Microchip Technology(MCHP)

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安森美、微芯等半导体企业股价下跌
Xin Lang Cai Jing· 2025-10-22 14:19
安森美半导体(ON Semiconductor)跌2.1%,微芯科技(Microchip Technology)跌4.8%,恩智浦半导 体(NXP Semiconductors)跌2.4%,亚德诺半导体(Analog Devices)跌3.6%。 来源:视频滚动新闻 ...
Microchip Adds Highly Integrated Single-Chip Wireless Platform Designed for Advanced Connectivity, Touch and Motor Control
Globenewswire· 2025-10-21 12:09
Bluetooth® Low Energy, Thread®, Matter and proprietary protocols come together in a secure, feature-rich platform for supporting evolving standards, interface needs and market demandsCHANDLER, Ariz., Oct. 21, 2025 (GLOBE NEWSWIRE) -- As connectivity standards and market needs evolve, upgradeability has become essential for extending device lifecycles, minimizing redesigns and enabling differentiated features. To solve this challenge, Microchip Technology (Nasdaq: MCHP) has released the highly integrated PIC ...
Earnings Preview: What To Expect From Microchip Technology’s Report
Yahoo Finance· 2025-10-17 05:39
Company Overview - Microchip Technology Incorporated (MCHP) is a semiconductor company specializing in microcontrollers, memory, analog, and mixed-signal integrated circuits for embedded control applications, headquartered in Chandler, Arizona [1] - The company's market capitalization is $35.3 billion, and it serves various industries including automotive, industrial, communications, and consumer electronics, making it a significant player in the embedded systems and semiconductor markets [1] Earnings Expectations - Analysts anticipate MCHP will report an EPS of $0.27 for the fiscal second quarter of 2026, representing a 29% decline from $0.38 in the same quarter last year [2] - For the full fiscal year 2026, the expected EPS is $1.18, which is a 16.8% increase from $1.01 in fiscal 2025, and a projected rise of 75.4% year-over-year to $2.07 in fiscal 2027 [2] Stock Performance - MCHP stock has decreased by 13.9% over the past 52 weeks, underperforming the Technology Select Sector SPDR Fund's 24% increase and the S&P 500 Index's 13.5% rise during the same period [3] - The stock has faced pressure due to operational and macroeconomic challenges, including reliance on stock offerings that raised dilution concerns among investors [4] Operational Challenges - The company is undergoing restructuring efforts, which include job cuts and the shutdown or sale of certain fabrication assets to address a significant decline in demand and excess inventory [5] - Revenue and margins have weakened amid sluggish demand, compounded by broader macro pressures such as trade tensions [5] Analyst Ratings - Wall Street analysts maintain a moderately bullish outlook on MCHP, with a "Moderate Buy" rating overall; among 25 analysts, 16 recommend a "Strong Buy," one a "Moderate Buy," and eight a "Hold" [6] - The mean price target for MCHP is $76.88, indicating a potential upside of 17.6% from the current market price [6]
美国半导体-2025 年第三季度多元化半导体预览_保持稳定,但尚未出现广泛的拐点迹象
2025-10-16 13:07
Accessible version US Semiconductors 3Q Diversified Semi Preview: stability, but no sign of broad-based inflection yet Price Objective Change Expect in-line Q3/Q4 prints that are above seasonal trends We preview on-cycle diversified semi earnings where expectations for a broad-based recovery YTD have encountered a tepid demand backdrop suggesting relatively stable trends in CQ3/Q4. Diversified semi sales, in aggregate, are expected to grow 6.5% QoQ in C3Q (figure 7), 180bps above seasonality, while consensu ...
微芯科技:转型曙光已现,市场疑虑仍存
Xin Lang Cai Jing· 2025-10-15 12:17
来源:美股研究社 微芯科技公司(纳斯达克股票代码:MCHP)在 2021 年经历了重大领导层变动。公司长期 CEO 史蒂 夫・桑吉宣布退休,他在微芯科技任职 30 年,曾在 90 年代初带领公司走出破产危机。然而,在他离职 时,公司已显现经营压力,销售额下降 2.1%,利润减少 3500 万美元。 新任 CEO 接手后,公司问题持续发酵,到 2024 年中期已难以为继。尽管公司仍像以往一样发放股息, 但股息来源已非当期盈利;资产负债表管理纪律松弛。2024 年 11 月,桑吉被请回担任临时 CEO,负责 第二次公司转型,并于 2025 年 7 月正式出任永久 CEO。 领导层变动后不久,公司便呈现积极变化。今年 8 月所在季度,业绩逆转迹象已十分明显:毛利率在长 期下滑后首次回升,且公司盈利超出市场预期。不过,由于市场此前预期过高,公司股价仍下跌 4%。 花旗(Citi)、KeyBanc 和斯提夫尔(Stifel)等机构的分析师仍保持乐观态度,花旗指出微芯科技 "营 收增速在同行中处于较高水平",KeyBanc 提到公司 "未交付订单量显著增加",斯提夫尔则强调 "微芯 科技凭借'九点复苏计划',已形成公司专 ...
SkyWire™ Technology From Microchip Makes It Easier to Align and Compare Clocks Within Nanoseconds Across Geographic Locations
Globenewswire· 2025-10-15 12:00
To protect critical infrastructure systems, SkyWire™ technology enables highly scalable and precise time traceability to metrology labsCHANDLER, Ariz., Oct. 15, 2025 (GLOBE NEWSWIRE) -- Network clocks are the backbone of critical infrastructure operations, with the precise alignment of clocks becoming increasingly important for data centers, power utilities, wireless and wireline networks and financial institutions. For critical infrastructure operators to deploy timing architectures with reliability and re ...
微芯科技:转型曙光已现,市场疑虑仍存
美股研究社· 2025-10-15 11:48
微芯科技公司(纳斯达克股票代码:MCHP)在 2021 年经历了重大领导层变动。公司长期 CEO 史蒂夫・桑吉宣布退休,他在微芯科技任职 30 年,曾在 90 年代初带领公司走出破产危 机。然而,在他离职时,公司已显现经营压力,销售额下降 2.1%,利润减少 3500 万美元。 新任 CEO 接手后,公司问题持续发酵,到 2024 年中期已难以为继。尽管公司仍像以往一样发 放股息,但股息来源已非当期盈利;资产负债表管理纪律松弛。2024 年 11 月,桑吉被请回担 任临时 CEO,负责第二次公司转型,并于 2025 年 7 月正式出任永久 CEO。 九 点 复 苏 计 划 : 收 缩 规 模 强 化 实 力 桑吉于去年推出 "九点复苏计划",旨在精简公司架构、提升盈利能力。此前公司产能远超市场需 求,因此关闭了一家老旧晶圆厂,并削减了其他工厂的产量。同时,公司大力清理库存 —— 库 存周转天数从 12 月的 266 天降至 6 月的 214 天。桑吉表示:"目前我们每个季度的产量远低 于发货量,库存正快速下降。" 【如需和我们交流可扫码添加进社群】 该计划的核心目标包括释放现金流、增加营运资金,同时减少库存冲 ...
Microchip Stock: The Turnaround Is Taking Hold, But Market Is Skeptical (NASDAQ:MCHP)
Seeking Alpha· 2025-10-15 07:34
Leadership Transition - Microchip Technology Incorporated underwent a significant leadership change in 2021 with the retirement of long-term CEO Mr. Steve Sanghi, who had led the company for three decades [1] Company Strategy - The company is focused on building a resilient, income-generating portfolio with a long-term growth mindset, blending dividend-paying equities, REITs, and selective growth opportunities [1]
Microchip 发布3nm芯片
半导体芯闻· 2025-10-14 10:26
推荐阅读 周一,Microchip Technology Inc.发布了其全新的 Switchtec Gen 6 交换机系列,这是市场上首 款采用 3 纳米工艺制造并兼容 PCIe 6.0 标准的交换机。这些组件专为下一代人工智能基础设施而 设计,可提供高达 160 个通道的连接,并将上一代带宽翻倍,达到每通道每秒 64 千兆传输。其目 标是减少处理器、AI 加速器、内存和存储之间的瓶颈,从而提高计算密集型数据中心的效率。 消息发布后,Microchip 股价在交易期间上涨超过 6%。 Switchtec Gen 6 提供 CPU、GPU、SoC 和存储系统之间的高性能互连,具有低延迟和优化的功 耗。Microchip 重点强调了其集成的先进安全功能,包括基于后量子密码学的可信硬件锚点和符合 CNSA 2.0 的安全启动。PCIe 6.0 标准的增强功能包括 FLIT 模式、轻量级纠错和动态资源分配, 从而增强了系统稳定性和可靠性。 该系列产品附带 ChipLink 软件套件,这是一款具有图形界面的诊断和配置工具,可通过带内 PCIe 连接或辅助通道进行详细监控。Switchtec Gen 6 现已向符合条件 ...
Microchip Unveils First 3 nm PCIe® Gen 6 Switch to Power Modern AI Infrastructure
Globenewswire· 2025-10-13 10:02
Switchtec™ Gen 6 PCIe Fanout Switches deliver extra bandwidth, low latency and advanced security for high-performance compute, cloud computing and hyperscale data centersCHANDLER, Ariz., Oct. 13, 2025 (GLOBE NEWSWIRE) -- As artificial intelligence (AI) workloads and high-performance computing (HPC) applications continue to drive unprecedented demand for faster data movement and lower latency, Microchip Technology (Nasdaq: MCHP) has introduced its next generation of Switchtec™ Gen 6 PCIe® Switches. The indus ...