STMicroelectronics N.V. STM

STMicroelectronics N.V. es una empresa suiza de semiconductores. Diseña, desarrolla, fabrica y comercializa una variedad de productos, incluyendo componentes discretos y estándar, así como circuitos integrados específicos de aplicación (ASICs) para aplicaciones analógicas, digitales y mixtas. Los segmentos de la compañía incluyen el Grupo Automotriz y Discreto (ADG), el Grupo de Analógicos, MEMS y Sensores (AMS), y el Grupo de Microcontroladores y Circuitos Integrados Digitales (MDG). El segmento ADG comprende todos los circuitos integrados automotrices dedicados (ICs), y productos de transistores discretos y de potencia. El segmento AMS incluye ICs analógicos de baja potencia para todos los mercados, productos de potencia inteligente, controladores de pantalla táctil, soluciones de conectividad de baja potencia para Internet de las cosas (IoT) y productos de conversión de potencia, entre otros. El segmento AMS comprende microcontroladores de propósito general y seguros, y memorias de solo lectura programables eléctricamente (EEPROM).

Con 17 acciones de STM (USD 984,30) habrías recibido USD 6,12 en dividendos en los últimos 12 meses.

• GlobeNewswire Inc. 29 sept

  Insulated Gate Bipolar Transistors Global Market Size, Share, and Forecast 2026-2035 | EV and Renewable Energy Demand Drives 7.3% CAGR to US$14.82 Billion

  The global IGBT market is projected to grow from USD 8.45 billion in 2025 to USD 14.82 billion by 2035, expanding at a 7.3% CAGR. Growth is driven by rising EV/HEV production, renewable energy inverter demand, industrial motor drives, and railway traction investments. Asia-Pacific leads with 42.5% of global revenue, while the EV/HEV segment accounts for 32.8% of market share.

  

• GlobeNewswire Inc. 24 sept

  RF System-on-Chip Market Set for Strong Growth as 5G, IoT and Edge Applications Unlock New Value Chain Opportunities Through the Forecast Period

  The global RF System-on-Chip (SoC) market is projected to grow at a compound annual growth rate of 8.5% to 10.5% from 2026 through 2031, driven by 5G deployment, IoT expansion, and automotive applications. The market is valued between USD 5.9 billion and USD 10.7 billion in 2026, with Asia-Pacific leading regional growth. Key technology trends include direct RF-sampling, advanced manufacturing processes (RF-SOI, SiGe, CMOS), and multiprotocol support for smart-home connectivity.

  

• Zacks Investment Research 21 sept

  Texas Instruments (TXN) Soars 3.3%: Is Further Upside Left in the Stock?

  Texas Instruments shares rallied 3.3% to $266.64 following a 7% quarterly dividend increase marking 23 consecutive years of raises. Strong demand in industrial, automotive, and data center markets drove Q2 revenue up 23% YoY with data center revenue doubling. However, unchanged earnings estimate revisions over the past 30 days may limit further near-term gains. The stock holds a Zacks Rank #2 (Buy) with expected quarterly EPS of $2.39 (+61.5% YoY) and revenues of $5.91B (+24.7% YoY).

  

• Zacks Investment Research 15 sept

  Buy TI and NVIDIA for Exposure to Semiconductor Boom

  The semiconductor industry is positioned for exceptional growth through 2026-2027, driven primarily by AI infrastructure demand and data-center expansion. Global semiconductor sales are expected to grow 89.9% in 2026 to $1.51 trillion, with memory and AI infrastructure as primary drivers. However, near-term challenges include geopolitical tensions, supply-chain constraints, elevated memory prices, and potential tariff impacts. NVIDIA and Texas Instruments are highlighted as top picks to benefit from this cycle.

  

• Zacks Investment Research 7 sept

  ADI Declines 5.6% in a Month: Time to Buy, Sell or Hold the Stock?

  Analog Devices (ADI) is experiencing strong growth driven by industrial demand recovery and expanding AI data center activity, particularly in optical and power applications. The company expects optical circuit switching revenues to roughly double in fiscal 2026 and 2027. ADI's adjusted gross margin reached 72.5% and operating margin expanded to 50% in Q3, though the stock trades at a premium valuation of 9.76X forward P/S compared to the industry average of 7.74X. Analysts recommend buying the stock citing broad-based recovery and durable growth prospects.