ST's Fourth 2026 Price Letter: Selected Products to Rise January 1, 2027

A customer-letter copy bearing STMicroelectronics' name and dated November 4, 2026 says prices for selected products will increase on January 1, 2027. Industry reporting had counted three earlier ST price adjustments in 2026, making this a fourth reported notice. The new letter provides neither an affected ordering-code list nor an increase rate, so its effect on any particular quote or open order still needs written confirmation.

A fourth notice, with its effective date in 2027 #

TrendForce reported ST notices dated March 24 and May 28, with price changes scheduled for April 26 and June 28. Jiemian News described the August 23 adjustment as ST's third of 2026. A separate ST customer-letter copy dated July 23 named that August 23 effective date. The November letter adds a new date; it does not retrospectively change the terms of the earlier notices.

The distinction matters: four notices during 2026 does not mean four increases took effect during 2026. It also does not mean the same products or customers were covered each time.

What the November letter actually says #

The letter attributes the new adjustment to inflation and rising raw-material, transportation, labor and other operating costs. It says ST has tried to offset those pressures through efficiency and cost measures, and intends to continue investing in product roadmaps, technology and manufacturing capabilities. These are the company's stated reasons and commitments in the letter, not a product-level cost breakdown.

Its decisive sentence reads: “Effective 1 January 2027, prices for selected products will be increased.” The letter adds that an account representative will contact customers to provide details and discuss the specific impact. The full copy is shown here; the original-size image is also available in the related-materials section for closer reading on a phone.

Which products and orders remain unclear #

“Selected products” is the limit of the stated scope. The November copy names no complete manufacturer ordering codes, product families, percentage increases, account-specific price schedules or regional terms. In particular, it does not say that automotive parts, MCUs or power devices are included in this round. Coverage of those markets in earlier reporting cannot be carried over to the new notice without a code-level price list.

Nor does the letter say what happens to a purchase order accepted before January 1 but delivered afterward. A quotation issued in December, an accepted order and a 2027 forecast are different commitments. The effective date alone does not tell a buyer which one retains its earlier price.

Check three types of demand separately #

• Accepted purchase orders: For the undelivered balance, does the agreed price remain valid? If it changes, does the order acceptance date, shipment date or another date control the revision?
• Open quotations: When does the quote expire, and what action, if any, secures its price before an order is accepted?
• Unpriced 2027 demand: Which complete ordering codes are affected, and what are the revised prices at the required quantities?

For every affected code, compare old and new quotations with the same ordering suffix, quantity tier, currency, delivery terms and validity period. A changed quantity, freight basis or exchange rate can alter a quoted unit price without proving that the November notice caused the whole difference. Ask the account representative to identify the affected codes, new prices and treatment of existing commitments in writing.

Until that reply arrives, keep confirmed order prices separate from estimates for unpriced demand. A blanket uplift across every ST line on a bill of materials would assign a price change the letter never specifies. The notice also makes no claim about stock or lead time; check those separately if the production schedule depends on them.

Key references #

• TrendForce, “MCU巨头意法半导体年内二次涨价,” June 1, 2026 ↗
• Jiemian News, “半导体现新一轮涨价潮，意法半导体、卓胜微等密集调价,” August 21, 2026 ↗