意法半导体预计第四季度营收将达41.5亿美元，较第三季度增长约10.5%，并高于分析师预期。这家法意合资芯片制造商表示，AI数据中心和卫星制造商正推动芯片需求出现更广泛的复苏。
STMicroelectronics expects fourth-quarter revenue of $4.15bn, up about 10.5% on the third quarter and above analysts’ forecasts. The Franco-Italian chipmaker says AI data centres and satellite makers are adding to a wider recovery in chip demand.
意法半导体周四在财报声明中表示，第三季度营收增长17.9%至37.6亿美元。剔除一次性费用后的营业利润近乎翻倍，达到4.29亿美元。据路透社记者Nathan Vifflin和Fabrizio La Rocca报道，伦敦证券交易所集团（LSEG）调查的分析师此前预期为4.005亿美元。
Third-quarter revenue rose 17.9% to $3.76bn, ST said on Thursday in its earnings statement. Operating income excluding one-off charges nearly doubled to $429m. Analysts polled by LSEG had expected $400.5m, Nathan Vifflin and Fabrizio La Rocca reported for Reuters.
首席执行官Jean-Marc Chery在声明中表示：“在需求仍远超供应的环境下，我们继续按照意法半导体的战略路线图扩大产能。”
“In an environment where demand remains well above supply, we continue to expand capacity aligned with ST’s strategic roadmap,” chief executive Jean-Marc Chery said in the statement.
数据中心和卫星 根据预测中值，全年营收将达约145亿美元，增长22.8%。意法半导体将AI数据中心和低地球轨道卫星链路列为自身的增长驱动力。
Data centres and satellites The midpoint of the forecast puts full-year revenue at about $14.5bn, up 22.8%. ST names AI data centres and low-Earth-orbit satellite links as its own growth drivers.
据路透社报道，Chery在分析师会议上表示，意法半导体现在预计今年数据中心营收将达约13亿美元。7月时，该公司预测将超过10亿美元。他称，硅光子芯片（利用光在服务器间传输数据）推动了大部分需求。意法半导体维持了2027年远超20亿美元的目标。
Chery told analysts that ST now expects about $1.3bn in data centre revenue this year, Reuters reported. In July, it had forecast more than $1bn. He said silicon photonics chips, which use light to move data between servers, drove most of the demand. ST kept its 2027 goal of well above $2bn.
财报声明本身并未包含这一新数字。据彭博社报道，花旗分析师Pavan Daswani周四早些时候撰文称，数据中心展望未见更新。
The earnings statement itself did not carry the new figure. Writing early on Thursday, Citi analyst Pavan Daswani said there was no update to the data centre outlook, Bloomberg reported.
意法半导体射频与光通信部门营收增长46.2%至5.04亿美元。记者询问Chery大规模AI支出能否持续。他表示，数据中心业务取决于最大的云计算公司，而非规模较小的新兴云服务商。
Revenue in ST’s RF and optical communications unit rose 46.2% to $504m. Journalists asked Chery whether heavy AI spending can last. He said the data centre business depends on the biggest cloud companies, not the smaller neoclouds.
据路透社报道，Chery表示，该业务“与前五大超大规模云服务商的关联度要高得多，而非新兴云业务”。
The business is “much more related to the top five hyperscalers than the neo-cloud business”, Chery said, according to Reuters.
利润率与价格 毛利率从上年同期的33.2%升至37.3%。产品组合改善和工厂闲置产能减少有所帮助。意法半导体预计第四季度毛利率将达约39%。
Margins and prices Gross margin rose to 37.3% from 33.2% a year earlier. A better product mix and less idle factory capacity helped. ST expects about 39% in the fourth quarter.
供应紧张且投入成本上升，因此 ST 正在提高部分产品价格，首席财务官 Lorenzo Grandi 表示，据路透社报道。Chery 称，ST 现在对设备、材料和化学品的规划提前三到四年。他表示，推动建立不含中国、台湾或美国的“主权”供应链，使这种规划更加复杂。
Supply is tight and input costs are rising, so ST is raising prices on some products, finance chief Lorenzo Grandi said, Reuters reported. Chery said ST now plans equipment, materials and chemicals three to four years ahead. A push for “sovereign” supply chains free of China, Taiwan or the US makes that planning more complex, he said.
Chery 再任一年 Chery 告诉投资者，他已接受监事会提议，继续担任首席执行官一年，Christina Kyriasoglou 为彭博社报道。股东将在 2027 年股东大会上对此进行表决。据《晚邮报》报道，彭博社引述称，今年 2 月，董事会聘请了猎头公司寻找他的继任者。
Chery stays another year Chery told investors he has accepted a supervisory board proposal to stay on as chief executive for another year, Christina Kyriasoglou reported for Bloomberg. Shareholders will vote on it at the 2027 annual meeting. In February, the board hired a headhunter to find his successor, according to Corriere della Sera, as cited by Bloomberg.
在另一份公告中，ST 任命 Remi El-Ouazzane 为首席技术官，Marco Cassis 为首席战略官。两项变动均于 2027 年 1 月 1 日生效。
In a separate announcement, ST named Remi El-Ouazzane chief technology officer and Marco Cassis chief strategic officer. Both changes take effect on 1 January 2027.
彭博社报道，周四早盘，ST 股价在巴黎几乎未变。业绩发布之际，芯片制造商因 AI 需求迎来强劲一周。三星周四公布创纪录利润，SK 海力士周三利润大增。竞争对手英飞凌周二承诺投资 11 亿欧元在奥地利建厂。
ST shares barely moved in Paris on Thursday morning, Bloomberg reported. The results follow a strong week for chipmakers riding AI demand. Samsung posted record profit on Thursday, and SK Hynix’s profit jumped on Wednesday. Rival Infineon committed €1.1bn to an Austrian plant on Tuesday.