STMicroelectronics makes GaN and silicon-carbide power chips and is developing 800V DC power conversion for AI data centers with NVIDIA, plus power ICs for AWS.
STMicroelectronics is a publicly listed European integrated semiconductor manufacturer whose AI-infrastructure exposure spans edge-AI microcontrollers, mixed-signal and connectivity chips, analog and power ICs, and silicon-photonics components for cloud and AI data centers. Its STM32N6 entered high-volume availability in Dec-24 with an in-house Neural-ART NPU, while a Feb-26 multi-year, multi-billion-USD AWS engagement and a Jun-26 company update raised expected data-center revenue to above $1B in 2026 and well above $2B in 2027. The key distinction is manufacturing and customer-integration depth rather than ownership of a hyperscale accelerator platform; the principal open question is how much of the forecast converts into recognized AI-infrastructure revenue amid restructuring and weak legacy markets.
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STMicroelectronics makes GaN and silicon-carbide power chips and is developing 800V DC power conversion for AI data centers with NVIDIA, plus power ICs for AWS. STMicroelectronics is a publicly listed European integrated semiconductor manufacturer whose AI-infrastructure exposure spans edge-AI microcontrollers, mixed-signal and connectivity chips, analog and power ICs, and silicon-photonics components for cloud and AI data centers. Its STM32N6 entered high-volume availability in Dec-24 with an in-house Neural-ART NPU, while a Feb-26 multi-year, multi-bill
STMicroelectronics is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 76 out of 100, below the Top 100.
STMicroelectronics is based in Geneva, Geneva, Switzerland.
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