Microchip reported FY2025 revenue of $4.40 billion and December-quarter revenue of $1.19 billion, putting the thesis on whether the embedded semiconductor cycle can recover without balance-sheet or margin slippage.
Microchip: the embedded-chip recovery still has to rebuild operating leverage
NASDAQMCHPCoverage BootstrapMicrochip Technology Incorporated
Thesis summary
Microchip reported FY2025 revenue of $4.40 billion and December-quarter revenue of $1.19 billion, putting the thesis on whether the embedded semiconductor cycle can recover without balance-sheet or margin slippage.
View article
Discuss the thesis
0 commentsCommenting requires active membershipBecome a member
Attack the thesis, not the person.Add evidence when challenging claims.No pump, spam, or low-effort comments.
No comments yet. Start the discussion with evidence, a question, or a bear case.