# Who are MACOM Technology's customers? Who does MACOM Technology earn revenue from?
Canonical: https://valuechain.wiki/macom · Facet: customers · Updated: 2026-07-12T04:13:44.090325+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: MACOM Technology's confirmed revenue counterparties include Coherent, Lumentum, InnoLight plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 4 revenue edges, backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).

### Coherent (high)  → /coherent.md
- note: Supplies laser drivers/TIAs to Coherent transceivers — as transceivers move to 800G/1.6T, per-part content grows, so Coherent shipments are the demand.
- [confirms] Converge Digest (EN, news, published 2026-01-01) https://convergedigest.com/macom-revenue-jumps-23-as-ai-optical-demand-accelerates/: "Supplies laser drivers and TIAs to Coherent transceivers."
- [confirms] SEC EDGAR (EN, filing, published 2025-11-06) https://www.sec.gov/Archives/edgar/data/0001493594/000149359425000049/ex99_1earningsreleaseq4fy25.htm: "Supplies laser drivers and TIAs to Coherent transceivers."

### Lumentum (mid)  → /lumentum.md
- note: Supplies laser drivers/TIAs to Lumentum transceivers — tied as a lower-layer part to AI-datacenter optical volumes.
- [confirms] Converge Digest (EN, news, published 2026-01-01) https://convergedigest.com/macom-revenue-jumps-23-as-ai-optical-demand-accelerates/: "Supplies laser drivers and TIAs to Lumentum transceivers."
- [confirms] SEC EDGAR (EN, filing, published 2025-11-06) https://www.sec.gov/Archives/edgar/data/0001493594/000149359425000049/ex99_1earningsreleaseq4fy25.htm: "Supplies laser drivers and TIAs to Lumentum transceivers."

### InnoLight (mid)  → /innolight.md
- note: Supplies laser drivers/TIAs to InnoLight transceivers — one of the largest transceiver vendors, a key exposure to the high-speed transition.
- [confirms] Converge Digest (EN, news, published 2026-01-01) https://convergedigest.com/macom-revenue-jumps-23-as-ai-optical-demand-accelerates/: "Supplies laser drivers and TIAs to InnoLight transceivers."
- [confirms] SEC EDGAR (EN, filing, published 2025-11-06) https://www.sec.gov/Archives/edgar/data/0001493594/000149359425000049/ex99_1earningsreleaseq4fy25.htm: "Supplies laser drivers and TIAs to InnoLight transceivers."

### 방산·통신 (RF·마이크로파) (mid)
- note: RF/microwave components for defense and telecom.
- [confirms] Industrial Analyst (EN, research, published 2026-01-01) https://industrialanalyst.substack.com/p/the-backbone-of-ai-optical-networking: "Analog, RF and optical components."

Reverse side: https://valuechain.wiki/macom/suppliers.md · Ripple: https://valuechain.wiki/macom/ripple.md

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Full node: https://valuechain.wiki/macom.md · JSON: https://valuechain.wiki/macom.json