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Microchip
Microchip (MCHP) investor relations material
Microchip Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 summary11 Feb, 2026
Market and business trends
Distribution channel normalized in December quarter, with sell-through/sell-in gap down to $12 million and book-to-bill ratio above 1, indicating strong bookings and momentum into the March quarter.
Demand patterns are strengthening, with expedite requests accelerating and momentum expected to continue.
Data center now represents about 19% of revenue, with strong growth, while automotive is recovering after a decline.
Visibility is best for the next quarter, with 6.2% growth expected in March, above typical seasonal trends.
Lead times remain short for most internal manufacturing, but are extending for advanced foundry nodes and some assembly components.
Product and technology developments
Data center portfolio includes PCI Express switches (Gen 3-6), flash controllers, and HDD controllers, with Gen 6 PCIe switch built on 3nm technology offering power advantages.
PCIe switches are used in both scale-up and scale-out data center architectures, with rapid generational cycles now at 18-24 months.
FPGA business is growing strongly, especially in aerospace, defense, industrial, automotive, and data center markets, driven by high ASIC development costs.
Automotive segment features microcontrollers, touch controllers, car access systems, in-vehicle networking, and Ethernet-based connectivity, with new products derived from data center technology.
Migration to 32-bit microcontrollers is ongoing, but 8-bit products remain supported; focus is shifting to uniform architecture and ARM cores.
Financial outlook and strategy
Gross margin guidance for March quarter is 61%, with gradual improvement expected as utilization and product mix improve.
Inventory reserve charges have been eliminated, with future margin gains expected from mix and utilization.
Path to 65% gross margin is achievable, but will progress gradually through this and next calendar year, depending on market recovery.
Near-term financial priority is debt reduction, with net debt to EBITDA targeted below 2x; dividend remains intact, but no near-term buybacks planned.
Cash flow has returned to covering dividends, and focus remains on strengthening balance sheet.
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Next Microchip earnings date
Q4 20267 May, 2026
Microchip
Next Microchip earnings date
Q4 20267 May, 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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