What Macom makes for data centers
public
Macom is a publicly listed company. It appears on 1 part of the AI data center — Drivers and TIAs — in the role of manufacturer. That part sits in Layer 3 — Networking & interconnect. Its shares trade on US exchanges (NYSE/Nasdaq) as MTSI.
Listing
US exchanges (NYSE/Nasdaq): MTSI· 236 USD +4.07% · mkt cap 18.0B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Drivers and TIAs | manufacturer | inferred | Analog Devices, Semtech |
Where Macom sits in the stack
Macom's placements in this catalog cover 1 part, all in layer 3, networking & interconnect. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Drivers and TIAs — Drivers and TIAs specifically — the signal-conditioning chips positioned closest to the laser and photodetector, as distinct from the DSP.
Closest peers in this catalog
| Company | Shared parts | Including | |
|---|---|---|---|
| Analog Devices | 1 | Drivers and TIAs | |
| Semtech | 1 | Drivers and TIAs |
Disclosed customers
Questions about Macom
- What does Macom make for AI data centers?
- This catalog places Macom on 1 part: Drivers and TIAs (manufacturer).
- Is Macom publicly traded?
- Yes — Macom is listed on US exchanges (NYSE/Nasdaq) under MTSI. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes drivers and TIAs for AI data centers?
- Analog Devices and Semtech are also placed on Drivers and TIAs in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Macom the mix is 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.