Overview
- CEO Jean‑Marc Chery said on June 2 the company will decide by the end of 2026 whether to expand its Crolles 300 mm fab, and that current infrastructure can support photonics production through 2027 and into early 2028.
- STMicro began high‑volume production of the PIC100 silicon photonics platform in March 2026 and plans to more than quadruple PIC100 capacity by 2027 to meet rising demand for optical links in AI data centers.
- The firm raised its 2026 data‑center revenue guidance to roughly $1 billion and in February agreed a multi‑year supply deal with Amazon Web Services worth more than $1 billion, giving the company clearer demand visibility.
- Silicon photonics replaces electrical links with optical ones to raise bandwidth and cut power loss near compute chips, and STMicro is targeting roughly 30% share in key segments as it pivots from automotive and industrial chips toward AI infrastructure.
- The expansion decision balances long lead times and big capital costs against customer concentration and competition from Intel, GlobalFoundries and startups, and it will shape Europe’s role in supplying hyperscaler data‑center optics and local jobs at Crolles.