【券商聚焦】美银证券削微芯科技(MCHP)目标价18.75% 指其两次财报未达预期

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金吾财讯 | 美银证券发研报指，微芯科技(MCHP)两次财报未达预期、首席执行官换届、库存高企、宣布关闭亚利桑那州晶圆厂以及暂停申请芯片法案补贴，这表明短期内缺乏任何有意义的需求复苏。此外，全球汽车和工业芯片制造商都面临着需求疲软和客户库存高企的问题。

该行将芯片制造商微芯科技的评级从“中性”下调至“跑输大市”，并将目标价从80美元下调至65美元。

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