意法半导体预计第四季度营收增长，芯片需求在长期低迷后持续复苏。
NV forecast fourth-quarter revenue growth as a recovery in chip demand continues after a prolonged slump.
这家以苹果公司和特斯拉公司为客户（之一）的芯片制造商预计，本季度营收中点值为41.5亿美元。据彭博汇编的数据，分析师平均预估为41.1亿美元。另一个关键指标毛利率预计为39%，分析师预估为38.2%。
The chipmaker, which counts Apple Inc. and Tesla Inc. as customers, expects revenue to come in at the midpoint at $4.15 billion for the current period. That compares to an average analyst estimate of $4.11 billion, according to data compiled by Bloomberg. Gross margin, another key indicator, is expected to come in at 39%.
首席执行官让-马克·奇瑞7月曾表示，受AI数据中心和低地球轨道卫星通信需求推动，预计第四季度营收增长将加快。这一展望发布于业绩令投资者失望、股价一度暴跌17%（创一年来最大盘中跌幅）之后。
Analysts estimated 38.2%. Chief Executive Officer Jean-Marc Chery said in July he expected revenue to grow faster in the fourth quarter, driven by demand for AI data centers and low-earth orbit satellite communication.
意法半导体是寻求在核心汽车和工业市场之外实现多元化的芯片制造商之一。该公司与英飞凌科技等同业一样，瞄准AI数据中心建设对电源管理芯片的需求，此类芯片支持英伟达等公司的先进处理器。
The outlook followed results that disappointed investors and sent shares tumbling as much as 17%, the biggest intraday drop in a year. STMicro is among the chipmakers looking to diversify beyond their core automotive and industrial markets.
随着汽车芯片市场从长期低迷中复苏，这一努力提供了潜在的增长来源。不过，由于担心AI基础设施支出激增的可持续性以及中国芯片制造商的竞争，投资者对半导体行业更加谨慎。竞争对手恩智浦半导体周三发布弱于预期的营收预测后，股价下跌。
The company, along with peers such as Infineon Technologies AG, is targeting demand from the AI data center buildout for power-management chips that support advanced processors such as those from Nvidia Corp. The push offers a potential source of growth as the automotive chip market recovers from a prolonged slump. Still, investors are more cautious about the semiconductor sector over concerns about the sustainability of ballooning spend on AI infrastructure and competition from Chinese chipmakers.
摩根大通分析师桑迪普·德什潘德等人在财报发布前的一份研报中写道：“意法半导体已表明对强劲AI相关订单的信心，这些订单应有助于公司实现好于正常季节性的增长。”他们并补充道，预计毛利率将较上一季度有所改善。
Shares of competitor NXP Semiconductors NV slid on Wednesday after the company delivered a weaker-than-expected revenue forecast. “STMicro has indicated confidence in strong AI-related orders and these should be supportive of the company achieving better than normal seasonal growth,” wrote JPMorgan analysts including Sandeep Deshpande in a note before earnings, adding that they anticipate improved gross margins from the prior quarter.
德州仪器公司上周给出了强劲的收入预期，称工业、汽车和数据中心领域的需求“广泛增长”。该公司表示，计划扩大产能以满足需求。
Texas Instruments Inc. gave a strong revenue forecast last week with “broad growth in industrial, automotive and data center” demand. The company said it plans to expand production capacity to meet demand.