STMicro's 2027 AI revenue to be four-fifths optics, CFO says

STMicroelectronics said about 80% of its more than $2 billion AI data-centre revenue target for 2027 is expected to come from chips used in fibre-optic data links. The disclosure provides the first revenue mix breakdown of the AI data-centre target the company raised in July, highlighting optical connectivity as its primary AI infrastructure growth driver.