Movement Alert｜STMicroelectronics NV Rises 5.05% in Regular Trading, Optical Module MCU Price Hikes of 30%-40% Amid AI Demand Surge

Market Focus08-07 22:05

On August 7, STMicroelectronics NV rose 5.05% in regular trading, trading at $55.28/share, with turnover of $92.75 million.

On the news front, market reports indicate STMicroelectronics NV commands approximately 80% market share in MCUs used for optical modules. Driven by AI computing demand accelerating deployment of 800G and 1.6T optical modules, prices for this MCU category have risen 30%-40%. The company has no capacity expansion plans, with full utilization only meeting roughly 70% of high-end market demand, and production capacity through 2027 has already been locked in by leading customers.

Additionally, the company previously reported Q2 adjusted EPS of $0.31, beating consensus estimates by 14.81%, with revenue rising 26% year-over-year to $3.49 billion. Management raised the AI data center business revenue target to over $1 billion. Investment bank Berenberg subsequently raised its target price to 68 euros, citing improved earnings visibility and strengthening end-market demand across automotive, AI, and consumer electronics segments.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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