MaxLinear, Inc. (MXL) Presents at Citi’s 2026 Global TMT Conference Transcript
MaxLinear, Inc. (MXL) Citi’s 2026 Global TMT Conference September 9, 2026 1:15 PM EDT
Company Participants
Steven Litchfield – CFO & Chief Corporate Strategy Officer
Conference Call Participants
Wei Chia – Citigroup Inc., Research Division
Presentation
Wei Chia
Citigroup Inc., Research Division
[ Welcome to ] the Day 2 of Citi TMT Conference. My name is Kelsey, one of the analysts here covering U.S. semis. So very pleased to have Steve Litchfield with us from MaxLinear, CFO. Perhaps, Steve, how about we start with giving the audience an overview of the company’s heritage, product portfolio and also how MaxLinear is benefiting from the AI compute build out?
Question-and-Answer Session
Steven Litchfield
CFO & Chief Corporate Strategy Officer
Great. Sounds good. Well, thanks for having us, Kelsey, and thanks for seeing — everybody joining us today. A little bit of background on MaxLinear, company is really founded as a mixed signal semiconductor company. Focused — I mean we started an effort in infrastructure about 5 to 6 years ago, and that’s been kind of a labor of love in the beginning, and we really started to get some solid traction here in the market over the last few years. This most recent quarter, it was over 50% of our revenues. That’s been the focus of our data center business as well as our storage accelerators and some of our wireless infrastructure. We also have several other end markets, broadband connectivity and industrial markets, but over the last several years as far as R&D dollars and product focus, it’s been around the data center and the infrastructure business.
Wei Chia
Citigroup Inc., Research Division
How should we think about that tailwind within the [indiscernible] build out? Is it the 800 gig, 1.6 transition or scale up, scale out? How are you guys positioned within the networking transition?
