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.
Productos e Ingresos
Participación de Ingresos por Producto
Desglose de Ingresos ($13.3B)
Datos estáticos (cargando finanzas en tiempo real…)
Composición de segmentos y clientes principales
Detalles del producto
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.
Relaciones en la Cadena de Suministro
Clientes Clave
Contexto macro y de mercado
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Próximos catalizadores
Últimas noticias
Análisis IA
Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de STMicroelectronics impulsado por IA.
Información de la Empresa
Estado del sector — 반도체
Noticias del sectorWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Temas clave
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Próximos catalizadores
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표