Sep 08, 2022 / 06:30PM GMT
Christopher Brett Danely - Citigroup Inc., Research Division - MD & Analyst
Thanks for sticking around for the afternoon. I'm Chris Danely, senior semi analyst here, emphasis on senior, semi analyst here at Citigroup. Next up is the company -- actually the first company I ever started covering in semis way back in 1997. That might have even been before Ganesh's time at Microchip, and I've long been an admirer of this company. I think it's simply one of the best business models in the semis.
You have 2 businesses, both very complementary, high-end microcontroller, high-end analog, high sustainable margins, generates a ton of cash. Microchip, in our opinion, has clearly been the most successful M&A story in semis. And even though they've done M&A, their margins keep hitting new highs. And even better than that, what they don't spend on buying a company, they give it all back to you guys.
So here today is Ganesh Moorthy, the President and CEO. He's going to make a short presentation, and then we'll dig into Q&A. I'll let you take it away Ganesh.
Ganesh
Microchip Technology Inc at Citi Global Technology Conference Transcript
Feb 07, 2024
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