Microchip Inside Its New Growth Strategy: What’s Really Driving Its LTSA Power Play!
Microchip Technology Incorporated delivered mixed financial results for its fiscal second quarter of 2026. The company reported a 6% sequential...
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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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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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