Microchip Technology (MCHP) in Platinum International Fund Q1 2023

Positioned for Recovery in Semiconductor Cycle

Jul 08, 2025

Summary

Benefiting from anticipated recovery in semiconductor demand.
Strong market position in microcontroller and analog semiconductors.
Risks include cyclical downturns and supply chain disruptions.
19% share price increase over the quarter.
Positive outlook with improving industry conditions expected.

Microchip Technology (MCHP, Financial) was highlighted in the Platinum International Fund's Q1 2023 letter as a strong performer, benefiting from expectations of a recovery in the semiconductor cycle. The company's share price increased by 19% over the quarter, reflecting its strong market position and positive industry outlook.

"Semiconductor stocks, including Microchip Technology, were strong contributors, benefiting from commentary that the current downturn in the cycle may be coming to an end." — Platinum International Fund, Q1 2023 Fund Letter

Read full letter at gurufocus Platinum International Fund 2023 Q1 page.

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