Posts on MCHP

Latest ideas and analyses related to Microchip Technology Incorporated Common Stock

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MRVL , ENTG , CRDO , PI , NXPI , MCHP , Semiconductors

+17 pts



What did we learn from last week's Communacopia + Technology conference?

By ethonomics on Sept. 19, 2022, 3:54 p.m.
Tagged topics: conference takeaways

Views: 12, Votes: 5, Responses: 0, Attachments: 1
KLAC , SNPS , NVDA , MU , MCHP , ADI , MRVL

+41 pts



CY23 EPS Estimates Coming Down 15- 20%+; Reward/Risk Attractive As Mkt Already Discounting Weak 2023

By bbern3 on July 15, 2022, 4:31 p.m.
Tagged topics: earnings preview

Views: 44, Votes: 3, Responses: 1, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 30, Votes: 4, Responses: 0, Attachments: 1
ADI , NXPI , ON , TXN , ST , TEL , APH , MCHP , MRVL

+38 pts



Mid-year outlook: expect solid numbers to continue near term but adding 2023 headwinds to the models

By bbern3 on June 10, 2022, 12:08 p.m.
Tagged topics: macro pressures

Views: 130, Votes: 5, Responses: 0, Attachments: 1
NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 25, Votes: 4, Responses: 1, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 44, Votes: 4, Responses: 0, Attachments: 1
NVDA , AMD , LSCC , MRVL , AMAT , MCHP , LRCX

+38 pts



Semis 1Q22 Earnings Preview: Pattern and Level Say Buy

By junkfoodlover on April 20, 2022, 11:36 a.m.
Tagged topics: earnings preview

Views: 30, Votes: 3, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 51, Votes: 4, Responses: 1, Attachments: 1
INTC , NVDA , MRVL , AVGO , ADI , MU , MCHP , KLAC , GFS

+17 pts



I think semiconductors are in a difficult spot right now overall. They're A) volatile by nature and B) hampered by supply-chain issues and C) many...

By bargain$ on April 17, 2022, 3:48 a.m.
Tagged topics: deep dive , 2022 outlook

Views: 41, Votes: 7, Responses: 0, Attachments: 0
AJG , BRO , DUK , EVGR , JNJ , LNT , PG , WMT , UNH , XEL , ADI , AMAT , CCL , LEN , LRCX , MCHP , MU , NXPI , PHM , QRVO , TXN , UAL

+34 pts



Technical Analysis: Inflection Points Risk-Off Rate Rise Remains Relevant

By rIsILAwr on April 11, 2022, 9:04 a.m.
Tagged topics: technical analysis

Views: 43, Votes: 3, Responses: 0, Attachments: 1
ADI , AVGO , CRDO , MRVL , ON , PI , KLAC , MCHP , QRVO , TER , INTC , TXN , AVT , COHU , AMD

+52 pts



Analysts cut estimates across semiconductors on a more challenging macro backdrop

By ethonomics on March 28, 2022, 12:28 p.m.
Tagged topics: analyst lowers estimates , deep dive , analyst downgrade

Views: 227, Votes: 5, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 228, Votes: 9, Responses: 2, Attachments: 1
NVDA , AMD , MRVL , MCHP , ADI , ON , GFS , KLAC

+46 pts



Playbook during peaking process: trade-down in front of earnings, and trade-up during conference season

By bbern3 on March 7, 2022, 3:30 p.m.
Tagged topics: semiconductors , trade ideas

Views: 182, Votes: 5, Responses: 1, Attachments: 1
NVDA , AMD , MCHP , MRVL , LRCX , NXPI , ON

+46 pts



Semis have entered the peaking process, which analysts expect to have wild swings

By bbern3 on Jan. 31, 2022, 4:14 p.m.
Tagged topics: semiconductors

Views: 219, Votes: 4, Responses: 1, Attachments: 1
AVGO , MRVL , KLAC , INTC , NVDA , MU , GFS , MCHP , ADI , LRCX , AMZN

+45 pts



Semis fundamental set up remains strong for 2022

By bbern3 on Jan. 20, 2022, 4:44 p.m.
Tagged topics: semiconductors

Views: 247, Votes: 9, Responses: 0, Attachments: 1
AMD , AKTS , ADI , AAPL , AVGO , DGII , IIVI , PI , KN , MTSI , MRVL , MCHP , MU , NPTN , NVDA , NXPI , ON , QRVO , QCOM , SMTC , SKYT , SWKS , WOLF

+67 pts



2022 to favor larger more profitable cash generating names in semi

By bbern3 on Jan. 4, 2022, 10:17 a.m.
Tagged topics: semiconductors

Views: 84, Votes: 4, Responses: 0, Attachments: 1
AMBA , ADI , ARBE , ALGM , CDNS , DIOD , MRVL , MXL , MCHP , NXPI , QCOM , QRVO , RMBS , SMTC , SLAB , SWKS , SNPS , WOLF , ON

+67 pts



2022 Automotive, Mobile & IoT Semiconductor/EDA Outlook

By JH on Dec. 28, 2021, 11:08 a.m.
Tagged topics: analyst checks , semiconductors , IoT , mobile , 2022 outlook , wells-fargo

Views: 282, Votes: 10, Responses: 1, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 117, Votes: 10, Responses: 0, Attachments: 1
AVGO , MRVL , KLAC , NVDA , INTC , MU , ADI , MCHP , GFS

+52 pts



strong industry fundamentals & tight supply should drive further upside in semis for 2022, $AVGO $MRVL & KLAC among Top Picks

By bbern3 on Dec. 16, 2021, 12:06 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 227, Votes: 8, Responses: 2, Attachments: 1
AVGO , HPE , OMC , LRCX , MRVL , QCOM , VOD , DELL , FOXA , VMW , CDW , WDC , MCHP

+49 pts



22 Themes and 46 Trades for 2022 in Investment Grade TMT across US and EU

By mooreideas on Dec. 13, 2021, 12:32 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 92, Votes: 6, Responses: 0, Attachments: 1