STMicroelectronics Raises Data-Center Revenue Forecast to $1B

Dealroom reports that STMicroelectronics raised its 2026 data-centre revenue forecast to about $1 billion, citing continued strong AI infrastructure demand and capacity-ramp progress. Dealroom also reports the company indicated data-centre revenue could double to roughly $2 billion in 2027 if current market dynamics persist. Seeking Alpha and Stocktitan coverage record a notable positive share-price reaction after the update.

Dealroom reports that STMicroelectronics has entered high-volume production of its silicon-photonics PIC100 platform for 800G and 1.6T optical interconnects. Quartr's investor-event summary documents capacity expansion plans to more than quadruple PIC100 production by 2027, supported by long-term customer commitments. Quartr also lists the company's product scope across server and telecom power supplies, uninterruptible power supplies, battery management, and an integrated power chain from grid to server using silicon carbide and gallium nitride technologies.

Editorial analysis: Hyperscaler and AI-capex growth has driven large-scale demand for higher-bandwidth optical interconnects and higher-voltage power distribution in data centres. Companies that successfully scale silicon-photonics manufacturing and 800V power architectures can capture differentiated TAM in next-generation AI infrastructure, but they commonly face steep capital, yield, and supply-chain challenges during multi-year ramps. Quartr's materials additionally report strategic collaboration with AWS encompassing multi-year, multi-billion dollar agreements across several product categories, a detail that market observers treat as material for long-term revenue visibility.

For practitioners and observers, monitor published revenue mixes and any future investor filings for line-item disclosure of PIC and power-system sales to hyperscalers. Watch capacity-commitment announcements, wafer-sourcing disclosures, and reported production yields for PIC100 as indicators of whether the ramp can sustain the forecast. Industry commentary and hyperscaler procurement schedules will help validate the potential 2027 uplift cited in Dealroom reporting.