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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.

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.

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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CEO
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.

 

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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