STMicro weighs Crolles fab expansion as AI optics demand rises, CEO says
STMicro weighs Crolles fab expansion as AI optics demand rises, CEO says June 2 (Reuters) - STMicroelectronics STMPA.PA is likely to decide on a further expansion of its Crolles chipmaking site in France by the end of 2026, as demand for silicon photonics used in AI data centres accelerates, its chief executive said on Tuesday.
CEO Jean-Marc Chery, speaking at a conference in Geneva, Switzerland hosted by BNP Paribas, said the expected shift towards so-called near-package optics, where optical engines sit closer to processors, would require a capacity decision.
(Reporting by Nathan Vifflin in Gdansk, editing by Milla Nissi-Prussak)
((nathan.vifflin@thomsonreuters.com; +48 58 769 67 13;))
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