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What smart money is saying about STMicroelectronicsSwitzerland flag

STM.PA · Technology · Semiconductors · Market cap $48.61B

2 funds in our archive have pitched STMicroelectronics — most recently Artisan Partners Global Opportunities Strategy in June 2026.

Company profile

STMicroelectronics N.V. is an international semiconductor company that specializes in the design, development, production, and sale of advanced silicon solutions across Europe, the Middle East, Africa, the Americas, and the Asia Pacific regions. Its operations are organized into three primary segments: the Automotive and Discrete Group, which provides integrated circuits for vehicles and various discrete power components; the Analog, MEMS and Sensors Group, offering a comprehensive range of analog products including industrial-specific and general-purpose ICs, custom analog designs, wireless charging capabilities, isolated gate drivers, a variety of amplifiers, the integrated MasterGaN solution (combining a silicon driver with GaN power transistors), connectivity chips (both wired and wireless), touchscreen controllers, micro-electro-mechanical systems (MEMS) for sensing or actuation, and optical sensing technologies; and the Microcontrollers and Digital ICs Group, focusing on general-purpose and secure microcontrollers, radio frequency (RF) and electrically erasable programmable read-only memories (EEPROMs), and RF, digital, and mixed-signal application-specific integrated circuits (ASICs). In addition to product sales, the company also delivers assembly and other related services. STMicroelectronics distributes its products through a network of independent distributors, retailers, and its own sales representatives, serving key markets such as automotive, industrial, personal electronics, communications equipment, and computing and peripheral devices. Founded in 1987, the company maintains its headquarters in Geneva, Switzerland.

Fund activity · 3 positions

  • HoldsHardman Johnston International Equity Strategy
    June 2026
    Within Information Technology, STMicroelectronics NV and Infineon Technologies AG were the strongest contributors, while Standard Chartered PLC and Commerzbank AG also contributed positively within Financials.
    Read the letterSTMicroelectronics
  • HoldsHardman Johnston Global Equity (Hardman Johnston Global Advisors)
    June 2026
    Within Information Technology, Infineon Technologies AG and STMicroelectronics NV were the strongest contributors,
    Read the letterSTMicroelectronics
  • HoldsHardman Johnston International Equity Developed Markets
    June 2026
    Within Information Technology, STMicroelectronics NV and Infineon Technologies AG were the strongest contributors, while Standard Chartered PLC and Commerzbank AG also contributed positively within Financials.
    Read the letterSTMicroelectronics

Fund coverage · 2 theses

  • Artisan Partners Global Opportunities Strategy
    June 2026

    STMicroelectronics may benefit from an inflecting analog cycle, improving margins, and secular AI-related growth drivers.

    Read the full thesis
  • Hardman Johnston International Equity Developed Markets
    March 2026

    STMicroelectronics NV is benefiting from AI data center demand and an AWS agreement that should pull forward revenue and improve utilization.

    Read the full thesis

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