--- title: STMicroelectronics forecasts $4.15bn quarter as AI data... description: STMicroelectronics forecasts fourth-quarter revenue of $4.15bn, up about 10.5% from Q3 and above analyst estimates. Third-quarter revenue rose 17.9% to... canonical: https://daily.dev/posts/stmicroelectronics-forecasts-4-15bn-quarter-as-ai-data-centres-lift-demand-uaznvchip twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: STMicroelectronics forecasts $4.15bn quarter as AI data centres lift demand | daily.dev og:description: STMicroelectronics forecasts fourth-quarter revenue of $4.15bn, up about 10.5% from Q3 and above analyst estimates. Third-quarter revenue rose 17.9% to... og:url: https://daily.dev/posts/stmicroelectronics-forecasts-4-15bn-quarter-as-ai-data-centres-lift-demand-uaznvchip og:image: https://api.daily.dev/og/posts/UazNvchIP.png og:image:alt: STMicroelectronics forecasts $4.15bn quarter as AI data centres lift demand og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # STMicroelectronics forecasts $4.15bn quarter as AI data centres lift demand **[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 0 upvotes · 0 comments ## Summary STMicroelectronics forecasts fourth-quarter revenue of $4.15bn, up about 10.5% from Q3 and above analyst estimates. Third-quarter revenue rose 17.9% to $3.76bn, with operating income nearly doubling to $429m, beating the $400.5m analysts expected. CEO Jean-Marc Chery says demand 'remains well above supply' as the company expands capacity. Chery told analysts ST now expects about $1.3bn in data centre revenue this year, up from a July forecast of more than $1bn, and that silicon photonics chips drove most of the demand. Gross margin rose to 37.3% from 33.2% a year earlier, and ST is raising prices on some products due to tight supply and rising input costs. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### How much data center revenue does STMicroelectronics expect this year from AI demand? STMicroelectronics now expects about $1.3 billion in data centre revenue this year, up from a July forecast of more than $1 billion. CEO Jean-Marc Chery said silicon photonics chips, which use light to move data between servers, drove most of that demand. The company kept its 2027 target of well above $2 billion in data centre revenue. _Engineers tracking AI hardware supply trends follow chipmaker earnings like this one on daily.dev._ ### Why is STMicroelectronics raising prices on some of its chips? STMicroelectronics is raising prices on some products because supply is tight and input costs are rising, finance chief Lorenzo Grandi said. CEO Jean-Marc Chery also said the company now plans equipment, materials, and chemicals three to four years ahead, partly because building 'sovereign' supply chains free of China, Taiwan, or the US adds complexity. _Anyone budgeting hardware costs around chip supply swings can keep tabs on pricing moves via daily.dev._ ## Similar posts on daily.dev - [STMicroelectronics doubles its data-centre revenue forecast to $1bn](https://daily.dev/posts/stmicroelectronics-doubles-its-data-centre-revenue-forecast-to-1bn-ayayjeuxf) · The Next Web · 0 upvotes · 0 comments - [Supermicro expects up to $19.5bn in quarterly revenue, $4bn above guidance](https://daily.dev/posts/supermicro-expects-up-to-19-5bn-in-quarterly-revenue-4bn-above-guidance-lidgymylp) · The Next Web · 0 upvotes · 0 comments - [Supermicro has dodged drama and delivered datacenters](https://daily.dev/posts/supermicro-has-dodged-drama-and-delivered-datacenters-shya94bau) · The Register · 0 upvotes · 0 comments - [ASM lifts its 2027 sales forecast by a quarter as AI chipmakers spend](https://daily.dev/posts/asm-lifts-its-2027-sales-forecast-by-a-quarter-as-ai-chipmakers-spend-5x3b5ci2e) · The Next Web · 0 upvotes · 0 comments --- [View this post on daily.dev](https://daily.dev/posts/stmicroelectronics-forecasts-4-15bn-quarter-as-ai-data-centres-lift-demand-uaznvchip) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"STMicroelectronics forecasts $4.15bn quarter as AI data centres lift demand","url":"https://daily.dev/posts/stmicroelectronics-forecasts-4-15bn-quarter-as-ai-data-centres-lift-demand-uaznvchip","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/stmicroelectronics-forecasts-4-15bn-quarter-as-ai-data-centres-lift-demand-uaznvchip"},"datePublished":"2026-10-30T15:32:06.873Z","dateModified":"2026-10-30T15:55:53.216Z","description":"STMicroelectronics forecasts fourth-quarter revenue of $4.15bn, up about 10.5% from Q3 and above analyst estimates. Third-quarter revenue rose 17.9% to...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/6e3bfd2775fa8c4da4f2a4b608d0afdb?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/6e3bfd2775fa8c4da4f2a4b608d0afdb?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/stmicroelectronics-forecasts-4-15bn-quarter-as-ai-data-centres-lift-demand-uaznvchip","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"","timeRequired":"PT3M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"STMicroelectronics forecasts $4.15bn quarter as AI data centres lift demand"}]} {"@context":"https://schema.org","@type":"FAQPage","@id":"https://daily.dev/posts/stmicroelectronics-forecasts-4-15bn-quarter-as-ai-data-centres-lift-demand-uaznvchip#faq","mainEntity":[{"@type":"Question","name":"How much data center revenue does STMicroelectronics expect this year from AI demand?","acceptedAnswer":{"@type":"Answer","text":"STMicroelectronics now expects about $1.3 billion in data centre revenue this year, up from a July forecast of more than $1 billion. CEO Jean-Marc Chery said silicon photonics chips, which use light to move data between servers, drove most of that demand. The company kept its 2027 target of well above $2 billion in data centre revenue. Engineers tracking AI hardware supply trends follow chipmaker earnings like this one on daily.dev."}},{"@type":"Question","name":"Why is STMicroelectronics raising prices on some of its chips?","acceptedAnswer":{"@type":"Answer","text":"STMicroelectronics is raising prices on some products because supply is tight and input costs are rising, finance chief Lorenzo Grandi said. CEO Jean-Marc Chery also said the company now plans equipment, materials, and chemicals three to four years ahead, partly because building 'sovereign' supply chains free of China, Taiwan, or the US adds complexity. Anyone budgeting hardware costs around chip supply swings can keep tabs on pricing moves via daily.dev."}}]} ```