Sep. 24 at 6:59 AM
$STM $USDE $ENA.X
$SPCX
STMicroelectronics (NYSE: STM) has built a deep, decade-long partnership with SpaceX and Starlink, going far beyond simply supplying off-the-shelf chips. ST and SpaceX have co-designed custom semiconductors and manufacturing processes used across Starlink satellites, ground infrastructure, and millions of user terminals, with ST reported more than 7.5 billion ICs delivered into LEO program. BiCMOS RF technology powers Starlink’s electronically steered phased-array antennas, while ST’s panel-level packaging and integrated manufacturing capabilities have enabled production exceeding 5 million chips per day. The financial growth behind that relationship is significant: ST says LEO-related revenue increased from approximately
$175 million in 2021 to about
$600 million in 2025, representing roughly 36% compound annual growth, the LEO semiconductor market accessible to ST is projected to expand from approximately
$650 million in 2025 to nearly
$3 billion by 2030.
