STMicroelectronics
A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconducteurs in France formed STMicroelectronics in 1987. STMicroelectronics is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. It is an especially prominent chip supplier to the industrial and automotive industries.www.st.com
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Search complete. 15 mentions across 11 episodes found for "STMicroelectronics".
Sep 16, 2026
Nabil ChoubaGUEST
Yeah, I'm Nabil Shobas.
Nabil ChoubaGUEST
Before, I worked at STMicroelectronics, NXP, Dialog.
Nabil ChoubaGUEST
I was doing the image manager chip for the iPhone for six years.
Nabil ChoubaGUEST
And I met the CEO of InstaDeep, and we decided to do something that has AI and hardware.
Olivia CahuzacGUEST
I am originally from France and I'm currently based in Singapore.
Olivia CahuzacGUEST
I work for a French-Italian multinational called ST Microelectronics, which manufactures semiconductors or chips.
Olivia CahuzacGUEST
And in this company, I am the corporate resilience director.
Olivia CahuzacGUEST
I'm responsible for defining and deploying the crisis management and business continuity roadmaps of ST.
Eric BleekerHOST
So we're effectively going to see a widespread shift happening across the coming years.
Eric BleekerHOST
And that's going to lead to booming revenue for these power management chips for companies like Infineon, STMicroelectronics, which is a recommendation.
Eric BleekerHOST
And when you look at a more speculative idea, something like Navitas, which again, this is a speculative company, you'd want to position to only a small position, but a company that maybe could see significant benefits from this transition.
Eric BleekerHOST
But one, stock idea that I haven't discussed before on the AI Investor Podcast from Power Delivery is going to be Vicor.
Chloe MelayCORRESPONDENT
Yeah, exactly.
Chloe MelayCORRESPONDENT
So Swatec and then other, uh, names within that semiconductor AI industry are doing well today, like Nokia, Infineon, STMicro, um, and that follows a pretty good session from Asian tech stocks as well.
Chloe MelayCORRESPONDENT
And so the main reason for this AI optimism today is, uh, the launch of OpenAI's GPT-6 Astra, the, its new model.
Chloe MelayCORRESPONDENT
Um, and the company has positioned, uh, this, this new model as a key push, uh, towards artificial general intelligence or AGI, um, which refers to, uh, software that outperforms humans at a wide range of tasks.
Rachel CostaHOST
L'enthousiasme s'y est également étendu aux valeurs européennes du secteur des semi-conducteurs.
Rachel CostaHOST
Avec Soitec, en hausse de sept virgule deux pour cent, STMicroelectronics plus four virgule trois pour cent, AIX Fab plus two virgule six pour cent, Infineon plus five three pour cent et ASML plus un pour cent.
Rachel CostaHOST
BFM Bourse, 27 août 2026, fact check by Gemma Ford.
Rachel CostaHOST
Bienvenue dans le bulletin international de France aujourd'hui.
Caroline HepkerHOST
Tech stocks, such as they are here in Europe, are gaining, though, in terms of the sector breakdown.
Caroline HepkerHOST
If you look at STMicroelectronics and Nokia, they've got exposure to AI.
Caroline HepkerHOST
All of this after the blockbuster results from NVIDIA.
Caroline HepkerHOST
Uh, stock futures for the US, for the Nasdaq up by more than one percent.
Karen ChoCORRESPONDENT
But if you take a look at those European chip stocks really basking in the glory of Nvidia's bumper set of second quarter results and the upgraded guidance for next year that you're spelling out, that 70% bounce in revenue.
Karen ChoCORRESPONDENT
The likes of STMicro, one of the big movers here in Europe.
Karen ChoCORRESPONDENT
Don't forget it provides power management and sensing components for Nvidia.
Karen ChoCORRESPONDENT
We're hearing from Jensen Huang about Vera Rubin, high intensity when it comes to power in that technology.
Karen ChoCORRESPONDENT
STMicro is seen as one of the beneficiaries.
Karen ChoCORRESPONDENT
That stock up 4%.
Karen ChoCORRESPONDENT
Others also connected indirectly in the ecosystem, all on the move today, as well as some of the clean energy providers here in Europe.
Colin HarperHOST
Core Scientific, 665.6 million.
Colin HarperHOST
STM Electronics, 200- 584.3 million.
Colin HarperHOST
Applied Digital, 469 million.
Colin HarperHOST
And Riot, Riot Platforms, at 468.2 million.
Colin HarperHOST
They probably still own many of it, and then when they de-risked, I would imagine they, they, you know, took a, uh, pretty nice chunk of gains out of them.
Colin HarperHOST
So for instance, since the July 30th close when, uh, when...
Colin HarperHOST
After July 30th close, um, the day that the Citadel purchased the stake, uh, SanDisk is up 25%, Micron's up 11.4%, Bloom is down 2.2%, TSMC up 3.1%, Nbius up 18.8%, CoreWeave up 21.5%, Core Scientific down 14.2%, STM Electronics down 5.9%, Applied Digital up 2.4, Riot down 9.4.
Charlie SpearsHOST
And, and so why would Ken want to still hold these assets? Because these things took a haircut, Ken bought 'em.
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