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 PRESS RELEASE

STMicroelectronics to advance next-generation chip manufacturing techn...

STMicroelectronics to advance next-generation chip manufacturing technology with new PLP pilot line in Tours, France PR N°C3358C STMicroelectronics to advance next-generation chip manufacturing technology with new PLP pilot line in Tours, France Multi-disciplinary team to further develop innovative approach to chip packaging and test manufacturing technology boosting efficiency and flexibility Part of ST’s strategic initiative on heterogeneous integration, contributing to technology roadmap on RF, analog, power and digital products Launch of the PLP pilot line in Tours supported by $60 mi...

 PRESS RELEASE

STMicroelectronics introduit la prochaine génération de la technologie...

STMicroelectronics introduit la prochaine génération de la technologie d’assemblage de puces avec une nouvelle ligne pilote PLP à Tours PR N°C3358C STMicroelectronics introduit la prochaine génération de la technologie d’assemblage de puces avec une nouvelle ligne pilote PLP à Tours Une équipe pluridisciplinaire pour développer une approche innovante de la technologie d’assemblage et de test des puces, améliorant l’efficacité et la flexibilitéUne initiative supportant la stratégie de ST sur l’intégration hétérogène, contribuant à la feuille de route technologique pour les produits RF, ...

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

Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile s...

Today, we are publishing the Telecom Infrastructure section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, PCs, Enterprise IT, Foundry and Semicap Equipment. Fixed equipment revenues are rebounding from the inventory correction, ...

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

Bible 2Q25 – Autos: Semi recovery underway; tangible risks of pull-for...

Today, we are publishing the Autos section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. The auto semiconductor recovery is underway, with revenues up 4% QoQ ...

 PRESS RELEASE

STMicroelectronics Announces Status of Common Share Repurchase Program

STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from August 25, 2025 to August 29, 2025 AMSTERDAM – September 01, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a sharehold...

 PRESS RELEASE

NXP Semiconductors Announces Quarterly Dividend

NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, Aug. 28, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the thi...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 2Q25 – Memory: margins of conventional DRAM to expand as HBM gro...

Today, we are publishing the Memory section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. DRAM COGS up 25% YoY and 21% QoQ, driven by seasonality,...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 2Q25 – Industrials: Accelerating momentum; watch out for tariff ...

Today, we are publishing the Industrials section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry, Semicap Equipment. Industrial semiconductor momentum is accelerat...

Pierre FerraguÊ
  • Pierre FerraguÊ

Pull forward in Auto Semis? AI blues at Workday? H20 suspended, Palo A...

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 5 names we followed last week, follow the link below.

 PRESS RELEASE

STMicroelectronics Announces Status of Common Share Repurchase Program

STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from August 18, 2025 to August 22, 2025 AMSTERDAM – August 25, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareholder ...

 PRESS RELEASE

STMicroelectronics Publishes its IFRS 2025 Semi Annual Accounts

STMicroelectronics Publishes its IFRS 2025 Semi Annual Accounts PR No. C3355C STMicroelectronics Publishes its IFRS 2025 Semi Annual Accounts Geneva, August 20, 2025 – STMicroelectronics NV (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, published today its IFRS 2025 Semi Annual Accounts for the six-month period ended June 28, 2025, on its website and filed them with the Netherlands Authority for the Financial Markets (AFM). The Company’s Semi Annual Accounts, prepared in accordance with International Financial Reporti...

 PRESS RELEASE

STMicroelectronics publie son rapport financier IFRS pour le premier s...

STMicroelectronics publie son rapport financier IFRS pour le premier semestre 2025 PR No. C3355C STMicroelectronics publie son rapport financier IFRS pour le premier semestre 2025 Genève, le 20 août 2025 – STMicroelectronics NV (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications électroniques, annonce ce jour la publication de son rapport financier IFRS pour le premier semestre 2025, clos le 28 juin 2025, sur son site web. Le rapport a été enregistré auprès de l’ « Authority for Financial Markets » néerlandaise (AFM). Le r...

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