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The Earth — Raw Materials & Substrates · AI Chain

MTSI

MACOM Technology Solutions
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RF + photonics + InP photodetectors

What they do

MACOM makes the tiny detector chips that catch the light coming out of fiber-optic cables . They also took a strategic stake in IQE, which makes the wafers those detectors are built on. They sit one layer downstream from AXTI in the same supply chain.