Stellantis Unveils Semiconductor Strategy To Gain Supply Security
Portfolio Pulse from Shivani Kumaresan
Stellantis NV is implementing a strategy to secure the long-term supply of microchips, including a semiconductor database for transparency and risk assessment to remove legacy parts. The company is engaging with semiconductor providers like Infineon Technologies AG, NXP Semiconductors N.V., ON Semiconductor Corp, and QUALCOMM Incorporated to improve its platforms and technologies. Stellantis has entered into direct agreements for semiconductors with a purchasing value of more than €10 billion through 2030.
July 18, 2023 | 7:00 pm
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POSITIVE IMPACT
Infineon Technologies AG is one of the semiconductor providers that Stellantis is engaging with to improve its platforms and technologies.
Being one of the semiconductor providers that Stellantis is engaging with could potentially increase the demand for Infineon Technologies' products and positively impact its stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
NXP Semiconductors N.V. is one of the semiconductor providers that Stellantis is engaging with to improve its platforms and technologies.
Being one of the semiconductor providers that Stellantis is engaging with could potentially increase the demand for NXP Semiconductors' products and positively impact its stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
ON Semiconductor Corp is one of the semiconductor providers that Stellantis is engaging with to improve its platforms and technologies.
Being one of the semiconductor providers that Stellantis is engaging with could potentially increase the demand for ON Semiconductor's products and positively impact its stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
QUALCOMM Incorporated is one of the semiconductor providers that Stellantis is engaging with to improve its platforms and technologies.
Being one of the semiconductor providers that Stellantis is engaging with could potentially increase the demand for QUALCOMM's products and positively impact its stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Stellantis is securing its long-term microchip supply, which is crucial for its transformation into a sustainable mobility tech company.
Stellantis's strategy to secure long-term microchip supply is a positive move as it ensures the company's smooth operation and transformation into a sustainable mobility tech company. This could potentially increase investor confidence and positively impact the stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100