NasdaqGS:MTSISemiconductor
Will MACOM’s 400G AI Optics Push Amid US‑China Tensions Change MACOM Technology Solutions' (MTSI) Narrative
In March 2026, MACOM Technology Solutions Inc. announced new 448G PAM4 modulator drivers and joined Broadcom, Cisco, NVIDIA and Semtech in forming the 400G Optical MSA to define interoperable 400G-per-wavelength interfaces for next-generation AI data center equipment.
This combination of higher-speed optical components and participation in an industry standards group positions MACOM at the heart of emerging AI infrastructure connectivity, even as US-China trade tensions add uncertainty for...