Microchip Expands PolarFire® FPGA Smart Embedded Video Ecosystem with New SDI IP Cores and Quad CoaXPress™ Bridge Kit

Rhea-AI Summary

Microchip (Nasdaq: MCHP) expanded its PolarFire FPGA smart embedded video ecosystem on Jan. 19, 2026, adding SDI Rx/Tx IP cores, HDMI/SDI bridging and a quad CoaXPress (CXP) bridge board to enable SLVS-EC (up to 5 Gbps/lane) to CXP 2.0 (up to 12.5 Gbps/lane) bridging without third-party IP.

The stacks support SMPTE-compliant 1.5G, 3G, 6G and 12G-SDI, 4K/8K formats, Libero Design Suite and SmartHLS tools, and target low-power, fanless medical, industrial and robotic vision systems with layered hardware security.

Positive

• Quad CoaXPress FPGA bridge offering enables direct SLVS-EC to CXP 2.0 bridging without third-party IP
• SDI Rx/Tx IP cores support SMPTE-compliant 1.5G, 3G, 6G and 12G-SDI
• Supports SLVS-EC up to 5 Gbps per lane and CoaXPress 2.0 up to 12.5 Gbps per lane
• HDMI-to-SDI and SDI-to-HDMI bridging with 4K and 8K support
• Leverages PolarFire FPGA low-power, secure, non-volatile architecture for fanless system designs
• Integration with Libero Design Suite and SmartHLS to shorten development time

Negative

• None.

Key Figures

Expected Q3 net sales: $1,185 million Prior guidance range: $1,109M–$1,149M SLVS-EC bandwidth: up to 5 Gbps/lane +5 more

8 metrics

Expected Q3 net sales $1,185 million Q3 fiscal 2026 business update (Dec 31, 2025 quarter)

Prior guidance range $1,109M–$1,149M Earlier Q3 fiscal 2026 guidance range

SLVS-EC bandwidth up to 5 Gbps/lane PolarFire FPGA SLVS-EC to CoaXPress bridging

CoaXPress 2.0 bandwidth up to 12.5 Gbps/lane Quad CoaXPress 2.0 FPGA-based solution

SDI transport rates 1.5G, 3G, 6G, 12G-SDI SMPTE-compliant SDI Rx/Tx IP cores

Supported resolutions 4K and 8K HDMI–SDI bridging for high-resolution video

52-week high $77.20 Pre-news 52-week trading range

Price vs 52-week high -3.24% Distance from 52-week high before this news

Market Reality Check

Price: $74.70 Vol: Volume 6,677,819 is 11% b...

normal vol

$74.70 Last Close

Volume Volume 6,677,819 is 11% below 20-day average 7,508,591 (relative volume 0.89). normal

Technical Price $74.70 trades above 200-day MA $62.22 and 3.24% below 52-week high $77.20.

Peers on Argus

MCHP is up 0.34% with mixed peers: ALAB +1.62%, MPWR +0.31%, CRDO +0.61%, while ...

1 Up

MCHP is up 0.34% with mixed peers: ALAB +1.62%, MPWR +0.31%, CRDO +0.61%, while STM -0.41% and NXPI -1.84%. Momentum scanner shows only UMC up 5.47%, suggesting today’s move is stock-specific rather than a broad sector rotation.

Historical Context

5 past events · Latest: Jan 15 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 15	Automotive memory platform	Positive	-0.3%	Launch of 28nm SuperFlash Gen 4 automotive Grade 1 platform with full qualification.
Jan 13	Aerospace TVS launch	Positive	+0.9%	Introduction of JANPTX military‑qualified plastic TVS devices for aerospace and defense.
Jan 08	DGX Spark firmware	Positive	-0.6%	Custom MEC1723 firmware supporting NVIDIA DGX Spark personal AI supercomputers.
Jan 05	Q3 business update	Positive	+3.1%	Guided Q3 net sales above prior range on broad-based recovery and stronger backlog.
Dec 08	Conference appearance	Neutral	-0.7%	Announcement of presentation at Barclays 23rd Annual Global Technology Conference.

Pattern Detected

Recent news has been mostly product and business updates with mixed price follow-through: two positive items aligned with gains and two similar positives saw mild pullbacks.

Recent Company History

Over the past six weeks, MCHP issued several product and business updates. On Jan 5, 2026, a Q3 fiscal 2026 update guiding net sales to about $1,185 million above prior guidance coincided with a 3.12% gain. Multiple technology launches on Jan 8, Jan 13, and targeted AI systems, aerospace/defense, and automotive memory, yet price reactions ranged from -0.55% to +0.93%. A December 2025 conference appearance saw a modest -0.74% move. Today’s FPGA video ecosystem expansion fits this cadence of ongoing product rollouts on top of an improving business backdrop.

Market Pulse Summary

This announcement broadens MCHP’s PolarFire FPGA video ecosystem with SDI IP, quad CoaXPress bridgin...

Analysis

This announcement broadens MCHP’s PolarFire FPGA video ecosystem with SDI IP, quad CoaXPress bridging, and support up to 12.5 Gbps/lane and 8K formats, targeting medical, industrial, and robotic vision. It follows a Q3 update guiding net sales to about $1,185 million, above prior expectations, and several recent product launches. Investors may watch how design wins, OEM adoption of these solution stacks, and subsequent financial disclosures validate the strategic focus on low-power, high-bandwidth embedded vision.

Key Terms

fpga, serial digital interface (sdi), coaXPress, society of motion picture and television engineers (smpte), +1 more

5 terms

fpga technical

"Microchip has expanded its PolarFire® FPGA smart embedded video ecosystem"

A field-programmable gate array (FPGA) is a type of computer chip whose internal wiring can be changed after it is made, allowing engineers to program custom hardware functions without designing a new chip. For investors, FPGAs matter because that flexibility lets companies quickly adapt products to new software, standards, or customer needs—like a toolbox that can be rearranged to build different machines—so demand and pricing can shift with trends in data centers, telecommunications, AI, and specialized electronics.

serial digital interface (sdi) technical

"The stacks include Serial Digital Interface (SDI) Receive (Rx) and Transmit (Tx) IP cores"

Serial Digital Interface (SDI) is an industry standard for sending high-quality digital video and embedded audio signals over a single cable between professional video equipment, much like a dedicated highway that moves uncompressed TV signals from one point to another. Investors watch SDI because it underpins broadcast and live-production infrastructure—demand, compatibility, and upgrade cycles for SDI gear influence revenue and capital spending for companies that make or service video transmission equipment.

coaXPress technical

"a quad CoaXPress™ (CXP™) board to support complete video pipelines"

CoaXPress is a high-speed connection standard that lets industrial cameras send large amounts of image data over a single coaxial cable, like a wide, fast highway for video from machines to computers. It matters to investors because it affects how quickly and reliably automated inspection, robotics and factory-vision systems can operate, influencing product compatibility, upgrade costs and adoption rates in industries that drive revenue for camera and automation suppliers.

society of motion picture and television engineers (smpte) technical

"SDI Rx/Tx IP cores deliver Society of Motion Picture and Television Engineers (SMPTE) compliant"

An international professional association that creates technical standards and best practices for how movies, television and video are produced, transmitted and archived. Its guidelines are like traffic rules for moving images—ensuring different cameras, editing software, streaming services and broadcasters can work together smoothly. Investors care because these standards shape which technologies succeed, affect production and distribution costs, and can create advantages or licensing risks for companies in media and tech markets.

hdmi technical

"the ecosystem includes HDMI-to-SDI and SDI-to-HDMI bridging capabilities"

High-Definition Multimedia Interface (HDMI) is a standardized cable and connector system that carries high-quality digital video and audio between devices such as TVs, monitors, game consoles, and streaming boxes. For investors it matters because widespread HDMI use shapes demand for chips, ports, and consumer devices—like a common plug standard that makes products compatible and can drive sales, licensing revenue, or upgrade costs when the industry shifts to newer versions.

AI-generated analysis. Not financial advice.

Solution stacks deliver broadcast-quality video, SLVS-EC to CoaXPress bridging and ultra-low power operation for next-generation medical, industrial and robotic vision applications

CHANDLER, Ariz., Jan. 19, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) has expanded its PolarFire^® FPGA smart embedded video ecosystem to support developers who need reliable, low-power, high-bandwidth video connectivity. The embedded vision solution stacks combine hardware evaluation kits, development tools, IP cores and reference designs to help streamline development, strengthen security and accelerate time to market. The stacks include Serial Digital Interface (SDI) Receive (Rx) and Transmit (Tx) IP cores and a quad CoaXPress™ (CXP™) board to support complete video pipelines for applications ranging from medical diagnostics and low-latency imaging to real-time camera connectivity for intelligent systems.

Microchip is currently the only known FPGA provider offering a quad CoaXPress FPGA-based solution, enabling direct SLVS-EC (up to 5 Gbps/lane) and CoaXPress 2.0 (up to 12.5 Gbps/lane) bridging without the need for third-party IP. SDI Rx/Tx IP cores deliver Society of Motion Picture and Television Engineers (SMPTE) compliant 1.5G, 3G, 6G and 12G-SDI video transport for broadcast and embedded imaging applications. Additionally, the ecosystem includes HDMI-to-SDI and SDI-to-HDMI bridging capabilities, supporting 4K and 8K video formats to enable high-resolution, high-bandwidth video transport across a range of professional and embedded applications.

By harnessing the ultra-low-power, secure, programmable, non-volatile architecture of PolarFire FPGAs, Microchip delivers integrated solution stacks that enable OEMs to create compact, fanless and high-performance video systems. The solutions are designed to help lower bill of material (BOM) costs, streamline design complexity and incorporate layered security across hardware, design and data using advanced anti-tamper protection and embedded security features.

“Next-generation medical, industrial and robotic vision systems demand not only exceptional video quality but also uncompromising energy efficiency,” said Shakeel Peera, vice president of marketing for Microchip’s FPGA business unit. “The expansion of our PolarFire FPGA embedded video ecosystem underscores our commitment to delivering low-power solutions that are designed to enable customers to develop reliable and high-performance systems with robust connectivity and minimized energy consumption.”

With native support for Sony SLVS-EC sensors, the solution provides an upgrade path for designs affected by discontinued components. Developers can leverage Microchip’s Libero^® Design Suite and SmartHLS™ high-level synthesis tool to reduce complexity and shorten time to market. Visit the website to learn more about Microchip’s collection of FPGA-based solution stacks or contact a Microchip sales representative or authorized worldwide distributor.

Resources
High-res images available through Flickr or editorial contact (feel free to publish):

• Application image: https://www.flickr.com/photos/microchiptechnology/55024432557/sizes/o/

About Microchip Technology:
Microchip Technology Inc. is committed to making innovative design easier through total system solutions that address critical challenges at the intersection of emerging technologies and durable end markets. Its easy-to-use development tools and comprehensive product portfolio supports customers throughout the design process, from concept to completion. Headquartered in Chandler, Arizona, Microchip offers outstanding technical support and delivers solutions across the industrial, automotive, consumer, aerospace and defense, communications and computing markets. For more information, visit the Microchip website at www.microchip.com.

Note: The Microchip name and logo, the Microchip logo, Libero and PolarFire are registered trademarks of Microchip Technology Incorporated in the U.S.A. and other countries. SmartHLS is a trademark of Microchip Technology Inc. in the U.S.A. and other countries. All other trademarks mentioned herein are the property of their respective companies.

Editorial Contact:

Amber Liptai

480-792-5047

amber.liptai@microchip.com

FAQ

What did Microchip announce on Jan. 19, 2026 about PolarFire FPGAs (MCHP)?

Microchip announced SDI Rx/Tx IP cores, HDMI/SDI bridging and a quad CoaXPress bridge board for PolarFire FPGAs to enable high-bandwidth embedded video pipelines.

Does the new Microchip quad CoaXPress solution require third-party IP for SLVS-EC to CXP bridging?

No. Microchip states the quad CoaXPress FPGA-based solution enables SLVS-EC to CoaXPress 2.0 bridging without third-party IP.

What video standards and formats do Microchip's new PolarFire IP cores support for MCHP?

The SDI Rx/Tx IP cores support SMPTE-compliant 1.5G, 3G, 6G and 12G-SDI and the ecosystem supports 4K and 8K HDMI/SDI bridging.

What data rates are supported for SLVS-EC and CoaXPress in Microchip's announcement?

The solutions support SLVS-EC up to 5 Gbps per lane and CoaXPress 2.0 up to 12.5 Gbps per lane.

How do Microchip's PolarFire solutions help medical and industrial vision OEMs?

They enable compact, low-power, fanless designs with layered hardware security and integrated IP/reference designs to reduce BOM and speed time to market.