STMicro's revenue up 4.5% q/q and 0.2% y/y to $3.3B. SiC to return to revenue growth in 2026, with revenues projected to recover to 2024 levels by 2027. Auto and industrial up for 3 straight quarters after bottoming in 1Q25. DC/AI revenue expectation of $500M in '26.
Source: Sravan Kundojjala
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