Stephen Daly

President, Chief Executive Officer & Chairman, MACOM TECHNLGY SOL HLDGS INC

Search every verified Stephen Daly interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Stephen Daly, President and CEO of MACOM Technology Solutions, discussed the company's financial results and strategic initiatives during earnings calls for the first fiscal quarters of 2020 and 2021. In the January 2021 call, Daly described a technology transfer agreement with the Air Force Research Laboratory (AFRL) for a millimeter wave GaN MMIC process, which he said would allow the company to integrate components like capacitors, inductors, and resistors into complete power amplifier chips. He estimated the current market for this technology at over $200 million, projecting it could exceed $350 million within five years, and stated that MACOM currently holds no market share in this area. Daly characterized the effort as a "copy smart" approach, involving the transfer of existing processes and methods into MACOM's fabrication facilities. In the January 2020 call, Daly addressed market conditions and company performance, noting positive momentum in data center booking activity and projecting high double-digit growth for both industrial and defense and data center businesses for the fiscal year. He mentioned new design wins in Asia for 25G and 100G products and discussed the impact of Huawei's placement on the U.S. entity list in May 2019, stating that while most sales to Huawei ceased due to export restrictions, a small subset of products remained permissible to sell. Daly also emphasized the company's focus on managing operating expenses and improving margins through internal and external efficiency initiatives.