๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Microchip and Micron Showcase PCIe Gen 6 AI Storage Architecture at FMS 2026 - $Microchip Tech(MCHP.US) $Micron Tech(MU.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ ๐ถ๐ฐ๐ฟ๐ผ๐ฐ๐ต๐ถ๐ฝ and ๐ ๐ถ๐ฐ๐ฟ๐ผ๐ป unveiled an end-to-end ๐ฃ๐๐๐ฒ ๐๐ฒ๐ป ๐ฒ storage architecture.โค Solution combines ๐ฆ๐๐ถ๐๐ฐ๐ต๐๐ฒ๐ฐโข PCIe Gen 6 switches with ๐ ๐ถ๐ฐ๐ฟ๐ผ๐ป ๐ต๐ฒ๐ฑ๐ฌ ๐ก๐ฉ๐ ๐ฒ SSDs.โค Architecture targets ๐๐, ๐๐ฃ๐, and cloud data center workloads.โค ๐ฃ๐๐๐ฒ ๐ฒ.๐ฌ doubles bandwidth over PCIe 5.0 to ๐ฒ๐ฐ ๐๐ง/๐ per lane.โค Design enables higher throughput, lower latency, and scalable storage connectivity.โค Supports composable and disaggregated data center architectures.โค ๐ฆ๐๐ถ๐๐ฐ๐ต๐๐ฒ๐ฐ Gen 6 switches are built on ๐ฏ ๐ป๐บ process technology.โค Switches feature secure boot and post-quantum-safe cryptography meeting ๐๐ก๐ฆ๐ ๐ฎ.๐ฌ standards.โค ๐ ๐ถ๐ฐ๐ฟ๐ผ๐ป ๐ต๐ฒ๐ฑ๐ฌ is described as the industry's first mass-produced ๐ฃ๐๐๐ฒ ๐๐ฒ๐ป ๐ฒ SSD.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Highlights accelerating demand for faster AI data movement beyond compute.โค Reinforces industry transition to ๐ฃ๐๐๐ฒ ๐ฒ.๐ฌ infrastructure for next-generation AI.โค Demonstrates ecosystem collaboration between semiconductor and storage leaders.โค Supports scalable AI infrastructure with improved performance and security.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ฟ๐ถ๐ฎ๐ป ๐ ๐ฐ๐๐ฎ๐ฟ๐๐ผ๐ป, Corporate Vice President and GM of Microchip's Data Center Solutions Business Unit:โAdvancing data center performance is not solved by any single component and our work with Micron highlights the importance of taking a cohesive approach. Weโre 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.โ๐๐ฎ๐ฟ๐ฟ๐ ๐๐ฎ๐ฟ๐, Senior Director of Solutions Marketing for Micron's Core Data Center Business Unit:โAI infrastructure is entering a new era in which storage performance and ecosystem interoperability must advance in lockstep. Together, the Micron 9650 SSD, the industryโs first mass-produced PCIe Gen 6 SSD, and Microchipโs 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.โ
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๐ข ๐๐๐๐ ๐๐: $Microchip Tech(MCHP.US) Microchip Launches Free VectorBlox 3.0 SDK for FPGA-Based Edge AI
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ข๐๐ซ๐จ๐๐ก๐ข๐ฉ launches ๐๐๐๐ญ๐จ๐ซ๐๐ฅ๐จ๐ฑ ๐.๐ AI Accelerator SDK.โค SDK is available ๐๐ซ๐๐ ๐จ๐ ๐๐ก๐๐ซ๐ ๐ to developers.โค Designed to simplify ๐ ๐๐๐-๐๐๐ฌ๐๐ AI deployment on PolarFire platforms.โค Supports ๐ฌ๐ฉ๐๐ซ๐ฌ๐ neural networks to improve AI inference efficiency.โค Compression technology comes from ๐๐๐ฎ๐ซ๐จ๐ง๐ข๐ฑ acquisition.โค Enables multiple ๐๐ workloads on a single low-power FPGA.โค Targets ๐๐๐ซ๐จ๐ฌ๐ฉ๐๐๐, defense, industrial, and edge AI applications.โค Includes ๐๐๐๐ฏ๐ for autonomous spacecraft navigation and docking.โค Integrates with ๐๐ข๐๐๐ซ๐จ ๐๐จ๐ Design Suite and CoreVectorBlox IP.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐ก๐๐ค๐๐๐ฅ ๐๐๐๐ซ๐, Corporate Vice President and GM of Microchipโs FPGA Business Unit:โAs AI models continue to grow in complexity, compression is becoming essential for deploying intelligence at the edge. With VectorBlox 3.0, weโre leveraging sparsity-based model compression from our Neuronix acquisition to reduce compute demands while preserving accuracy.โ๐๐ข๐ญ๐จ ๐ ๐จ๐ซ๐ญ๐ฎ๐ง๐๐ญ๐จ, SPACEDGEโข Services Line Manager at Planetek Italia:โLeveraging VectorBlox acceleration on Microchipโs 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.โ๐ ๐๐๐๐ซ๐ข๐๐จ ๐ ๐จ๐ง๐ญ๐๐ง๐, 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." - N
Interesting buys to watch
Rep. Gil Cisneros (D) sits on the House Armed Services CommitteeAnd he bought 2 stocks with active DoD contracts that his committee authorizes funding forOn 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 - A
STMicro has notified clients it will begin a new round of price hikes on microcontrollers (MCU) from June 28, media report, citing unnamed industry sources. The report sent shares of Taiwan MCU makers higher Monday, including Holtek, Weltrend, and Sonix. $STMicroelectronics NV(STM.US) $Infineon Technologies(IFNNY.US) $NXP Semiconductors(NXPI.US) $Microchip Tech(MCHP.US) $RNECY
Source: Dan Nystedt
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$Microchip Tech(MCHP.US) | ๐๐ข๐๐ซ๐จ๐๐ก๐ข๐ฉ: Wolfe Research reiterates ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, raises ๐๐ ๐ญ๐จ $๐๐๐
Analyst sees inventory normalization and improving demand driving recovery, alongside new AI datacenter products supporting long-term growth. - G
$Microchip Tech(MCHP.US) Been holding this stock since 9th Feb. Experienced a deep retracement before this impulsive move. Lesson learnt: Patience is key. Make time your friend in investing. Thanks market. @Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards! - A
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%, Texas Instruments +8.4%. Microchip raised its revenue guidance for the quarter ended Dec. 31 (FYQ3) to US$1.185 billion, above the range $1.109B - $1.149B provided at its last earnings call. 1/2 $Allegro Microsystems(ALGM.US) $Microchip Tech(MCHP.US) $NXP Semiconductors(NXPI.US) $ON Semiconductor(ON.US) $STMicroelectronics NV(STM.US) $Texas Instruments(TXN.US) #semiconductors #semiconductor
Source: Dan Nystedt
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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 products. The company is advising its clients to give 12-16 week of visibility (with 45 days window to cancel) vs current lead times of 6-10 weeks.
Source: Sravan Kundojjala
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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 quarters and will decline in QSep too; Unlike ST/TI/ADI/NXP/MCHP, ON is not calling the bottom yet on industrialCalls 2Q as the bottom for auto; DC/AI power drives Other revenue; still small (likely few tens of M)Source: Sravan Kundojjala
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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 last year also MCHP saw green shoots but couldnโt sustain the recovery- All end markets downSource: Sravan Kundojjala