Is the semiconductor downcycle finally over for the auto and industrial markets?<br> While everyone is focused on AI data center infrastructure and the memory market, we are continuing to look for actual value in the market. In this video, we break down the latest signal from Microchip Technology (MCHP) that suggests the bottom is finally in for 2026 in the auto and industrial end market.<br>We analyze MCHP’s recent guidance raise on January 5th , the return of CEO Steve Sanghi , and the critical inventory metrics that every semiconductor investor needs to watch. Plus, we compare Microchip’s recovery to peers like Texas Instruments, STMicroelectronics, and On Semi. <br>Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form<br>Chapters:00:00 - Microchip (MCHP) raises guidance 02:08 - CEO Steve Sanghi’s 9-point plan & healthy bookings 03:30 - Revenue Analysis: Is this a "Hockey Stick" recovery? 05:39 - The Key Metric: Inventory levels are dropping 06:36 - Peer Check: TXN, ON, STM, and Lattice Semi 08:50 - Book-to-Bill Ratio explained 10:30 - Value Investing vs. Momentum Trades<br>If you found this video useful, please make sure to like and subscribe!<br>*********************************************************<br>Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!<br>Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.<br>#Microchip #MCHP #Semiconductors #ValueInvesting #StockMarket #SteveSanghi #AutoChips #IndustrialStocks #Investing #chipstockinvestor #TechStocks #MarketRecovery<br>Nick and Kasey own shares of Microchip, Lattice, On Semi
