STMicro sees AI sales accelerating as factory transfers hold key to margin recovery

DIGITIMESSeptember 10, 2026en

STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer approvals allowing older factories to close, CFO Lorenzo Grandi said at Citi's Global TMT Conference on September 9.

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