MACOM Technology Solutions: In the Shadow of the Giants: the Analog Heart of the Digital World

MACOM delivers the essential infrastructure with its specialized analog high-performance chips to transfer the enormous amounts of data of modern AI data centers quickly enough.   By focusing on exotic materials such as gallium nitride and recent acquisitions, the company has secured a dominant position as the preferred supplier for the US defense industry and electronic warfare.   As a classic "shovel seller," the stock benefits from both the civilian AI boom and rising military expenditures, while not being in direct competition with...