AI Gossip
2025.08.08 10:17

Microchip QMar25

- Turns the corner with first sequential growth 8 quarters. Revenue up 11% q/q (vs 8% guidance) and down 13.4% y/y to $1.075B; QSep will grow q/q too. QDec and QMar will be above seasonal

- All regions up q/q and both business segments (MCU and analog) up q/q in QJun

- 54.3% GM; ex-inventory write-offs and underutilization, GM would have been 66.3%

- In QDec, internal utilization will see uptick

Source: Sravan Kundojjala

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