Compare · MTSI vs NVDA
MTSI vs NVDA
Side-by-side comparison of MACOM Technology Solutions Holdings Inc. (MTSI) and NVIDIA Corporation (NVDA): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both MTSI and NVDA operate in Semiconductors (Technology), so they compete in similar markets.
- NVDA is the larger of the two at $4.96T, about 188.3x MTSI ($26.35B).
- Over the past year, MTSI is up 187.7% and NVDA is up 46.5% - MTSI leads by 141.3 points.
- NVDA has been more active in the news (45 items in the past 4 weeks vs 14 for MTSI).
- Both have 25 recent analyst ratings on file.
- Company
- MACOM Technology Solutions Holdings Inc.
- NVIDIA Corporation
- Price
- $363.13+5.22%
- $208.84+1.79%
- Market cap
- $26.35B
- $4.96T
- 1M return
- +5.37%
- -1.31%
- 1Y return
- +187.72%
- +46.45%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 2012
- 1999
- News (4w)
- 14
- 45
- Recent ratings
- 25
- 25
MACOM Technology Solutions Holdings Inc.
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; data centres; and industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.
NVIDIA Corporation
NVIDIA Corporation operates as a visual computing company worldwide. It operates in two segments, Graphics and Compute & Networking. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise design; GRID software for cloud-based visual and virtual computing; and automotive platforms for infotainment systems. The Compute & Networking segment offers Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; and Jetson for robotics and other embedded platforms. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. NVIDIA has partnership with Google Cloud to create AI-on-5G Lab. NVIDIA Corporation was founded in 1993 and is headquartered in Santa Clara, California.
Latest MTSI
- MACOM Introduces its Hot Via Chip Scale Technology to Eliminate Wire Bonds
- MACOM IMS 2026 Product Announcements for Satellite Communications
- MACOM IMS 2026 Product Announcements for Aerospace and Defense
- President and CEO Daly Stephen G sold $5,789,100 worth of shares (15,828 units at $365.75) as part of a pre-agreed trading plan, decreasing direct ownership by 29% to 38,389 units (SEC Form 4)
- SEC Form 144 filed by MACOM Technology Solutions Holdings Inc.
- SEC Form SD filed by MACOM Technology Solutions Holdings Inc.
- SEC Form 144 filed by MACOM Technology Solutions Holdings Inc.
- Director Shanmugaraj Murugesan gifted 1,400 shares, decreasing direct ownership by 21% to 5,214 units (SEC Form 4)
- Senior VP and COO Dennehy Robert was granted 146 shares, increasing direct ownership by 1% to 13,010 units (SEC Form 4)
- Senior VP and CFO Kober John was granted 108 shares and sold $2,746,143 worth of shares (7,644 units at $359.25) as part of a pre-agreed trading plan, decreasing direct ownership by 16% to 40,972 units (SEC Form 4)
Latest NVDA
- SK Telecom and NVIDIA Build AI Infrastructure to Power Korea's AI Innovation
- NAVER Expands AI Infrastructure With NVIDIA to Serve Surging Global AI Demand
- NVIDIA and SK hynix Announce Multiyear Technology Partnership to Advance Memory for AI Factories
- Director Neal Stephen C sold $3,343,863 worth of shares (15,500 units at $215.73) (SEC Form 4)
- China Renaissance initiated coverage on NVIDIA with a new price target
- Director Stevens Mark A sold $221,102,600 worth of shares (1,000,000 units at $221.10) and gifted 307,500 shares (SEC Form 4)
- The Quest to Power AI Is Going Underground
- America's Housing Crisis Fuels Demand for Affordable, Factory-Built Home Innovation
- NVIDIA and TSMC Bring AI Into Fabs to Advance Semiconductor Design and Manufacturing
- NVIDIA, Foxconn and Taiwan Medical Centers Bring Agentic and Physical AI to 'Healthy Taiwan'