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Stellantis to face billion-euro surcharges for raw materials, chips in 2027-2028, CEO says - Finance news and analysis from Global Banking & Finance Review
Finance

Stellantis to face billion-euro surcharges for raw materials, chips in 2027-2028, CEO says

Published by Global Banking & Finance Review

Posted on November 12, 2026

1 min read

· Last updated: November 12, 2026

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Stellantis Expects Billion-Euro Surcharges from Raw Material, Chip Price Hikes 2027-28

Stellantis Faces Rising Costs in Automotive Supply Chain

Executive Statement on Cost Increases

MILAN, Nov 12 (Reuters) - Stellantis Chief Executive Antonio Filosa said on Thursday the automaker and its suppliers were set to face significant cost increases for raw materials and electronic components.

Projected Inflation Timeline

"We know that in 2027, and probably also in 2028, we and our suppliers will have to deal with significant raw material inflation, as well as cost inflation linked to memory chips, PCBs (printed circuit boards) and semiconductors," Filosa said at the annual general assembly of Italian auto part maker lobby Anfia, in Milan.

Financial Impact on Stellantis

"For us, Stellantis, this is inflation that we measure in billions of euros" he said.

Reporting Credits

(Reporting by Giulio Piovaccari, editing by Alvise Armellini)

Key Takeaways

  • Filosa flagged “billions of euros” in inflation-driven surcharges tied to raw materials, memory chips, PCBs and semiconductors in 2027 and likely 2028 citeturn539113news0
  • Industry data shows broad electronics‑related inflation—especially memory semiconductors, PCBs and copper—is mounting due to AI‑driven demand and constrained capacity (rolandberger.com)
  • Commodity cost forecasts (e.g. S&P Global) indicate elevated raw material prices will persist across 2027–2028, keeping pressure on automakers’ margins (spglobal.com)

References

Frequently Asked Questions

Why will Stellantis face higher costs in 2027 and 2028?
Stellantis expects significant inflation in raw materials and costs linked to memory chips, PCBs, and semiconductors during 2027-2028.
How much will Stellantis’s cost inflation be?
According to CEO Antonio Filosa, the inflation will be measured in billions of euros for Stellantis and its suppliers.
Which components are driving Stellantis’s surcharges?
Memory chips, PCBs (printed circuit boards), and semiconductors are major contributors to the expected cost surcharges.
Who made the statement about Stellantis's future costs?
Stellantis Chief Executive Antonio Filosa shared this projection at the Anfia general assembly in Milan.

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