Q3 2026 Quarterly Market Insights[1] - Flipbook - Page 16
ST Microelectronics
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ST launched the ST54M secure mobile chip integrating NFC, eSIM, secure-element and post-quantum
security functions.
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The VL53L9 direct ToF sensing module entered mass production for compact edge-AI applications.
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Selected STM32 products are reportedly experiencing significantly extended lead times.
Toshiba
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Toshiba expanded its DCL34xx0B digital-isolator family with four new products for industrial equipment.
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TXZ+ M4L microcontrollers entered mass production for motor-control applications.
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The new MCU family combines Cortex-M4 processing, security and dedicated motor-control hardware.
Texas Instruments
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TI reported Q2 revenue of $5.46 billion, up 23% year over year on stronger industrial, automotive and
data-center demand.
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Q3 revenue guidance of $5.65–6.15 billion points to continued improvement across key end markets.
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Selected TI products are reportedly facing additional price adjustments and longer lead times.
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