StockNews.AI · 3 hours
MACOM announces a chip-scale hot via process built on AlGaAs to simplify assembly and reduce parasitics in mmWave components. The MASW-011261 SP2T switch (60–110 GHz) delivers 0.9 dB insertion loss, 30 dB isolation, and sub-20 ns switching, to be shown at IMS 2026. This could widen MACOM's addressable RF/millimeter-wave market and potentially support higher margins and upside for MACOM’s business and, by extension, MTSI.
Positive technology advancement and a concrete product with strong specs could drive design wins and upside in MACOM's business, potentially elevating MTSI's valuation as the parent company's growth prospects brighten.
Bullish for MTSI in 0–12 months as MACOM’s hot via tech could lift RF/microwave design wins and growth trajectory.
Industry News: reflects a strategic product/packaging advancement in MACOM's RF/microwave line, likely to influence near-term investor sentiment and potential design wins for MACOM and related peers including MTSI.