Microchip Technology Prioritizes Backlog Management: Can Long-Term Orders Unlock Predictable Growth?
Microchip Technology's first fiscal quarter for 2026 reported robust performance with a noteworthy 10.8% sequential sales growth, driven by...
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Microchip Technology Slashes $100M in Costs with Bold Restructuring Plan But Is It Enough To Sustain Margins?
Microchip Technology Inc. presented its Q4 and fiscal year 2025 financial results, highlighting several strategic decisions and market dynamics...
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2025 High Conviction Short: Microchip Technology Inc. (MCHP)
December 2, 2024, following US Market Close: Steve Sanghi, MCHP Chairman and interim CEO, said Monday that it would close a plant in Tempe,...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
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