MACOM — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
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2 家供應商2 家客戶11 家競爭對手1 條持股關係5 份來源申報文件
客戶（其供應的公司）
供應給 →
Empower Rf Systems
申報於 2025-11-14 · 290 天前
“we sold $ 0.4 million of commercial product to Empower RF Systems, Inc., a MACOM customer”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 向 Empower Rf Systems 銷售了 40 萬美元的商業產品。（以原文為準）
申報於 2025-11-14 · 290 天前
“During the fiscal year ended September 27, 2024, we sold $ 0.2 million of commercial products to Mission Microwave Technologies, LLC”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 在 2024 財年向 Mission Microwave Technologies 銷售了 20 萬美元的商業產品。（以原文為準）
供應商（供應其產品或服務的公司）
供應來自 ←
Wolfspeed
申報於 2026-08-20 · 11 天前
“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") through the date the RTP Fab Transfer is completed (the "RTP Fab Transfer Date") … a Long-Term Epi Supply Agreement (the "Long-Term Epi Supply Agreement"), pursuant to which MACOM will purchase Epi wafers from the Company from the RTP Fab Transfer Date until the fifth anniversary of the RTP Fab Transfer Date”— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗
供應來自 ←
Gallium Semiconductor
申報於 2025-11-14 · 290 天前
“During the fiscal year ended September 27, 2024, we purchased $ 0.3 million of machinery and equipment from Gallium Semiconductor”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗截至 2024 年 9 月 27 日的會計年度，MACOM 向 Gallium Semiconductor 採購了 30 萬美元的機械設備。（以原文為準）
競爭對手
相互競爭 ↔
Qorvo
最近確認於 2026-05-08 · 115 天前 · 經 2 份申報文件佐證
“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，申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 HPA 部門主要與 MACOM 等公司競爭。（以原文為準）
相互競爭 ↔
Marvell
最近確認於 2026-03-11 · 173 天前 · 經 2 份申報文件佐證
“Companies that compete directly with our businesses include, but are not limited to, … MACOM Technology Solutions Holdings, Inc.”— MRVL 10-K，申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗Marvell 與 MACOM 為直接競爭對手。（以原文為準）
相互競爭 ↔
Analog Devices
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 將 Analog Devices 列為其重要競爭者之一。（以原文為準）
相互競爭 ↔
Broadcom
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗Broadcom 是 MACOM 的重要競爭對手之一。（以原文為準）
相互競爭 ↔
Credo
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 的重要競爭者包括 Credo。（以原文為準）
相互競爭 ↔
MaxLinear
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 的重要競爭者包括 MaxLinear。（以原文為準）
相互競爭 ↔
Microchip Technology
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 列舉其重要競爭對手包括 Microchip Technology 等公司。（以原文為準）
相互競爭 ↔
NXP
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 將 NXP 列為其重要競爭對手之一。（以原文為準）
相互競爭 ↔
Semtech
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 的重要競爭對手包括 Semtech 等公司。（以原文為準）
相互競爭 ↔
Skyworks
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 將 Skyworks 列為其重要競爭對手之一。（以原文為準）
相互競爭 ↔
Sumitomo
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗MACOM 將 Sumitomo 列為重要競爭對手之一。（以原文為準）
所有權與投資
投資於 →
IQE
申報於 2026-08-06 · 25 天前
“including the expected benefits of the Company’s recently completed investment in IQE plc”— MTSI 8-K，申報於 2026-08-06 EDGAR · 查看原始申報文件 ↗MACOM 最近完成對 IQE 的投資，並預期將因此受益。（以原文為準）
公司公告
MACOM 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
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 Results（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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 Results（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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 Results（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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 Results（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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 Results（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗