MTSI
MACOM Technology Solutions Holdings, Inc.
October 15, 2026 · pre-market
- Rarity
- 1.78
- Peak move
- −11.66%
- Float cap
- $18.9B
MACOM Technology Solutions Holdings, Inc. designs, develops, and manufactures differentiated semiconductor products and solutions for Industrial & Defense, Data Center, and Telecommunications customers. Its portfolio includes integrated circuits, multi-chip modules, diodes, amplifiers, switches, passive and active components, and radio frequency and optical subsystems. Customers incorporate these into systems such as radar, wireless basestations, high-capacity optical networks, data center networks, medical systems, satellite networks, and test and measurement applications.
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What we found
11 events · 0 from SEC or newswire · 0 timed with the move- Key event
peer_disclosureCoreWeave shares fell as much as 17% on Oct 14 and its 2032 notes traded below 78 cents on the dollar, versus par when issued four months earlier; the AI cloud operator's CEO called the market "irrational" as financing-stress concerns spread to AI and semiconductor stocks.
- Key event
peer_disclosureTSMC reported third-quarter net profit growth of 68.7% year over year, beating estimates, but global technology and chip stocks continued to fall, with TSMC shares down 4% on Oct 15 as the semiconductor rout extended.
commodity_eventCrude oil and gasoline prices surged amid the Middle East conflict, with energy costs the main driver of the September US CPI increase; elevated oil since the war broke out is feeding broader inflation pressure and higher energy costs for industry.
macro_dataThe US Labor Department reported on Oct 14 that September CPI rose 0.6% month-over-month and 3.7% year-over-year, above August's 0.4% and 3.4% and above expectations, raising expectations of further Federal Reserve rate increases.
- Key event
executive_remarkBroadcom CEO Hock Tan warned that access to capital, not chip shortages, could become the biggest constraint on AI expansion, adding that some investors have set extreme expectations; the remarks triggered an optical/semiconductor sector-wide slide in names including Coherent, Lumentum and Applied Optoelectronics.
peer_disclosureChina's ChangXin Memory Technologies (CXMT) said at the Oct 10 Integrated Chip and Chiplet Conference in Shanghai that it achieved key progress on a 4F2 DRAM cell architecture and plans to launch DDR5 RDIMM server modules using it by end-2026.
peer_disclosureMarvell, Coherent, Credo, Lumentum and Ciena led a sector-wide selloff on Oct 12 as investors cut optical-communications and storage names; the PHLX Semiconductor Index fell 2.67% and MTSI closed down 7.18% at $306.36.
analyst_ratingBlackRock's research arm downgraded its US equities outlook to neutral on Oct 13, citing "potential volatility around the AI buildout," and turned bullish on short-term Treasuries, adding to pressure on AI-linked semiconductor shares.
executive_remarkAt the DBS Asia Future Frontiers event in Singapore on Oct 12, Broadcom CEO Hock Tan said financing, not chips, memory or power, may be the biggest constraint on AI infrastructure expansion, while Intel CEO Lip-Bu Tan flagged rising capital costs and doubts over AI returns.
commodity_eventTrendForce data reported Oct 12 put CXMT's global DRAM revenue share at 9.5% in Q2, up from 7.6% in Q1, versus SK Hynix's 24.9% and Micron's 23.3%, as conventional DRAM contract prices were projected to rise 10-15% quarter-over-quarter into Q4 2026.
analyst_ratingCraig-Hallum analyst Richard Shannon reiterated a Buy rating on MACOM Technology Solutions Holdings with a $400.00 price target, while Stifel Nicolaus analyst Tore Svanberg also issued a Buy and Susquehanna reiterated a Hold the prior day.