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21:00
Aug 06 ◎
Steve Sanghi MCHP Q1 FY27 call
Microchip sees third-party OSAT capacity constrained by AI demand, prompting it to bring more assembly/test internally, but it lacks advanced packaging (substrates) capability, which remains a bottleneck. — Highlights a key, non-obvious constraint outside of leading-edge fabs: advanced substrates and packaging capacity, which could limit supply for many chipmakers.
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About ASX Analyst Coverage

Buzzberg tracks ASX (ASE Technology Holding Co., Ltd.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Steve Sanghi.