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STMicroelectronics is a diversified European semiconductor manufacturer (dual-listed FR/NL, Euronext Paris + NYSE) producing microcontrollers (STM32/STM8/SPC5 families), power semiconductors including silicon-carbide (SiC) and gallium-nitride (GaN) MOSFETs/diodes for EV traction inverters, EV charging and industrial power conversion, MEMS sensors (accelerometers, gyroscopes, microphones, pressure sensors), and analog/RF/mixed-signal ICs.
Group exposure score is 78 including 1 tracked subsidiary — standalone is 80.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
ST FY2025 Form 20-F (SEC) tags Apple as a customer-concentration risk for 2025. The percentage of revenue was not readable in the re-check; a 17.7% figure appears only in analyst reporting (Banca Akros, May 2026), so no share is stated here. Refresh 2026-09-29: ST sells chips (components), not silver; no route stated, so no corridor is credited.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints. If this company actually produces one of these materials rather than buying it, that would be misclassified here — no producer-classifier entry exists for 3 of them.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.