STMicroelectronics Raises Data Center Revenue Target to $1B in 2026
STM•STMicroelectronics expects Data Center segment revenues of about $1 billion in 2026, up from prior guidance of above $500 million. The company sees the potential to double these revenues in 2027 if current AI infrastructure demand and capacity ramp-up continue.
1. Raised 2026 Data Center Revenue Ambition
STMicroelectronics now expects Data Center segment revenues around $1 billion in 2026, up from prior guidance of nicely above $500 million. This upgrade reflects continued strong demand for AI infrastructure and progress on capacity ramp-up initiatives.
2. 2027 Growth Outlook and Conditions
Management projects that Data Center revenues could double in 2027, exceeding previous forecasts of well above $1 billion. This outlook depends on sustained AI infrastructure-led demand and successful scaling of manufacturing capacity.
