Beyond the obvious names, some of the enticing opportunities in artificial intelligence (AI) are hidden deep in the semiconductor supply chain. One such under-the-radar player is STMicroelectronics (STM), which recently reported a stunning 86% increase in profits in Q1, fueled by its growing role in AI infrastructure, data centers, and next-generation electronics. And that’s not all. Analysts project triple-digit earnings growth for 2026.
STM stock has surged a whopping 93% year-to-date (YTD), outperforming all the big tech names in the Magnificent Seven, as well as the broader market. The stock has also surged 115% over the past 52 weeks.
