MACOM Technology vs Silicon Motion Technology Corporation American Depositary Shares — how do they compare? MACOM Technology trades at $288 (market cap $23.58B), while Silicon Motion Technology Corporation American Depositary Shares trades at $220 (market cap $8.36B). The key difference: MACOM Technology is far larger — about 2.8× Silicon Motion Technology Corporation American Depositary Shares's market cap, and Silicon Motion Technology Corporation American Depositary Shares pays a 0.81% dividend while MACOM Technology pays none. Which is the better fit depends on your goals — on Pluang, investors hold MACOM Technology for 8 Days and Silicon Motion Technology Corporation American Depositary Shares for 0 Days on average.
| MTSI | SIMO | |
|---|---|---|
Market Cap | $23.58B | $8.36B |
Volume | 2,186,339 | 663,682 |
Sector | Technology | Technology |
52-Week High | $409.68 | $336.90 |
52-Week Low | $135.91 | $80.16 |
Typical Hold Time | 8 Days | 0 Days |
Enterprise Value | $23.29B | $8.35B |
Dividend Yield | — | 0.81% |
Signals from Pluang's Aura AI — not financial advice
MACOM Technology Solutions (MTSI) trades at $308.75, up 0.78% with strong momentum driven by AI semiconductor demand. The stock shows bullish technical signals with recent earnings beats and analyst consensus pointing to 35% upside potential. Revenue growth accelerated from $967M in 2025 to $1.2B in 2026 while achieving profitability turnaround from -$54M to $241M net income. Recent product launches in optical connectivity and institutional accumulation support the positive momentum.
Outlook remains favorable with semiconductor industry tailwinds and AI-driven demand, though elevated valuation multiples (P/E 98.33) and competitive pressures present risks. The consensus price target of $415.71 suggests significant upside if execution continues, but investors should monitor margin sustainability and market volatility.
Silicon Motion (SIMO) trades at $246.63, down 0.13% on the day, with technical indicators showing neutral signals. The company demonstrates strong fundamentals with Q2 2026 EPS beating expectations at $2.43 versus $2.13, and revenue growth projected to reach $1.3B in 2026. Analyst sentiment remains overwhelmingly positive with 81% buy ratings and a consensus price target of $356.25, representing 44% upside potential from current levels.
The outlook for SIMO appears favorable given accelerating enterprise storage demand and AI infrastructure expansion. Key risks include semiconductor cycle volatility and competitive pressures in NAND controllers. With robust profitability metrics including 31.6% ROE and expanding margins, the stock offers growth exposure to the AI storage market, though investors should monitor execution on Q3 2026 earnings expectations of $3.3 EPS.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →Silicon Motion Technology Corporation designs and develops NAND flash controllers for solid-state storage, with flagship SSD, eMMC, and UFS controller products, including its Ferri-branded automotive and industrial storage solutions, used by OEMs and NAND flash makers worldwide.
Read more on SIMO →