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 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
Pierre FerraguÊ
  • Pierre FerraguÊ

Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech we...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 33 names we followed last week, click the link below.

 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...

Guy Sips ... (+3)
  • Guy Sips
  • Hilde Van Boxstael
  • Wim Lewi
Guy Sips
  • Guy Sips

X Fab Silicon Foundries EV FIRST LOOK : Cautious on near term given on...

We updated our model as 1Q26 revenue is expected to come in within the range of $190-200m (KBCS from the low of the markets ($200.6m while CSS was $ 213.4m) to $ 195m now with an EBITDA margin in the range of 18% and 21% (KBCSe new 21.2%). We regret X-FAB is not providing FY26 guidance at this time due to limited visibility and the current macroeconomic environment. We think CSS will have to lower FY26E forecast substantially (CSS was $ 916.6m sales and 26.3% EBITDA-margin) and as a result we lo...

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