14 June 2025 | 5:29PM HKT Greater China Semis: May: IC import/ export value +8.9%/ +33.4% YoY Apr-May data (Exhibits 1-4): IC import volume was +9.9% YoY in May 2025 (vs. +7.6% YoY in Apr 2025), and import value was +8.9% YoY (vs. 11.1% YoY in Apr 2025), implying IC import ASP was down 1% YoY in May 2025. IC (integrated circuits) production growth was +4.0% YoY in Apr 2025 (link), vs. +9.2% YoY in Mar 2025, showing a flattish production volume. On inventory, China's electronics sector DOI (days of inventory ...

Microchip (MCHP) FY Conference May 14, 2025 03:00 PM ET Speaker0 Alright. Let's go ahead and get started. Good afternoon. Welcome to JPMorgan's fifty third Annual Technology, Media, and Communications Conference. My name is Harlan Sur. I'm the semiconductor and semiconductor capital equipment analyst for the firm. Very pleased to have Eric Bjornholt, chief financial officer of Microchip, here with us today. Microchip, top five microcontroller supplier globally, number three market share in industrial market ...