MCP Microchip Technology Incorporated

Applied Materials (AMAT) sold a record $7 billion of chipmaking tools in fiscal Q3 2026. That was about 77% of its $9.1 billion in revenue for the quarter. When you own the stock, you mostly own those tool sales. A record that large is easy to read as the new normal. So what might Applied Materials investors be overlooking about those tool sales.

In late September 2026, Microchip Technology expanded its 10BASE-T1S Single Pair Ethernet portfolio with the LAN8679 and LAN8680 PMD transceivers and the LAN8660X/1X/2X integrated endpoint family, aiming to simplify Ethernet-based zonal architectures in automotive, industrial and robotics applications while meeting AEC-Q100 and ISO 26262 functional safety standards. An interesting angle is how these multidrop, space-efficient devices are designed to cut wiring complexity and gateway use,...

Shares of analog chipmaker Microchip Technology (NASDAQ:MCHP) jumped 1.9% in the afternoon session after the company announced the expansion of its 10BASE-T1S Single Pair Ethernet portfolio with new transceivers and endpoint devices.

You may own Applied Materials (AMAT) as a chip equipment maker that aims to hand most of its spare cash back to shareholders. A $10,000 holding a year ago is now worth about $24,500. Your stake in this business is far bigger than it was. Is Applied Materials still the business you bought.

ON Semiconductor (ON) makes power and sensing chips for cars, industrial equipment and AI data centers. The stock trades at about 27.6 times trailing adjusted earnings, meaning normalized net income with stock-based compensation added back. That basis is meant to sit closer to the one analysts use in their forecasts than GAAP earnings would, though the two are not defined identically. At that multiple the stock looks expensive. But the trailing year was weak, and the weakness is fading.

U.S. stock markets closed higher on Friday to close a volatile week.

Shares of analog chipmaker Microchip Technology (NASDAQ:MCHP) jumped 4.3% in the afternoon session after the stock continued to rally as the company introduced a new line of advanced digital power monitors the previous day.

Texas Instruments (TXN) and NVIDIA both sell chips for the data centers now being built. Data centers bring in nearly all of NVIDIA's revenue, while TI sells to industrial and automotive customers as well as data centers. You pay 38.2 times the yearly profit for TI, yet only 28.1 times for NVIDIA. Their latest earnings calls show the two businesses parting ways on supply.

Microchip Technology broadens its 48V power portfolio as data-center revenues surge, targeting AI servers and other high-growth power applications.

Analog Devices' broad-based recovery, strong AI infrastructure demand and rising earnings estimates make it more lucrative than Microchip Technology.

Microchip Technology (MCHP) has launched its PAC1761 and PAC1861 digital power monitor families, a product update that draws attention to how the stock reflects the company’s exposure to 48V power architectures. Recent trading shows how fast sentiment around Microchip Technology can shift. The share price has fallen 15.06% over the past 90 days despite a 14.85% year-to-date share price return, while total shareholder return over five years of 8.54% points to more modest long-run...

A number of stocks fell in the morning session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.

A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations.

Applied Materials (AMAT) trades at about $472 today. Over roughly the coming twelve months, the options market prices a two-thirds-likely band for the stock, from a floor near $270 to a ceiling near $827. That band is the number a holder should be working with. It prices how far the stock can travel, never which way.

Microchip Technology Incorporated (NASDAQ:MCHP) said on September 21 that it has completed its acquisition of Hailo. The Israeli company makes processors that run AI on devices rather than in the cloud, covering vision, robotics and what the industry calls physical AI. Microchip did not disclose the price. It said the deal will not have a […]

Vicor (VICR) stock has more than quadrupled over the past year, yet at about $224 it sits roughly 41% below its 52-week high. The opportunity is plain: demand for its power modules, from AI data centers to defense, is filling its first chip fab. The catch is that the growth you would pay for depends on new fabs whose sites Vicor only bought in September.

Applied Materials (AMAT) runs a services business, Applied Global Services, that grew 22% from a year earlier in its latest quarter. You probably think of the company as a seller of chipmaking machines, a business that rises and falls with factory spending. The stock is down 27% over the past three months. So how large is the services business.

MCHP gains 17% YTD as demand, inventory normalization and data-center growth improve, but supply, debt and valuation risks remain.

Vicor (VICR) stock gained 21.2% in the week to Monday, Sep 21, while the S&P 500 rose 1.9%. The spark was a new license for its AI power technology. The company said what that license adds to its sales only after Monday's close, when it raised its revenue outlook. So the shares paid for the deal before Vicor put a number on it.

Microchip Technology (NasdaqGS:MCHP) has been selected by AnalogAI, which will use its memBrain SAGE neuromorphic hardware IP in new edge AI processors. The collaboration centers on compute in memory technology that targets training and inference for adaptive robots, drones and vehicles. AnalogAI plans to integrate memBrain SAGE into real world, low power AI systems designed for deployment at the network edge. Microchip Technology’s win with AnalogAI around the memBrain SAGE neuromorphic IP...