Search results for STMicroelectronics
Industry
AI data centre-driven power semiconductor market enters new phase as 8-inch SiC shift accelerates
Chinese power semiconductor companies that expanded market share with low-priced supply have begun raising prices, a shift expected to accelerate South Korean companies\' move to 8-inch (200 mm) silicon carbide wafers. Global leaders are also lifting prices as AI data centre demand spreads supply shortages to MLCCs and power semiconductors. Domestic firms are lining up GaN and SiC production plans. The industry faces complex SiC processes and yield challenges, while the government is upgrading public fab infrastructure in the south and planning integrated R&D.
AI & Enterprise
Nvidia too as U.S. AI, semiconductor stock rout sends global tech shares tumbling
U.S. semiconductor shares fell sharply, triggering profit-taking across global technology stocks that had led the AI-driven rally. The Philadelphia Semiconductor Index slid 7.9 percent, with Micron, SanDisk, AMD, Qualcomm and Nvidia all lower. Selling spread to South Korea and Europe, with Samsung Electronics and SK Hynix down about 12 percent and European chip and equipment names also falling. Some investors shifted into defensive stocks.
AI & Enterprise
Europe tech stocks surge on AI boom; semiconductor and optical network shares more than double
European tech shares tied to artificial intelligence infrastructure are surging this year, with some stocks posting triple-digit gains. Aixtron has risen 189 percent, while Technoprobe, STMicroelectronics and Nokia have also climbed sharply. The rally reflects expanding AI investment into data centres, networks and semiconductor equipment. Analysts say Europe’s lack of pure-play AI names is concentrating flows into a few proxy beneficiaries, even as regulatory and power constraints may limit broader momentum.
