Stellantis Q3 shipments jump 13% to 1.3M; North America +35% on Ram 1500 launch

Why it matters

More trucks and SUVs moving in North America typically ripple across US-listed suppliers, dealers and rivals. Higher production raises parts orders and semiconductor content per vehicle, while pricing and share dynamics shift in full-size pickups.

Winners

Category: US auto parts suppliers

Reason: Stellantis’ North American ramp (notably Ram 1500) increases orders for seating, driveline and powertrain components.

Names: $LEA (Lear), $ADNT (Adient), $BWA (BorgWarner)

Category: Auto semiconductors & ADAS

Reason: More trucks built/sold = more chips for power, infotainment and driver-assist systems per vehicle.

Names: $ON (ON Semiconductor), $NXPI (NXP Semiconductors), $ ...