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Pelham Smithers
  • Pelham Smithers

PSA Technology: Why AI is More of a “Win” than a “Loss” for Japanese M...

Analyst Pelham Smithers discusses why Japan’s MLCC makers are in the sweet spot to benefit from the AI boom. Consequently, Murata’s earnings should expand at +19% CAGR over FY25~FY27, with OPMs rising from 15% to 21%.

 PRESS RELEASE

STMicroelectronics présente le premier microcontrôleur automobile avec...

STMicroelectronics présente le premier microcontrôleur automobile avec un accélérateur d’IA pour l’intelligence embarquée STMicroelectronics présente le premier microcontrôleur automobile avec un accélérateur d’IA pour l’intelligence embarquée Le microcontrôleur pour automobile Stellar P3E permet des applications d’IA embarquées en temps réel, ce qui améliore considérablement l’intelligence du véhicule.Il simplifie l’intégration multifonctionnelle pour les unités de contrôle électronique X-in-1. Le Stellar P3E offre des performances flexibles et en temps réel pour des applications sûres et...

 PRESS RELEASE

STMicroelectronics introduces the first automotive microcontroller wit...

STMicroelectronics introduces the first automotive microcontroller with AI acceleration for edge intelligence STMicroelectronics introduces the first automotive microcontroller with AI acceleration for edge intelligence Stellar P3E automotive microcontroller (MCU) enables real-time AI applications at the edge significantly enhancing vehicle intelligenceSimplifies multi-function integration for X-in-1 Electronic Control Units Delivers flexible, real-time performance for safe, responsive applications from hybrid/EV systems to body zonal architectures Geneva, February 10, 2026 -- STMicroelec...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
 PRESS RELEASE

STMicroelectronics expands strategic engagement with Amazon Web Servic...

STMicroelectronics expands strategic engagement with Amazon Web Services to enable new high performance compute infrastructure for cloud and AI data centers PR N°C3385C STMicroelectronics expands strategic engagement with Amazon Web Services to enable new high performance compute infrastructure for cloud and AI data centers Geneva, February 9, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, today announced an expanded strategic collaboration with Amazon Web Services (AWS) through a multi-year, multi-bi...

 PRESS RELEASE

STMicroelectronics élargit son engagement stratégique avec Amazon Web ...

STMicroelectronics élargit son engagement stratégique avec Amazon Web Services pour une nouvelle infrastructure de calcul haute performance dans les data centers pour le cloud et l’IA PR N° C3385C STMicroelectronics élargit son engagement stratégique avec Amazon Web Services pour une nouvelle infrastructure de calcul haute performance dans les data centers pour le cloud et l’IA Genève, le 9 février 2026 – STMicroelectronics (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications électroniques, annonce aujourd’hui une collaboration stra...

Pierre FerraguÊ
  • Pierre FerraguÊ

Anticipating the memory supply-demand balance of 2026, on a single sli...

In our Micron initiation in 2022, we introduced a unique framework to track memory supply and demand, based on COGS and PPE. In today’s one-slider, we update our view on memory supply-demand balance for 2026.

 PRESS RELEASE

NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results

NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results EINDHOVEN, The Netherlands, Feb. 02, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the fourth quarter, which ended December 31, 2025. “NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets. Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and ...

 PRESS RELEASE

STMicroelectronics expands sensors capabilities with closing of acquis...

STMicroelectronics expands sensors capabilities with closing of acquisition of NXP’s MEMS business PR n°C3384C STMicroelectronics expands sensors capabilities with closing of acquisition of NXP’s MEMS business Acquisition boosts ST’s position in automotive safety and expands leadership in sensors across automotive and industrial end markets Geneva, February 2, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, today completed the acquisition of NXP Semiconductors’ (NASDAQ: NXPI) MEMS sensors business. An...

 PRESS RELEASE

STMicroelectronics étend son positionnement dans les capteurs avec la ...

STMicroelectronics étend son positionnement dans les capteurs avec la finalisation de l’acquisition de l’activité MEMS de NXP PR No : C3384C STMicroelectronics étend son positionnement dans les capteurs avec la finalisation de l’acquisition de l’activité MEMS de NXP L’acquisition renforce la position de ST dans la sécurité automobile et étend son leadership dans les capteurs pour les marchés finaux de l’automobile et de l’industriel Genève, le 2 février 2026 – STMicroelectronics (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications ...

Pierre FerraguÊ
  • Pierre FerraguÊ

Where is the cost of HBM going ? A perspective on a single slide

We publish today a single slide on how we expect the cost and price of HBM to evolve in the next few years. Link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

Samsung & Hynix 4Q25: Implications for memory & Micron

Samsung and Hynix reported this week. Please see the link for our take on the read-through for Micron and the broader memory market

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
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