MCHP Microchip Technology Incorporated

MCHP Microchip Technology Incorporated

Technology · Semiconductors

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $73.63 · VWAP $77.16 · -4.0% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

3 related campaigns

Watchlists @cpu-shortage-supply-chain@electricity@thebuildout-data-center-networking-silicon@thebuildout-data-center-power-semiconductors@thebuildout-nand-flash-memory@thebuildout-space-data-centers-orbital-compute@thebuildout-trailing-edge-logic-specialty-foundries

MCHP Price Structure

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Peers

Every watchlist MCHP belongs to, members best 30-day change first — MCHP highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-nand-flash-memory
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MCHP-2.0% -0.6%1d +0.3%7d MRVL-12.4% +2.3%1d +0.3%7d MU-18.1% +2.5%1d -0.1%7d SKHY-27.6% +4.0%1d +0.4%7d SNDK-31.9% -1.8%1d -4.7%7d
@thebuildout-space-data-centers-orbital-compute
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IBM+8.9% +0.6%1d +9.2%7d SPCX-0.6% +1.9%1d +1.0%7d MCHP-2.0% -0.6%1d +0.3%7d GOOG-5.3% -1.1%1d -5.8%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d
@cpu-shortage-supply-chain
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MCHP-2.0% -0.6%1d +0.3%7d ASX-11.9% +2.5%1d -2.1%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d AMD-15.9% +1.7%1d -2.3%7d CRDO-24.0% -9.5%1d -13.2%7d AMKRE-26.3% +0.6%1d -6.0%7d ALAB-28.7% -0.3%1d -10.0%7d
@thebuildout-trailing-edge-logic-specialty-foundries
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TXN+4.4% +1.9%1d +3.0%7d TDY+0.7% +0.8%1d +1.1%7d MCHP-2.0% -0.6%1d +0.3%7d ON-2.5% -1.3%1d +0.3%7d GFS-4.4% +2.4%1d -4.9%7d TSM-6.3% +1.5%1d +1.4%7d STM-16.1% -0.2%1d -3.0%7d UMC-23.5% +1.9%1d -4.7%7d TSEM-27.3% -0.1%1d -14.3%7d COHR-30.4% +0.7%1d -10.1%7d
@thebuildout-data-center-power-semiconductors
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TXN+4.4% +1.9%1d +3.0%7d ADI+1.5% +1.4%1d -1.1%7d MCHP-2.0% -0.6%1d +0.3%7d ON-2.5% -1.3%1d +0.3%7d MPWR-15.9% -2.4%1d -5.8%7d STM-16.1% -0.2%1d -3.0%7d LFUS-16.8% +0.3%1d -7.8%7d RMBSE-17.2% -0.1%1d -1.8%7d IFNNY-18.7% -2.2%1d -7.0%7d TSEM-27.3% -0.1%1d -14.3%7d COHR-30.4% +0.7%1d -10.1%7d VICR-37.8% -2.2%1d -8.1%7d
@thebuildout-data-center-networking-silicon
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CSCO+0.1% +1.5%1d -0.8%7d MCHP-2.0% -0.6%1d +0.3%7d NVDA-6.5% -0.6%1d -1.5%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d QCOM-10.8% +1.8%1d +2.2%7d MRVL-12.4% +2.3%1d +0.3%7d MTSI-14.4% +2.8%1d -9.9%7d AMD-15.9% +1.7%1d -2.3%7d RMBSE-17.2% -0.1%1d -1.8%7d LITE-19.3% +0.5%1d -8.3%7d SMTC-22.1% +5.5%1d -3.5%7d CRDO-24.0% -9.5%1d -13.2%7d ALAB-28.7% -0.3%1d -10.0%7d INTC-29.1% +1.7%1d -3.2%7d COHR-30.4% +0.7%1d -10.1%7d
@electricity
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CVX+13.5% +2.9%1d +3.6%7d CNP+10.5% -0.3%1d +1.3%7d XEL+10.5% -1.1%1d +2.3%7d AEP+9.5% -0.7%1d +2.0%7d DUK+9.5% -0.3%1d +2.9%7d EXC+9.2% -0.9%1d +2.1%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d DTE+7.3% -0.9%1d +1.7%7d EIX+7.2% -0.9%1d +2.5%7d PEG+7.0% -1.0%1d +0.7%7d NEE+6.6% +0.2%1d +2.9%7d D+6.6% -0.3%1d +2.6%7d SRE+6.4% -0.8%1d +0.8%7d TXN+4.4% +1.9%1d +3.0%7d BN+2.4% -0.8%1d +3.7%7d VST+1.6% -0.5%1d -7.8%7d AES+1.3% +0.2%1d +0.3%7d WMB+0.8% +1.5%1d +0.6%7d ENB+0.6% +0.3%1d +0.1%7d CMI-1.4% -0.4%1d -2.6%7d MCHP-2.0% -0.6%1d +0.3%7d ON-2.5% -1.3%1d +0.3%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d BKR-3.7% +4.2%1d +0.3%7d CEG-4.0% -0.7%1d -6.6%7d ENLT-5.7% -1.4%1d -1.9%7d GNRC-6.3% -0.6%1d -3.0%7d GRID-9.4% -0.3%1d -4.2%7d BWXT-10.3% -0.1%1d -7.2%7d PRIM-12.3% -2.9%1d -11.2%7d CCJ-13.4% -0.4%1d -3.6%7d MYRG-13.8% -0.2%1d -9.2%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d GEV-14.4% -1.5%1d -11.5%7d CAT-15.4% -2.4%1d -6.0%7d MPWR-15.9% -2.4%1d -5.8%7d STM-16.1% -0.2%1d -3.0%7d ETN-16.6% -0.8%1d -6.4%7d LFUS-16.8% +0.3%1d -7.8%7d IFNNY-18.7% -2.2%1d -7.0%7d MTZ-21.4% -0.3%1d -10.4%7d POWL-21.6% +0.2%1d -8.6%7d VRT-21.9% -0.7%1d -5.9%7d AEIS-22.5% 0.0%1d -9.0%7d NVT-23.0% -1.8%1d -11.7%7d INIO-23.9% +0.7%1d -6.3%7d TSEM-27.3% -0.1%1d -14.3%7d BE-29.8% -11.2%1d -12.7%7d COHR-30.4% +0.7%1d -10.1%7d FLEX-31.8% -0.2%1d -15.4%7d VICR-37.8% -2.2%1d -8.1%7d FPS-39.3% -2.8%1d -23.6%7d

Next earnings MCHP reports in 13 days Nov 5

Last report Aug 6

Reported the quarter ending 2026-06-30: revenue $1.48B, diluted EPS $0.37, net income $230M (SEC filing). Across the print the stock moved +8.9% (close before → first close after).

full note →

Against street estimates

How MCHP's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Oct 23

Result
Aug 6 0.700.76 GAAP ≠ +8.7%Beat
May 7 0.500.57+12.9%Beat
Feb 5 0.430.44 GAAP ≠ +2.8%Beat
Nov 6 '25 0.330.35 GAAP ≠ +4.9%Beat
Aug 7 '25 0.240.27 GAAP ≠ +13.2%Beat
May 8 '25 0.100.11+5.3%Beat
Feb 6 '25 0.280.20 GAAP ≠ -28.2%Miss
Nov 5 '24 0.430.46 GAAP ≠ +6.0%Beat

News (last pull)

Headlines about MCHP from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 25 days ago · Sep 28

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

MCHP research tape

16 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Washout-Turn Scan — 2026-10-21 scan Washout-Turn Scan — 2026-10-07 scan Washout-Turn Scan — 2026-10-01 scan Washout-Turn Scan — 2026-09-30 scan Washout-Turn Scan — 2026-09-29
Types
Oct 21 Scan Washout Turn Scan
603728.SSADBEADMAASBRBRCASYCECHKP +4 more
Oct 7 Scan Washout Turn Scan
322310.KS6146.T6315.T6506.TAAONACNADMAAHG +4 more
Oct 1 Scan Washout Turn Scan
322310.KS4186.T6146.T6315.T6506.T6954.TAAOIADMA +4 more
Sep 30 Scan Washout Turn Scan
AAONADMACAMTCCLDPRODUSTFLYFN +4 more
Sep 29 Scan Washout Turn Scan
AAONADMAALNYCAMTCCLDPROFNGNRC +4 more
Sep 28 Scan Washout Turn Scan
AAONACLSADMAAEISALNYAMKREAOSLESI +4 more
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKRE +4 more
Sep 24 Scan Washout Turn Scan
AAONAEISAIPAMKREAOSLBELFBBKKTBTDR +4 more
Sep 23 Scan Washout Turn Scan
AAONAEISAIAIPAMKREAOSLAPLDBKKT +4 more
Aug 9 Desk Move MCHP — khanna-trades buy
MCHP
Aug 6 Catalyst MCHP earnings
MCHP
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 4 Desk Move MCHP — khanna-trades buy
MCHP
May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more