MCHP

82 atoms · 跨 13 天 · 首见 2026-04-28 · 最近 2026-07-02

三色: 🟦 fact 69 · 🟥 take 13 · stance ▲32/▼4/◆10

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 1

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 3 · X 57 · 卖 6

时态: fresh:73 · aging:5 · stale:4

标签: 好数字:55 · 好信源:21 · 好观点:11 · 好思考:4 · 好问题:1

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 4 位作者 (KOL3 · 卖方1) + 群 2 条 vs ▼ 2 位作者 (KOL1 · 卖方1)

📄 广泛报道的事实 · 2 个

💢 核心分歧 (1 轴)

1. 跟进行业提价 修复估值 vs 被动涨价 无竞争优势

*topic: 定价权 · 1 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-219713fd397a16a0"></a>2026-06-02 X·@AIStockSavvy · 选择性涨价 · 定价权/价格动态
  recent selective price increases
  tags: 好信源 · → daily
  value: qty= · date=
  📷 原图

🔴 bearish 侧:

• <a id="atom-3a8d203c2cd8ae32"></a>2026-05-07 X·@TBU12345678 · CEO pricing strategy · 定价权
  Sanghi at $MCHP saying that he's not taking price because they need to mend relationships after LTSA while the industry guns price.
  tags: 好信源 · → daily
  value: direction=not taking price

🔗 因果传导 (causal map)

*MCHP 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↓ 下游·近期陈述 (1)

• 🔴 customers · 竞争 · 1 次陈述
  go ask MCHP how it worked out trying to hold customers to LTAs signed under brief shortage conditions a few years ago. T

📏 估计带 (1)

*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*

• 营收 2026: 62.9% – 65% · 2 个估计 · 最新 2026-06-02 62.9% (newsletter·cred4)

🟦 客观事实 (facts) (30)

• <a id="atom-5e1e9516e412b768"></a>🟦 2026-06-02 X·@AIStockSavvy · UBS目标价 · 评级目标价
  maintains PT at $130
  tags: 好数字·好信源 · → daily
  value: qty=$130 · date=
  📷 原图
• <a id="atom-02681c9cc582dd77"></a>🟦 2026-04-28 X·@AIStockSavvy · TS1800支持ML-DSA和ML-KEM算法 · 技术路线
  Supports NIST algorithms including ML-DSA and ML-KEM.
  tags: 好数字·好信源 · → daily
• <a id="atom-c8deda45dfbcc675"></a>🟦 2026-05-07 X·@lokoyacap [老化中] · CEO 陈述 · 供给产能/技术路线
  $mchp CEO: “when you come to the most advanced capacity, like the 3nm node, that’s a totally different equation…the capacity is less than half of what the world requires.”
  tags: 好观点·好信源 · → daily
• <a id="atom-b7319c7ede6907d9"></a>🟦 2026-06-01 群 · 因成本上升选择性提价 · 提价
  MCHP 宣布因供应商成本上升，将对产品组合进行选择性提价，这打消了市场对其在疫情后无法提价的担忧
  tags: 好信源 · → daily
• <a id="atom-70ec7fca50542e45"></a>🟦 2026-05-31 卖·BofA Brian Fenske · FY27 EPS共识上调 · 财报/营收预测
  MCHP FY27-28 EPS raised by 18%/13%
  tags: 好数字 · → daily
  value: qty=+18%
• <a id="atom-e1118e69454e47e2"></a>🟦 2026-05-31 卖·BofA Brian Fenske · FY28 EPS共识上调 · 财报/营收预测
  MCHP FY27-28 EPS raised by 18%/13%
  tags: 好数字 · → daily
  value: qty=+13%
• <a id="atom-dd41cdd089962966"></a>🟦 2026-06-02 X·@zerohedge · data center solutions revenue CY2025 · 营收
  data center solutions unit generated $302.7m in revenue in calendar year 2025
  tags: 好数字 · → daily
  value: qty=$302.7 million · date=2025
• <a id="atom-f63ec44f539d05e0"></a>🟦 2026-06-02 X·@zerohedge · data center revenue expectation for 2026 · 业绩指引
  about $500m expected for this year
  tags: 好数字 · → daily
  value: qty=$500 million · date=2026
• <a id="atom-3a9d68557176d5b7"></a>🟦 2026-06-01 X·@AIStockSavvy · 数据中心营收预期 · 业绩指引/数据中心算力
  Microchip Expects Data Center Revenue to Grow 𝟔𝟓% in 𝟐𝟎𝟐𝟔
  tags: 好数字 · → daily
  value: qty=65% · date=2026
• <a id="atom-ee8d4de82edfe381"></a>🟦 2026-06-01 X·@AIStockSavvy · 数据中心解决方案营收 · 营收
  Microchip’s Data Center Solutions unit generated $302.7M revenue in 2025
  tags: 好数字 · → daily
  value: qty=$302.7M · date=2025
• <a id="atom-cbe1f226a45adc9b"></a>🟦 2026-06-01 X·@AIStockSavvy · 数据中心营收同比变化 · 营收/业绩指引
  March 2026 quarter revenue for the unit rose 62.9% year over year
  tags: 好数字 · → daily
  value: qty=62.9% · date=March 2026 quarter
• <a id="atom-3dd4c1475ebc4ce3"></a>🟦 2026-06-01 X·@AIStockSavvy · 数据中心终端市场营收占比 · 营收/市场份额
  Broader datacenter and compute market represents ~18% of total company revenue
  tags: 好数字 · → daily
  value: qty=18%
• <a id="atom-ed3fa0df0df7ff4e"></a>🟦 2026-05-07 X·@AIStockSavvy · Q4-2026 实际每股收益 · 财报/盈利能力
  实际每股收益(EPS): 0.57
  tags: 好数字 · → daily
  value: qty=0.57 · date=Q4-2026
  [图: Microchip Technology Inc. Q4-2026 财报数据图，展示每股收益(EPS)和营收(Revenue)的实际与预期对比及同比增速。 — 实际每股收益(EPS): 0.57; 预期每股收益(EPS): 0.5; 每股收益同比增速(YoY): 418.2%; 实际营收: 1.31B; 预期营收: 1.26B]
  📷 原图
• <a id="atom-e2e02f194171a731"></a>🟦 2026-05-07 X·@AIStockSavvy · Q4-2026 预期每股收益 · 财报/盈利能力
  预期每股收益(EPS): 0.5
  tags: 好数字 · → daily
  value: qty=0.5 · date=Q4-2026
  [图: Microchip Technology Inc. Q4-2026 财报数据图，展示每股收益(EPS)和营收(Revenue)的实际与预期对比及同比增速。 — 实际每股收益(EPS): 0.57; 预期每股收益(EPS): 0.5; 每股收益同比增速(YoY): 418.2%; 实际营收: 1.31B; 预期营收: 1.26B]
  📷 原图
• <a id="atom-720cc1cb7df8ad6d"></a>🟦 2026-05-07 X·@AIStockSavvy · Q4-2026 每股收益同比增速 · 财报/盈利能力
  每股收益同比增速(YoY): 418.2%
  tags: 好数字 · → daily
  value: qty=418.2% · date=Q4-2026
  [图: Microchip Technology Inc. Q4-2026 财报数据图，展示每股收益(EPS)和营收(Revenue)的实际与预期对比及同比增速。 — 实际每股收益(EPS): 0.57; 预期每股收益(EPS): 0.5; 每股收益同比增速(YoY): 418.2%; 实际营收: 1.31B; 预期营收: 1.26B]
  📷 原图
• <a id="atom-65223930c880d0d7"></a>🟦 2026-05-07 X·@AIStockSavvy · Q4-2026 实际营收 · 财报/营收
  实际营收: 1.31B
  tags: 好数字 · → daily
  value: qty=1.31B · date=Q4-2026
  [图: Microchip Technology Inc. Q4-2026 财报数据图，展示每股收益(EPS)和营收(Revenue)的实际与预期对比及同比增速。 — 实际每股收益(EPS): 0.57; 预期每股收益(EPS): 0.5; 每股收益同比增速(YoY): 418.2%; 实际营收: 1.31B; 预期营收: 1.26B]
  📷 原图
• <a id="atom-873714be74cd17a7"></a>🟦 2026-05-07 X·@AIStockSavvy · Q4-2026 预期营收 · 财报/营收
  预期营收: 1.26B
  tags: 好数字 · → daily
  value: qty=1.26B · date=Q4-2026
  [图: Microchip Technology Inc. Q4-2026 财报数据图，展示每股收益(EPS)和营收(Revenue)的实际与预期对比及同比增速。 — 实际每股收益(EPS): 0.57; 预期每股收益(EPS): 0.5; 每股收益同比增速(YoY): 418.2%; 实际营收: 1.31B; 预期营收: 1.26B]
  📷 原图
• <a id="atom-fa2871659d0c9210"></a>🟦 2026-06-01 卖·BofA Brian Fenske · 管理层晚宴出席 · 会议信息
  Mgmt dinners with MCHP, DDOG, INTC, WDC, RDDT and MGNI. They are all oversubscribed/allocated.
  tags: 好信源 · → daily
• <a id="atom-9433100d02027d6d"></a>🟦 2026-06-01 卖·BofA Brian Fenske · 过往会议提供季度更新 · 会议信息/历史趋势
  COMPANIES THAT HAVE PROVIDED UPDATES ON THE QUARTER, OR HAVE GIVEN NOTABLE COLOR ON TRENDS AT OUR CONFERENCE IN THE PAST? This is not at all to suggest any of these would ‘pre’ at the conference, but in the past we’ve had some helpful (and at times stock moving) updates from companies here: MCHP, TXN, ON, STX, WDC, RBLX
  tags: 好信源 · → daily
• <a id="atom-df49e2b74ae3cd43"></a>🟦 2026-06-17 newsletter·MCHP · 数据中心营收预期 · 营收预测/数据中心
  Management disclosed datacenter revenue ~$303M in CY25, expected to grow ~65% in CY26 to ~$500M driven by AI infrastructure, custom compute, and PCIe connectivity
  tags: 好数字 · → daily
  value: qty=~$500M in CY26 (from ~$303M in CY25, +65%)
• <a id="atom-53350260ec6cb54d"></a>🟦 2026-06-04 newsletter·MCHP · 数据中心营收 · 营收/数据中心
  Evercore came away constructive after meetings with MCHP management, highlighting datacenter revenue above $300M and growing exposure to AI infrastructure through CPU, GPU, and memory interconnect products.
  tags: 好数字 · → daily
  value: qty=>$300M
• <a id="atom-356fee3bbeeb5124"></a>🟦 2026-06-04 newsletter·MCHP · CPU复苏机会 · 营收预测/需求
  The firm also sees a meaningful CPU-driven recovery underway as Gen 6 server deployments ramp, with management estimating a several-hundred-million-dollar annual revenue opportunity.
  tags: 好数字 · → daily
  value: qty=several-hundred-million-dollar annual revenue opportunity
• <a id="atom-5e2691389616497e"></a>🟦 2026-06-04 newsletter·MCHP · 毛利率展望 · 毛利率/定价
  Management also expects pricing increases to take effect in 2H26 and reiterated confidence in gross margins approaching 65% as inventory normalization nears completion.
  tags: 好数字 · → daily
  value: qty=approaching 65%
• <a id="atom-63ee2df5070667b5"></a>🟦 2026-06-02 newsletter·MCHP · 数据中心营收展望 · 营收/数据中心
  MCHP guided DC to $500M in CY26 and raising prices
  tags: 好数字 · → daily
  value: qty=$500M in CY26
• <a id="atom-2a0050ac33d2b57f"></a>🟦 2026-06-02 newsletter·Market · 股价 · 股价
  MCHP +6%
  tags: 好数字 · → daily
  value: qty=+6%
• <a id="atom-38b6076a46a26ec7"></a>🟦 2026-06-02 newsletter·MCHP · 数据中心营收实际值 · 营收/数据中心
  Our Data Center Solutions business unit generated $302.7 million in revenue in calendar year 2025
  tags: 好数字 · → daily
  value: qty=$302.7M (CY25) · currency=USD · period=CY25
• <a id="atom-75516592fc67e5fd"></a>🟦 2026-06-02 newsletter·MCHP · 数据中心营收增长指引 · 营收/数据中心/增长指引
  we expect it to grow by about 65% in calendar year 2026 to about $500 million
  tags: 好数字 · → daily
  value: qty=~65% YoY, ~$500M (CY26) · period=CY26
• <a id="atom-21ef2fc8c6bd5259"></a>🟦 2026-06-02 newsletter·MCHP · 数据中心季度营收同比增速 · 营收/数据中心
  In the March 2026 quarter, our Data Center Solutions business unit revenue was up 62.9% from the prior year quarter
  tags: 好数字 · → daily
  value: qty=+62.9% YoY · period=Mar 2026Q
• <a id="atom-1b4b8fd6c73ecec2"></a>🟦 2026-06-02 newsletter·MCHP · 涨价对当季指引的影响 · 管理层表态/财报指引
  The price increase will have no impact on our guidance or results for the fiscal quarter ending June 30, 2026
  tags: 好数字 · → daily
  value: qty=no impact · period=June 30, 2026
• <a id="atom-5546f977dff47d32"></a>🟦 2026-06-01 X·@AIStockSavvy · 计划选择性提价 · 定价权/盈利能力
  Microchip plans selective price increases amid rising input and operating costs
  tags: 好信源 · → daily

🟥 多头 takes (bullish) (7)

• <a id="atom-05cd7981c416d582"></a>🟥 2026-06-01 群 · 目标价 · 目标价
  结合新的数据中心收入披露，群内看好其追平模拟同行，给出 $150 的目标价（30x $5）
  tags: 好数字·好观点 · → daily
  value: qty=$150（30x $5 EPS）
• <a id="atom-11e0e8eaf6085265"></a>🟥 2026-06-01 卖·BofA Brian Fenske · FY27-28每股收益预估上调 · 盈利预测/模拟半导体
  MCHP FY27-28 EPS raised by 18%/13% using B’berg consensus
  tags: 好数字 · → daily
  value: qty=上调18%/13% (彭博共识)
• <a id="atom-7e02a51608f3305b"></a>🟥 2026-05-09 X·@hungjng69679118 [老化中] · 前景 · 模拟芯片/业绩展望
  美银-美国半导体: 模拟半导体增长大幅扩张, MCHP与ON前景解读-20260503【9页】.pdf
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-21cbab840b7526e9"></a>🟥 2026-06-17 newsletter·Raymond James · 复苏预期 · 复苏/数据中心
  Raymond James became more constructive on Microchip, arguing the company is entering a broad-based recovery with datacenter emerging as a larger contributor than investors appreciate
  tags: 好观点 · → daily
• <a id="atom-54b16e2609d9975d"></a>🟥 2026-06-17 newsletter·Raymond James · 定价改善 · 价格/盈利
  Raymond James highlights improving pricing dynamics, expects benefit of recent price increases to be more fully reflected in December quarter results
  tags: 好观点 · → daily
  value: description=recent price increases to be more fully reflected in results from December quarter
• <a id="atom-65f1598a05697fe2"></a>🟥 2026-06-01 群 ◌ [老旧] · 跟进提价消除市场疑虑 · 提价/估值修复
  MCHP 终于跟进提价，消除市场疑虑，有望迎来估值修复
  tags: 好观点 · → daily
• <a id="atom-dadcd74207a90fc2"></a>🟥 2026-06-01 X·@AIStockSavvy · after-market buzz · 仓位情绪
  After-market buzz! $MCHP
  tags: 好观点 · → daily
  📷 原图

🟥 空头 takes (bearish) (2)

• <a id="atom-d38349c257fd0be2"></a>🟥 2026-06-02 X·@AIStockSavvy · 增长相对于同行滞后 · 竞争格局
  while noting its growth lags some key peers
  tags: 好观点 · → daily
  value: qty= · date=
  📷 原图
• <a id="atom-245ce67f30046aad"></a>🟥 2026-06-02 newsletter·Morgan Stanley · 涨价性质判断 · 定价/竞争
  characterized them as defensive rather than offensive
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (1)

• <a id="atom-71242e07b9fdf58d"></a>🟥 2026-06-02 newsletter·Morgan Stanley [老旧] 🔊x2 · 评级 · 评级调整
  The analyst maintains Equal Weight and a $94 PT
  tags: 好数字 · → daily
  value: rating=Equal Weight

🟦 新闻流 (squawk · 23)

⏱ 时间轴 (近 20)

• 🟦 2026-07-02 · fact · 涨价通知 · → daily
• 🟦 2026-06-23 · fact · 股价变动 · → daily
• 🟦 2026-06-17 · fact · 数据中心营收预期 · → daily
• 🟥 2026-06-17 · narrative · 复苏预期 · → daily
• 🟥 2026-06-17 · narrative · 定价改善 · → daily
• 🟥 2026-06-05 · position · 与AI构建相关性 · → daily
• 🟦 2026-06-04 · fact · 获 BIS 出口许可 · → daily
• 🟦 2026-06-04 · fact · receives export license for Armenia-based team · → daily
• 🟦 2026-06-04 · fact · is the only multinational semiconductor company in Armenia w · → daily
• 🟦 2026-06-04 · fact · 数据中心营收 · → daily
• 🟦 2026-06-04 · fact · CPU复苏机会 · → daily
• 🟦 2026-06-04 · fact · 毛利率展望 · → daily
• 🟥 2026-06-02 · position · 评级/目标价变化 · → daily
• 🟦 2026-06-02 · fact · data center solutions revenue CY2025 · → daily
• 🟦 2026-06-02 · fact · data center revenue expectation for 2026 · → daily
• 🟦 2026-06-02 · fact · UBS评级 · → daily
• 🟦 2026-06-02 · fact · UBS目标价 · → daily
• 🟦 2026-06-02 · fact · 新数据中心业务报告 · → daily
• 🟦 2026-06-02 · fact · 选择性涨价 · → daily
• 🟥 2026-06-02 · narrative · 增长相对于同行滞后 · → daily

📊 板块级信号 · US equities (4)

*以下是 US equities 板块的信号 (MCHP 是成员), 非直接针对 MCHP — 供板块上下文参考*

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