Home / Companies / MACOM Technology Solutions Holdings Inc.

MACOM Technology Solutions Holdings Inc.

MTSI·semiconductors·🇺🇸 United States·

GaAs/InP/GaN RF/microwave compound semi ICs for defence phased-array radar, 5G infrastructure, and data-centre optical interconnect. Exposed to China Ga/In export controls via GaAs/InP wafer inputs.

Policy outlook · threats, impact & strategy

—

Tracked, not scored

485

Last action

1 Oct 2026

Mentions, 12m

150

No scored critical-mineral exposure profile exists for this company yet — it is tracked only through 485 policy-register mentions.

Policy measures, last 24 months

2 new this week

279108 restrictive · 88 supportive · 83 neutral

🇺🇸 US accounts for 23% of severity-weighted pressure.

China State Council Order 835 — Regulations on Countering Foreign Improper Extraterritorial Jurisdiction🇨🇳 tailwind sev 5

China State Council Order 834 — Provisions on Industrial Chain and Supply Chain Security🇨🇳 headwind sev 5

US Section 232 25% tariff on advanced computing chips and derivatives🇺🇸 headwind sev 5

See all in the register →

276 more (top 17 shown, ranked)Show

China MOFCOM Announcement No. 1 [2026] — country-specific dual-use export controls on Japan🇨🇳 headwind sev 5

EU FDI Screening Regulation revision — Council–Parliament political agreement (revision of Regulation (EU) 2019/452)🇪🇺 headwind sev 5

EU European Defence Industry Programme (EDIP) — Regulation (EU) 2025/2643🇪🇺 sev 5

EU RESourceEU Action Plan (COM(2025) 945 final) — €3bn / European CRM Centre / IMERA activation🇪🇺 sev 5

US-China Economic and Trade Arrangement (Busan Summit) — one-year mutual suspension of reciprocal tariff escalation, China rare-earth/critical-minerals export controls, and US affiliates rule; soybean and agricultural purchase commitments🇺🇸 headwind sev 5

UK designates Rosneft, Lukoil, 51 vessels and 39 entities in largest Russia sanctions wave since 2022🇬🇧 headwind sev 5

Germany Sondervermögen Infrastruktur und Klimaneutralität (SVIKG) — EUR 500 bn special-fund Errichtungsgesetz🇩🇪 tailwind sev 5

Taiwan MOEA SHTC entity-list expansion adds Huawei, SMIC, +599 entities🇹🇼 headwind sev 5

EU Security Action for Europe (SAFE) — Council Regulation (EU) 2025/1106🇪🇺 sev 5

China imposes export licensing on seven heavy and medium rare earths🇨🇳 headwind sev 5

US BIS Dec-2024 package — HBM export controls, 24 SME ECCNs, 140+ Entity List adds🇺🇸 headwind sev 5

China State Council enacts unified Regulations on Export Control of Dual-Use Items🇨🇳 headwind sev 5

EU 2026 Update of Dual-Use Export Control List (Commission Delegated Regulation, adopted C(2026)6323)🇪🇺 headwind sev 4

China MOFCOM Preliminary Anti-Dumping Ruling on Japanese Dichlorosilane (DCS) Imports🇨🇳 headwind sev 4

China MOFCOM Announcement No. 30 [2026] — first EU-targeted entity listing, 14 entities incl. Rheinmetall, Tatra Trucks, Wrocław University🇨🇳 headwind sev 4

BIS moves UAE to Country Group A:5, unlocking license-free advanced-computing exports for G42/Core42🇺🇸 tailwind sev 4

China MOFCOM Announcement No. 27 [2026] — 20 more Japanese entities incl. National Institute for Defense Studies added to Control List🇨🇳 headwind sev 4

Upcoming activations

3measures with a future effective date

US FY2026 NDAA (P.L. 119-60) adds gallium, germanium and molybdenum to DoD's covered-materials procurement ban on China/Russia/Iran/DPRK sourcing31 Dec 202686d

Switzerland Investment Screening Act (IPG / Lex China) — Federal Assembly final vote 19 Dec 20251 Jan 202787d

US FAR Council NPRM — Federal Acquisition Regulation: Prohibition on Certain Semiconductor Products and Services (FAR Case 2023-008)23 Dec 2027443d

Policies in discussion

10most advanced: TRILOGUE

Japan FEFTA 2026 Amendment — J-CFIUS enacted: indirect-acquisition screening, call-in powers, and cross-ministerial consultation frameworkCONSULTATIONsev 4

BIS interim final rule — additional due diligence measures for advanced computing integrated circuits (ECCN 3A090)PENDINGsev 4

EU Chips Act 2.0 — Commission proposal to replace Regulation (EU) 2023/1781 with €120bn mobilisation target and demand-side measuresPROPOSALsev 3

5 more of 7Show

China MOFCOM/GAC Announcement No. 72 (2025): suspension of US-targeted mineral export controls pending trade consultationsPENDINGsev 3

BIS rescinds 2024 Firearms Export License Requirements interim final rulePENDINGsev 3

BIS Firearms Export License Requirements interim final rule (2024 IFR)PENDINGsev 3

EU Council General Approach on CRMA Amendment — RESourceEU Trilogue MandateTRILOGUEsev 2

BIS interim final rule removing standards-related activities from EAR scopePENDINGsev 2

ETF hosts

15funds with sector exposure to this company

iShares Semiconductor — US-listed semissemiconductors95.0%

VanEck Semiconductor — global semis weighted to TSMC/NVDAsemiconductors95.0%

SPDR S&P Semiconductor — equal-weight semissemiconductors95.0%

3 more of 12Show

iShares US Aerospace & Defensedefence85.0%

EWTsemiconductors55.0%

EWYsemiconductors30.0%

Last register action 1 Oct 2026 · 150 in the last 12 months.

Loading…