--- title: "需求压力持续影响微芯科技公司（MCHP）" description: "Mar Vista Investment Partners 在其 2024 年第三季度投资者信函中强调了微芯科技（NASDAQ:MCHP），指出该公司由于微控制器和模拟组件的周期性库存调整面临需求压力。MCHP 的股票在一个月内下跌了 6.37%，在过去一年中下跌了 15.85%。尽管面临这些挑战，Mar Vista 认为 MCHP 一旦库存问题得到解决，预计在 2024 年底或 2025 年初，" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/221299010.md" published_at: "2024-12-03T14:23:18.000Z" --- # 需求压力持续影响微芯科技公司（MCHP） > Mar Vista Investment Partners 在其 2024 年第三季度投资者信函中强调了微芯科技（NASDAQ:MCHP），指出该公司由于微控制器和模拟组件的周期性库存调整面临需求压力。MCHP 的股票在一个月内下跌了 6.37%，在过去一年中下跌了 15.85%。尽管面临这些挑战，Mar Vista 认为 MCHP 一旦库存问题得到解决，预计在 2024 年底或 2025 年初，将有良好的双位数增长潜力。该公司报告的净销售额为 11.64 亿美元，环比下降 6.2%，并不在对冲基金中最受欢迎的 31 只股票之列 Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The U.S. stock market had another successful time in the third quarter of 2024, with the S&P 500® Index growing for the fourth consecutive quarter, which hasn’t happened since Q4 2021. This year’s first three quarters have seen the best performance for the S&P 500® Index since 1997. However, it was still slightly below the remarkable start of 2023. In the third quarter, the strategy returned +5.49% net-of-fees compared to +3.19% and +5.89% returns for the Russell 1000 Growth Index and the S&P 500 Index. With interest rates that are not exceptionally high by historical standards, the market seems to be starting an easing cycle, which could encourage additional increases. Kindly check the top 5 stocks of the strategy to know its best picks in 2024. Mar Vista Strategic Growth Strategy highlighted stocks like Microchip Technology Incorporated (NASDAQ:MCHP), in the third quarter 2024 investor letter. Microchip Technology Incorporated (NASDAQ:MCHP) manufactures and distributes smart, connected, and secure embedded control solutions. The one-month return of Microchip Technology Incorporated (NASDAQ:MCHP) was -6.37%, and its shares lost 15.85% of their value over the last 52 weeks. On December 2, 2024, Microchip Technology Incorporated (NASDAQ:MCHP) stock closed at $70.31 per share with a market capitalization of $37.757 billion. Mar Vista Strategic Growth Strategy stated the following regarding Microchip Technology Incorporated (NASDAQ:MCHP) in its Q3 2024 investor letter: > **“Microchip Technology Incorporated’s** (NASDAQ:MCHP) stock was pressured in Q3 as the company continued to experience demand pressures due to a cyclical inventory correction in its end markets of microcontrollers and analog components. During the pandemic, microcontrollers and analog devices were difficult to secure and created bottlenecks in supply chains for broad-based industrial and automotive customers. This led to double ordering from direct and indirect customers, which ultimately resulted in a buildup of excess inventory. Microchip is working through this inventory correction, and it has shipped below end-demand for almost a year, in our opinion. We continue to believe that Microchip is well-positioned to grow intrinsic value double-digits once inventory in the channel clears. We believe this should likely occur exiting 2024 or in the first part of 2025.” A semiconductor wafer at various stages of fabrication, showing the company’s range of expertise. Microchip Technology Incorporated (NASDAQ:MCHP) is not on our list of 31 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held Microchip Technology Incorporated (NASDAQ:MCHP) at the end of the third quarter which was 46 in the previous quarter. In the September quarter, Microchip Technology Incorporated (NASDAQ:MCHP) reported $1.164 billion in net sales, down 6.2% sequentially. 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He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance. **Click to continue reading…** ### Related Stocks - [MCHP.US - 微芯科技](https://longbridge.com/zh-CN/quote/MCHP.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Atomic Clock Market Forecast 2026-2036: Market to Reach USD 1,281.8 Million by 2036 at 7.0% CAGR as GNSS, Defense, and 5G Synchronization Drive Demand | The Atomic Clock Market is projected to grow from USD 651.6 million in 2026 to USD 1,281.8 million by 2036, with a CAGR | [Link](https://longbridge.com/zh-CN/news/275916911.md) | | A Look Ahead: Cannae Holdings's Earnings Forecast | Cannae Holdings (NYSE:CNNE) will release its quarterly earnings report on February 23, 2026, with analysts predicting an | [Link](https://longbridge.com/zh-CN/news/276472536.md) | | OXY-Clean: Buffett's Favourite Oil Rig Scrubs $6 Billion In Debt Off The Books | Occidental Petroleum Corp (NYSE:OXY) has significantly reduced its debt by $5.8 billion after selling its OxyChem divisi | [Link](https://longbridge.com/zh-CN/news/276372720.md) | | ProPetro Faces Execution Risk as Lengthy, Costly Sales Cycles Threaten Power Generation Revenue | ProPetro Holding (PUMP) faces execution risk due to lengthy and costly sales cycles in its power generation services. 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