STM

Tech stocks are under pressure today, with the Nasdaq Composite (IXIC) sharply lower as surging Treasury yields and a steep Oracle (ORCL) selloff weigh on the sector.

NVIDIA, Texas, STMicroelectronics and Intel have been highlighted in this Industry Outlook article.

AI and data-center demand are driving a powerful semiconductor cycle. We highlight NVDA and TXN as top picks despite geopolitical and supply-chain risks.

STMicroelectronics introduces automotive image sensor to help scale affordable in-cabin sensing Helps OEMs and Tier 1s bring driver and occupant monitoring to high-volume vehicle platforms with lower system cost Delivers 35% higher image sharpness and nearly 60% higher infrared sensitivity than the previous generation in a compact 1.1 MP automotive image sensor Geneva, Switzerland, September 14, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, introduces ST SafeSense VD56GA, a new 1.1 MP automotive image sensor for infrared in-cabin sensing that helps OEMs and Tier 1 suppliers scale driver and occupant monitoring across vehicle lines while balancing performance, integration, and cost. As driver and occupant monitoring moves into more vehicle platforms, automotive manufacturers and suppliers are looking for imaging solutions that support strong in-cabin performance without adding unnecessary system cost or design complexity.

STMicroelectronics N.V. (STM) Presents at Citi's 2026 Global TMT Conference Transcript

About ​80% of the more than $2 billion ‌in AI data-centre revenue STMicroelectronics is targeting for 2027 will come from chips used ​in fibre-optic data links, its ​finance chief said on Wednesday, providing the ⁠first breakdown of a target ​the company raised in July.

STMicroelectronics N.V. is positioned for a profitability step-up by eFY27, driven by industrial automation, AI data centers, and space technology tailwinds. Near-term margin headwinds may arise from fabrication facility transitions, but STM is expected to achieve 40% gross margins as upgrades complete by eFY27. STM's robust backlog, strong book-to-bill ratio, and exposure to long-tailed growth markets support a favorable risk/reward profile despite a potential technical downcycle.

Lorenzo Grandi, STMicroelectronics' President and CFO to speak at Citi investor conference Geneva, September 2, 2026 - STMicroelectronics N.V. (“ST”) (NYSE: STM) President and Chief Financial Officer Lorenzo Grandi will speak at Citi's 2026 Global TMT Conference in New York on Wednesday, September 9, 2026 at 10.50 am U.S. Eastern Time / 4.50 pm Central European Time.

STMicroelectronics N.V. STM is seeing stronger demand across industrial markets as applications such as factory automation, robotics and power infrastructure adopt physical AI.

STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.