Does MACOM (MTSI) Leaving Russell Value Indices Recast Its Core AI Infrastructure Investment Story?
In late June 2026, MACOM Technology Solutions Holdings was removed from several Russell value-oriented benchmarks, including the Russell 1000, 2500, 3000, 3000E, Small Cap Composite, and Midcap Value indices. This broad index removal coincided with a sector-wide reassessment of semiconductor valuations amid concerns about AI chip demand and capacity expansion by major cloud providers. Next, we’ll examine how MACOM’s exit from multiple Russell value indices intersects with its...
In late June 2026, MACOM Technology Solutions Holdings was removed from several Russell value-oriented benchmarks, including the Russell 1000, 2500, 3000, 3000E, Small Cap Composite, and Midcap Value indices.
This broad index removal coincided with a sector-wide reassessment of semiconductor valuations amid concerns about AI chip demand and capacity expansion by major cloud providers.
Next, we’ll examine how MACOM’s exit from multiple Russell value indices intersects with its...
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