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Microchip Technology (NasdaqGS:MCHP) has been selected by AnalogAI, which will use its memBrain SAGE neuromorphic hardware IP in new edge AI processors. The collaboration centers on compute in memory technology that targets training and inference for adaptive robots, drones and vehicles. AnalogAI plans to integrate memBrain SAGE into real world, low power AI systems designed for deployment at the network edge. Microchip Technology’s win with AnalogAI around the memBrain SAGE neuromorphic IP...

ON Semiconductor (ON) stock trades near $67, about 50% below its 52-week high. It lost 43.7% over the trailing three months, ending with a 9.0% fall on September 16. Yet it is still up 38.4% over the trailing twelve months, against 15.5% for the S&P 500. The company's latest results show a business still shrinking but recovering, not one in trouble.

Microchip Technology expands its edge-AI push as AnalogAI adopts SST's memBrain SAGE IP for ultra-low-power processors in robots, drones and vehicles.

Applied Materials (AMAT) has fallen about 21% from its August high, and the question is whether to buy it. Its own history says dips this size have usually been worth buying, and its valuation argues the other way. The history is specific, so start there.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.18% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.68%. E-mini S&P futures (ESU26 ) are up +0.29%, and September E-mini...

Applied Materials (AMAT) stock fell 7.1% in its latest session, to about $424. It sits 41% below the high it set within the past year, after a twelve-month run in which it returned 151% against 17% for the S&P 500. It did not fall on a bad quarter, and that is what makes the next leg hard to size.

Cirrus Logic (CRUS) stock has fallen about 27% in three months and trades roughly a third below its 52-week high. Investors are weighing a PC year that just got pushed out against a share count that keeps shrinking anyway. The buyback behind that is sturdier than the tape suggests: third in line for the cash, and still comfortably funded.

Texas Instruments (NASDAQ:TXN) stock is up 55% year to date and trades at $264.70, a rally that’s beaten the broad market by a wide margin while still lagging its own chip sector. The gain puts Texas Instruments among the year’s strongest large-cap analog winners, even after a soft Monday session in the semiconductor group. The […]

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Applied Materials (AMAT) has added 6.1% over the last five trading days, while the S&P 500 gained 0.1%, and a run like that pulls money in. The five-day move is not the question here. What matters is what this stock does to your money every time the market moves, because it travels much further than the index in both directions.

MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.

Microchip Technologies' open-standard display connectivity push targets software-defined vehicles as automotive sales rise and competition intensifies.

Analog Devices' strong fiscal Q3 results show growth beyond AI, with industrial and automotive revenue surging, a trend also benefiting diversified peer Microchip Technology.

Microchip Technology has significantly underperformed the broader market over the past year, while analysts remain bullish on the company’s outlook.

This is a year of concentrated hyper-growth for Monolithic Power Systems. The company is fueling data centers while accelerating its transition from a chip supplier into a full solutions provider.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Applied Materials (AMAT) stock has returned about 180% over the past year, against roughly a fifth for the S&P 500. Nothing in the trailing revenue looks like that. Revenue over the trailing twelve months grew 7.8%. What re-rated the shares was a forecast management raised twice between February and August, and the reason that forecast kept rising is the part worth knowing.

Chips are big business and make big headlines. Globally, according to Fortune Business Insights, the semiconductor market was valued at $598.06 billion in 2025, and is expected to reach more than $1.47 trillion by 2034, representing a CAGR of 10.60% over the period. The US holds a vital position in the chip industry. The American market, with its combination of design and innovation leadership in semiconductors, its advanced manufacturing capabilities, and its strong protections for intellectual

MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.

Microchip's expanding portfolio targets edge AI, data centers and aerospace, with total system solutions broadening its silicon reach.

The options market prices a range just over a year out for the stock running from far below today's price to far above it, and that width is the risk an investor already owns.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

Microchip Technology (NasdaqGS:MCHP) announced the Space CSAC-SA65, a radiation tolerant Chip Scale Atomic Clock designed for satellite systems. The Space CSAC-SA65 targets compact, low power timing needs for electronics operating in challenging environments such as Low Earth Orbit. The product is aimed at improving timing accuracy for growing satellite and space technology applications while helping reduce system complexity and costs. This kind of timing hardware is only one piece of the...

LRCX looks like the better chip-stock buy, supported by AI-driven growth, strong earnings momentum, recurring services and a robust balance sheet.

Since February 2026, Microchip Technology has been in a holding pattern, posting a small loss of 1.8% while floating around $73.60. The stock also fell short of the S&P 500’s 10.8% gain during that period.

Semiconductors are the core infrastructure powering the Information Age. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 38.4% compared to 10.8% for the S&P 500.

Collect an immediate income that's yours to keep, in return for capping your stock's potential gains above a chosen higher price.

Analog Devices just posted a monster quarter, but analysts on the call wanted to know if this AI-fueled supercycle is a new reality or just a spectacular peak.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Microchip Technology (NASDAQ:MCHP) and its peers.

MCHP's AI and data-center growth prospects support its recovery, but supply constraints, competition and valuation may limit near-term upside.