STMicro reports Q3 revenue up 17.9% YoY to $3.76B, operating income up 98% YoY to $429M, vs. $400.5M est., and forecasts $4.15B in Q4 revenue, vs. $4.10B est.
THE SO WHAT
STMicro’s 17.9% revenue growth and 98% jump in operating income show that the chip recovery is real and broad-based, not just at the bleeding edge. If you rely on embedded or power semis, expect pricing power to tilt back toward suppliers and lock in key components before lead times stretch again.
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