔
MaxLinear
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Competes with ↔
Microchip Technology
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Competes with ↔
NXP
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Competes with ↔
Semtech
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Competes with ↔
Skyworks
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Competes with ↔
Sumitomo
Filed 2025-11-14 · 280 days ago
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
Ownership & investments
Invests in →
IQE
Filed 2026-08-06 · 15 days ago
“including the expected benefits of the Company’s recently completed investment in IQE plc”— MTSI 8-K, filed 2026-08-06 EDGAR · View source filing ↗
Filed activity
Filings by MACOM itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
LOWELL, MA, August 6, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal third quarter ended July 3, 2026. Third Quarter Fiscal Year 2026 GAAP ResultsShow more from the filing
• Revenue was $342.2 million, an increase of 35.8%, compared to $252.1 million in the previous year fiscal third quarter and an increase of 18.4% compared to $289.0 million in the prior fiscal quarter; • Gross margin was 58.3%, compared to 55.3% in the previous year fiscal third quarter and 56.9% in the prior fiscal quarter; • Income from operations was $77.1 million, or 22.5% of revenue, compared to income from operations of $37.7 million, or 14.9% of revenue, in the previous year fiscal third quarter and income from operations of $50.8 million, or 17.6% of revenue, in the prior fiscal quarter; and • Net income was $100.7 million, or $1.28 per diluted share, compared to net income of $36.5 million, or $0.48 per diluted share, in the previous year fiscal third quarter, and net income of $46.3 million, or $0.60 per diluted share, in the prior fiscal quarter.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
LOWELL, MA, May 7, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MT SI), a leading supplier of semiconductor products, t oday announced its financial results for its fiscal second quarter ended April 3, 2026. Second Quarter Fiscal Year 2026 GAAP ResultsShow more from the filing
• Revenue was $289.0 million, an increase of 22.5%, compared to $235.9 million in the previous year fiscal second quarter and an increase of 6.4% compared to $271.6 million in the prior fiscal quarter; • Gross margin was 56.9%, compared to 55.2% in the previous year fiscal second quarter and 55.9% in the prior fiscal quarter; • Income from operations was $50.8 million, or 17.6% of revenue, compared to income from operations of $34.9 million, or 14.8% of revenue, in the previous year fiscal second quarter and income from operations of $43.3 million, or 15.9% of revenue, in the prior fiscal quarter; and • Net income was $46.3 million, or $0.60 per diluted share, compared to net income of $31.7 million, or $0.42 per diluted share, in the previous year fiscal second quarter, and net income of $48.8 million, or $0.64 per diluted share, in the prior fiscal quarter.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
LOWELL, MA, February 5, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MT SI), a leading supplier of semiconductor products, t oday announced its financial results for its fiscal first quarter ended January 2, 2026. First Quarter Fiscal Year 2026 GAAP ResultsShow more from the filing
• Revenue was $271.6 million, an increase of 24.5%, compared to $218.1 million in the previous year fiscal first quarter and an increase of 4.0% compared to $261.2 million in the prior fiscal quarter; • Gross margin was 55.9%, compared to 53.7% in the previous year fiscal first quarter and 54.5% in the prior fiscal quarter; • Income from operations was $43.3 million, or 15.9% of revenue, compared to income from operations of $17.5 million, or 8.0% of revenue, in the previous year fiscal first quarter and income from operations of $39.6 million, or 15.2% of revenue, in the prior fiscal quarter; and
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-11-06Earnings releaseMACOM Reports Fiscal Fourth Quarter and Fiscal Year 2025 Financial Results
LOWELL, MA, November 6, 2025 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MT SI), a leading supplier of semiconductor products, t oday announced its financial results for its fiscal fourth quarter and fiscal year ended October 3, 2025. Fourth Quarter Fiscal Year 2025 GAAP ResultsShow more from the filing
• Revenue was $261.2 million, an increase of 30.1%, compared to $200.7 million in the previous year fiscal fourth quarter and an increase of 3.6% compared to $252.1 million in the prior fiscal quarter; • Gross margin was 54.5%, compared to 54.7% in the previous year fiscal fourth quarter and 55.3% in the prior fiscal quarter; • Income from operations was $39.6 million, or 15.2% of revenue, compared to income from operations of $27.5 million, or 13.7% of revenue, in the previous year fiscal fourth quarter and income from operations of $37.7 million, or 14.9% of revenue, in the prior fiscal quarter; and • Net income was $45.1 million, or $0.59 per diluted share, compared to net income of $29.4 million, or $0.39 per diluted share, in the previous year fiscal fourth quarter and net income of $36.5 million, or $0.48 per diluted share, in the prior fiscal quarter.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
LOWELL, MA, August 7, 2025 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MT SI), a leading supplier of semiconductor products, t oday announced its financial results for its fiscal third quarter ended July 4, 2025. Third Quarter Fiscal Year 2025 GAAP ResultsShow more from the filing
• Revenue was $252.1 million, an increase of 32.3%, compared to $190.5 million in the previous year fiscal third quarter and an increase of 6.9% compared to $235.9 million in the prior fiscal quarter; • Gross margin was 55.3%, compared to 53.2% in the previous year fiscal third quarter and 55.2% in the prior fiscal quarter; • Income from operations was $37.7 million, or 14.9% of revenue, compared to income from operations of $19.7 million, or 10.4% of revenue, in the previous year fiscal third quarter and income from operations of $34.9 million, or 14.8% of revenue, in the prior fiscal quarter; and • Net income was $36.5 million, or $0.48 income per diluted share, compared to net income of $19.9 million, or $0.27 per diluted share, in the previous year fiscal third quarter and net income of $31.7 million, or $0.42 per diluted share, in the prior fiscal quarter.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗