MCHP
Microchip Technology
October 7, 2026 · intraday
- Rarity
- 1.17
- Peak move
- −5.69%
- Float cap
- $43.1B
Microchip Technology is a Chandler, Arizona-based semiconductor maker of embedded control solutions, including 8-, 16- and 32-bit microcontrollers, analog and power-management chips, FPGAs, timing, connectivity and memory products, plus the development tools that support them. It sells to roughly 100,000 customers across the industrial, automotive, consumer, aerospace and defense, communications and data-center markets, largely through distributors and its own direct sales force.
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What we found
6 events · 0 from SEC or newswire · 0 timed with the moveinstitutional_flowPrivate Capital Advisors Inc. disclosed buying 272,988 Microchip Technology shares valued at about $21.23 million in the third quarter, a new position that is 1.8% of its portfolio, per its latest SEC filing.
institutional_flowGeneral Partner Inc. cut its Microchip Technology stake by 96.1% in the third quarter, selling 14,871 shares and retaining 600 shares worth about $47,000, per its latest 13F filing with the SEC.
peer_disclosureNavitas Semiconductor reported its high-power revenue grew more than 50% year over year in fiscal Q2 and estimated a $3.5 billion serviceable market across AI data centers, energy/grid infrastructure, performance computing and industrial electrification by 2030.
product_launchMicrochip Technology and Navitas Semiconductor announced an 800V DC-to-6V DC reference design for AI data center rack power, combining Microchip's dsPIC33AK digital signal controllers and TA100 CryptoAuthentication device with Navitas GaNFast GaN FETs, targeting up to 96% peak efficiency and 2,100 W/in³, to be shown at Microchip's OCP event October 12-15, 2026 in San Jose.
analyst_ratingGoldman Sachs analysts led by James Schneider named Microchip Technology a tactical chip pick ahead of Q3 earnings, maintaining a Buy rating and citing about 1% revenue upside, gross margin recovery to roughly 66% by end-2026, and a fiscal 2027 EPS estimate about 3% above consensus.
peer_disclosureMicron Technology reported fiscal Q4 2026 revenue of $54.2 billion, up from $11.3 billion a year earlier, with adjusted EPS of $33.42, and said it has signed 26 long-term supply agreements carrying $32 billion in customer financial commitments amid an ongoing memory chip shortage.