微芯科技(MCHP.US)一度涨超8%，最高触及72.5美元，创逾5个月新高。消息面上，微芯科技将第三财 季净销售额预期上调至约11.9亿美元，高于华尔街分析师预期的11.4亿美元。公司首席执行官Steve Sanghi将预期上调归因于终端市场复苏、库存调整、12月季度强劲的订单量，以及公司复苏计划的顺利 执行。(格隆汇) ...

Core Viewpoint - Microchip Technology (MCHP) has raised its revenue forecast for Q3 of fiscal year 2026 due to a comprehensive recovery in end markets and strong order demand, resulting in a 4% increase in stock price during pre-market trading [1][4]. Group 1: Revenue Forecast - The company now expects Q3 fiscal year 2026 net sales to reach approximately $1.19 billion, up from the previous forecast range of $1.11 billion to $1.15 billion announced in November [1][4]. - This upward revision follows a significant reduction in chip inventory that had previously impacted demand during the pandemic [1][4]. Group 2: Order and Inventory Management - CEO Steve Sanghi noted that despite the holiday season in December, order conditions remained strong, with initial orders for the new quarter (March) significantly better than the previous year's December quarter [2][5]. - The company has substantially reduced internal inventory, which will help mitigate inventory impairment losses, and is preparing to increase factory capacity in the March quarter to address underutilization costs [2][5]. Group 3: Upcoming Financial Reporting - Microchip Technology plans to announce its Q3 fiscal year 2026 financial results on February 5 [3][6].

Core Insights - The chip maker has increased its sales guidance for the second time for the quarter ending December 31 [1] Group 1 - The company is experiencing positive momentum in sales, prompting a revision of its sales forecast [1] - This adjustment indicates strong demand for the company's products in the current market [1] - The revised guidance reflects the company's confidence in its operational performance and market conditions [1]

Group 1 - The core viewpoint of the article is that Wells Fargo has raised the target price for Microchip Technology (MCHP.US) from $58 to $68 [1] Group 2 - The adjustment in target price indicates a positive outlook on Microchip Technology's performance and potential growth in the semiconductor industry [1]

Group 1 - The core viewpoint of the article is that Stifel has raised the target price for Microchip Technology (MCHP.US) from $75 to $80 [1] Group 2 - The adjustment in target price indicates a positive outlook for Microchip Technology, reflecting confidence in the company's performance and market position [1]

每经AI快讯，1月6日，微芯科技盘前涨超3%。 ...

Core Viewpoint - The upward revision of third-quarter performance guidance by Microchip Technology is seen as a positive signal for European peers Infineon and STMicroelectronics, indicating potential recovery in the semiconductor sector [1] Group 1: Company Performance - Microchip Technology has indicated demand levels that are above average, which contrasts with the recent decline in semiconductor supply [1] - European semiconductor companies are expected to see quarterly revenues that may exceed expectations, improving their performance outlook for 2026 [1] Group 2: Market Reaction - Following the news, Infineon's stock price increased by 3.95% [1] - STMicroelectronics experienced stock price increases of approximately 2.5% in both Milan and Paris markets [1]

Core Viewpoint - U.S. stock futures are trading higher, with several companies expected to report earnings and revenue figures that may attract investor attention [1] Company Summaries - **AngioDynamics, Inc. (NASDAQ:ANGO)**: Expected to report a quarterly loss of $0.10 per share on revenue of $76.30 million. Shares decreased by 0.2% to $13.20 in after-hours trading [1] - **Microchip Technology Inc (NASDAQ:MCHP)**: Anticipates third-quarter fiscal 2026 net sales of approximately $1.185 billion, exceeding previous guidance of $1.109 billion to $1.149 billion. Shares increased by 3.2% to $69.20 in after-hours trading [1] - **AAR Corp (NYSE:AIR)**: Analysts expect quarterly earnings of $1.04 per share on revenue of $761.13 million, with earnings to be released after market close. Shares rose by 0.8% to $88.70 in after-hours trading [1] - **Galapagos NV – ADR (NASDAQ:GLPG)**: The board has decided to wind down the company's cell therapy activities after a strategic review. Shares increased by 6% to $34.70 in after-hours trading [1] - **Penguin Solutions Inc. (NASDAQ:PENG)**: Expected to report quarterly earnings of $0.44 per share on revenue of $338.76 million after market close. Shares rose by 0.6% to $21.19 in after-hours trading [1]

Core Viewpoint - Microchip Technology has raised its expectations for third-quarter net sales due to recovery across end markets and strong bookings, resulting in a 5.6% increase in shares during after-hours trading [1] Group 1: Company Performance - The company has increased its net sales expectations for the third quarter, indicating positive momentum in its business operations [1] - Strong bookings have contributed significantly to the improved outlook, suggesting robust demand for Microchip Technology's products [1] Group 2: Market Reaction - Following the announcement, shares of Microchip Technology rose by 5.6% in after-hours trading, reflecting investor confidence in the company's performance and future prospects [1]

Financial Performance - Microchip Technology announced expected net sales for Q3 fiscal year 2026, ending December 31, 2025[6]. - The complete business update for Q3 fiscal 2026 is provided in Exhibit 99.1 attached to the report[7]. - The report does not include any financial statements or exhibits beyond the business update[7]. Regulatory Compliance - The report is filed under the Securities Exchange Act of 1934, ensuring compliance with regulatory requirements[5]. - The company is not classified as an emerging growth company under the relevant regulations[3]. - The company has not opted out of the extended transition period for new financial accounting standards[3]. Company Information - The company is listed on NASDAQ under the symbol MCHP, with a par value of $0.001 per share[3]. - The address of Microchip Technology's principal executive offices is 2355 West Chandler Boulevard, Chandler, Arizona 85224-6199[2]. - The report includes a signature from J. Eric Bjornholt, Senior Vice President and Chief Financial Officer, confirming its authenticity[11]. Filing Details - The filing date of the report is January 5, 2026, indicating timely disclosure of financial information[6].