Cyclical Indicators
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Microchip Technology Incorporated (MCHP) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript
Seeking Alpha· 2026-03-10 19:30
Question-and-Answer SessionI wanted to open this chat with some near-term level setting. Last quarter, Microchip highlighted a number of positive developments in terms of cyclical indicators, one being booking strength as December quarter moved significantly higher and strength into January. Can you offer some color around any particular areas of strength within those bookings? Any particular areas that could be lagging? And then how have these dynamics develop through February and early March?Eric Bjornhol ...