{"city":"Carlsbad","name":"MaxLinear","slug":"maxlinear","facts":[{"date":"2026-08-18","type":"revenue","value":"infrastructure revenue growth","source":"Semiconductor Engineering"},{"date":"2026-08-18","type":"revenue_band","value":"100-500m","source":"Semiconductor Engineering"},{"date":"2026-08-18","type":"revenue","value":"Infrastructure revenue growth percentage","source":"Semiconductor Engineering"},{"date":"2026-07-23","type":"customer","value":"Hyperscalers; new design wins for AI rack management and data center control networks","source":"finance.yahoo.com and app.dealroom.co"},{"date":"2026-07-23","type":"revenue","value":"Q3 revenue guidance of USD 210 to 220 million","source":"investing.com"},{"date":"2026-07-23","type":"revenue","value":"2026 optical data center revenue expectation of USD 210 to 230 million","source":"investing.com"}],"peers":[],"stage":null,"state":"California","aliases":["MaxLinear, Inc."],"country":"United States","domains":[{"why":"MaxLinear supplies optical and electrical interconnect chips for AI and data-center networks, including 1.6T PAM4 DSPs, TIAs, retimers and active optical cable components.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":77,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":10,"firepower":6,"commercial":8,"deployment":8,"production":6,"technology":8},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-01","header":"MaxLinear scheduled a conference call to review its third-quarter 2026 financial results.","outlet":"StockTitan"},{"date":"2026-09-28","header":"MaxLinear launches Puma 9 chipset for AI-ready DOCSIS 4.0/3.1+ multigigabit services.","outlet":"StockTitan"},{"date":"2026-09-21","header":"Mainstream capital net inflow into pharmaceuticals and chemicals in morning session","outlet":"Yicai"},{"date":"2026-08-18","header":"MaxLinear reported Q2 2026 infrastructure revenue growth of 145%.","outlet":"Semiconductor Engineering"}],"website":"maxlinear.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"Optical & photonic interconnect","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-02T10:00:40.063+00:00","facts_total":23,"positioning":"MaxLinear (Nasdaq: MXL) is the third PAM4 DSP supplier alongside Marvell and Broadcom, which is what the company itself claims: among vendors with millions of units of PAM4 DSP shipments in optical transceivers there are only three players and MaxLinear is one. Keystone, its 100 Gb-per-lane 5nm CMOS PAM4 DSP and SerDes platform, is ramping into high-volume production at major hyperscale customers across the US and Asia for 400G and 800G, delivering nearly 40 percent lower power than competition, with a footprint across all major optical module players. Q2 2026 revenue USD 168.8m (up 23 percent sequentially, 55 percent year over year); infrastructure revenue about USD 85m (up 145 percent year over year, now the largest category); non-GAAP gross margin 59.5 percent and a return to positive GAAP EPS. It raised 2026 optical data center revenue guidance to USD 210 to 230m, more than USD 50m above prior, entirely from Keystone, and guided Q3 to USD 210 to 220m. The roadmap from 2027: Rushmore (1.6T PAM4 DSP at 200 Gb/lane) in customer qualification with initial revenue in 2027; Washington (200 Gb/lane TIA usable in LPO); Annapurna (electrical retimer).","sub_category":"Optical & photonic interconnect","signals_total":4,"url":"https://www.frontiertechintelligence.com/companies/maxlinear","title":"MaxLinear · ai core, Carlsbad, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"MaxLinear supplies optical and electrical interconnect chips for AI and data-center networks, including 1.6T PAM4 DSPs, TIAs, retimers and active optical cable components. AI Core watchlist (score 77) 4 signals and 23 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}