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STMicro: 3 Key Takeaways for Long-Term Investors

Manufacturing restructuring could add 4+ percentage points to gross margins starting in late 2027.

  • STMicro reported $3.76B Q3 2026 revenues, boosted by AI data centers and high-margin products
  • Optical interconnects and power management chips benefit from cloud infrastructure scaling
  • Manufacturing shift to 300mm wafers aims for 4%+ gross margin improvement by late 2027

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