Added to YB: 2026-06-26
Pitch date: 2026-06-24
MCHP [bearish]
Microchip Technology Incorporated
Author Info
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Company Info
Microchip Technology Incorporated develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.
Market Cap
$50.6B
Pitch Price
N/A
Price Target
N/A
Dividend
1.95%
EV/EBITDA
43.62
P/E
424.22
EV/Sales
11.87
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Microchip Technology - $MCHP
MCHP (paid preview): Caught up in AI fever, +46% YTD near ATH on data center 'megatrend' hype. But Data Center/Compute rev declined sharply over 4yrs; pure DC unit only ~7% of biz ($302.7M vs Marvell $4B, Broadcom $20B). Capex below depreciation, slowed projects cap scaling. Lost customers, stiff competition, overpriced shares for slower-growth reality.
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