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Technology Stocks : ASML Holding NV

ASML 1,059

-1.5%

Oct 31 9:30 AM EST

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From: BeenRetired	10/23/2025 8:00:46 AM
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Yes—STMicroelectronics (STM) saw stronger performance from smaller-node chips, especially 300mm silicon and 200mm silicon carbide (SiC), which are central to its strategic pivot. Larger-node legacy products faced pricing pressure and inventory buildup, contributing to recent losses. Here’s how it played out: STM’s Recent Financial Strain Q2 2025: STM reported a $133M GAAP operating loss, reversing a $375M profit from the prior year. Revenue Decline: Down 14.4% YoY, driven by an 11% drop in ASPs and 10% volume decline. Inventory Surge: Up 17.1% to $3.27B, signaling oversupply in older-node products. Restructuring Charges: $190M tied to manufacturing footprint overhaul. Strategic Shift to Smaller Nodes STM is accelerating its transition to: 300mm silicon wafers for advanced CMOS and mixed-signal ICs 200mm SiC wafers for automotive electrification and industrial power These nodes support: Higher performance per watt Lower cost per die Better yield scaling for high-growth sectors This mirrors Texas Instruments (TXN), which saw margin expansion and competitive advantage from its 300mm fab investments and smaller-node analog integration.

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