Overview
- In a letter dated Oct. 29, interim CEO Stefan Tilger said Nexperia stopped sending wafers to its Dongguan plant on Oct. 26 over local management’s failure to meet contractual payment terms.
- China’s block on exports from Nexperia’s Chinese sites remains in force, and the wafer cutoff tightens flows for legacy auto chips that are often made in Europe but largely packaged in China.
- Honda halted output at its Celaya, Mexico, plant and cut production at other North American facilities, while Volkswagen cautioned it has roughly a week of supply and flagged risks to profit targets.
- Stellantis set up a cross‑functional war room, Nissan said its stocks last until the first week of November, and Germany’s VDA warned of near‑term production restrictions without a swift resolution.
- The Dutch government called the wafer move a corporate decision as EU officials engage with Nexperia and Chinese authorities, with industry groups ACEA and MEMA urging rapid diplomatic relief.