STMicroelectronics — Supply Chain & Business Relationships

Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.

Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.

See STMicroelectronics in the full map →

2 suppliers12 customers5 partners10 competitors1 ownership tie14 source filings

Featured in supply-chain maps: Analog & Power Semiconductors · Wide-Bandgap Power (GaN & SiC)

Customers (companies it supplies)

Supplies to → Apple Largest customer / supplier

Filed 2026-02-26 · 176 days ago

“In 2025, 2024 and 2023, the Company’s largest customer, Apple, represented 17.7 %, 14.5 % and 12.3 % of consolidated net revenues”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Bosch

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Continental

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Denso

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → HP

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Mobileye

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Samsung

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Spacex

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Tesla

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Vitesco

Filed 2026-02-26 · 176 days ago

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → AWS

Filed 2026-02-26 · 176 days ago

“On February 6, 2026, the Company issued warrants to Amazon Web Services ("AWS") for the acquisition of up to 24.8 million ordinary shares of the Company. The warrants will vest in tranches over the term of the agreement, with vesting substantially tied to payments for the Company's products and services purchased by AWS and its affiliates.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Supplies to → Alpha & Omega

Filed 2025-08-28 · 358 days ago

“The Company is amortizing intangible assets of patents and technology rights related to a license agreement with STMicroelectronics International N.V.”
— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗

Suppliers (companies that supply it)

Supplied by ← Rambus

Filed 2026-02-18 · 184 days ago

“Leading semiconductor and electronic system companies such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗

Supplied by ← Besi

Last confirmed 2024-12-31 · 598 days ago · corroborated by 2 filings

“Our customers are primarily leading multinational chip manufacturers, foundries, assembly subcontractors and electronics and industrial companies and include Amkor, ASE, Foxconn, Infineon, InnoLight, Intel, LG Innotek, Micron, Nvidia, NXP, STMicroelectronics, Texas Instruments and TSMC.”
— BE Semiconductor Industries N.V. Annual report (ESEF), filed 2024-12-31 ESEF · View source filing ↗

Partners & collaborations

Partners with ↔ Sanan Optoelectronics Joint venture / co-development

Filed 2026-02-26 · 176 days ago

“the new 200mm SiC device manufacturing joint venture with Sanan Optoelectronics in Chongqing, China, as we announced on June 7 2023”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Partners with ↔ AWS

Filed 2026-02-26 · 176 days ago

“we announced an expanded strategic collaboration with Amazon Web Services (AWS) through a multi-year, multi-billion USD commercial engagement serving several product categories, to enable new high performance compute infrastructure for cloud and AI data centers.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Partners with ↔ Qualcomm

Filed 2026-02-26 · 176 days ago

“first product of ST’s collaboration with Qualcomm Technologies, Inc. announced in 2024, to simplify implementing wireless connectivity in systems containing STM32 MCUs.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Partners with ↔ GlobalFoundries

Filed 2026-02-26 · 176 days ago

“The joint 300mm semiconductor manufacturing facility with GlobalFoundries Inc in Crolles, France”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Partners with ↔ Innoscience

Filed 2026-02-26 · 176 days ago

“On March 31, we announced the signature of an agreement on GaN technology development and manufacturing with Innoscience, the world leader in 8” GaN-on-Si (gallium nitride on silicon) high-performance low-cost manufacturing.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Competitors

Competes with ↔ Cirrus Logic

Filed 2026-05-21 · 92 days ago

“Our primary competitors include, but are not limited to, AKM Semiconductor Inc., Analog Devices Inc., QUALCOMM Incorporated, Realtek Semiconductor Corporation, Renesas Electronics Corporation, Shanghai Awinic Technology Co., Ltd., … Shenzhen Goodix Technology Co, Ltd., Skyworks Solutions Inc., ST Microelectronics N.V., Synaptics Incorporated and Texas Instruments, Inc.”
— CRUS 10-K, filed 2026-05-21 EDGAR · View source filing ↗

Competes with ↔ Monolithic Power

Filed 2026-02-27 · 175 days ago

“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”
— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗

Competes with ↔ Navitas

Filed 2026-02-27 · 175 days ago

“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”
— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗

Competes with ↔ Littelfuse

Filed 2026-02-19 · 183 days ago

“In the Electronics segment, the Company’s competitors include Eaton Corporation, Bourns Inc., TDK, ON Semiconductor Corporation, Infineon Technologies, STMicroelectronics NV, Semtech Corporation, and Vishay Intertechnology Inc.”
— LFUS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

Competes with ↔ NXP

Filed 2026-02-19 · 183 days ago

“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”
— NXPI 10-K, filed 2026-02-19 EDGAR · View source filing ↗

Competes with ↔ Silicon Labs

Filed 2026-02-10 · 192 days ago

“We compete with Espressif, Infineon, MediaTek, Microchip, Nordic Semiconductor, NXP, Qualcomm, Renesas, STMicroelectronics, Synaptics, Telink, Texas Instruments and others.”
— SLAB 10-K, filed 2026-02-10 EDGAR · View source filing ↗

Competes with ↔ onsemi

Filed 2026-02-09 · 193 days ago

“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”
— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗

Competes with ↔ Power Integrations

Filed 2026-02-06 · 196 days ago

“Our motor-driver ICs compete with power modules from such companies as ON Semiconductor, Infineon, STMicroelectronics, Mitsubishi and Sanken as well as discrete designs from a wide range of other suppliers.”
— POWI 10-K, filed 2026-02-06 EDGAR · View source filing ↗

Competes with ↔ Alpha & Omega

Filed 2025-08-28 · 358 days ago

“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”
— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗

Competes with ↔ Wolfspeed

Filed 2025-08-26 · 360 days ago

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Bosch, San'an Optoelectronics Co., … Silan Microelectronics Co. Ltd., and SiChain Semiconductor, as well as an increasing number of smaller competitors.”
— WOLF 10-K, filed 2025-08-26 EDGAR · View source filing ↗

Ownership & investments

Invests in → Innoscience

Filed 2026-02-26 · 176 days ago

“As of December 31, 2025, we hold equity securities with a total carrying amount of $190 million, of which $25 million corresponding to cost-method investments and $165 million to equity securities measured at fair value through earnings, including $127 million carrying amount for our interest stake in InnoScience (Suzhou), a publicly traded entity on the main segment of Hong Kong Stock Exchange.”
— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

Filed activity

Filings by STMicroelectronics itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.

2026-07-23Earnings releaseSTMicroelectronics Reports Q2 2026 Financial Results

• Q226 net revenues at $3.49 billion • Gross margin at 34.8% (n on-U.S. GAAP 1 gross margin at 35.2%) • Operating income at $187 million (non-U.S. GAAP 1 operating income at $269 million) • Business outlook at mid-point: Q326 net revenues of $3.70 billion and gross margin of 37.0 % Geneva, July 23, 2026 – STMicroelectronics N.V.
Show more from the filing
(“ST”) (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, reported U.S. GAAP financial results for the second quarter ended June 27, 2026. This press release also contains non-U.S. GAAP measures (see Appendix for additional information). ST reported second quarter net revenues of $3.49 billion, gross margin of 34.8%, operating income of $187 million, and net income of $222 million or $0.24 diluted earnings per share (non-U.S. GAAP 1 gross margin of 35.2%, non- U.S. GAAP 1 operating income of $269 million, and non-U.S. GAAP 1 net income of $291 million or $0.31 diluted earnings per share). Jean-Marc Chery, ST President & CEO, commented: • “Q2 net revenues came above the mid-point of our business outlook range, driven by higher revenues in CECP and Automotive .

— Form 6-K · US SEC EDGAR · View source filing ↗

2026-04-23Earnings releaseSTMicroelectronics Reports Q1 2026 Financial Results

• Q126 net revenues at $3.10 billion • U.S. GAAP Gross margin at 33.8%. Excluding the Purchase Price Allocation (PPA) effects from the acquisition of NXP’s MEMS sensor business, non-U.S. GAAP 1 gross margin at 34.1% • U.S. GAAP operating income at $70 million (non-U.S. GAAP 1 operating income at $171 million) • Business outlook at mid-point: Q226 net revenues of $ 3.45 billion and U.S.
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GAAP gross margin of 34.8 % (non- U.S. GAAP 1 gross margin of 35.2%) Geneva, April 23, 2026 – STMicroelectronics N.V. (“ST”) (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, reported U.S. GAAP financial results for the first quarter ended March 28, 2026. This press release also contains non-U.S. GAAP measures (see Appendix for additional information). ST reported first quarter net revenues of $3.10 billion, gross margin of 33.8%, operating income of $70 million, and net income of $37 million or $0.04 diluted earnings per share (non-U.S. GAAP 1 gross margin of 34.1%, non-U.S. GAAP 1 operating income of $171 million, and non-U.S. GAAP 1 net income of $122 million or $0.13 diluted earnings per share).

— Form 6-K · US SEC EDGAR · View source filing ↗

2026-01-29Earnings releaseSTMicroelectronics Reports Q4 and FY 2025 Financial Results

• Q425 net revenues $3.33 billion; gross margin 35.2%; operating income of $125 million, including $141 million related to impairment, restructuring charges and other related phase-out costs • FY25 net revenues $11.80 billion; gross margin 33.9%; operating income of $175 million, including $376 million related to impairment, restructuring charges and other related phase-out costs
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• Business outlook at mid-point: Q126 net revenues of $ 3.04 billion and gross margin of 33.7 % Geneva, January 29, 2026 – STMicroelectronics N.V. (“ST”) (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, reported U.S. GAAP financial results for the fourth quarter ended December 31, 2025. This press release also contains non-U.S. GAAP measures (see Appendix for additional information). ST reported fourth quarter net revenues of $3.33 billion, gross margin of 35.2%, operating income of $125 million, and net loss of $30 million or -$0.03 diluted earnings per share (non-U.S. GAAP 1 operating income of $266 million, and non-U.S.

— Form 6-K · US SEC EDGAR · View source filing ↗

2025-10-23Earnings releaseSTMicroelectronics Reports 2025 Third Quarter Financial Results

· Q3 net revenues $3.19 billion; gross margin 33.2%; operating income of $180 million, including $37 million related to impairment, restructuring charges and other related phase-out costs; net income of $237 million · Business outlook at mid-point: Q4 net revenues of $ 3.28 billion and gross margin of 35.0 % Geneva, October 23, 2025 – STMicroelectronics N.V.
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(“ST”) (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, reported U.S. GAAP financial results for the third quarter ended September 27, 2025. This press release also contains non-U.S. GAAP measures (see Appendix for additional information). ST reported third quarter net revenues of $3.19 billion, gross margin of 33.2%, operating income of $180 million, and net income of $237 million or $0.26 diluted earnings per share (non-U.S. GAAP 1 operating income of $217 million, and non-U.S. GAAP 1 net income of $267 million or $0.29 diluted earnings per share). Jean-Marc Chery, ST President & CEO, commented:

— Form 6-K · US SEC EDGAR · View source filing ↗

2025-07-24Earnings releaseSTMicroelectronics Reports 2025 Second Quarter Financial Results

· Q2 net revenues $2.77 billion; gross margin 33.5%; operating loss of $133 million, including $190 million related to impairment, restructuring charges and other related phase-out costs; net loss of $97 million · H1 net revenues $5.28 billion; gross margin 33.5%; operating loss of $130 million, including $198 million related to impairment, restructuring charges and other related phase-out costs;
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net loss of $41 million · Business outlook at mid-point: Q3 net revenues of $ 3.17 billion and gross margin of 33.5 % Geneva, July 24, 2025 – STMicroelectronics N.V. (“ST”) (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, reported U.S. GAAP financial results for the second quarter ended June 28, 2025. This press release also contains non-U.S. GAAP measures (see Appendix for additional information). ST reported second quarter net revenues of $2.77 billion, gross margin of 33.5%, operating loss of $133 million, and net loss of $97 million or -$0.11 diluted earnings per share (non-U.S. GAAP 1 operating income of $57 million, and non-U.S. GAAP 1 net income of $57 million or $0.06 diluted earnings per share).

— Form 6-K · US SEC EDGAR · View source filing ↗