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Microchip Technology Incorporated (MCHP) Presents at Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 Transcript

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Microchip reported Q3 2026 earnings beating estimates, with $1.19B revenue (15.6% YoY growth) and EPS of $0.44, signaling a semiconductor recovery after delayed upturn. Corporate VP Matthias Kaestner highlighted strengthening demand in automotive, data center, and networking sectors, noting Microchip’s late-cycle rebound amid broader industry recovery. Bookings improved ahead of Chinese New Year, a critical period for supply chains, with customers showing increased ordering activity despite seasonal slowdown concerns. Data center demand emerged as a key growth driver, prompting investor roadshows to showcase Microchip’s positioning in high-performance computing and infrastructure chips. Analysts probed recovery timing, with Microchip affirming cyclical momentum but cautioning on forward-looking projections, citing standard SEC safe harbor disclosures.
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Microchip Technology Incorporated (MCHP) Presents at Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 Transcript

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SA Transcripts158.31K FollowersFollow5ShareSaveCommentsQ3: 2026-02-05 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.44 beats by $0.01 | Revenue of $1.19B (15.59% Y/Y) beats by $973.81K Microchip Technology Incorporated (MCHP) Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 February 11, 2026 9:40 AM EST Company Participants Matthias KaestnerSajid Daudi - Head of Investor Relations Conference Call Participants Christopher Caso - Wolfe Research, LLC Presentation Christopher CasoWolfe Research, LLC Okay. Good morning, everyone. We'll move on to our next presentation. I'm Chris Caso, Wolfe's semiconductor analyst. So thanks for joining us at our conference. Next up is Microchip. With us from Microchip is Matthias Kaestner. Hopefully, I pronounced that correctly.

Matthias Kaestner Matt is good. Christopher CasoWolfe Research, LLC Matt is good. That's fine.

And Sajid Daudi from Investor Relations. Matthias is the Corporate VP of Auto, Data Center and Networking. I know Microchip has had you out on the road a bit with investors recently because we've heard data center is kind of good right now. So thanks for joining us. I know -- and Eric, if you're listening, I hope you feel better. Question-and-Answer Session Christopher CasoWolfe Research, LLC So maybe to start and Microchip has been pretty vocal over the last quarter or so with a view that the cycle is really starting to turn. And of course, Microchip was a little later to see the recovery, and now it sounds like that you are. So maybe you can give us an update of kind of what you see from a booking standpoint, from what's going on with customers, particularly as we go into the Chinese New Year holiday, which I know is an important time for you.

Matthias Kaestner Yes. And before we begin, I'll just kind of share the safe harbor statements, which is that during the course of this discussion, we'll be making certain forward-looking projections regarding the future outlook of Microchip, and we refer you to the SEC filings that

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