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STMicroelectronics Japan Country Manager Koichiro Takakuwa says data center power demand is driving growth
Thursday, March 26, 2026 at 02:40 AM
STMicroelectronics Japan Country Manager Koichiro Takakuwa stated that the company is accelerating growth within the automotive and industrial equipment sectors. He noted that the expanding demand for data center power supplies is serving as a significant tailwind for their business operations.
Context
STMicroelectronics Japan Country Manager Koichiro Takakuwa has identified data center power demand as a primary growth driver for the company, complementing its core focus on automotive and industrial sectors. This strategic shift aligns with the rapid expansion of AI-driven workloads, which are outmoding traditional power distribution systems. In response, STMicroelectronics has partnered with NVIDIA to develop an 800V DC power architecture designed for next-generation megawatt-scale AI factories, leveraging the company's portfolio of SiC (silicon carbide) and GaN (gallium nitride) technologies.
This development comes as STMicroelectronics enters 2026 with improved visibility following a period of inventory correction in the semiconductor market. The company recently reported FY2025 revenues of $11.80 billion and has set an intermediate revenue target of approximately $18 billion for 2027-2028. To support this growth and its manufacturing transition, the firm plans to invest between $2.0 billion and $2.2 billion in net CAPEX during 2026.
Sources (8)
0000894189-19-004561.txt - SEC.govSTMicroelectronics expands 800 VDC AI datacenter power conversion portfolio with new 12V and 6V architectures in collaboration with NVIDIA - ST NewsData Center Power Distribution Systems | Application - STMicroelectronicsSTM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN techSTMicro upbeat on 2026 visibility, warns restructuring costs will continue to weigh | ReutersTRON Forum collaborates with four major microcontroller ...meeting program[PDF] Technical Program - SPIE
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