Overview
- Honda halted vehicle production at its Celaya, Mexico factory and is trimming output in the United States and Canada due to a shortage tied to Nexperia chips.
- China’s export restrictions on Nexperia products remain in force after the Dutch government took the company under state control late last month.
- Volkswagen warned its outlook depends on adequate chip availability and said it cannot rule out short-term production stoppages, while ACEA cautioned assembly lines could be days from shutdowns.
- Stellantis established a cross‑functional “war room” to manage daily risks, and suppliers and automakers are pursuing alternative sourcing and spot purchases to stretch inventories.
- The affected parts are legacy semiconductors used for basic vehicle functions, many finished in China, and the lack of quick substitutes raises the risk of broader production disruptions without a diplomatic breakthrough.