Period: 2027Q1
Q1 FY2027 earnings calls and guidance from six semiconductor issuers spanning fabless compute, IP licensing, custom silicon, microcontrollers, and advanced substrates, cross-referenced against book-to-bill disclosures, channel inventory data, and supply commitment balances | Coverage: Q1 FY2027 earnings season May-June 2025 Six issuers across fabless, IP, MCU, and substrate layers all report capacity as the binding constraint, and MCHP's guided 66-67% non-GAAP gross margin embeds a one-time dist
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