Microchip Technology Incorporated (MCHP) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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SA Transcripts157.32K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Microchip Technology Incorporated (MCHP) Barclays 23rd Annual Global Technology Conference December 11, 2025 4:20 PM EST Company Participants J. Bjornholt - Senior Corporate Vice President & CFORichard Simoncic - Chief Operating Officer Conference Call Participants Thomas O'Malley - Barclays Bank PLC, Research Division Presentation Thomas O'MalleyBarclays Bank PLC, Research Division [Audio Gap] with Microchip Technology. Thank you very much for being here today. I'm Tom O'Malley, U.S. semi and semi-cap analyst. Crazy times, I know you guys have been bounced around between conferences. Question-and-Answer Session Thomas O'MalleyBarclays Bank PLC, Research Division But I think a question that I'd like to lead off with and have kind of talked about broadly in the conference is there's this huge AI tailwind, right? $3 trillion in spend plus. You guys obviously attack this in a different way than the data center-centric players. Maybe talk about how you guys attack this and what's going on with the edge? J. BjornholtSenior Corporate Vice President & CFO Sure. So I'm going to let Rich answer the question, but I'm just going to say during the course of this discussion, we'll be making certain forward-looking statements about the future financial performance of Microchip, and we refer you to our filings with the SEC that identify important risk factors about the company. So Rich, talk about Microchip and data center. Richard SimoncicChief Operating Officer Yes. So we're attacking it, you've probably seen the last release that we did our 3-nanometer PCIe Gen 6 switch. So we're attacking the market from the PCIe switching standpoint. We've been in PCIe switches for Gen 3, Gen 4, a little bit of Gen 5 and now Gen 6 in a very large ramp. We'll be introducing retimers that match with that Gen 6 next quarter. And we also play within the AI data center in Recommended For You