Overview
- Carmaker groups in Europe and the United States warned chip deliveries could falter within weeks, with some automakers telling Reuters that U.S. plants may feel the impact as soon as next month.
- Nexperia told customers it cannot guarantee chip supply after China’s Oct. 4 export controls barred certain shipments from its Chinese operations and subcontractors.
- The Netherlands placed Nexperia under government oversight on Sept. 30 citing serious governance shortcomings, and a Dutch court suspended CEO Zhang Xuezheng with an interim leadership structure now in place for up to a year.
- A late-September U.S. rule extended entity-list restrictions to majority-owned subsidiaries, and court records show U.S. officials indicated replacing Zhang was likely necessary for any export-control relief.
- BMW said parts of its supplier network are affected, while Volkswagen and Mercedes-Benz reported no immediate production hits as suppliers such as Bosch assess exposure and seek alternatives.