Microchip Technology unveils new Optical Ethernet PHY transceivers for enhanced secure connectivity in industrial applications.
Quiver AI Summary
Microchip Technology has introduced a new range of Optical Ethernet PHY transceivers, available in 25 Gbps and 10 Gbps versions, to meet the growing demand for advanced networking solutions in smart factories and connected infrastructure. These transceivers incorporate IEEE 1588 Precision Time Protocol (PTP) and Media Access Control Security (MACsec) encryption, offering a secure and scalable alternative to traditional copper Ethernet. They support long-distance connections of up to 10 kilometers over single-mode fiber and provide sub-nanosecond synchronization, which is crucial for applications in industrial automation and telecommunications. The devices allow for easy network scalability with support for various data rates and media types, all while embedding security features to protect against cyber threats. The transceivers are now available for purchase, along with development tools to facilitate their integration.
Potential Positives
- Introduction of new Optical Ethernet PHY transceivers enhances Microchip's product portfolio, addressing increasing demand for advanced networking solutions.
- The transceivers provide secure, deterministic, and scalable connectivity, which is crucial for industries like industrial automation and telecommunications.
- The integration of MACsec encryption improves data security and protects against common cyberattacks, adding value to the product offering.
- Support for various Ethernet speeds (1 Gbps to 25 Gbps) allows for flexibility and scalability in network design, catering to diverse application needs.
Potential Negatives
- The press release lacks detailed information on pricing and availability timelines for the new transceivers, which could lead to investor and customer uncertainty about market entry and product adoption.
- There is no mention of potential challenges or competition that Microchip may face in the rapidly evolving market of optical networking solutions, which may lead to concerns about the company's market positioning.
- The emphasis on the need for “a complete overhaul of an existing design” could deter potential customers who may be hesitant to invest in upgrades or new technologies, affecting initial sales.
FAQ
What are Optical Ethernet PHY transceivers?
Optical Ethernet PHY transceivers are advanced networking devices that enable reliable secure connectivity over long distances, specifically designed for challenging environments.
What speeds do these transceivers support?
The new Optical Ethernet PHY transceivers support Ethernet speeds ranging from 1 Gbps to 25 Gbps, allowing for high bandwidth in data-intensive applications.
How does MACsec encryption enhance security?
MACsec encryption protects against cyberattacks by encrypting traffic between Ethernet devices, safeguarding sensitive data in connected environments.
What applications benefit from these transceivers?
These transceivers are ideal for industrial automation, telecommunications, robotics, data centers, and campus area networks, where reliable connectivity and timing precision are critical.
Where can I purchase these Optical Ethernet PHY transceivers?
The Optical Ethernet PHY transceivers are available for purchase directly from Microchip or through authorized worldwide distributors.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$MCHP Insider Trading Activity
$MCHP insiders have traded $MCHP stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MCHP stock by insiders over the last 6 months:
- MATTHEW W CHAPMAN sold 10,000 shares for an estimated $682,550
- JAMES ERIC BJORNHOLT (SENIOR VP AND CFO) has made 0 purchases and 3 sales selling 9,371 shares for an estimated $617,892.
- KARLTON D JOHNSON sold 494 shares for an estimated $29,980
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$MCHP Hedge Fund Activity
We have seen 546 institutional investors add shares of $MCHP stock to their portfolio, and 537 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS added 15,650,335 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,101,314,073
- VICTORY CAPITAL MANAGEMENT INC added 10,187,366 shares (+1690.1%) to their portfolio in Q2 2025, for an estimated $716,884,945
- AMUNDI removed 6,986,394 shares (-69.8%) from their portfolio in Q2 2025, for an estimated $491,632,545
- DODGE & COX added 5,740,827 shares (+958.4%) to their portfolio in Q2 2025, for an estimated $403,981,995
- BALYASNY ASSET MANAGEMENT L.P. removed 4,787,812 shares (-99.5%) from their portfolio in Q2 2025, for an estimated $336,918,330
- NUVEEN, LLC added 4,556,498 shares (+297.7%) to their portfolio in Q2 2025, for an estimated $320,640,764
- BOSTON PARTNERS added 4,076,112 shares (+38.0%) to their portfolio in Q2 2025, for an estimated $286,836,001
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MCHP Analyst Ratings
Wall Street analysts have issued reports on $MCHP in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Strong Buy" rating on 08/08/2025
- Piper Sandler issued a "Overweight" rating on 08/08/2025
- Susquehanna issued a "Positive" rating on 07/22/2025
- Stifel issued a "Buy" rating on 07/18/2025
- Mizuho issued a "Outperform" rating on 06/12/2025
- Evercore ISI Group issued a "Outperform" rating on 06/12/2025
- Citigroup issued a "Buy" rating on 06/09/2025
To track analyst ratings and price targets for $MCHP, check out Quiver Quantitative's $MCHP forecast page.
$MCHP Price Targets
Multiple analysts have issued price targets for $MCHP recently. We have seen 17 analysts offer price targets for $MCHP in the last 6 months, with a median target of $80.0.
Here are some recent targets:
- Joe Quatrochi from Wells Fargo set a target price of $60.0 on 09/15/2025
- N. Quinn Bolton from Needham set a target price of $77.0 on 08/08/2025
- Melissa Fairbanks from Raymond James set a target price of $75.0 on 08/08/2025
- Harsh Kumar from Piper Sandler set a target price of $80.0 on 08/08/2025
- Christopher Rolland from Susquehanna set a target price of $90.0 on 07/22/2025
- Tore Svanberg from Stifel set a target price of $82.0 on 07/18/2025
- James Schneider from Goldman Sachs set a target price of $88.0 on 07/10/2025
Full Release
CHANDLER, Ariz., Oct. 30, 2025 (GLOBE NEWSWIRE) -- The rise of smart factories, remote monitoring and connected infrastructure are increasing the demand for advanced networking systems that can operate over long distances and in challenging environments. To address the need for reliable and secure connectivity solutions, Microchip Technology (Nasdaq: MCHP) today announces its new portfolio of Optical Ethernet PHY transceivers , available in 25 Gbps and 10 Gbps versions, featuring IEEE® 1588 Precision Time Protocol (PTP) and Media Access Control Security (MACsec) encryption.
Microchip’s optical Ethernet PHY transceivers provide a secure, deterministic and scalable alternative to traditional copper-based Ethernet solutions. They support link lengths of up to 10 kilometers over single-mode fiber for seamless deployments over dispersed infrastructure such as company and college campuses or warehouses. The integration of PTP time stamping delivers sub-nanosecond (<1ns) synchronization accuracy across distributed nodes. This level of timing precision is essential for time-sensitive applications such as industrial automation, telecommunications and robotics.
"Design engineers are looking for solutions that simplify complex networking systems, adding PTP or MACsec could mean a complete overhaul of an existing design, our solution helps preserve our customers’ core-processing investment,” said Charlie Forni, corporate vice president of Microchip’s networking and connectivity solutions business. "We’ve integrated these capabilities into our transceivers, enabling bolt-on functionality to help engineers build smarter, more secure and scalable networks."
The new variants support Ethernet speeds ranging from 1 Gbps to 25 Gbps, enabling higher bandwidth for data-intensive applications such as data centers, campus area networks, and robotic / industrial automation. Designers can easily scale their networks by selecting the appropriate data rate and media (Optical or DAC - Direct Attach Copper) to match their application requirements.
To help safeguard sensitive data in connected environments, security is integrated at the silicon level with support for MACsec (IEEE 802.1AE) encryption. This hardware-based implementation protects against network data breaches by encrypting traffic between Ethernet devices. MACsec is designed to thwart common cyberattacks including man-in-the-middle attacks, denial-of-service (DoS), eavesdropping and spoofing, to ensure data integrity across the network.
The new variants of Optical Ethernet PHY Transceivers include:
LAN826x supporting up to 10 Gbps
-
Dual-port
- LAN8262-V/3HW: 10 Gbps, Dual-port, MACsec
- LAN8263-V/3HW: 10 Gbps, Dual-port, PTP
- LAN8264-V/3HW: 10 Gbps, Dual-port, PTP, MACsec
-
Quad-port
- LAN8267-V/3HW: 10 Gbps, Quad-port, PTP
- LAN8268-V/3HW: 10 Gbps, Quad-port, PTP, MACsec
LAN802x and LAN804x supporting up to 25 Gbps
-
Dual-port
- LAN8022-V/3HW: 25 Gbps, Dual-port, MACsec
- LAN8023-V/3HW: 25 Gbps, Dual-port, PTP
- LAN8024-V/3HW: 25 Gbps, Dual-port, PTP, MACsec
-
Quad-port
- LAN8042-V/3HW: 25 Gbps, Quad-port, MACsec
- LAN8043-V/3HW: 25 Gbps, Quad-port, PTP
- LAN8044-V/3HW: 25 Gbps, Quad-port, PTP, MACsec
Microchip’s broad portfolio of Ethernet solutions ranges from transceivers to high port-count switches supporting speeds from 10 Mbps to 25 Gbps, including a complete portfolio of Single Pair Ethernet devices, addressing the needs of industrial, automotive and embedded applications. With an array of features such as security, low latency and extended temperature support, Microchip’s products enable reliable and scalable connectivity in demanding environments. For more information about Microchip’s Ethernet products, visit the web page .
Development Tools
To simplify development, the portfolio of Optical Ethernet PHY Transceivers are supported by the LAN8044 Evaluation Kit (part number EA00J09A) which includes the LAN8044 EDSX Daughter Card (part number EV57U68A) and the EVB-VSC7558TSN EDSX (UNG8415).
Pricing and Availability
The Optical Ethernet PHY Transceivers are now available for purchase in production quantities. You can purchase directly from Microchip or contact a Microchip sales representative or authorized worldwide distributor .
Resources
High-res images available through Flickr or editorial contact (feel free to publish):
• Application image:
www.flickr.com/photos/microchiptechnology/54868309289/sizes/l
About Microchip Technology
:
Microchip Technology Inc. is a broadline supplier of semiconductors committed to making innovative design easier through total system solutions that address critical challenges at the intersection of emerging technologies and durable end markets. Its easy-to-use development tools and comprehensive product portfolio supports customers throughout the design process, from concept to completion. Headquartered in Chandler, Arizona, Microchip offers outstanding technical support and delivers solutions across the industrial, automotive, consumer, aerospace and defense, communications and computing markets. For more information, visit the Microchip website at
www.microchip.com
.
Note: The Microchip name and logo, the Microchip logo are registered trademarks of Microchip Technology Incorporated in the U.S.A. and other countries. All other trademarks mentioned herein are the property of their respective companies.
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