Industry TrendsA new upcycle in auto/industrial semiconductors is expected, with STM trading at a lower multiple compared to historical averages, suggesting potential for re-rating as the cycle accelerates.
Market ShareSTM expects to regain over 20% market share in microcontrollers, with strong design wins across China, EMEA, and the US.
Product DevelopmentSTM's recently launched STM32N6 MCU targeted at edge AI applications is already seeing strong demand, becoming its fastest MCU to reach sales of $100m.