This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical Speed

MACOM Technology Solutions Holdings, Inc. announced a 3.2-terabit optical chipset on September 17, featuring eight 448-Gbps PAM-4 channels designed for next-generation data-center applications. The announcement came as the stock had more than doubled over the preceding year.
Following the chipset reveal, BMO Capital upgraded MACOM shares to Outperform with a price target of $335. The analyst noted that a 36% decline from the May peak had compressed the company’s forward valuation to appro