Broadband Channel

MACOM Acquiring AppliedMicro for $770M

MACOM has entered into a definitive agreement to acquire AppliedMicro Circuits Corporation. The acquisition, valued at approximately $770 million, allows MACOM to strengthen its portfolio for the data center market, adding OTN framers, MACsec Ethernet networking components and a single-lambda PAM4 platform.

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Qorvo Fiscal Q2 Revenue Up, Margin Down

Surfing the wave of the iPhone 7 ramp, Qorvo’s Q2 fiscal 2017 revenue jumped 24 percent sequentially and 22 percent above Q2 of fiscal 2016 to $865 million. Revenue was above the company’s guidance range of $820 million to $850 million. However, poor yields on a low band power amplifier duplexer (PAD) for the iPhone 7 hurt margins: GAAP gross margin was 36.6 percent, down from 39.6 percent in Q1 and 40.2 percent in Q2 of fiscal 2016.

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Inphi Acquiring ClariPhy Communications, Adding Coherent DSP to Portfolio

Inphi Corporation has signed a definitive agreement to acquire ClariPhy Communications Inc. for $275 million in cash. ClariPhy provides ultra-high speed digital signal processing (DSP) systems-on-chip (SoC) for multi-terabit data, long haul and metro networks. This DSP capability complements Inphi’s fiber optic components, which will enable Inphi to offer more of the block diagram for optical networks.

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