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Joe Quatroci

Director and Equity Research Analyst at Wells Fargo

Joseph Quatrochi is a Director and Equity Research Analyst at Wells Fargo, specializing in technology hardware and semiconductor companies. He covers major names in the sector and has issued stock ratings with a balanced mix of buy, hold, and sell recommendations, currently holding an overall ranking of 521 among Wall Street analysts according to TipRanks, with a 44% buy, 50% hold, and 6% sell distribution. Quatrochi joined Wells Fargo as a Director and has developed a reputation for detailed financial analysis and sound investment strategies within his coverage universe. He is known to hold relevant professional credentials for securities research and analysis.

Joe Quatroci's questions to MICROCHIP TECHNOLOGY (MCHP) leadership

Question · Q2 2026

Joe Quatroci asked if Microchip could identify specific end markets experiencing the 'push-pull' dynamic of strong bookings but delayed delivery, and then inquired about the line of sight for 3-nanometer wafer availability for the Gen 6 PCIe switch, given potential tightness at leading-edge nodes.

Answer

President and CEO Steve Sanghi indicated that the push-pull phenomenon was broad-based across most segments, not specific to any single end market. Corporate VP of Data Center Solutions Business Unit Brian McCarson stated that Microchip has a healthy long-term strategic relationship with its foundry supplier (TSMC) for 3-nanometer technology and believes they have line of sight to the necessary capacity to support customer needs.

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