STMicroelectronics Rolls Out New Solutions for NVIDIA Data Centers
STMicroelectronics announces the expansion of its power conversion product portfolio to 800 VDC with two new architectures designed for AI data centers. These 12V and 6V solutions, developed according to NVIDIA's reference design, complement the previous 800 VDC to 50V solution.
STMicroelectronics is rolling out two new power conversion stages: 800 VDC to 12V and 800 VDC to 6V. The 12V converter allows for high-efficiency distribution from the power shelves at the rack level directly to the voltage domains powering advanced AI accelerators. The 6V path enables OEMs to reduce the number of conversion stages and bring the 6V bus closer to the GPU, thereby reducing copper usage and minimizing resistive losses. The emerging 800 VDC architecture enhances energy efficiency, reduces power losses, and supports a more scalable high-density computing infrastructure for hyperscalers and AI.
Adaptation to Various Server Architectures
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The extension to 12V and 6V output stages reflects the industry's evolution toward different server architectures, requiring distinct power topologies depending on the GPU generation, server height, form factor, and thermal envelope. The intermediate DC buses at 50V, 12V, and 6V will coexist in AI data centers depending on the rack density, GPU configuration, and cooling strategy. The three solutions combine ST's technologies in power components (silicon, SiC, GaN), analog and mixed-signal, as well as microcontrollers. In October 2025, STMicroelectronics had introduced a prototype of a fully integrated power system with a compact GaN-based LLC converter operating at 1 MHz from 800V.
« 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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