[News] STMicroelectronics Reportedly to Hike Prices on Jan. 1, 2027 After Three Rounds in 2026, Citing Supply Chain Costs

What happened

STMicroelectronics is reportedly preparing another round of price increases, citing rising operating and supply chain costs. According to ijiwei, a price adjustment letter recently circulated in the market indicates the company plans to raise prices on selected products starting January 1, 2027; Mydrivers adds that the specific products affected and the size of the planned increases have yet to be officially confirmed. As ijiwei notes, STMicroelectronics cited persistent inflationary pressures throughout 2026, with costs for raw materials, logistics, labor, and other production-related expenses continuing to rise, while emphasizing efforts to improve efficiency, control costs, and keep investing in technology and manufacturing capabilities. The latest reported adjustment follows three price increase notices issued by STMicroelectronics in 2026: the first surfaced in late March, announcing hikes across multiple product lines effective April 26, citing rising costs; a second letter emerged in late May, outlining increases for selected products starting June 28; a third notice appeared in late July announcing further adjustments across multiple product lines effective August 23. According to Zhitong Finance, the industry-wide trend has extended across analog chips, power semiconductors, MCUs, and RF components, with Texas Instruments, NXP, onsemi, and Infineon also implementing price adjustments in 2026. Separately, Reuters reports that STMicroelectronics CEO Jean-Marc Chery warned at an industry event in Munich that foundries and chip-packaging companies are increasingly shifting capacity away from automotive and industrial applications toward higher-margin AI products, creating supply bottlenecks for these traditional chip markets.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 11/11/2026 · View original source