Jun. 3 at 12:56 PM
$ATOM $STM
STM has recently doubled its data center revenue guidance from
$500 million in '26 and
$1 billion in '27 to
$1 billion in '26 and
$2 billion in '27.
STM has secured a multi-year, multi-billion dollar contract with AWS, establishing a position to supply various products within AWS data centers. STM supplies three main product pillars to data centers, including AWS.
First is optical communication components. This mirrors the recent moves by companies previously involved in RF foundries supplying optical communication components inside data centers.
Second is power semiconductor products. In addition to the existing BCD, GaN and SiC are also increasingly being used with the transition to 800V DC, allowing the company's diverse power semiconductor portfolio to address this demand.
Third is MCUs. They also supply MCUs used in various areas within data centers, such as BMC, fan control, and power management. STM's stock price has surged 190% YTD, hitting an all-time high.
