STMicroelectronics — 供應鏈與商業關係

“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，申報於 2026-02-26 · 查看原始申報文件 ↗

Apple 為 STMicroelectronics 之最大客戶，於 2025、2024 及 2023 年分別佔合併淨營收 17.7%、14.5% 及 12.3%。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 將 Bosch 列為主要客戶之一。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Continental。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Denso 等公司。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 HP。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Mobileye。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Samsung。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Spacex。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 將 Tesla 列為其主要客戶之一。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 將 Vitesco 列為其主要客戶之一。（以原文為準）

“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，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 向 AWS 發行認股權證，可取得最多 2480 萬股普通股。（以原文為準）

“The Company is amortizing intangible assets of patents and technology rights related to a license agreement with STMicroelectronics International N.V.”

— AOSL 10-K，申報於 2025-08-28 · 查看原始申報文件 ↗

Alpha & Omega 正在攤銷一項與 STMicroelectronics 簽訂之授權合約相關的專利及技術權利無形資產。（以原文為準）

“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，申報於 2026-02-18 · 查看原始申報文件 ↗

STMicroelectronics 已取得 Rambus 的專利授權。（以原文為準）

“the new 200mm SiC device manufacturing joint venture with Sanan Optoelectronics in Chongqing, China, as we announced on June 7 2023”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 與 Sanan Optoelectronics 在中國重慶合資成立新的 200mm SiC 元件製造合資企業。（以原文為準）

“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，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 宣布與 AWS 擴大策略合作，透過一項多年、數十億美元的商業合作涵蓋多個產品類別。（以原文為準）

“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，申報於 2026-02-26 · 查看原始申報文件 ↗

Qualcomm與STMicroelectronics於2024年宣布合作推出首款產品，旨在簡化搭載STM32 MCU的系統中無線連接的實現。（以原文為準）

“the joint 300mm semiconductor manufacturing facility with GlobalFoundries Inc in Crolles, France”

— STM 20-F，申報於 2026-02-26 · 查看原始申報文件 ↗

GlobalFoundries 與 STMicroelectronics 在法國 Crolles 共同經營一座 300mm 半導體製造設施。（以原文為準）

“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，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 與 Innoscience 簽署了 GaN 技術開發與製造協議。（以原文為準）

“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，申報於 2026-05-21 · 查看原始申報文件 ↗

Cirrus Logic的主要競爭對手包括STMicroelectronics。（以原文為準）

“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，申報於 2026-02-27 · 查看原始申報文件 ↗

Monolithic Power 將 STMicroelectronics 列為其主要競爭對手之一。（以原文為準）

“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”

— NVTS 10-K，申報於 2026-02-27 · 查看原始申報文件 ↗

STMicroelectronics 是 Navitas 在 SiC 領域的主要競爭對手之一。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

Littelfuse 在電子部門的競爭對手包括 STMicroelectronics。（以原文為準）

“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，申報於 2026-02-19 · 查看原始申報文件 ↗

NXP 將 STMicroelectronics 列為其主要公開競爭對手之一。（以原文為準）

“We compete with Espressif, Infineon, MediaTek, Microchip, Nordic Semiconductor, NXP, Qualcomm, Renesas, STMicroelectronics, Synaptics, Telink, Texas Instruments and others.”

— SLAB 10-K，申報於 2026-02-10 · 查看原始申報文件 ↗

Silicon Labs 將 STMicroelectronics 列為競爭對手之一。（以原文為準）

“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”

— ON 10-K，申報於 2026-02-09 · 查看原始申報文件 ↗

onsemi 將 STMicroelectronics 列為主要競爭對手之一。（以原文為準）

“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，申報於 2026-02-06 · 查看原始申報文件 ↗

Power Integrations 的馬達驅動器 IC 與 STMicroelectronics 的功率模組競爭。（以原文為準）

“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，申報於 2025-08-28 · 查看原始申報文件 ↗

Alpha & Omega在功率離散元件領域的主要競爭對手包括STMicroelectronics等公司。（以原文為準）

“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，申報於 2025-08-26 · 查看原始申報文件 ↗

STMicroelectronics 與 Wolfspeed 在碳化矽功率半導體解決方案上相互競爭。（以原文為準）

“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，申報於 2026-02-26 · 查看原始申報文件 ↗

STMicroelectronics 持有 Innoscience 的權益證券，帳面金額為 1.27 億美元。（以原文為準）