Sean O'Loughlin

Sean O'Loughlin asked about the anticipated impact of a recent competitor merger on MACOM's competitive landscape, and inquired if MACOM is observing or anticipating the effects of AI deployments and data center builds on telecom access and long-haul networks, particularly regarding increased bandwidth and two-way inference traffic.

Answer

President and CEO Steve Daly congratulated the merging companies, stating no direct impact on MACOM as they are not in the handset business and neither company is a customer or supplier. He speculated that potential fab closures could create opportunities for MACOM. Regarding AI's impact on telecom, Mr. Daly confirmed MACOM's engagement with RAN manufacturers and understanding of front-haul networks, viewing increased bandwidth as a long-term trend where MACOM's high-speed, high-frequency technology is well-positioned.

Sean O'Loughlin asked about the potential impact of a recent competitor merger on MACOM's competitive landscape, particularly outside the handset market. He also inquired if MACOM is observing or anticipating the effects of data center deployments and increased bandwidth on telecom access and long-haul networks.

Answer

Steve Daly, President and CEO, MACOM, stated no direct impact from the merger as MACOM is not in the handset market and the companies are not customers/suppliers, but noted potential opportunities from fab closures. Regarding telecom trends, Mr. Daly confirmed MACOM is working with RAN manufacturers and sees long-term potential for high-speed data movement, believing MACOM's high-speed, high-data rate, and high-frequency technologies position it well.