reports
Broadcom Inc: 1 director
A director at Broadcom Inc sold 148,154 shares at 336.670USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
MACOM Supports PCIe and CXL Connectivity Over Optical Fiber with High ...
MACOM Supports PCIe and CXL Connectivity Over Optical Fiber with High Performance Chipset LOWELL, Mass., Sept. 11, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, today announced the availability of a new chipset to overcome the distance limitations of traditional PCI Express (PCIe) and Compute Express Link (CXL) connectivity by enabling high speed, low latency communication over optical fiber. Designed to maintain signal integrity and reduce latency, the chipset consists of the and the . By consolidating sideband signaling into a single fiber pair, MACOM’s solut...
- Pierre FerraguÊ
Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile s...
Today, we are publishing the Telecom Infrastructure section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, PCs, Enterprise IT, Foundry and Semicap Equipment. Fixed equipment revenues are rebounding from the inventory correction, ...
Skyworks to Present at the Goldman Sachs Communacopia and Technology C...
Skyworks to Present at the Goldman Sachs Communacopia and Technology Conference IRVINE, Calif., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Goldman Sachs Communacopia and Technology Conference on Sept. 9, 2025, at 7:30 a.m. PDT from the Palace Hotel in San Francisco. The event will be webcast live and archived for replay for one week following the conference in the “Investor...
- Pierre FerraguÊ
Bible 2Q25 – Memory: margins of conventional DRAM to expand as HBM gro...
Today, we are publishing the Memory section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. DRAM COGS up 25% YoY and 21% QoQ, driven by seasonality,...
- Pierre FerraguÊ
Director Susan Ocampo Announces Retirement
Director Susan Ocampo Announces Retirement LOWELL, Mass., Aug. 08, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, has announced that Director Susan Ocampo will be retiring from MACOM’s Board of Directors (the “Board”), effective August 31, 2025. Mrs. Ocampo has served as a Director on the Board since August 2010, joining after she and her late husband John Ocampo acquired MACOM in 2009. During her fifteen year tenure, Mrs. Ocampo has been an integral part of MACOM's development, providing exceptio...
MACOM Reports Fiscal Third Quarter 2025 Financial Results
MACOM Reports Fiscal Third Quarter 2025 Financial Results LOWELL, Mass., Aug. 07, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal third quarter ended July 4, 2025. Third Quarter Fiscal Year 2025 GAAP Results Revenue was $252.1 million, an increase of 32.3%, compared to $190.5 million in the previous year fiscal third quarter and an increase of 6.9% compared to $235.9 million in the prior fiscal quarter;Gross margin was 55.3%, compared to 53.2% i...
MACOM Completes Transfer of RTP Wafer Fab
MACOM Completes Transfer of RTP Wafer Fab LOWELL, Mass., July 25, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced it has assumed full operational control of the wafer fabrication facility it purchased, located in Research Triangle Park, North Carolina. This semiconductor wafer manufacturing facility produces highly specialized GaN-on-SiC process technologies for use in RF power devices and monolithic microwave integrated circuits (MMICs). Products manufactured at this site are typically used in telecommunication system infrastructur...
MACOM to Report Third Quarter 2025 Financial Results on August 7, 2025
MACOM to Report Third Quarter 2025 Financial Results on August 7, 2025 LOWELL, Mass., July 24, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its third quarter ended July 4, 2025, before market open on Thursday, August 7, 2025. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, August 7, 2025, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer. Please visit...
- Pierre FerraguÊ
- Garvit Bhandari
Global Internet of Things Industry July 2025
This report looks at the internet of things industry globally. IoT is a network of sensors, electronic, network connectivity and software working together to enable smart devices to gather and exchange data. IoT could be the most dynamic segment of the information and technology sector in this coming decade. The report talks about the overall market size, market growth as well as current trends driving the growth in the industry. The scope of this report extends to companies whose core business ...
Semtech Corp: 1 director
A director at Semtech Corp sold/sold after exercising options 13,123 shares at 41.815USD and the significance rating of the trade was 85/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over...
MACOM IMS 2025 Product Preview – Satellite Communications
MACOM IMS 2025 Product Preview – Satellite Communications LOWELL, Mass., June 16, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, announced today new additions to its RF and optical portfolio, designed to meet the evolving needs of the SATCOM industry. These products include a high bandwidth Th-Mod optical transmitter, VPX RF over Fiber (RFoF) modules and high power amplifiers for Ka-, Ku-, X- and C-Band applications. Many of these solutions will be demonstrated in at the upcoming International Microwave Symposium (IMS) on June 17 to 19, 2025 in San Francisco, CA...
Moody's Ratings rates Analog Devices' new senior notes A2
Moody's Ratings (Moody's) rated Analog Devices, Inc.'s (Analog) new senior unsecured notes (New Notes) A2. The A2 rating on Analog's existing senior unsecured notes, the P-1 short term rating, and the stable outlook are unchanged. Net proceeds from the New Notes will be used for general corporate ...
MACOM IMS 2025 Product Preview – Radar
MACOM IMS 2025 Product Preview – Radar LOWELL, Mass., June 12, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, announced a new suite of high performance RF solutions designed to meet the demanding requirements of advanced radar systems. Many of these solutions will be demonstrated in at the upcoming International Microwave Symposium (IMS) on June 17 to 19, 2025 in San Francisco, CA. S-Band (2 – 4 GHz): High Power GaN-on-SiC AmplifiersA new family of 65 V, 50-ohm input and output amplifiers designed for radar applications is now available. Operating over the 2.7 ...
MACOM IMS 2025 Product Preview – Electronic Countermeasures
MACOM IMS 2025 Product Preview – Electronic Countermeasures LOWELL, Mass., June 10, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, today announced availability of a wideband front end module (FEM) covering 2 to 18 GHz. Ideal for electronic countermeasures (ECM) and phased array radar applications, the miniature multi-chip integrates a high power 3-stage Gallium Nitride (GaN) Power Amplifier (PA), a 3-stage Gallium Arsenide (GaAs) Low Noise Amplifier (LNA) and a transmit/receive (T/R) switch with a fail-safe antenna termination, all within a compact package. The...
- Pierre FerraguÊ
Bible 1Q25: Telecom Infrastructure – Mobile stabilizes off the lows, ...
Today, we are publishing the Telecom Infrastructure section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Enterprise IT and PCs. Fixed equipment revenues are rebounding from the inventory correction, rising 9% YoY. RAN spending is stabilizing, up l...
- Pierre FerraguÊ
Bible 1Q25 – Memory: all set for the upcoming HBM run.
Today, we are publishing the Memory section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. DRAM COGS increased 9% YoY but was down 15% QoQ, along usual seasonality and with China curbs hurting Samsung’s HBM. The outlook remains strong, with all manufacturers expecting HBM revenues to more than d...
MACOM Showcases Advanced RF and Microwave Solutions at IMS 2025
MACOM Showcases Advanced RF and Microwave Solutions at IMS 2025 LOWELL, Mass., May 28, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, will showcase its broad portfolio of high performance RF, microwave and millimeter wave (mmWave) solutions and foundry services at the , taking place June 15 to 20, 2025 at the Moscone Center in San Francisco, California. MACOM’s technical experts will be available to highlight its performance advantages, and the company will also have a full lineup of technical presentations throughout the show. At , MACOM will feature 16 hands...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.