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Carmakers Warn of Disruptions as Nexperia Standoff Blocks China‑Packaged Chips

Unresolved ministerial talks leave Chinese export curbs in place, pushing automakers to seek slower‑to‑qualify substitutes.

Overview

  • Volkswagen says its Wolfsburg plant will run next work week but warns short‑term stoppages are possible and is in precautionary talks on a reduced‑hours scheme.
  • China’s export restrictions on Nexperia’s finished products remain after the Dutch state takeover, constraining supplies of mature chips used across vehicle electronics.
  • European industry bodies VDA and ACEA say inventories may last only weeks, cautioning that production cuts are likely if deliveries are not restored quickly.
  • Automakers are pursuing alternative sources including Infineon, NXP and Texas Instruments, but requalification and certification mean any switch will take weeks to months.
  • Japan’s auto manufacturers’ association says Nexperia has warned clients about unstable supply, and companies are preparing measures to head off factory delays.