Microchip Technology Long Term Supply Arrangement — Contract with Customer, Liability decreased by 16.8% to $242.60M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 66.1%, from $715.80M to $242.60M.
An increase suggests higher customer commitment and future revenue visibility, while a decrease may indicate fulfillment of obligations or reduced long-term demand.
This represents the total financial obligation arising from long-term supply agreements where the company has received c...
Comparable to deferred revenue or contract liabilities reported by other semiconductor manufacturers with long-term customer capacity reservation agreements.
mchp_segment_long_term_supply_arrangement_contract_with_customer_liability| Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $150.20M | $585.70M | $674.70M | $778.30M | $857.70M | $868.50M | $839.70M | $822.40M | $776.50M | $715.80M | $501.50M | $334.30M | $291.50M | $242.60M |
| QoQ Change | — | +289.9% | +15.2% | +15.4% | +10.2% | +1.3% | -3.3% | -2.1% | -5.6% | -7.8% | -29.9% | -33.3% | -12.8% | -16.8% |
| YoY Change | — | — | — | — | +471.0% | +48.3% | +24.5% | +5.7% | -9.5% | -17.6% | -40.3% | -59.4% | -62.5% | -66.1% |