Macom

LightCounting's August 2026 report reveals severe shortages of Indium Phosphide laser chips and EML components are bottlenecking optical transceiver supply, with demand outstripping supply by roughly …

Macom's Data Center segment revenue rose 40% sequentially and 85% year-over-year to $137.6 million in fiscal Q3, surpassing its Defense segment, driven by a diversified AI optics portfolio. CEO highli…