Cheap Chips

Erik Kobayashi-Solomon

October 12, 2014

Those of you who enjoyed reading my analyses pre-The Framework Investing–when I was heading up the semiconductor analysis team at Morningstar–will know how much I like the business model and management of Microchip Technology (MCHP), an Arizona firm that specializes in embedded control chips. Microchip recently offered a lowered revenue guidance and suggested that their industry …

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