Question · Q4 2025
Samuel Feldman asked about MaxLinear's biggest opportunities to gain market share in 2026. He also sought more color on the scale-up opportunities within the data center.
Answer
Kishore Seendripu (CEO) identified the primary market share opportunities in order of value and growth as optical transceivers, storage accelerators, PON market revenue increases, and wireless infrastructure growth. For scale-up opportunities, he noted it's a concentrated but significant opportunity inside the rack, encompassing PAM4 interconnects, PAM4 Ethernet retimers (to be announced at OFC), and CPU opportunities, emphasizing its very early stages.
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