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Microchip (MCHP) investor relations material
Microchip Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
AI and data center strategy
Launched a 3nm PCIe Gen 6 switch, with retimers for Gen 6 coming next quarter, enabling rapid transition to Gen 7 deployments.
ChipLink software platform, considered a gold standard, supports PCIe switches and is ready for Gen 6.
Focus on edge AI/ML with a new group, developing model libraries for microcontrollers and FPGAs, mostly without accelerators.
Growth in data center, communications, and aerospace & defense (A&D) markets, with new designs and activity driving demand.
Data center and compute represented 19% of revenue last year, A&D 18%, both expected to grow.
Product and technology developments
Ethernet (T1, T1S) is a key growth area, especially for robotics and Industry 4.0, with strong customer demand for wired solutions.
PCIe switches support both scale-up and scale-out architectures, with Gen 6 offering the greatest growth.
AI code assistant for microcontrollers reduces development time by 40%-60%, enhancing productivity.
Next-generation space computer developed for NASA, based on octal RISC-V 64-bit, with industry-wide adoption expected.
Market and channel dynamics
Inventory correction is nearing completion, with bookings strengthening across geographies and end markets.
Automotive and industrial customers are re-baselined and showing mid-single-digit growth expectations.
Distribution inventory is low and will need to be restocked, potentially boosting revenue in 2026.
About 47% of business goes through distribution, which is key for reaching a broad customer base.
China exposure is about 18% of revenue, but only 4%-5% is at risk from local competition.
Gen 6 PCIe switch differentiation?
Key signs for broad market turnaround?
Path to 65% gross margin target?
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Q3 20265 Feb, 2026
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Frequently asked questions
Microcontrollers, Processors, and More
Microchip Technology Incorporated is a provider in the field of smart, connected, and secure embedded control solutions. The company's product portfolio is extensive, encompassing general-purpose 8-bit, 16-bit, and 32-bit microcontrollers, alongside 32-bit embedded mixed-signal microprocessors and specialized microcontrollers tailored for a variety of applications. These applications range from automotive and industrial to computing, communications, lighting, power supplies, motor control, human-machine interface, security, and connectivity solutions. Microchip Technology is headquartered in Chandler, Arizona, and its shares are listed on the Nasdaq.
Founding and Growth
Founded in 1989, Microchip Technology emerged from a predecessor company, General Instrument, which was restructured to focus specifically on its microelectronics division. This strategic shift was driven by the recognition of the growing potential and demand for microcontrollers, which are integral in the operation of a myriad of electronic devices.
From its inception, Microchip adopted a unique approach by concentrating on the development of PIC microcontrollers, a type of easily programmable chip that found extensive applications in various electronic devices due to its versatility and cost-effectiveness. Over the years, Microchip Technology expanded its product line beyond microcontrollers to include analog, memory, and several other semiconductor products.
The Products
Microchip Technology Inc. manufactures a variety of electronic components, including microcontrollers, mixed-signal, analog, and Flash-IP integrated circuits. Its microcontrollers are designed to manage specific operations in electronic systems and are a fundamental component in various applications, ranging from simple tasks like controlling small household appliances to complex systems in automotive electronics, industrial machinery, and advanced communication devices. Mixed-signal products combine analog and digital functions, utilized to convert real-world inputs into digital data. Analog components are used to manage real-world signals within electronics, and their Flash-IP solutions focus on providing memory storage. Some other companies operating in the same industry are Texas Instruments, Analog Devices, and Intel.
Working With Customers
Microchip’s business model, emphasizing long-term client relationships and a commitment to providing comprehensive support and resources for developers, has played a pivotal role in its sustained growth. The company's design tools, development boards, and comprehensive technical documentation have made it easier for engineers to implement Microchip's products in their designs, fostering a loyal customer base and steady demand for its products.
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