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MACOM Technology Solutions Holdings, Inc.

MTSI

Technology · 266.27 +3.4% today

Partial group confirmationMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

MACOM Technology Solutions Holdings, Inc.'s move is spreading beyond its market group.

MTSI accounts for 6.0% of the group's measured movement across 4.3 effective names. raw member direction is mixed; 0 of 9 SPY-adjusted paths align to the mixed. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveIndependent mover#6 of 9 by movement share
Group movement share6.0%Absolute path energy—not portfolio weight
Relative path+0.55%mixed
Effective breadth4.3 / 9balanced
Relative alignment0/9mixed path · 0 counter-moving
Capital-flow agreement4%not yet clean
SEQUENCE READ

LITE, FORM, MKSI moved materially before MTSI. MTSI crossed its material path threshold at 10:10 ET. COHR, FN, GLW followed.

What changed
  • Revenue increased 35.8% versus the comparable filing period.
EVIDENCE COVERAGE

5 of 9 members in Technology Hardware are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 6 of 9 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • SLAB remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 3 of 9 members or fewer.

Watch this read

Who this business touches

The relationships behind MTSI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ADIAnalog Devices, Inc.competitorNov 14, 2025 ▾

“We primarily compete with Analog Devices, Inc.”

AVGOBroadcom Inc.competitorNov 14, 2025 ▾

“We primarily compete with Analog Devices, Inc.”

Depended on by

MXLMaxLinear, InccompetitorApr 23, 2026 ▾

“Our primary merchant semiconductor competitors include Broadcom, Inc., Qualcomm Incorporated, Realtek Semiconductor Corp., Skyworks Solutions, Inc., Credo Semiconductor Inc., MediaTek, Inc., Marvell Technology Group Ltd., MACOM Technology Solutions Holdings,…”

Filing peers

FORMMPWRAOSL

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 18 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

MTSI is currently a Early Follower in the organic co-movement group Technology Hardware. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.