Microchip Technology vs. TE Connectivity: Two Mature Chip Plays, One Better Buy

Impact · against what's priced in

TE Connectivity is a strong buy based on record-breaking orders and an AI data center revenue tripling to over $900 million, which provides high near-term visibility. Microchip Technology shows a credible turnaround with three consecutive quarters of revenue recovery and expanding margins, though it remains a recovery story sensitive to macro risks.

TEL+0.80

No priced-in read yet