STMicroelectronics N.V. (STM) — Stock analysis
USDCurrent price
62,79 USD
-4,96 USD (-7.32%) today
Market signals
About STMicroelectronics N.V.
STMicroelectronics es una de las mayores empresas europeas de semiconductores, especializada en automoción (microcontroladores, sensores para ADAS, gestión de potencia), industria (control de motores, energía), electrónica de consumo y comunicaciones (chips para smartphones, IoT). Surgió en 1987 de la fusión de SGS (Italia) y Thomson Semiconducteurs (Francia). Sede en Ginebra, operaciones en Catania, Agrate Brianza y Crolles. Cotiza en NYSE (STM), Borsa Italiana (STMMI) y Euronext Paris (STMPA).
¿Qué hace STMicroelectronics?▾
STM diseña y fabrica chips semiconductores para automoción (sensores, microcontroladores para vehículos eléctricos y ADAS), industria (control de motores, automatización), electrónica de consumo e IoT. Apple es un cliente clave para los sensores del iPhone. Tesla utiliza chips de potencia de STM en sus inversores.
¿En qué bolsas cotiza STM?▾
Cotización principal en NYSE (STM, dólares) con doble cotización en Borsa Italiana (STMMI, euros) y Euronext Paris (STMPA, euros). Precios alineados neto de tipo de cambio.
¿Paga dividendos STM?▾
Sí. Distribuye un dividendo trimestral desde 2017. La rentabilidad es habitualmente del 1,5-2,5%, en línea con los competidores europeos del sector de semiconductores.
Is STM exposed to the same cycle as the US chip giants?▾
Partly, but its heavier weighting toward automotive and industrial chips means its demand often moves on different drivers than data-centre or PC-focused peers. Lucex explains the mix so you can read its results in context — it makes no recommendation.
What is silicon carbide and why is it mentioned for STM?▾
Silicon carbide (SiC) is a material used in power chips important for electric-vehicle efficiency, an area STM invests in. It comes up because that ramp is one driver people track for the company. Lucex provides this as background, not advice.
A European chipmaker with a triple listing
Like several Italy-linked names, STMicroelectronics trades on three exchanges — NYSE (STM), Borsa Italiana (STMMI) and Euronext Paris (STMPA) — representing the same shares priced in dollars or euros. Its revenue is weighted toward automotive and industrial chips rather than PC or smartphone processors, which gives it a different demand cycle from the headline US chipmakers.
What drives a semiconductor cycle
Chip demand is famously cyclical: it swings with customer inventory, end-market demand (cars, factories, phones), and capacity investment across the industry. For STM specifically, the automotive and industrial mix, the ramp of silicon carbide for electric vehicles, and utilisation of its fabs are commonly watched. Lucex reports where the company sits in that cycle as context — it does not forecast the cycle for you.
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