Microchip Technology: FY26 Q2 earnings call, Nov 6, 2025
No Kalshi or Polymarket word markets were listed for Microchip Technology’s Nov 6, 2025 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
…infrastructure markets. The build-out of AI data centers continues to accelerate with hyperscalers committing to gigawatt scale deployments. Some recent announcements have outlined single…
…than traditional servers to enable resource pooling and the composable architectures that hyperscalers demand. Our total addressable market encompasses the entire data center PCIe fabric,…
…PCIe switch with it being the only 3-nanometer-based device currently sampling in hyperscaler and enterprise data center customers, beating our competition in virtually every specification…
…good questions there. We are targeting this family of products at the hyperscaler, the enterprise OEM and ODM customers. So we're covering all segments of…
Yes. So we have active engagements with all the hyperscalers and OEMs you would expect across this broad both enterprise and AI data center market.…
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