Overview
- ACEA says carmakers are running down reserve stocks of basic semiconductors and warn assembly lines could stop within days.
- Volkswagen has halted Golf assembly, and Seat/Cupra and Audi are evaluating production slowdowns as supplies tighten.
- The Netherlands moved to retake control of Nexperia, and reporting indicates China has blocked most exports of the company’s finished products.
- EU Trade Commissioner Maros Sefcovic says he has engaged Chinese and Dutch officials, with a Chinese technical team due in Belgium for talks this week.
- Automotive chips often leave Europe for packaging and testing in China, making rapid supplier shifts difficult due to safety certification, while Wingtech warns separating Nexperia’s activities could collapse its Dutch operations.