Overview
- Honda suspended vehicle production at its Celaya, Mexico plant this week with no restart date and is adjusting operations in the United States and Canada.
- Nissan says it is covered only until the first week of November and lacks full visibility on supply, while Mercedes-Benz reports short-term coverage as it urgently sources alternatives worldwide.
- ACEA warns that inventories are running down and factory stoppages could begin soon, with U.S. supplier group MEMA flagging significant production impacts within two to four weeks and Brazilian officials cautioning about potential halts in two to three weeks.
- Nexperia’s widely used discrete and power chips sit deep in vehicle electronics, and validating substitutes takes months, limiting near-term fixes even as automakers explore alternative parts and temporary stoppages.
- Governments and companies are pursuing stopgap solutions after the Dutch state move and China’s export ban, with some reports also noting a Dutch court’s suspension of Nexperia CEO Zhang Xuezhen.