Overview
- Industry groups in Europe and the United States warned of possible production stops within weeks after Nexperia told customers on October 10 it could no longer guarantee deliveries.
- The Netherlands placed Nexperia under external control and removed CEO Zhang Xuezheng in late September, and China subsequently restricted exports of components built with Nexperia chips.
- US authorities had earlier blacklisted Nexperia owner Wingtech, and court documents indicate Washington pressed the Dutch government to act.
- BMW, Mercedes-Benz, and Volkswagen say production is currently running but have activated crisis measures, with inventories estimated at roughly four to six weeks.
- Nexperia supplies widely used discrete semiconductors, with hundreds per car and a major plant in Hamburg serving about 10% of the global market, and alternatives will take months to qualify and ramp.