Microchip Technology Inc at Evercore TMT Conference Transcript
Okay. Welcome to the Microchip fireside chat.
My name is Mark Lipacis. I'm the senior semiconductor analyst from Evercore ISI.
We're very honored and excited to have Steve Sanghi, the Chairman and CEO of Microchip; and Eric Bjornholt, who is the Senior Vice President and CFO.
Questions & Answers
I think we'll just jump right into it. One of the biggest questions that we get is: How big is any one of our company's data center and AI exposure?
You guys had a press release this week, which spelled this out. You talked about two different segments here. There's a Venn diagram of the data center and compute end market, which is 18% of your revenues; and then, data center solutions business unit, which was $300 million in '25 -- expected to grow 65% to $500 million in 2026.
Steve, maybe, if you could help us understand: What is the difference between these two categories that you broke out for us?
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