STMicroelectronics
STMsupplierSTMicroelectronics is a global semiconductor leader in MCUs (STM32), silicon carbide power devices for EVs, MEMS sensors, and automotive ICs, serving 200,000+ customers worldwide.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($13.3B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
STM32 is the world's #1 Arm Cortex-M MCU family — billions shipped for IoT, industrial, and automotive uses.
Silicon carbide (SiC) MOSFETs for EV inverters, SPC5 automotive MCUs for body/powertrain control.
Wide-bandgap power devices for EV charging, solar inverters, and industrial motor drives.
World's #1 consumer MEMS — accelerometers, gyroscopes, microphones in smartphones and wearables.
Lieferkettenbeziehungen
Wichtige Kunden
Makro- und Marktkontext
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Nächste Katalysatoren
Aktuelle Nachrichten
KI-Analyse
Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von STMicroelectronics.
Unternehmensinformationen
Sektorübersicht — 반도체
SektornachrichtenWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Hauptthemen
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Nächste Katalysatoren
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표