STMicro 3Q26 - Accelerating recovery & AI DC story; AI DC revenue now tracking $1.3B in 2026 and well above $2B in 2027; total book-to-bill well >2 (and >3 in industrial and comms) - Revenue up 10.5% q/q & 24.7% y/y to $3.76B at 37.3% GM (+250bps q/q); QDec guide $4.15B (10.5% q/q) at 39% GM - CY26 revenue tracking $14.5B (+22.8% y/y); below the $17.3B FY23 peak - SiC will grow 20% in 2026 (driven by European EV) - SiPho capacity to grow >4x y/y for 2027 - Inventory stable at 3.25B with 126 days DOI (flat q/q)

🗓️1 week to go until the #STM32Summit#. Join us online for the keynote to discover the new strategic direction for STM32, and what it means for the future of #embeddeddesigns#. You’ll also hear from @NVIDIARobotics, with perspectives from #Arm#, #Lutron#, @SchneiderElec, #Unitree#, #Volkswagen#, #Vector# & other industry leaders