MCHP · 8-K · 20260806PR000037

Market Demand Trends

MICROCHIP TECHNOLOGY INC · 2026-08-06 · Importance 23 · Surprise 24

Microchip reported improving demand across several key end markets, with distribution sell-through increasing meaningfully during the June quarter. Bookings remained strong, with the book-to-bill ratio well above 1, and management said customer activity improved. The company expects the recovery to continue, supported by healthy bookings, stronger customer engagement, and increasing traction in growth-oriented applications.

Key facts

• Distribution sell-through increased meaningfully and bookings remained strong with a book-to-bill ratio well above 1 during the June quarter (stated qualitatively with 'well above 1'). source