• Quick Take

As the global FPGA market recovers from oversupply, Microchip is strategically reducing costs across its PolarFire® FPGA and PolarFire SoC lines. The goal? To gain market share and empower more edge applications—without sacrificing performance or compatibility.

• Why It Matters

After a year of elevated inventories, many FPGA vendors adjusted prices. Microchip took a more strategic route—evaluating its long-term roadmap and identifying opportunities to streamline its product lineup, especially for cost-sensitive smart edge markets.

• What’s Changing

Microchip is:

• Disabling transceivers and PCIe 2.0 controllers on select chips

• Reducing testing complexity without changing the chip mask

• Lowering costs by up to 30% through distribution channels

• Keeping all design tools and software fully compatible

This makes it easier for engineers to adopt PolarFire FPGAs in new designs—especially when high-speed I/O isn’t needed.

• What It Enables

These optimized SKUs are ideal for:

• Edge AI and embedded computing

• Secure industrial control systems

• Military-grade encryption and memory without unnecessary extras

All while benefiting from PolarFire’s low power, strong security, and thermal efficiency.

• Looking Forward

Microchip aims to grow its FPGA market share from 10% to 15%, challenging players like AMD and Intel. Despite a 26.8% YoY revenue drop in Q4, the company believes it has exited the downturn, refocusing on operational efficiency and strategic execution.