Overview
- Honda halted vehicle production at its Celaya, Mexico plant and began reducing output in the United States and Canada due to shortages tied to Nexperia-sourced semiconductors.
- The Dutch government placed Nexperia under state control in late September, and China responded by blocking exports of the company's finished products.
- Stellantis established a cross‑functional war room and is managing the situation day by day, while other automakers are reviewing inventories and alternative sourcing.
- Volkswagen cautioned that production could be affected without adequate chip supplies, and Europe’s ACEA warned that assembly lines could be days from stoppages.
- The affected parts are mature, high‑volume chips for basic vehicle functions with few ready substitutes, and although high‑level U.S.–China contacts have occurred, no sector‑specific resolution on the chips has been announced.