Microchip Tech Pref Shares MCHP 7.50 Perp 03/15/2028(MCHPP.US)

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Microchip Tech Pref Shares MCHP 7.50 Perp 03/15/2028
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Memory prices soar, Goldman Sachs lowers global smartphone sales forecast, mid-to-low-end unable to hold on first

Goldman Sachs warns that the soaring memory prices are stifling the recovery of global smartphone demand. During the upward phase of the memory cost cycle, consumers—especially price-sensitive consumers in emerging markets—will stop upgrading their devices. Goldman Sachs has directly lowered its global smartphone shipment forecast for 2026 by 6%. Although overall sales are declining, the market's overall value can still maintain a slight increase due to the rising proportion of high-end models

Wallstreetcn·
Wallstreetcn·

Morgan Stanley's Top 10 Predictions for 2026: AI Capability Divergence Intensifies, Tech Giants Accelerate Integration of Energy Facilities

Morgan Stanley predicts that by 2026, the global development of AI technology will show a differentiated pattern, with demand for computing power growing exponentially beyond supply capacity, the Trump administration launching a strong policy agenda, pressures for AI technology transfer and national self-sufficiency, rising energy costs triggering policy backlash, AI giants accelerating the integration of energy infrastructure, a restructuring of the global manufacturing landscape, Latin America experiencing a triple transformation driving a new investment cycle, and companies and governments initiating large-scale retraining programs, while transformative AI will reshape the economy and asset valuations

Wallstreetcn·
Wallstreetcn·

AI reasoning is a necessity, NAND "cycles are longer and more stable"! JP Morgan: The main character in this round is eSSD, Kioxia has become the first choice

Don't just focus on HBM. JP Morgan predicts that the annual growth rate of the NAND market size will soar from the past 10% to 34% over the next three years, with prices expected to surge by 40% in 2026. The core logic is that AI inference makes enterprise-level SSDs "secondary memory," with a single AI server's storage demand reaching 70TB, while the supply of mechanical hard drives collapses, accelerating the replacement. NAND is transforming from a cyclical product into a core asset of AI infrastructure. Manufacturers like Kioxia are entering a golden era

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Wallstreetcn·
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Federal Reserve decision + China-U.S. data + tech giants' earnings reports! Global markets enter the "eye of the storm"

"Super Earnings Week," technology giants Microsoft, Apple, Tesla, storage giants Samsung and SK Hynix, among others, are intensively releasing their earnings reports, with AI technology and the semiconductor cycle becoming the core highlights. On the macro level, the Federal Reserve's interest rate decision is expected to remain unchanged, and the market is concerned about whether the interest rate cut window will be delayed; key economic data from China and the U.S. will also be released. At the same time, geopolitical risks, the selection of the Federal Reserve Chair, and the potential government shutdown in the U.S. will continue to disrupt global risk aversion sentiment. The China Space Computing Power Seminar is being held

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Wallstreetcn·
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Storage is in a crazy shortage! Korean media: Samsung Electronics will raise NAND prices by 100% in the first quarter, while DRAM was previously raised by 70%

According to South Korean media reports, Samsung Electronics completed supply contract negotiations with major customers at the end of last year, raising the supply price of NAND flash memory by more than 100% in the first quarter of this year, a surge that far exceeded market expectations. The report stated that Samsung Electronics is currently initiating a new round of negotiations with customers regarding NAND prices for the second quarter, and the market generally expects the upward momentum in prices to continue into the second quarter

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Wallstreetcn·
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Shares soared overnight in US trade among industrial/robotic/sensor chip makers after Microchip Technology raised guidance. Allegro +10.8%, Microchip +11.7%, NXP Semi +9.9%, Onsemi +5.2%, STMicro +7.3.....................

Microchip flags OSAT supply shortage due to AI/DC and new iPhone builds consuming most of the capacity. That's even with only 30% outsourcing in back-end. This has led to lead time stretch for MCHP pr...

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On Semi 2Q25: Revenue down y/y for 8th straight quarter; -2% q/q and -15% y/y to $1.47B; Industrial below expectations while Auto and Other above expectations;

Industrial down y/y for 7 straight quar......
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Microchip QMar25

- Revenue down 5.4% q/q and 26.8% y/y to $970.5M; 7 straight quarters of decline

- Calls QMar as the bottom; QJun will grow +8% q/q; QSep backlog higher than QJun and optimistic

- Early ......
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