STMicroelectronics

STMsupplier

STMicroelectronics is a global semiconductor leader in MCUs (STM32), silicon carbide power devices for EVs, MEMS sensors, and automotive ICs, serving 200,000+ customers worldwide.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($13.3B)

Data statis (memuat keuangan langsung…)

Automotive & Discrete (ADG) (45%)

Analog, MEMS & Sensors (AMS) (24%)

Microcontrollers & Digital ICs (MDG) (31%)

Komposisi segmen dan pelanggan utama

Detail produk

Microcontrollers (STM32)36%

STM32 is the world's #1 Arm Cortex-M MCU family — billions shipped for IoT, industrial, and automotive uses.

Automotive (ADAS, powertrain)32%

Silicon carbide (SiC) MOSFETs for EV inverters, SPC5 automotive MCUs for body/powertrain control.

Power & Energy (SiC / GaN)20%

Wide-bandgap power devices for EV charging, solar inverters, and industrial motor drives.

MEMS & Sensors12%

World's #1 consumer MEMS — accelerometers, gyroscopes, microphones in smartphones and wearables.

Hubungan Rantai Pasok

Pelanggan Utama

tsla

SiC MOSFETs for Model 3/Y inverters

Dampak: critical

Apple Inc.

MEMS motion sensors in iPhone

Dampak: significant

Mitra

tsm

Advanced node foundry services

Dampak: significant

Konteks makro dan pasar

반도체Berita sektor

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Katalis mendatang

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Info Perusahaan

Kantor Pusat

Geneva, Switzerland

Didirikan

1987

Karyawan

50,700

Situs Web

st.com

Gambaran umum sektor — 반도체

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