COMPANIES · CHIP MFG & PACKAGING
STMicroelectronics
STMicroelectronics (ST) is a European chipmaker that designs and manufactures microcontrollers, power chips (including silicon carbide), sensors and analog chips for cars, factories, phones and data centers.
STMicroelectronics (ST) is a European chipmaker that designs and manufactures microcontrollers, power chips (including silicon carbide), sensors and analog chips for cars, factories, phones and data centers.
It has a multi-year, multi-billion-dollar supply engagement with AWS for data-center chips and is on NVIDIA's 800 VDC silicon partner list; it expects data-center revenue above $1 billion in 2026, still a minority of its sales, so AI is a growing rather than primary driver.
Automotive, industrial, personal-electronics and data-center equipment makers pay it for chips that it largely manufactures in its own fabs.
Switzerland (Geneva)
Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (2)
Source: 2026-02-09 · reviewed 2026-09-26
Evidence: Primary-source statement · Multi-year engagement announced February 2026; delivered volumes not disclosed
Limits: Announcement of a commercial engagement; does not establish amounts delivered or paid to date, which AWS systems use ST parts, or that AWS has exercised any warrants or holds ST shares.
STMicroelectronics expands strategic engagement with Amazon Web Services to enable new high performance compute infrastructure for cloud and AI data centers ↗Source: 2025-10-13 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced ecosystem collaboration; not confirmed shipping
Limits: A partner list in an NVIDIA blog post; does not establish which ST products are used, volumes, revenue, or that ST parts ship in NVIDIA systems today.
Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories (NVIDIA Technical Blog) ↗STMicroelectronics Reports Q2 2026 Financial Results ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .