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junko.yoshida
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new segments for Microchip?
junko.yoshida   2/12/2014 9:23:31 AM
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So, deducting from Supertex' dominant revenue drivers, this means Microchip's foray into medical and LED segments that require high-voltage process technology?  I wonder what sort of presence Microchip already has in those two segments today...

zewde yeraswork
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Re: new segments for Microchip?
zewde yeraswork   2/12/2014 10:36:04 AM
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Regardless of where they are a tthis point, this is clearly a major boost for them. High-voltage is an area that yields a major advantage.

DrFPGA
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LED Drivers
DrFPGA   2/12/2014 11:52:15 AM
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Microchip has some great products for the digital control side of LED lighting applications. The missing piece in a complete solution (direct connect to mains and driving very large LED arrays/strings) is high voltage capability. Great growth market and one where owning the full solution will be a big differentiator (or at least allows you into the game).

_hm
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PMIC promising market?
_hm   2/12/2014 6:04:11 PM
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PMIC is also quite promising field. With dsPIC and Supertex together, PMIC can make very many wonderful products.

However, Microchip also needs good organization with nice MOSFETs.

 

daleste
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Re: new segments for Microchip?
daleste   2/13/2014 12:07:42 AM
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Microchip has done well in the microcontroller market.  It's good to see them expanding their markets.

zewde yeraswork
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394
zewde yeraswork   2/13/2014 9:38:12 AM
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They may have paid a stteep prifce at $394 million bu it is probably worth it givven the opportunity this represents for Microchip. They need to expande and takje advantage of their strong position while they can.



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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