MACOM is trading 10.30% down at $209.11 as semiconductor-sector weakness reflects concerns that tighter data-center regulation could slow AI infrastructure growth.
- Fiscal Q4 revenue was $424.8 million, up 62.7% year over year.
- For Q1, MACOM forecast revenue of $450–$460 million and adjusted EPS of $2.21–$2.29. The results were positive but do not explain the drop; broader sector pressure is the clearest reported context.