Microchip Technology Inc at TD Cowen Technology, Media & Telecom Conference Transcript

May 28, 2026 / 03:25PM GMT

Release Date Price: CHF75.86

Transcript 10-K

Unidentified Participant

All right. Good morning. Welcome to our -- the second day of our 54th Annual TMT Conference. Really excited to be joined by Steve Sanghi and Eric Bjornholt from Microchip. Gentlemen, thank you so much for being here with us today.

Steve Sanghi

Microchip Technology Inc - Chairman of the Board, President and Chief Executive Officer

Thank you.

Questions & Answers

Unidentified Participant;Steve Sanghi

Microchip Technology Inc - Chairman of the Board, President and Chief Executive

Steve, we had a really interesting discussion at dinner last night, I think, about why -- how unique this past cycle was. And it feels like we're coming out of it and we can finally maybe stop talking about it.

But as we reflect on, again, coming out of the cycle and things sort of normalizing, what were things that you think is different about this cycle and perhaps are going to change for the industry going forward as we think about future balance between secular and cyclical growth?

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