UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended March 31, 2023 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from _________ to __________ Commission File Number 0-21184 MICROCHIP TECHNOLOGY INCORPORATED (Exact Name of Registrant as Specified in Its Charter) Delaware 86-0629024 (S ...

财务数据和关键指标变化 - 2023财年第四季度净销售额为22.33亿美元，环比增长2.9% [13] - 非GAAP毛利率创纪录，达到68.3%，运营收入创纪录，达到47.65% [13][29] - 2023财年净销售额为84.39亿美元，同比增长23.7% [16] - 非GAAP净收入创纪录，达到33.53亿美元，每股收益为6.02美元 [16] - GAAP净收入为22.38亿美元，每股收益为4.02美元 [17] - 现金流来自经营活动为7.095亿美元 [22] - 调整后的自由现金流为5.173亿美元 [23] 各条业务线数据和关键指标变化 - 混合信号微控制器的净销售额创纪录，环比增长5.8%，同比增长23.5% [34] - 模拟业务的净销售额创纪录，环比增长1.9%，同比增长19.9% [37] - FPGA业务在2023财年收入超过5.5亿美元，同比增长超过31% [38] 各个市场数据和关键指标变化 - 工业业务占总收入的41%，数据中心和计算业务占19%，消费电器业务占12% [40] - 中国市场稳定，未见显著增长 [98] 公司战略和发展方向和行业竞争 - 公司继续专注于六大市场趋势，预计这些趋势的收入增长将是公司整体增长的两倍 [39] - 公司在混合信号微控制器市场排名第三，距离第一名仅1.4% [36] - 公司计划在2024财年将资本支出降低至3亿至4亿美元 [26] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持谨慎乐观态度，预计2024财年的现金税率将上升至约14% [18] - 管理层认为当前的经济环境对客户造成压力，导致推迟订单的请求增加 [41][127] - 管理层预计在2023年下半年将努力将平均交货时间降低至26周以下 [44] 其他重要信息 - 公司在2023财年向股东返还了16.4亿美元的现金，增长76.6% [32] - 公司计划在未来七个季度内将股东回报提高到100%的调整后自由现金流 [59] 问答环节所有提问和回答 问题: 需求环境的背景 - 管理层表示，客户的推迟和取消请求是来自多个地区和市场的交叉现象 [63] 问题: 毛利率的预期 - 管理层预计毛利率将保持在良好水平，历史数据显示毛利率在周期性波动中仍能保持在40%以上 [65] 问题: 未来的指导 - 管理层决定只提供一个季度的指导，以避免对市场的过度怀疑 [71] 问题: 客户库存的状态 - 管理层表示，客户的库存状态不易掌握，但可以通过推迟或取消订单来推测 [110] 问题: 价格环境的变化 - 管理层指出，价格策略是稳定的，过去两年由于通货膨胀而进行了价格调整 [88] 问题: 订单的推迟和重新安排 - 管理层表示，非可取消订单的推迟是为了帮助客户应对不确定的需求环境 [73]

业绩总结 - 公司在2023财年实现了创纪录的净销售额达到84亿美元[5] - 连续130个季度实现非GAAP盈利[7] - 公司在2023财年第四季度，实现了净销售额为22.3亿美元，同比增长21.1%[9] - 公司在2023财年实现了净销售额84.4亿美元，同比增长23.7%[10] - 公司在2023财年实现了每股收益6.02美元，同比增长30.6%[10] - 公司在2023财年第一季度实现了净销售额为22.88亿美元，同比增长16.5%[11] - 公司在2023财年第一季度实现了每股收益1.64美元，同比增长19.7%[11] - 公司在2023财年第一季度实现了毛利率为68.4%[11] - 公司在2023财年第一季度实现了营运利润率为48.1%[11] 市场趋势 - 半导体销售同比增长率为35%[13] - 预计2022年全球半导体销售额为3150亿美元[14] - 现金流量为23.4%，达到3150亿美元[15] 财务目标 - 长期目标范围为67.5%至68.5%的非GAAP毛利率[17] - 长期目标范围为44%至46%的非GAAP营运利润率[18] - 19个季度连续还债，自2019财年以来已支付23亿美元股息[24] - 预计未来7个季度将实现100%的自由现金流回报[24] - 5年有机收入复合年增长率目标为10%至15%[25] - 调整后EBITDA利润率目标为48%以上，自由现金流目标为38%以上[25] 公司策略 - 公司致力于有机增长，提高现金流量和利润率[26]

Microchip Technology Inc. (NASDAQ:MCHP) Q3 2023 Earnings Conference Call February 2, 2023 5:00 PM ET Company Participants Ganesh Moorthy - President & Chief Executive Officer James Eric Bjornholt - Senior Vice President & Chief Financial Officer Stephen Sanghi - Executive Chair Sajid Daudi - Head Of Investor Relations Conference Call Participants Toshiya Hari - Goldman Sachs Vivek Arya - Bank of America Securities Gary Mobley - Wells Fargo Securities Joshua Buchalter - Cowen & Company Raji Gill - Needham & ...

MICROCHIP A Leading Provider of Smart, Connected and Secure Embedded Solutions Investor Presentation Second Quarter Fiscal Year 2023 Investor Presentation Third Quarter Fiscal Year 2023 Ganesh Moorthy/Steve Sanghi/Eric Bjornholt February 2023 Leading Provider of Smart, Connected, and Secure Embedded Control Solutions SAFE HARBOR Forward Looking Statement Safe Harbor: During the course of this presentation, we will make projections or other forward-looking statements regarding the future financial performanc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 0-21184 MICROCHIP TECHNOLOGY INCORPORATED (Exact Name of Registrant as Specified in Its Charter) Delaware ...

Microchip Technology Inc. (NASDAQ:MCHP) Q2 2023 Earnings Conference Call November 3, 2022 5:00 PM ET Company Participants Ganesh Moorthy - President & Chief Executive Officer James Eric Bjornholt - Senior Vice President & Chief Financial Officer Stephen Sanghi - Executive Chair Conference Call Participants Ambrish Srivastava - BMO Vivek Arya - Bank of America Securities Christopher Rolland - Susquehanna Timothy Arcuri - UBS William Stein - Truist Securities Chris Danely - Citigroup Toshiya Hari - Goldman Sa ...

Microchip Technology Incorporated (NASDAQ:MCHP) Q1 2023 Earnings Conference Call August 2, 2022 5:00 PM ET Company Participants Eric Bjornholt ??? Chief Financial Officer Ganesh Moorthy ??? President and Chief Executive Officer Steve Sanghi ??? Executive Chair Sajid Daudi ??? Head-Investor Relations Conference Call Participants Gary Mobley ??? Wells Fargo Raji Gil ??? Needham & Company John Buchalter ??? Cowen William Stein ??? Truist Securities Chris Danely ??? Citi Harlan Sur ??? J.P. Morgan Tore Svanberg ...

A Leading Provider of Smart, Connected and Secure Embedded Solutions Investor Presentation First Quarter Fiscal Year 2023 Leading Provider of Smart, Connected, and Secure Embedded Control Solutions SAFE HARBOR Forward Looking Statement Safe Harbor: During the course of this presentation, we will make projections or other forward-looking statements regarding the future financial performance of the company (including our guidance) or future events, including our strategy, growth drivers, industry outlook, ind ...

Microchip Technology Incorporated (NASDAQ:MCHP) Q4 2022 Earnings Conference Call May 9, 2022 5:00 PM ET Company Participants Eric Bjornholt - CFO Ganesh Moorthy - CEO Steve Sanghi - Executive Chair Conference Call Participants Joe Moore - Morgan Stanley Gary Mobley - Wells Fargo Securities Vivek Arya - Bank of America Tore Svanberg - Stifel Chris Caso - Raymond James Chris Danely - Citi William Stein - Truist Securities Harsh Kumar - Piper Sandler Christopher Rolland - Susquehanna Harlan Sur - JPMorgan Pra ...