MCHP Microchip Technology Loading... : Investor Sentiment and Bull/Bear Views
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13:13
Sep 15
Sep 15
UBS sees AI power semis TAM hitting $15B
Cites UBS forecast of AI power semis TAM growing from ~$3.5B in 2026E to ~$15B by 2030E, naming TXN, STM, MCHP, WOLF, ADI, NXPI as the relevant names. No directional view from the speaker.
MED
01:42
Sep 10
Sep 10
Author lists companies covered at Goldman and Citi TMT conferences as research coverage.
Author lists companies covered at Goldman and Citi TMT conferences as research coverage, not positions or directional calls.
16:41
Sep 03
Sep 03
MCHP significant technical exposure, limited purity.
Microchip noted for technical exposure to the defensive electronics theme but limited financial materiality, making it a less pure play; research-framed, no direct position stated.
MED
19:46
Aug 20
Aug 20
Expert call summary on analog, compute, and memory supply chains.
Expert call summary on analog, compute, and memory supply chains; questions explore demand durability and shortages without author positions or forward calls.
23:11
Aug 13
Aug 13
The author lists 40 stocks at their 200-weekly moving average as a watchlist of potential.
The author lists 40 stocks at their 200-weekly moving average as a watchlist of potential buying opportunities, but provides no explicit position or forward call beyond a general endorsement of buying quality at discounts.
22:02
Aug 07
Aug 07
Q1 results point to industrial recovery
Reports Q1 results and Q2 guidance pointing to a sharper analog and industrial recovery.
MED
13:48
Aug 07
Aug 07
MCHP datacenter revenue surpassing auto in CY26
Author cites specific projection that MCHP datacenter revenue grows 69% to $1B in CY26, surpassing its auto segment — a fundamental shift in revenue mix for the IDM.
MED
12:26
Aug 07
Aug 07
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP.
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP, and DV on earnings or acquisition news, while RMD, TTD, and SG decline on misses or guidance cuts.
06:46
Aug 07
Aug 07
Microchip Technology shares rise after reporting stronger-than-expected first quarter results.
Microchip Technology shares rise after reporting stronger-than-expected first quarter results and issuing upbeat guidance.
02:10
Aug 07
Aug 07
"Watch defense-electronics arsenal-rebuild beneficiaries"
"Watch this defense-electronics arsenal-rebuild basket as a beneficiary map, not an author-owned long. The research note spans replacement, capacity-reset, and modernization cycles with varying purity; no position or ownership is disclosed."
MED
01:20
Aug 07
Aug 07
Watch Microchip for technical defense exposure.
Watch Microchip for technical defense-electronics exposure; relevance is clear, but limited disclosed financial materiality makes it a lower-purity expression.
MED
23:17
Aug 06
Aug 06
Watch distribution semis: near-term positive, overshoot risk.
Watch the distribution/broadline semis complex: ARW/AVT as distribution proxies and MCHP/ADI/NXPI/STM as broadline vendors face near-term restocking tailwinds, but medium-term overordering risk and no disclosed author position keep these on watch.
MED
23:17
Aug 06
Aug 06
Watch MCHP on data-center revenue reacceleration
Watch MCHP rather than chase a long: Microchip's data-center revenue outlook and distribution restock are positive, but this is a research read-through, not an author position.
MED
21:00
Aug 06
Aug 06
Management guides strong sequential growth driven by data center, A&D, and industrial recovery, with improving gross and operating margins, signaling a confident outlook.
HIGH
20:25
Aug 06
Aug 06
MCHP guidance beat; watch for continued momentum.
Watch MCHP after Q2 beat and Q3 EPS/sales guidance above consensus; no author position disclosed, but improving demand, margin expansion, and PCIe Gen6 design wins support monitoring.
MED
20:20
Aug 06
Aug 06
Microchip Technology reported fiscal first quarter sales and adjusted earnings above analyst.
Microchip Technology reported fiscal first quarter sales and adjusted earnings above analyst estimates, with revenue of 1.485 billion dollars and adjusted EPS of 76 cents.
20:18
Aug 06
Aug 06
Microchip Technology reports strong fiscal first quarter results with sales up 38 percent year.
Microchip Technology reports strong fiscal first quarter results with sales up 38 percent year over year and raises guidance for the September quarter.
22:34
Aug 05
Aug 05
Watch alternative suppliers for potential tactical upside.
Watch alternative timing suppliers for potential tactical upside as customers seek second sources due to supply constraints, though long qualification cycles limit immediate impact.
MED
17:40
Aug 05
Aug 05
Research note analyzing GlobalFoundries read-throughs across semiconductor suppliers.
Research note analyzing GlobalFoundries read-throughs across semiconductor suppliers, with mixed directional impacts but no explicit author positions or trade calls.
23:37
Aug 04
Aug 04
Industrial semis watch on destocking completion
Watch TXN, ADI, MCHP, ARW, AVT because channel destocking is largely complete and Lattice's industrial strength supports a cyclical recovery, though Lattice-specific share gains limit direct extrapolation. No ownership language stated.
MED
22:02
Aug 04
Aug 04
Microchip Switchtec Gen 6 featured in AI storage showcase
Microchip Technology showcased Switchtec Gen 6 PCIe switches in a joint AI storage architecture demo, positioning its switching silicon in next-gen AI data-center deployments. No directional view from speaker.
LOW
20:15
Aug 04
Aug 04
Watch LSCC and MCHP on AI buildout
Watch LSCC and MCHP on the FPGA/GAI-infrastructure theme. LSCC's Q2 beat supports demand, but the author has not disclosed an owned long position.
MED
23:33
Jul 30
Jul 30
Monitor analog/industrial semiconductor peers; read-through indicates no broad pricing recovery.
MED
22:43
Jul 30
Jul 30
Watch Microchip as industrial test capacity additions imply improving industrial order rates.
Watch Microchip as industrial test capacity additions imply improving industrial order rates and inventory normalization, benefiting microcontroller demand.
MED
23:10
Jul 23
Jul 23
800V HVDC on track for 1Q27 production
Digitimes reports Nvidia 800V HVDC production beginning end of 1Q27 with ramp from 2Q27, earlier than SemiAnalysis's feared 2028 delay, flagged as a potential catalyst for power-supply component names. No personal directional commitment from author.
MED
07:41
Jul 23
Jul 23
WATCH MCHP for upside from industrial and embedded recovery.
WATCH MCHP for upside from industrial and embedded recovery; TI's broad demand signal supports higher utilization and margins.
MED
02:32
Jun 25
Jun 25
The author analyzes Microchip's past supply chain missteps and current AI infrastructure.
The author analyzes Microchip's past supply chain missteps and current AI infrastructure spending, concluding the cycle is unsustainable long-term but not shorting it.
LOW
21:43
Jun 24
Jun 24
Author names MCHP as a bullish candidate in response to a direct question about which companies.
Author names MCHP as a bullish candidate in response to a direct question about which companies to look at, expressing conviction all named names will outperform.
MED
13:35
Jun 23
Jun 23
A broad selloff hit semiconductor stocks and ETFs with major declines across the sector.
A broad selloff hit semiconductor stocks and ETFs with major declines across the sector including AMD down 7.5 percent and MU down 11.7 percent.
17:55
Jun 21
Jun 21
Co-mentioned in thematic hyperscaler capex doubling basket as lower/indirect alignment.
Co-mentioned in thematic hyperscaler capex doubling basket as lower/indirect alignment; diversified/edge-focused with limited concentrated AI infrastructure exposure.
LOW
About MCHP Investor Commentary
Across the available history and selected sources, Buzzberg tracks MCHP (Microchip Technology) across 20 sources: 7 bullish vs 0 bearish calls from 23 authors. Historical directional balance: 9% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 75 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: pequityresearch, TheValueist, asklivermore.