文章核心观点 - 微芯片科技(MCHP)宣布其JAN晶体管组合已通过军事标准增强型低剂量辐射敏感性(ELDRS)要求的测试和认证,进一步扩大了其在航空航天和国防领域的足迹 [1][2][3][4] - 公司持续推进其在航天领域的产品线,包括推出了适用于恶劣环境的辐射耐受和辐射硬化器件 [6][7][8] - 尽管公司在各个终端市场拥有强大的产品组合,但宏观环境的持续通胀压力和高利率导致公司业绩下滑 [9][10][11][12] 公司概况 - 公司拥有60多年的行业历史,在爱尔兰和美国设有专门的制造和测试设施,为军事应用提供高可靠性解决方案 [3] - 公司致力于通过扩大产品组合来增强客户动力,在航天领域的产品线是主要的增长驱动力之一 [5][6][7][8] - 公司还推出了新的辐射耐受电源转换器系列,以满足低地球轨道市场对可靠、经济高效的航天级解决方案的需求 [7] 财务表现 - 公司最近一个季度收入同比下降40.6%至13.3亿美元,分销渠道库存下降也对公司收入产生负面影响 [10] - 公司预计下一个季度收入将在12.2-12.6亿美元之间,非GAAP每股收益为0.48-0.56美元 [11] - 分析师预测公司收入和利润将分别同比下降45.75%和68.29% [12]

CHANDLER, Ariz., June 10, 2024 (GLOBE NEWSWIRE) -- The market for Battery Electric Vehicles (BEVs) and Plug-in Hybrid Electric Vehicles (PHEVs) continues to grow as the push towards decarbonization requires sustainable solutions to reduce emissions. A critical application for EVs is the on-board charger, which converts AC power into DC power to recharge the vehicle’s high-voltage battery. Microchip Technology (Nasdaq: MCHP) today announces an On-Board Charger (OBC) solution that uses a selection of its auto ...

A month has gone by since the last earnings report for Microchip Technology (MCHP) . Shares have added about 2.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Microchip Tech due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Microchip Q4 Earnings Meet Estimates, S ...

CHANDLER, Ariz., June 03, 2024 (GLOBE NEWSWIRE) -- (NASDAQ:MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced that the Company will present at the Stifel 2024 Cross Sector Insight Conference on Wednesday, June 5, 2024 at 9:45 a.m. (Eastern Time). Presenting for the Company will be Mr. Ganesh Moorthy, Chief Executive Officer and Mr. Sajid Daudi, Head of Investor Relations. A live webcast of the presentation will be made av ...

CHANDLER, Ariz., May 29, 2024 (GLOBE NEWSWIRE) -- (NASDAQ:MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced the pricing of $1.1 billion aggregate principal amount of Convertible Senior Notes due 2030 (the "notes") in a private offering (the "offering") only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). Microch ...

CHANDLER, Ariz., May 29, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced the pricing of $1.1 billion aggregate principal amount of Convertible Senior Notes due 2030 (the “notes”) in a private offering (the “offering”) only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). Microc ...

CHANDLER, Ariz., May 28, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced its intention to offer, subject to market conditions and other factors, $1.1 billion aggregate principal amount of Convertible Senior Notes due 2030 (the "notes") in a private offering (the "offering") only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securiti ...

CHANDLER, Ariz., May 28, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced its intention to offer, subject to market conditions and other factors, $1.1 billion aggregate principal amount of Convertible Senior Notes due 2030 (the "notes") in a private offering (the "offering") only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securiti ...

公司业务 - 公司主要业务是开发、制造和销售智能、连接和安全的嵌入式控制解决方案[12] - 嵌入式控制系统已广泛应用于各种产品和市场，包括汽车、通信、消费电子、数据中心、工业等领域[13] - 公司提供广泛的混合信号微控制器产品系列，针对全球市场提供领先的功能和性能特性[15] - 公司还提供模拟产品线、FPGA产品、知识产权销售、工程服务费用、存储和服务器系统等其他产品[16] 公司运营 - 公司拥有制造资源，通过拥有晶圆制造设施和组装测试操作，实现高生产产量和控制成本[17] - 公司在泰国和菲律宾设施增加了生产能力和能力，以支持更多技术[20] - 公司通过直销人员和分销商全球销售产品[22] - 公司在美洲、欧洲和亚洲设有销售和技术支持中心，销售团队具有技术背景，销售产品具有竞争优势[23] - 在2024财年，公司47%的净销售额来自分销商，53%来自直接客户，最大分销商Arrow Electronics占比12%[23] 技术创新和知识产权 - 公司在嵌入式控制产品市场竞争中主要依靠技术创新、性能、可靠性等方面[25] - 公司拥有多项美国和国外专利，维护知识产权，但知识产权保护在全球范围内面临挑战[26] 环境和法规 - 公司必须遵守各地政府关于化学品和气体使用、存储、排放和处理的环境法规[27] 人力资源和管理 - 公司重视员工发展，提供培训、领导力计划、薪酬福利等，员工满意度调查是持续改进的一部分[28] - 公司高管团队包括总裁兼首席执行官、执行主席、首席运营官、首席财务官等[30] 风险管理 - 公司的运营结果受全球经济状况的影响，可能会因多种因素而波动，降低净销售额和盈利能力[40] - 全球或地区经济状况的下滑可能会对公司的许可方、客户、分销商或供应商的财务状况产生不利影响[43] - 供应商原材料、零部件或设备无法满足公司或客户需求、价格上涨、受到关税增加影响，或这些原材料、零部件或设备受到限制或无法获得可能导致销售损失[44] 财务状况 - 公司在2024年3月31日拥有66.8亿美元的商認[74] - 公司在2024年3月31日拥有27.8亿美元的净无形资产[74] 技术风险 - 公司的技术许可业务使其面临各种风险[65] 安全风险 - 公司的产品和技术可能存在安全漏洞，尽管已经采取了保护措施，但仍然面临着被黑客攻击的风险，可能影响产品安全和用户数据[86] 法律风险 - 公司可能会面临与知识产权、产品缺陷、合同违约等相关的法律诉讼、调查或索赔，这可能会导致意外和巨额成本[93] 财务运营 - 在2024财年，公司净销售额为7634.4亿美元，较2023财年下降9.5%[156] - 混合信号微控制器产品线是公司总销售额的最大组成部分，占比约为56.0%[158]

Microchip Technology (MCHP) is expanding its footprint in the realm of critical infrastructure security with the launch of version 2.4 of the TimeProvider 4100 grandmaster firmware.The latest launch introduces an embedded BlueSky firewall function to enhance the security of time synchronization systems against potential threats like jamming and spoofing attacks on Global Positioning Satellite (GPS) signals, which serves as a primary time source in sectors such as public utilities, transportation and telecom ...