STMicroelectronics Begins Production of STM32 Chips in China, a Global First
STMicroelectronics announces the start of shipments of STM32 microcontrollers manufactured in China, marking a major milestone in its global supply chain strategy. This local production aligns with commitments to Chinese customers and the diversification of manufacturing sources.
Launch of General-Purpose STM32 Microcontrollers in China
STMicroelectronics has initiated the delivery of general-purpose STM32 microcontrollers produced in China in partnership with Huahong. The company reports that it has become the first global industrial semiconductor firm to have a dual supply chain, featuring 40 nm microcontrollers fully processed and manufactured in China, using the same design and technologies as those made outside China. Several additional STM32 families, including performance-oriented, secure, and entry-level series, are set for local volume production in 2026.
Establishment of a Fully Localized STM32 Supply Chain in China
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STMicroelectronics has established a fully localized STM32 supply chain in China, encompassing all stages from wafer fabrication to packaging and testing. The front-end manufacturing is conducted by Huahong, utilizing 40 nm embedded non-volatile memory technology and quality control standards identical to those of global factories. Packaging and testing are carried out at the Shenzhen facility and by local assembly and testing partners. This model provides customers with a dual sourcing option while ensuring consistent quality and global compatibility.
« Le chiffre d'affaires du quatrième trimestre a dépassé le milieu de notre prévision et la marge brute a été soutenue par un meilleur mix produit. »
STMicroelectronics a publié ses résultats pour le quatrième trimestre et l'année 2025. Le chiffre d'affaires annuel s'établit à 11,8 milliards de dollars avec une marge brute de 33,9% et un résultat opérationnel de 175 millions de dollars. Le bénéfice net attribuable aux actionnaires pour l'année est de 166 millions de dollars, et le flux de trésorerie disponible (non-U.S. GAAP) pour l'année est de 265 millions de dollars. Pour 2026, le point médian du trimestre est un chiffre d'affaires attendu de 3,04 milliards de dollars et une marge brute d'environ 33,7%.
Risks mentioned
changements dans les politiques commerciales mondiales, y compris les tarifs et barrières commerciaux, susceptibles d'affecter la demande
incertitudes macroéconomiques et inflation, influençant la production et la demande finale
écarts entre la demande client et les projections nécessitant des mesures de transformation
capacité à concevoir, fabriquer et vendre des produits innovants dans un environnement technologique rapide
Outlook / guidance
Expected revenue: Le chiffre d'affaires du premier trimestre 2026 est attendu autour de 3,04 milliards de dollars, en baisse séquentielle d'environ 8,7% et avec une marge brute d'environ 33,7% (plus ou moins 350 pb pour le chiffre d'affaires et plus ou moins 200 pb pour la marge brute).
Management commentary: La direction souligne que les perspectives dépendent des conditions macroéconomiques, des taux de change et du mix produit.
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