Data Center
Macom: Data Center Revenue Accelerating to 35% QoQ in FQ3
Macom operates in a similar space as MaxLinear, selling the analog and photonic content around DSPs, including drivers, photodetectors, TIAs, lasers and equalizers. The company’s product portfolio is highly diversified across the different laser architectures, though revenue growth is increasingly tied to 800G and 1.6T PAM4 products. Riding this strong momentum, plus its largest quarterly bookings in company history, Macom boosted its Data Center growth forecast for the year by more than 20 points, now forecasting 60% YoY growth, up from 35-40% previously. Much of this growth is arising in the second half of its fiscal year (with FQ3 the current quarter ending June), with Macom projecting Data Center growth of 35% QoQ, representing a 2.5X increase from 14.5% QoQ in FQ2.
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