Overview
- China blocked exports of Nexperia-made chips from its territory after Dutch authorities took control of the company over security concerns linked to its Chinese ownership.
- Honda suspended production at its Celaya, Mexico plant on October 28 and began adjusting operations in the United States and Canada, with no restart date announced.
- Nissan says existing inventories cover only until the first week of November, while Mercedes‑Benz is short‑term covered and is searching globally for alternative suppliers.
- Europe’s ACEA warns inventories are rapidly thinning with potential factory stoppages within days, and U.S. supplier group MEMA projects significant production impacts in two to four weeks.
- EU and Chinese officials are pursuing urgent talks to restore supply, and a Dutch court suspended Nexperia CEO Zhang Xuezhen for mismanagement as legal actions continue.