Microchip Technology Inc. Stock Price, News & Analysis

Microchip (Nasdaq: MCHP) introduced a 600V Gate Driver family on January 21, 2026, offering 12 devices across half-bridge, high-side/low-side and 3-phase driver configurations.

The portfolio supports up to 600V operation, current drive options from 600 mA to 4.5 A, 3.3V logic compatibility, enhanced noise immunity, Schmitt-triggered inputs and internal deadtime for MOSFET protection. Simulation models are available to help mitigate design risks before prototyping. The devices target motor control and power conversion for industrial and consumer applications and are available now for purchase through Microchip and authorized distributors.

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.

Microchip subsidiary SST (Nasdaq: MCHP) and UMC announced completion of full qualification and release to production for SST’s embedded SuperFlash Gen 4 (ESF4) with automotive Grade 1 (AEC Q-100 Grade 1) capability on UMC’s 28HPC+ process (Jan 15, 2026). ESF4 delivers read access <12.5ns, >100K endurance cycles, data retention >10 years @125°C, and requires only 1-bit ECC. A 32Mb macro passed AG1 conditions with zero bit failures and peak yield reached 100%.

This production-ready 28nm eNVM aims to help automotive controller makers migrate from 40nm ESF3 to a lower-cost, higher-performance node with fewer masking steps and OTA-capable firmware support.

Microchip (Nasdaq: MCHP) on Jan 13, 2026 launched the JANPTX family of non‑hermetic plastic Transient Voltage Suppressors (TVS) qualified to MIL‑PRF‑19500 for aerospace and defense. The line covers 5V–175V, includes six variants, is surface‑mount, and offers a 1.5 kW peak pulse rating with internal clamping times under 100 ps. Devices protect against lightning, ESD, EMP and other transients and are available in production quantities with SPICE models and worldwide distribution.

Microchip (Nasdaq: MCHP) released custom firmware for its MEC1723 Embedded Controller to support NVIDIA DGX Spark personal AI supercomputers on Jan 8, 2026. The firmware provides secure firmware authentication with NVIDIA-signed code, a Root of Trust using ECC-P384 for cryptographic boot verification, advanced power management for charging and power-state transitions, system control for key scan/keypad operations, a new packet-based host interface for DGX, and added EMI and SRAM integration to improve system performance.

Microchip Technology (NASDAQ: MCHP) provided a Q3 fiscal 2026 business update for the quarter ended December 31, 2025, saying it expects net sales of about $1,185 million, above its prior guidance range of $1,109 million to $1,149 million. Management cited a broad-based recovery across end markets, strong December bookings, improved March-quarter starting backlog, reduced internal inventory and progress on a nine-point recovery plan. The company said factory ramps planned for the March quarter should lower under-utilization charges and inventory write-offs. Microchip will report final Q3 results on February 5, 2026. No conference call will be held.

Microchip Technology (NASDAQ:MCHP) will present at the Barclays 23rd Annual Global Technology Conference on Thursday, December 11, 2025 at 1:20 p.m. PT.

Presenters are Rich Simoncic, COO, and Eric Bjornholt, Senior VP and CFO. A live webcast will be available via Barclays and accessible on Microchip's website at www.microchip.com. Any forward-looking remarks will be qualified by the risk disclosures in the company's SEC filings, which are available at www.sec.gov.

Microchip (Nasdaq: MCHP) introduced two low-power digital power monitors, the PAC1711 (12-bit) and PAC1811 (16-bit), that consume about half the power of comparable solutions at 1024 samples per second. Both devices sense bus voltages from 0–42V, provide real-time out-of-limit alerts, a patent-pending step-alert for changes in running averages, and an optional slow-sample mode that samples every 8 seconds to further conserve energy. The parts are available in VDFN-8 and VDFN-10 packages compatible with SOT23-8 footprints. Pricing starts at $0.58 each in 10,000-unit quantities; the evaluation Click board is $15.00.

Microchip Technology (NASDAQ: MCHP) raised its December 2025 quarter guidance, expecting consolidated net sales to be about $1.149 billion, representing roughly 12% year-over-year growth and ~1% sequential growth versus prior guidance that anticipated a decline. The company now expects GAAP EPS ≈ $0.02 and non-GAAP EPS ≈ $0.40, at the high end of prior ranges. Prior sales guidance was $1.109B–$1.149B; prior GAAP EPS range was $(0.02)–$0.02 and non-GAAP EPS was $0.34–$0.40. Management cited stronger bookings, improved backlog, and execution of a nine-point recovery plan. There will be no conference call; Microchip will webcast a UBS Global Technology and AI Conference presentation on Dec 3, 2025.