Stifel analyst Tore Svanberg reiterated a Buy rating and $120 price target on MaxLinear after a fireside chat. Key takeaway: infrastructure growth is driven by content and share gains, not just end-market growth. Optical ASPs at 1.6T are $80-$100, up sharply from 400G levels. The 1.6T DSP fabricated at Samsung is seen as a supply differentiator. Management targets over $1B in data center and optical revenue over the next couple of years.
One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
