I heard that Macom acquired AppMicro?

Yes, in the semiconductor M&A war in 20 16, which reached its climax near the end of the year, that is, at the end of 10, MACOM, a supplier of analog RF, microwave and optical semiconductor products, announced that it had signed a final agreement on the acquisition of AMCC (Applied Micro), with a purchase price of about 770 million US dollars. Applied Micro is a manufacturer of cloud computing infrastructure and data center communication and computing solutions.

————————————— The value of acquiring AMCC.

Historically, optical communication applications and products include TOSA, ROSA, lasers, drivers, TI and clock recovery chips, and analog chips. After the acquisition of AMCC, the mixed analog-digital chips, mainly ADC and DAC, were further supplemented and extended to the digital field, mainly DSP products.

At present, MACOM, as a supplier of optical communication devices, is the only one that can provide complete solutions from digital chip technology to optical device packaging, mainly TOSA and ROSA packaging.

The acquisition not only expanded Macom's technology and products, but also expanded the service market and customers. Traditionally, most of MACOM's optical devices are provided to optical module companies or customers who do long-distance trunk lines. After the acquisition of AMCC, it has more opportunities to contact the application products in the front end of the data center, which greatly broadens the customer base and makes the service market broader.

In terms of products, after integrating AMCC products, MACOM will not only do radio-frequency to optical communication, but also cover digital products, from DSP to analog mixed circuits, to ADC and DAC, as well as general high-performance analog devices, such as drivers, TIA, CDR, lasers, and the following TOSA and ROSA products.