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Microchip (MCHP) investor relations material
Microchip UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Business performance and outlook
December quarter guidance was raised to the high end due to strong November bookings and customer pull-ins, with March and June quarters also expected to be strong, signaling a possible inflection point in the business.
Recovery is broad-based across all end markets, including data center, aerospace, defense, industrial, automotive, and communication, with consumer business stabilizing despite tariff uncertainties.
Distributor inventory correction is nearly complete, and OEM inventory is also nearing normal levels, driving increased purchasing aligned with consumption.
New product design activity, which had slowed in 2022-2023, is resuming, supporting growth into 2024-2026.
Long-term growth is expected to blend legacy business with higher-growth areas like data center, high-performance compute, and AI on the edge.
Data center and technology innovation
Data center business is focused on memory and storage control infrastructure, with PCIe-based connectivity as the fastest-growing segment.
Launched the world's first 3nm PCIe Gen 6 switch, offering best-in-class power efficiency and multicast technology, targeting hyperscalers and enterprise customers.
PCIe switch and retimer market projected to reach $12 billion by 2030, with significant growth expected from the second half of 2026.
Company is positioned as a leading supplier across multiple PCIe generations, aiming for early adoption with hyperscalers and later with enterprise customers.
Financials, margins, and operations
Distribution inventory is expected to reach parity with sell-through within two quarters, reflecting improved channel health.
Factory utilization is increasing, but underutilization and inventory write-off charges are still impacting gross margins, which are expected to gradually recover.
Product gross margin was 67.4% before charges, with a long-term target of 65%; data center and licensing businesses contribute to a rich margin mix.
Fab 2 in Arizona was shut down, with capacity expansion in Colorado and Oregon; gradual ramp-up expected as demand grows.
Inventory correction's demand impact
New growth pillars' long-term impact
Timeline for gross margin recovery
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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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