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STMicroelectronics raises data centre revenue target on AI demand

June 2 : STMicroelectronics raised the revenue target for its data centre business on Tuesday, citing continued strong demand tied to AI infrastructure and progress in expanding capacity.The Franco-Italian chipmaker now expects data centre revenue of about $1 billion in 2026, compared with its previous foreca

Raccontata dathenextweb.comchannelnewsasia.comeconomictimes.indiatimes.comlastampa.itwww1.folha.uol.com.brcryptobriefing.comstartmag.it

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AI · summaries

channelnewsasia.com1 mesi fa

STMicro lifts data centre revenue goals on AI demand, shares hit 25-year high

STMicro alza target data centre a $1B nel 2026, previsione raddoppio 2027 su domanda AI infrastructure. Invece di GPU training, focus su infrastruttura supporting (power/cooling): AI capex allargano scope; driver critico per decisioni sourcing 2027.

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thenextweb.com1 mesi fa

STMicroelectronics doubles its data-centre revenue forecast to $1bn

STMicroelectronics doubled 2026 data-centre revenue guidance to $1bn, driven by multi-year AWS deal and AI infrastructure demand. Power and photonics become critical data-centre bottlenecks; as hyperscalers scale capex, STMicro captures supply-chain leverage.

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economictimes.indiatimes.com1 mesi fa

STMicro lifts data centre revenue goals on AI demand, shares hit 25-year high - The Economic Times

The Franco-Italian chipmaker's shares rose as much ‌as 10% ⁠to €65.21 ⁠per share, their highest since September 2000. They were ​up 8.4% as of 0738 GMT, among top gainers on Europe's ​benchmark STOXX 600 index.

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www1.folha.uol.com.br1 mesi fa

Fabricante de chips STMicro eleva metas de receita de data center; ações atingem maior alta em 25 anos

STMicroelectronics duplica meta receita data center (US$1B 2026, US$2B 2027) impulsionada por demanda AI infrastructure. Foco em power/infraestrutura—não GPU—marca shift: eficiência operativa e TCO datacenter dominam seleção de technology stack para CTOs.

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cryptobriefing.com1 mesi fa

STMicroelectronics plans Crolles fab expansion by 2026 as AI optics demand rises

STMicroelectronics plans to decide on expanding its Crolles fab by end of 2026, doubling its data-center revenue target to $1B amid surging AI photonics demand.

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lastampa.it1 mesi fa

Stm rivede le stime sui data center: valgono un miliardo. E il titolo vola in Borsa

STM stima 1 miliardo in ricavi data center 2026 da deal AWS; potenziale raddoppio 2027 se boom AI continua. Lo shift verso AI compute rimpiazza consumer/auto nei budget capex: impatta sourcing GPU/CPU e vendor evaluation per CTO.

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Timeline cronologica

1. martedì 2 giugno 2026·thenextweb.com
   

   STMicroelectronics doubles its data-centre revenue forecast to $1bn

   STMicroelectronics now expects about $1bn in data-centre revenue in 2026, up from above $500m, citing AI-infrastructure demand and an AWS deal.

2. martedì 2 giugno 2026·channelnewsasia.com
   

   STMicro lifts data centre revenue goals on AI demand, shares hit 25-year high

   June 2 : STMicroelectronics raised the 2026 and 2027 revenue targets for its data centre business on Tuesday, citing continued strong demand tied to AI infrastructure and progress…

3. martedì 2 giugno 2026·channelnewsasia.com
   

   STMicroelectronics raises data centre revenue target on AI demand

   June 2 : STMicroelectronics raised the revenue target for its data centre business on Tuesday, citing continued strong demand tied to AI infrastructure and progress in expanding…

4. martedì 2 giugno 2026·economictimes.indiatimes.com
   

   STMicro lifts data centre revenue goals on AI demand, shares hit 25-year high - The Economic Times

   The Franco-Italian chipmaker's shares rose as much ‌as 10% ⁠to €65.21 ⁠per share, their highest since September 2000. They were ​up 8.4% as of 0738 GMT, among top gainers on…

5. martedì 2 giugno 2026·lastampa.it
   

   Stm rivede le stime sui data center: valgono un miliardo. E il titolo vola in Borsa

   La società dei semiconduttori alza le previsioni. E nel 2027 parla di un raddoppio del fatturato

6. martedì 2 giugno 2026·channelnewsasia.com
   

   STMicro weighs Crolles fab expansion as AI optics demand rises, CEO says

   June 2 : STMicroelectronics is likely to decide on a further expansion of its Crolles chipmaking site in France by the end of 2026, as demand for silicon photonics used in AI data…

7. martedì 2 giugno 2026·www1.folha.uol.com.br
   

   Fabricante de chips STMicro eleva metas de receita de data center; ações atingem maior alta em 25 anos

   Empresa agora espera receita de US$ 1 bilhão em data center em 2026, o dobro da previsão anterior

8. martedì 2 giugno 2026·cryptobriefing.com
   

   STMicroelectronics plans Crolles fab expansion by 2026 as AI optics demand rises

   STMicroelectronics plans to decide on expanding its Crolles fab by end of 2026, doubling its data-center revenue target to $1B amid surging AI photonics demand.

9. giovedì 4 giugno 2026·startmag.it
   

   I piani di Stmicroelectronics metteranno in ombra gli impianti italiani? - Startmag

   Visto il boom dell'intelligenza artificiale, Stmicroelectronics investirà nell'espansione ulteriore dello stabilimento di Crolles.