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STMicroelectronics

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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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產品與營收

產品營收佔比

營收結構 ($13.3B)

靜態數據(加載即時財務…)

Automotive & Discrete (ADG) (45%)
Analog, MEMS & Sensors (AMS) (24%)
Microcontrollers & Digital ICs (MDG) (31%)

業務部門構成與主要客戶

產品詳情

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.

宏觀與市場背景

반도체行業新聞

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

近期催化劑

TSMC Q2 실적 (2026.04.17)NVIDIA GB300 양산 착수 발표AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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企業資訊

總部

Geneva, Switzerland

成立時間

1987

員工人數

50,700

官網

st.com

行業概況반도체

行業新聞

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

核心主題

  • AI 가속기(H100/B200) 수요 공급 불균형 지속
  • Gate-All-Around 공정 전환 → 장비 교체 사이클
  • HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

近期催化劑

  • TSMC Q2 실적 (2026.04.17)
  • NVIDIA GB300 양산 착수 발표