📢 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.”
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📢 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." - 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) $RNECY
Source: Dan Nystedt
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- Micron Corporation (MU)
- Lumentum Holdings Inc. (LITE)
- Ciena Corporation (CIEN)
- Advanced Micro Devices, Inc. (AMD)
- Microchip Technology Incorporated (MCHP)
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$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. - 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! - M
$Semiconductor(CP00062.US). Jack
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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%, 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 couldn’t sustain the recovery- All end markets downSource: Sravan Kundojjala