What smart money is saying about Microchip Technology
2 funds in our archive have pitched Microchip Technology, most recently Aristotle Value Equity Strategy in September 2026.
Microchip Technology Incorporated creates, produces, and sells intelligent, interconnected, and secure embedded control solutions to customers throughout the Americas, Europe, and Asia. The company's core offerings include a range of microcontrollers, such as general-purpose 8-bit, 16-bit, and 32-bit models, as well as 32-bit embedded microprocessors. These specialized microcontrollers are designed for numerous applications across industries like automotive, industrial, computing, communications, lighting, power supplies, motor control, human-machine interfaces, security, and various wired and wireless connectivity needs. Beyond its processors, Microchip provides development tools that enable system designers to program its microcontroller and microprocessor units for specific tasks. Its product lineup also features Field-Programmable Gate Arrays (FPGAs) and a broad selection of analog, interface, mixed-signal, and timing components. This extensive category encompasses power management, linear, high-voltage, thermal management, discrete diodes and MOSFETs, radio frequency (RF), drivers, safety, security, USB, Ethernet, wireless, and other interface products. For compact device applications, the company supplies memory products such as serial EEPROM, serial and parallel flash, serial SRAM, and serial EERAM. A significant aspect of Microchip's business involves licensing its SuperFlash embedded flash and NVM technologies. These are provided to foundries, integrated device manufacturers, and design partners for use in manufacturing their own microcontrollers, gate arrays, RF, analog, and neuromorphic computing products that require integrated non-volatile memory. Moreover, Microchip delivers engineering services, along with wafer foundry, assembly, and test subcontracting manufacturing services. It also produces specialized timing systems, application-specific integrated circuits (ASICs), and aerospace products. Microchip Technology Incorporated was established in 1989 and is headquartered in Chandler, Arizona.
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Position history
Between Q1 2025 and Q3 2026, 8 fund letters reported a position in Microchip Technology, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 1 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 1 move
- September 2026
“Microchip Technology, the microcontroller (MCU) and analog semiconductor producer, was a detractor during the period.”
Microchip Technology - September 2026
“Microchip Technology, the microcontroller (MCU) and analog semiconductor producer, was a detractor during the period.”
Microchip Technology - September 2026
“Microchip Technology, the microcontroller (MCU) and analog semiconductor producer, was a significant detractor during the period.”
Microchip Technology - September 2026
“Microchip Technology, the microcontroller (MCU) and analog semiconductor producer, was a detractor during the period.”
Microchip Technology - July 2026
“Modine (MOD): Modine delivered another solid quarter, led by 90% growth in data centre revenue and a third consecutive quarter of record order intake, backlog nearly doubled year over year. Near- term margins were pressured by supply constraints, but management maintained FY2027 guidance and expects results to improve as new capacity comes online. Microchip (MCHP): Reported strong quarter exceeding guidance.”
Microchip Technology “Microchip Technology posted another quarter of meaningful recovery and provided guidance that exceeded consensus for the June 2026 quarter.”
Microchip Technology- September 2025
“Portfolio Positioning Performance of the Strategy over the past 18 months has been below our expectations, and we have made concerted efforts this year to address the challenges. First has been our neutralization of the powerful “AI trade,” which has driven violent but narrow outperformance for a select number of momentum stocks since the beginning of 2024. We initiated positions in Taiwan Semiconductor and Amazon.com this quarter, while increasing our position in Alphabet, which both reduced our overall portfolio tracking error back to historical ranges and neutralized our unintentional underweight to “AI” stocks. Secondly, we’ve reduced outsize bets in high-volatility stocks such as Intel and Microchip Technology, which should reduce performance volatility.”
Microchip Technology - HoldsMadison Mid Cap FundJune 2025
“The top five contributors for the quarter were Amphenol, Microchip Technology, Arista Networks, MKS, and Liberty Formula One.”
Microchip Technology
Fund coverage · 2 theses
- Aristotle Value Equity StrategySeptember 2026
Microchip Technology is a microcontroller and analog semiconductor producer with broad products, sticky customer relationships and long product cycles that should benefit from demand recovery and long-term growth markets.
Read the full thesis - Clearbridge Mid Cap StrategyMarch 2025
Microchip Technology is an attractive investment opportunity due to its recovering market share and business visibility following the return of its former CEO and recent stock weakness.
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