MACOM Technology Solutions Holdings, Inc. (MTSI)

Environment story

MACOM discloses minimal environmental data in its SEC filings. Scope 1 and Scope 2 emissions are not quantified; Scope 3 emissions (supply-chain carbon from overseas manufacturing, assembly, and test operations in Asia) are undisclosed and likely substantial given the company's reliance on external foundries and contract manufacturers. No net-zero target year is disclosed. The company operates semiconductor fabrication and assembly facilities across North America, Europe, and Asia, creating operational environmental footprint; however, facility-level emissions reductions and renewable energy commitments are absent from available disclosures. Environmental controversies include a legacy liability as a potentially responsible party (PRP) at the Omega Chemical Corporation Superfund site in Whittier, California, alongside over 100 other companies, with non-material but ongoing remediation accrual. The company acknowledges exposure to WEEE and RoHS compliance costs but does not disclose specific climate targets, decarbonization initiatives, or renewable electricity percentages. Greenwashing assessment: no evidence of carbon-offset reliance; however, absence of supply-chain emissions disclosure and lack of credible net-zero commitment warrant significant deductions.

Social story

MACOM discloses limited social metrics. CEO-to-median-worker pay ratio is not disclosed; unable to assess against 200:1 threshold. No active documented union-suppression activities or major strikes reported within the last 24 months; no evidence of NLRB complaints or labor litigation. Leadership diversity (executive and board composition) is not quantified in the 10-K filing; specific percentages of women or underrepresented groups in technical or executive roles are absent, suggesting likely sub-30% representation (common in semiconductor industry). Supply-chain ethics: Company acknowledges reliance on external foundries and contract manufacturers across Asia and notes exposure to supply chain risks (labor shortages, geopolitical disruption) but does not disclose formal human-rights audits, conflict-minerals policies, or living-wage commitments. No evidence of supplier diversity programs or modern slavery statement in filings. Workforce turnover is not quantified. The company has pursued restructuring initiatives, including workforce reductions and facility consolidations, which may impact employee retention and morale. Plant safety metrics and union standing are not disclosed.

Governance story

MACOM operates with a single class of common stock (no dual-class voting structure identified), which supports governance neutrality on that metric. Board independence percentage is not explicitly disclosed in the 10-K; typical semiconductor companies achieve 75-85% independence, but absence of specific disclosure prevents exact scoring. No evidence of active lobbying to weaken climate regulation or consumer-protection statutes; however, company acknowledges participation in trade associations and exposure to U.S. government policy changes (e.g., CHIPS Act funding, export controls, tariffs). Company faces cyclical regulatory scrutiny: export control compliance (BIS, ITAR), federal contracting regulations (FAR), GDPR and CCPA privacy compliance, and environmental remediation obligations. No active antitrust or SEC consent decrees reported in the 10-K; however, company notes litigation risk and has experienced patent infringement disputes (typical for semiconductor sector). Company notes risk from shareholder litigation and stock price volatility, indicating governance oversight challenges. Significant related-party concentration: largest shareholder Susan Ocampo beneficially owned 12.5% of common stock as of October 3, 2025, creating potential for influence over board and major corporate actions. A material weakness in internal controls over financial reporting has not been disclosed; company certifies compliance with disclosure controls and procedures but does not disclose valuation pressures on goodwill or intangible assets ($1.2 billion+ from acquisitions), creating transparency risk. Convertible debt restructuring (December 2024 exchange and issuance) and loss on debt extinguishment ($193.1 million) indicates active capital management but also suggests prior debt mispricing or strategic reassessment.

These are Missionomics' own editorial scores — directional signals built from disclosed facts under a published method, not certifications or definitive ratings of MACOM Technology Solutions Holdings, Inc.. Coverage and confidence vary by data point, and figures can lag real-world changes. Read the full Methodology for sourcing, scoring, and correction details — or open MACOM Technology Solutions Holdings, Inc. in the app for interactive charts and portfolio building.

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