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Has the relative gross margin levels, have those changed at all between the end markets? Have any of them gone up or down versus the corporate average
Can you just give us a little more color on why the utilization rates came down and then where utilization rates are
your OpEx is basically growing about as much as sales. And then, the guide for the July quarter, even though you don't guide gross margin implies minimal gross margin growth
Can you just talk about where that's coming from? Is this mostly inventory replenishment? Is it mostly improved demand? Is it both?
Can you talk about how big China is as a percent of your auto business?
Are those constraints getting worse? When do you think you can get them under control? And is it causing you to miss out on any sales
when that happened? And did any particular areas like geos or product lines or anything stand out on the softer side
for the December quarter, since you guys are turning the fabs back on or at least increasing utilization rates, would that incremental gross margin go up
now that you've been back in the front of the Microchip mini-van for a good 9 months. How would you describe Microchip's competitive positioning, especially on microcontrollers
what would be your take on just Microchip's product positioning in the microcontroller market
how much of that has been written off, written down, and then when will you start to sell that
has you been there for three months now? Is there anything you see that's gone wrong that is not fixable
sales are down substantially more than any of the competitors. Why is there not anything sort of wrong with Microchip
is there any risk of an inventory write down or restructuring or would you guys have to cut the dividend
Are you are you guys locked into a set price
Can you give us any more sense of when you think you will be able to sign these
why are gross margins -- because depreciation hasn't changed that much
Just any sort of quantitative metrics you can give us, say, now versus 3 months ago on how the rest of this year and next year is looking
would you expect higher relative growth from your Automotive segment or your Industrial segment
Going forward, would you expect Auto to keep outgrowing Industrial for the next few/several quarters?
Have you seen any impact to your business either directly or indirectly? Or do you anticipate any impact longer term
Is that going to be gross margin accretive? And if so, how much?
What percentage of your auto business is China? And then how would you expect that to trend over the next couple of years?
Any update on I guess, the long-term growth rate you're expecting there? And then how about the gross margin range?
can you just give us an update on that $350 million to $400 million noncore business that you were going to exit?
are you guys reassessing your long-term target in silicon carbide as far as growth or margins go?
how would you expect the auto versus the industrial growth to trend? Do you expect auto to recover after Q1
Could you just talk a little bit more about the restructuring? Maybe what was the catalyst for it
Is that true? And then, you know, why do you think industrial is slowing down and auto is a little better than expected
it looks like you guys have the lowest margins there in, I think, over a decade or something like that. Does something need to be changed or restructured there
How would you expect things to sort of play out this year? Maybe talk about where you would expect relative strength or not strength by the end markets