Microchip Technology Incorporated (MCHP) Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 February 11, 2026 9:40 AM EST
Company Participants
Matthias Kaestner
Sajid Daudi – Head of Investor Relations
Conference Call Participants
Christopher Caso – Wolfe Research, LLC
Presentation
Christopher Caso
Wolfe Research, LLC
Okay. Good morning, everyone. We’ll move on to our next presentation. I’m Chris Caso, Wolfe’s semiconductor analyst. So thanks for joining us at our conference. Next up is Microchip. With us from Microchip is Matthias Kaestner. Hopefully, I pronounced that correctly.
Matthias Kaestner
Matt is good.
Christopher Caso
Wolfe Research, LLC
Matt is good. That’s fine. And Sajid Daudi from Investor Relations. Matthias is the Corporate VP of Auto, Data Center and Networking. I know Microchip has had you out on the road a bit with investors recently because we’ve heard data center is kind of good right now. So thanks for joining us. I know — and Eric, if you’re listening, I hope you feel better.
Question-and-Answer Session
Christopher Caso
Wolfe Research, LLC
So maybe to start and Microchip has been pretty vocal over the last quarter or so with a view that the cycle is really starting to turn. And of course, Microchip was a little later to see the recovery, and now it sounds like that you are. So maybe you can give us an update of kind of what you see from a booking standpoint, from what’s going on with customers, particularly as we go into the Chinese New Year holiday, which I know is an important time for you.
Matthias Kaestner
Yes. And before we begin, I’ll just kind of share the safe harbor statements, which is that during the course of this discussion, we’ll be making certain forward-looking projections regarding the future outlook of Microchip, and we refer you to the SEC filings that