STMicroelectronics projects its AI and Datacenter revenue to double from $1 billion in 2026 to $2 billion in 2027, driven by demand for photonic ICs, microcontrollers, and SiC/GaN power chips. The company also anticipates its Physical and Edge AI segment, including sensors and microcontrollers, to grow from $2.2 billion to $3.3 billion by 2028, with NVIDIA and top humanoid makers as customers.
STMicroelectronics is a diversified supplier benefiting from AI infrastructure buildout across optical networking, power management, and edge AI compute.