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MICROCHIP TECHNOLOGY News & Analysis

Taiwan Semiconductor earnings: Outstanding guidance fueled by AI conviction
Stocks
Taiwan Semiconductor earnings: Outstanding guidance fueled by AI conviction
Our view of TSMC shares after its impressive results.
Morningstar | 17 October 2024
No sign of AI slowdown for Nvidia
Stocks
No sign of AI slowdown for Nvidia
Morningstar maintains our fair value estimate after latest earnings.
Brian Colello | 29 August 2024
These 5 semiconductor suppliers are undervalued
Markets
These 5 semiconductor suppliers are undervalued
Shares of microchip-parts suppliers, including Teradyne and ASML, are available at steep discounts, and the companies are poised for long-term...
Lauren Solberg | 29 June 2022
Software firms, chipmakers among global manager's top picks
Stocks
Software firms, chipmakers among global manager's top picks
Specialised tech companies ServiceNow, Taiwan Semiconductor and ASML are singled out as appealing investment opportunities by asset manager Capital...
Glenn Freeman | 11 December 2019
Semiconductors benefit from thaw in trade tensions
Stocks
Semiconductors benefit from thaw in trade tensions
The Morningstar Global Technology Index is up 16 per cent year to date in 2019 and outperformed the global equity market, says Morningstar's Brian...
Lex Hall | 04 April 2019
Spotlight on 10 undervalued US equities
Stocks
Spotlight on 10 undervalued US equities
Companies with a history of paying - or increasing - dividends tend to be favoured by investors, as competitively well-positioned, steady...
Karen Wallace | 04 September 2018