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 PRESS RELEASE

Microchip Technology to Webcast Annual Meeting of Shareholders

Microchip Technology to Webcast Annual Meeting of Shareholders CHANDLER, Ariz., Aug. 14, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced that it will webcast its Annual Meeting of Shareholders starting at 9:00 a.m. (Pacific Time) on Tuesday, August 19, 2025 at . A replay of the event will also be available at for a period of 14 days following the meeting. The Annual Meeting will consist of the official business of the shareholders’ meeting. Any forw...

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

TSMC: Exiting 6" manufacturing and consolidating 8" linesView: This statement from TSMC in our view both 1) highlights the difficult economics of mature manufacturing in areas where China is more effectively competing with Western supply while at the same time 2) potentially creates some opportunit

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

Trump, Lip-Bu Tan: Calls Lip-Bu Tan rise to success "amazing story"; soap opera continuesView: President Trump said he met with Intel CEO Lip-Bu Tan on Monday, days after seeking his resignation, praising Tan and characterizing the meeting "a very interesting one". While an amicable resolution and

 PRESS RELEASE

Microchip Technology to Present at the KeyBanc Technology Leadership F...

Microchip Technology to Present at the KeyBanc Technology Leadership Forum CHANDLER, Ariz., Aug. 11, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced that the Company will present at the Mizuho 2025 Technology Conference on Tuesday, August 12, 2025 at 11:30 a.m. (Mountain Time). Presenting for the Company will be Mr. Eric Bjornholt, Senior Vice President and Chief Financial Officer. A live webcast of the presentation will be made available by KeyBanc, and can be access...

Moody's Ratings assigns Baa3 rating to CVS' sr. notes; stable outlook

Moody's Ratings (Moody's) assigned a Baa3 rating to the new senior unsecured notes issuance of CVS Health Corporation ("CVS"). There are no changes to CVS's existing ratings including the Baa3 senior unsecured notes, (P) Baa3 senior unsecured shelf, Ba1 junior subordinated notes, and Prime-3 commerc...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing conce...

Dear all, ​​ Today, we are publishing the Smartphones section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equ...

Pierre FerraguÊ
  • Pierre FerraguÊ

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

Finally, we would note, conceptually, we view this decision by the US government to levy a charge for certain foreign companies to procure US technology as worrisome, given it opens the door for the US to selectively tax a variety of companies/products that enjoy technology leadership positions. Bl

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
 PRESS RELEASE

Microchip Technology Announces Financial Results for First Quarter of ...

Microchip Technology Announces Financial Results for First Quarter of Fiscal Year 2026 For the quarter ended June 30, 2025 Net sales of $1.0755 billion, increased 10.8% sequentially and declined 13.4% from the year ago quarter.  The midpoint of our updated guidance provided on May 29, 2025 was net sales of $1.0575 billion.On a GAAP basis: gross profit of 53.6%; operating income of $32.1 million and 3.0% of net sales; net loss attributable to common stockholders of $46.4 million; and loss of $0.09 per diluted share. Our updated guidance provided on May 29, 2025 was for GAAP EPS loss per dil...

 PRESS RELEASE

Microchip Technology Announces Quarterly Cash Dividend on Common Stock...

Microchip Technology Announces Quarterly Cash Dividend on Common Stock of 45.5 Cents Per Share CHANDLER, Ariz., Aug. 07, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced that its Board of Directors declared a quarterly cash dividend on its common stock of 45.5 cents per share. The dividend is payable on September 5, 2025, to stockholders of record on August 22, 2025. Microchip initiated quarterly cash dividend payments in the third quarter of fiscal year 2003. About ...

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines

While the latest update from the Trump administration now points to 50% total tariffs (up from 25% initially), we still expect negotiations between the two countries will continue to unfold over the coming days and weeks, and we would not exclude the possibility a trade deal (containing lower tarif

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