Microchip Technology Inc at BMO Capital Markets Virtual Technology Summit Transcript
Great. Thank you. Welcome back, everybody. It's my pleasure to have Steve Sanghi and Eric Bjornholt from Microchip. Steve, Eric, welcome. Thank you for participating in our conference.
What I was hoping to do is, Steve, if you could just start off with a few remarks. Microchip is very well followed, very well understood, but still, just a quick investment case for Microchip, and then we could go into the Q&A.
Sure. So I think we have performed quite well under very, very difficult circumstances. If you compare Microchip's performance in the last 2 quarters, March and June, and look at our guidance for September and compare all those 3 quarters to our competitors versus a year ago performance, competitors in microcontroller, competitors in analog and in FPGA, you'll find that we have double-digit lead over many of the other competitors when you compare the June
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