Microchip Tech

Some interesting quotes from Microchip CEO Steve Sanghi on earnings call.

"Yes, if I didn't say it, I'll say it again. I have been saying it, that data center is in the bubble."

"The only thing that's going to help is AI decelerating."

Source: Sravan Kundojjala

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Microchip and Micron Showcase PCIe Gen 6 AI Storage Architecture at FMS 2026 - $Microchip Tech(MCHP.US) $Micron Tech(MU.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗠𝗶𝗰𝗿𝗼𝗰𝗵𝗶𝗽 and 𝗠𝗶𝗰𝗿𝗼𝗻 unveiled an end-to-end 𝗣𝗖𝗜𝗲 𝗚𝗲𝗻 𝟲 storage architecture.

➤ Solution combines 𝗦𝘄𝗶𝘁𝗰𝗵𝘁𝗲𝗰™ PCIe Gen 6 switches with 𝗠𝗶𝗰𝗿𝗼𝗻 𝟵𝟲𝟱𝟬 𝗡𝗩𝗠𝗲 SSDs.

➤ Architecture targets 𝗔𝗜, 𝗛𝗣𝗖, and cloud data center workloads.

➤ 𝗣𝗖𝗜𝗲 𝟲.𝟬 doubles bandwidth over PCIe 5.0 to 𝟲𝟰 𝗚𝗧/𝘀 per lane.

➤ Design enables higher throughput, lower latency, and scalable storage connectivity.

➤ Supports composable and disaggregated data center architectures.

➤ 𝗦𝘄𝗶𝘁𝗰𝗵𝘁𝗲𝗰 Gen 6 switches are built on 𝟯 𝗻𝗺 process technology.

➤ Switches feature secure boot and post-quantum-safe cryptography meeting 𝗖𝗡𝗦𝗔 𝟮.𝟬 standards.

➤ 𝗠𝗶𝗰𝗿𝗼𝗻 𝟵𝟲𝟱𝟬 is described as the industry's first mass-produced 𝗣𝗖𝗜𝗲 𝗚𝗲𝗻 𝟲 SSD.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Highlights accelerating demand for faster AI data movement beyond compute.

➤ Reinforces industry transition to 𝗣𝗖𝗜𝗲 𝟲.𝟬 infrastructure for next-generation AI.

➤ Demonstrates ecosystem collaboration between semiconductor and storage leaders.

➤ Supports scalable AI infrastructure with improved performance and security.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗕𝗿𝗶𝗮𝗻 𝗠𝗰𝗖𝗮𝗿𝘀𝗼𝗻, Corporate Vice President and GM of Microchip's Data Center Solutions Business Unit:

“Advancing data center performance is not solved by any single component and our work with Micron highlights the importance of taking a cohesive approach. We’re bringing together complementary strengths in switching and storage to demonstrate how a well-aligned ecosystem can enable scalable, high-bandwidth architectures for next-generation AI and cloud platforms.”

𝗟𝗮𝗿𝗿𝘆 𝗛𝗮𝗿𝘁, Senior Director of Solutions Marketing for Micron's Core Data Center Business Unit:

“AI infrastructure is entering a new era in which storage performance and ecosystem interoperability must advance in lockstep. Together, the Micron 9650 SSD, the industry’s first mass-produced PCIe Gen 6 SSD, and Microchip’s Switchtec PCIe Gen 6 switching technology demonstrate how a scalable storage architecture can help data centers achieve higher throughput, lower latency and more efficient data movement for next-generation AI, HPC and cloud workloads.”

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Microchip Tech(MCHP.US) Microchip Launches Free VectorBlox 3.0 SDK for FPGA-Based Edge AI

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐌𝐢𝐜𝐫𝐨𝐜𝐡𝐢𝐩 launches 𝐕𝐞𝐜𝐭𝐨𝐫𝐁𝐥𝐨𝐱 𝟑.𝟎 AI Accelerator SDK.

➤ SDK is available 𝐟𝐫𝐞𝐞 𝐨𝐟 𝐜𝐡𝐚𝐫𝐠𝐞 to developers.

➤ Designed to simplify 𝐅𝐏𝐆𝐀-𝐛𝐚𝐬𝐞𝐝 AI deployment on PolarFire platforms.

➤ Supports 𝐬𝐩𝐚𝐫𝐬𝐞 neural networks to improve AI inference efficiency.

➤ Compression technology comes from 𝐍𝐞𝐮𝐫𝐨𝐧𝐢𝐱 acquisition.

➤ Enables multiple 𝐀𝐈 workloads on a single low-power FPGA.

➤ Targets 𝐚𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, defense, industrial, and edge AI applications.

➤ Includes 𝐒𝐏𝐍𝐯𝟐 for autonomous spacecraft navigation and docking.

➤ Integrates with 𝐋𝐢𝐛𝐞𝐫𝐨 𝐒𝐨𝐂 Design Suite and CoreVectorBlox IP.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:

𝐒𝐡𝐚𝐤𝐞𝐞𝐥 𝐏𝐞𝐞𝐫𝐚, Corporate Vice President and GM of Microchip’s FPGA Business Unit:

“As AI models continue to grow in complexity, compression is becoming essential for deploying intelligence at the edge. With VectorBlox 3.0, we’re leveraging sparsity-based model compression from our Neuronix acquisition to reduce compute demands while preserving accuracy.”

𝐕𝐢𝐭𝐨 𝐅𝐨𝐫𝐭𝐮𝐧𝐚𝐭𝐨, SPACEDGE™ Services Line Manager at Planetek Italia:

“Leveraging VectorBlox acceleration on Microchip’s PolarFire SoC enabled us to efficiently deploy advanced onboard AI pipelines for low-latency payload operations in orbit. The platform allowed us to validate real-time Earth Observation processing capabilities including object detection, semantic scene analysis and edge-generated actionable information products on top of the AI-eXpress-1 satellite, deployed in 2025, while providing the radiation resilience and operational reliability required for continuous Low Earth Orbit operations.”

𝐅𝐞𝐝𝐞𝐫𝐢𝐜𝐨 𝐅𝐨𝐧𝐭𝐚𝐧𝐚, Head of Hardware Engineering at AIKO:

"The combination of PolarFire SoC and VectorBlox creates a powerful synergy for deploying AI-powered autonomy solutions directly in orbit. We validated this through the deployment of our clear_CHARLES suite, which provides onboard cloud and ship detection for adaptive and autonomous payload operations on power-efficient platforms, making a further step toward increasingly autonomous, responsive and software-defined space systems."

Interesting buys to watch

Rep. Gil Cisneros (D) sits on the House Armed Services Committee

And he bought 2 stocks with active DoD contracts that his committee authorizes funding for

On June 30th he bought:

- Cadre Holdings $Cadre(CDRE.US) which operates as a ballistic armor contractor for the U.S. military and FBI

- Microchip Technology $Microchip Tech(MCHP.US) which holds active Department of Defense contracts for semiconductor manufacturing

$Cadre(CDRE.US) is already up 7% since the buy

$Microchip Tech(MCHP.US) | 𝐌𝐢𝐜𝐫𝐨𝐜𝐡𝐢𝐩: Wolfe Research reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟐𝟓

Analyst sees inventory normalization and improving demand driving recovery, alongside new AI datacenter products supporting long-term growth.