2025
(Back to Top)  STM: NXP’s MEMS sensor unit will diversify automotive revenue at a fair price. (July 25, 2025) STM: Cyclical recovery will be complicated by automotive uncertainty. (July 24, 2025) STM: Analog rebound materializing in 2H while tariff risks are minimal. (April 24, 2025) STM: High exposure to auto and industrial will make for a challenging 2025. (January 30, 2025) 2024
(Back to Top) STM: Correction: STMicro’s silicon carbide share at Tesla, not revenue, will be flattish. (November 21, 2024) STM: CMD 2024: New financial targets will require a sharp rebound across the business. (November 20, 2024) STM: Meaningful recovery precluded by industrial MCUs, silicon carbide, and now iPhone 16. (October 31, 2024) STM: What went up (power, MCUs) is still coming down. (July 25, 2024) STM: Expectations can’t get much lower but rebound in fundamentals not yet in sight. (April 25, 2024) AEHR, STM, ON: Aehr’s preannounce further evidence of a meaningful deceleration in SiC in ‘24. (March 25, 2024) STM: Automotive outlook stronger than expected but several challenges await in 2H24. (January 25, 2024) ON, STM, IFX.DE, TXN: Downgrading ON as widespread decline in automotive looks imminent. (January 4, 2024) 2023
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