MaxLinear now expects revenue of $250 million to $270 million from its optical data center business in 2026, up from a previous estimate of $210 million to $230 million. In the third quarter, the chipmaker’s total revenue reached $218.1 million, rising 72% year over year and 29% quarter over quarter. Infrastructure revenue came in at approximately $125 million, a 210% year-over-year increase driven largely by the company’s high-speed optical digital signal processors, including the Keystone platform supporting 800G deployments. For the fourth quarter, MaxLinear forecasts revenue of $240 million to $260 million and a non-GAAP gross margin of 59% to 62%. Its next-generation Rushmore platform for 1.6T products is expected to generate revenue in the first half of 2027, with stronger performance anticipated in the second half and into 2028, while limited foundry capacity poses a delivery risk.
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