[Market Movement Interpretation] MACOM Technology surged on September 17: 3.2T chipset launched + optical interconnect chips

1. On September 17, MACOM released a 3.2T front-end chipset aimed at artificial intelligence infrastructure, cloud data centers, and high-speed networks. It adopts an 8-channel, 448Gbps PAM-4 architecture, achieving up to 3.2T throughput, and integrates TIA, photodiodes, and the previously launched 448Gbps PAM-4 driver.
2. On September 17, MACOM provided key transceiver modules with the solution, with the receiver photodiode bandwidth exceeding 100GHz. The company's main business is high-performance analog, digital, and optical semiconductor products, serving markets such as data centers, communications, and over 6,000 end customers.

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