STMicroelectronics прогнозирует рост выручки: спрос на чипы от дата-центров ИИ

STMicroelectronics forecast on July 23, 2026 that revenue would grow in the current quarter — demand for chips from artificial intelligence data centers is supporting the business of the Franco-Italian semiconductor manufacturer.

What the company reported

STMicroelectronics expects revenue in the current quarter of 2026 to grow relative to the previous period. According to Bloomberg Tech, the company names demand from artificial intelligence data centers as the key driver — a segment that until recently was secondary for the traditional supplier of automotive and industrial chips.

"STMicroelectronics forecasts revenue growth in the current quarter as demand from AI data centers strengthens the chipmaker's business,"

Bloomberg Tech reported on July 23, 2026.

Why the AI boom is helping the chipmaker

Data centers for training and running neural networks aren't just about GPU accelerators. Every server rack needs power semiconductors: voltage converters, power management chips, isolation components. This is precisely the electronics STMicroelectronics specializes in — one of Europe's largest chipmakers, founded in 1987 and headquartered in Geneva.

The growth in orders from AI infrastructure comes at the right time. STMicroelectronics' traditional markets — automotive electronics and industrial — have remained weak in recent quarters due to inventory overstock and buyer caution. Demand from artificial intelligence is becoming a new point of support for the company.

*Forecast date — July 23, 2026

*Growth driver — demand from artificial intelligence data centers

*Company founded in 1987, headquartered in Geneva

*Profile — power chips, microcontrollers and sensors for automotive and industrial use

*Weak markets — automotive and industrial amid strong AI demand

Who else is benefiting from the demand

STMicroelectronics is not the only beneficiary beyond Nvidia. The same trend — an influx of orders from AI infrastructure — is being noted by other suppliers of power semiconductors and power components. As hyperscalers ramp up data center construction, demand is reaching the second tier of the supply chain: manufacturers of power management chips, memory and analog components.

For investors, STMicroelectronics' forecast is a signal that monetization of the AI boom is broader than accelerator sales. Power, cooling and energy management for server racks create steady, less visible demand for "supporting" chips.

What this means

The AI boom is no longer just a story about Nvidia and GPU makers. Demand is reaching suppliers of power chips and power components, and for STMicroelectronics this is a chance to offset the downturn in the automotive and industrial markets and return to revenue growth.