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COMPANY RESEARCH / STM

STMicroelectronics

MEMS motion sensors, depth sensing & control

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HUMANOID ROBOT

Where it fits in the robot

ST combines inertial sensing, image and depth sensors, microcontrollers, and motor-control electronics. Its physical-AI work includes sensor integration with the NVIDIA robotics ecosystem.

What the evidence establishes

Humanoid evidence

ST explicitly describes humanoid inertial, imaging, and depth sensing. Its processing role is embedded control, not high-end AI GPUs.

An explicit humanoid product, development program, application, or partnership. This does not establish revenue, market share, or production volumes.

Component roleMEMS motion sensors, depth sensing & control
EvidenceST explicitly describes humanoid inertial, imaging, and depth sensing. Its processing role is embedded control, not high-end AI GPUs.
Primary sourceSTMicroelectronics — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

A diversified semiconductor company. Published humanoid reference designs and partnerships do not quantify robotics revenue.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A robotics product or development announcement does not by itself establish material humanoid revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

CMOS image sensor

A CMOS pixel array converts light into electrical signals. Global shutter avoids rolling-shutter skew; motion blur still depends on exposure time and motion.

Scope of the company links: CMOS image-sensor suppliers. Lidar, complete cameras, and robot-guidance software are different perception layers.

Readout & interface board

Timing, power, and interface electronics transfer image data to the robot’s perception computer.

Scope of the company links: Camera systems, readout/control silicon, and interface connectors. Amphenol supplies interconnects, not image processors.

AI & control processor

The main processor executes perception and planning. Real-time control can run on separate processing cores or devices.

Scope of the company links: AI processors and embedded real-time controllers serve different workloads. Arm licenses processor IP; it does not manufacture chips.

SMART GLASSES

Where it fits in smart glasses

"Smart Glasses (AR)" application catalog: IMUs (LSM6DSO, LSM6DSOX, LSM6DSV16X), VL53 ToF sensors, STM32 MCUs with STM32WB/BlueNRG Bluetooth LE, STBC02 charger and ST1PS step-down converters, MP23ABS1 MEMS microphone.

What the evidence establishes

Smart-glasses evidence

Marketed for smart glasses; no named customer. ST’s Smart Glasses (AR) page lists IMUs, ToF sensors, STM32 MCUs, Bluetooth LE, charger and converter chips and the MP23ABS1 microphone.

An explicit smart-glasses product, design-in, supply role, program, application page or partnership, including wrist or ring input sold with glasses. For a device maker, it means the company’s own glasses, not a supplier relationship. This does not establish revenue, market share, volumes or future sourcing.

Component roleSensors, MCUs and power chips for glasses
EvidenceMarketed for smart glasses; no named customer. ST’s Smart Glasses (AR) page lists IMUs, ToF sensors, STM32 MCUs, Bluetooth LE, charger and converter chips and the MP23ABS1 microphone.
How we knowPositioning A dedicated smart-glasses product, reference design or application page, with no named customer. Marketed for smart glasses; not a disclosed design win.
Primary sourceSTMicroelectronics — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

No named glasses customer; a catalog page does not show which parts ship in which products.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A smart-glasses product, design-in or partnership does not by itself establish material glasses revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Low-power co-processor

An always-on chip handles the wake word, Bluetooth audio and sensor duties so the main SoC can sleep; Bestechnic BES2700/BES2800 and NXP RT600 are named examples. Here it sits on a small board in the other temple.

Scope of the company links: Always-on MCUs, audio SoCs and bridging FPGAs: Bestechnic BES2700/2800 beside AR1 in Xiaomi and Quark glasses (launch coverage, not OEM spec pages); NXP i.MX RT600 beside AR1 in Rokid Ai Glasses Style (Rokid releases, Jan 2026); Actions glasses SoCs in mass production at unnamed brands; Nordic nRF52840 in Blucap Moto HUD sunglasses and ViXion01S (Nordic releases); Nordic and Lattice CrossLink-NX in Brilliant Labs Frame (sold out; its successor Halo uses a private Alif chip); ST STM32 (catalog positioning).

6-axis IMU

An accelerometer and gyroscope track head motion for video stabilization, head gestures and anchoring the display. Which IMU a given product uses was not verified.

Scope of the company links: TDK (SmartMotion for Smart Glasses, custom ICM-45685) and ST (LSM6DSO, LSM6DSOX and LSM6DSV16X on its Smart Glasses (AR) page) market glasses IMUs; which IMU a given product uses is not verified. Bosch Sensortec belongs to private Robert Bosch GmbH.

Wear sensor

An IR proximity or capacitive sensor on the inner face detects when the glasses are worn, so they can wake, pause or lock.

Scope of the company links: TDK markets ultrasonic ToF (ICU-30201/ICU-20201) for wear detection in smart glasses; ST lists VL53 ToF sensors on its Smart Glasses (AR) page without stating the use; ams OSRAM’s wear-detection wording is headset-level (its AR/VR page).

MEMS microphone array

Four to six MEMS mics around the frame allow beamforming toward the mouth and wind-noise rejection. Ray-Ban Meta uses five; Meta Ray-Ban Display uses six.

Scope of the company links: MEMS microphones supplied or marketed for glasses: TDK (dual T5838 in Brilliant Labs Halo; ICS-41351 in the sold-out Frame), MEMSensing (says it is the exclusive microphone supplier for Rokid Glasses; Rokid has not confirmed), AAC and Goertek (glasses audio-pickup and MEMS microphone modules), Infineon (IM65D130M announced for Q3 2026) and ST (MP23ABS1 on its Smart Glasses (AR) page). Knowles sold its consumer MEMS microphone business to Syntiant (private) in Dec 2024 and is not mapped.

PMIC & charger

The power-management IC generates the supply rails for the SoC, display and sensors and controls charging. In this archetype it sits on the logic board in the other temple.

Scope of the company links: TI’s BQ25170 charger is documented in Brilliant Labs Halo and Analog Devices’ MAX77654 (with integrated charger) in the sold-out Brilliant Labs Frame; TI, ST, NXP and Awinic (AW32002/AW32005/AW32012 chargers, DC/DC, LDOs) market glasses power management. Meta designed a custom power chip for the Orion prototype.

Wi-Fi / Bluetooth radio

A combined radio keeps a low-power Bluetooth link to the phone and uses Wi-Fi for photo and video transfer. Shipping glasses list Wi-Fi 6 up to Wi-Fi 7.

Scope of the company links: Qualcomm pairs AR1 Gen 1 with FastConnect 7800 (Wi-Fi 7, Bluetooth 5.4; AR1 product brief). Bestechnic (BES2800BP: Wi-Fi 6 + Bluetooth 6.1) and Actions (Bluetooth 6.0) integrate radios in glasses SoCs. Nordic’s nRF52840 is the Bluetooth radio in Blucap Moto HUD sunglasses (Nordic release) and Brilliant Labs Frame. NXP (IW611), ST (BLE) and Synaptics (headsets) market radios.

AI SERVER RACK

Where it fits in an AI server rack

NVIDIA lists STMicroelectronics among its 800 VDC silicon providers (May 20 and Oct 13, 2025), and trade press reports new ST power products for the architecture at GTC 2026.

What the evidence establishes

AI-rack evidence

Partner-disclosed: NVIDIA’s 800 VDC posts name STMicroelectronics as a silicon provider.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component role800 VDC silicon partner named by NVIDIA
EvidencePartner-disclosed: NVIDIA’s 800 VDC posts name STMicroelectronics as a silicon provider.
How we knowPartner-disclosed A named partner, customer or platform owner’s document names the company. The scope is that document’s product or program, not a general supply relationship.
Primary sourceSTMicroelectronics — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Only the partner listing was verified from a primary source; ST’s specific AI-rack products, customers and revenue were not sourced in our September 2026 review.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Power shelf PSUs

Hot-swap rectifier modules of several kilowatts each, grouped in 1U shelves, that turn facility AC into roughly 50 V DC for the busbar.

Scope of the company links: Hot-swap AC-to-DC rectifiers in 1U shelves feeding the busbar at about 50 V. NVIDIA says the GB300 NVL72 power supply, with about half its volume given to capacitors storing 65 J per GPU, was co-designed with Lite-On, and Vertiv sells a 33 kW shelf of six 5.5 kW PSUs for GB200 and GB300. Delta, Flex and Advanced Energy sell AI power shelves and 800 VDC power racks, Megmeet is on NVIDIA’s 800 VDC component list, and Murata reports rising server power-supply sales. TI, onsemi, Infineon, Navitas, Power Integrations, ST and ROHM supply the GaN, SiC and control silicon inside supplies and are named for 800 VDC; which chips sit in a given shelf is not disclosed. Apart from Lite-On’s co-design, shelf suppliers for specific GB200/GB300 deployments are press reports and are not used. AcBel was a candidate but no source was captured. Luxshare lists power shelves for AI racks without naming a program.

QUANTUM COMPUTER

Where it fits in a quantum computer

Quobly’s QSOI spin-qubit devices are fabricated in ST’s commercial 300 mm facilities in Crolles, France, using FD-SOI CMOS technology; on Sept 16, 2026 Quobly reported qubit readout and single- and two-qubit gates on one such chip. The work comes from a strategic collaboration to transfer Quobly’s designs and process flows into ST’s manufacturing: Soitec’s 28Si FD-SOI wafers have cycled in the Crolles fab since December 2025, building on ST’s 28 nm FD-SOI process. ST also co-led Quobly’s €115M Series A (June 3, 2026).

What the evidence establishes

Quantum-computing evidence

Partner-disclosed: Quobly’s Sept 2026 and Dec 2025 releases say its quantum devices are fabricated in ST’s 300 mm Crolles fab.

An explicit quantum-computing product, design-in, supply role, program or partnership, such as a part sold for quantum computers or a named quantum-computer customer. For a maker, it means the company’s own quantum computers or processors. This does not establish revenue, market share, volumes or future sourcing.

Component roleFabricates Quobly’s silicon spin-qubit chips on 300 mm
EvidencePartner-disclosed: Quobly’s Sept 2026 and Dec 2025 releases say its quantum devices are fabricated in ST’s 300 mm Crolles fab.
How we knowPartner-disclosed A named partner, customer or platform owner’s document names the company. The scope is that document’s system or program, not a general supply relationship.
Primary sourceSTMicroelectronics — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

This is a technology-transfer and prototype program for silicon spin qubits, not the illustrated superconducting chip, and no volumes or revenue are disclosed; ST’s FY2025 Form 20-F does not mention it. ST is also an investor in Quobly.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A quantum-computing product, design-in or partnership does not by itself establish material quantum revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Qubit chip

A silicon die patterned with about a hundred superconducting transmon qubits, the tunable couplers between them and a readout resonator for each. The quantum state lives in these circuits.

Scope of the company links: The qubit die. Makers that design and fabricate their own superconducting chips come first: IBM (Nighthawk links 120 qubits with 218 tunable couplers; wafers made at a 300 mm facility in Albany, where its company Anderon runs a pure-play quantum wafer foundry), Google (105-qubit Willow from its Santa Barbara fab), Rigetti (Fab-1, chiplet-based Cepheus systems, Novera QPUs sold to others), IQM (chips from its own clean room), D-Wave (superconducting annealing QPUs whose wafers SkyWater makes), AWS (the Ocelot cat-qubit prototype) and Fujitsu (a 256-qubit chip co-developed with RIKEN). IonQ is mapped only because it has owned SkyWater, D-Wave’s wafer foundry, since July 31, 2026. GlobalFoundries (a quantum foundry business launched in May 2026 with photonic, ion-trap and spin-qubit partners, developing superconducting processes) and STMicroelectronics (Quobly’s silicon spin-qubit devices in Crolles) are foundries, and Intel’s 12-qubit Tunnel Falls is a silicon spin chip. Trapped-ion, neutral-atom and photonic machines use different hardware and sit under makers. QuantWare, Oxford Quantum Circuits, Quobly and Qolab are private; research fabs such as imec and MIT Lincoln Laboratory are not companies and are not mapped.

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