Overview
- Volkswagen told employees it cannot rule out near-term production impacts from chip shortages linked to the Nexperia dispute, though output has not yet been affected.
- The Dutch and Chinese economy ministers spoke on Tuesday but reported no breakthrough to resolve restrictions on Nexperia-related exports.
- General Motors CEO Mary Barra said Beijing’s curbs could disrupt output and that GM has a team working around the clock with suppliers to mitigate risks.
- Europe’s auto lobby ACEA warned existing inventories of affected Nexperia chips may last only weeks while qualifying alternative sources could take months.
- Nexperia notified customers in early October that it could not guarantee supplies, prompting warnings from Germany’s VDA and driving a surge in orders for substitute parts, including from Japanese distributors.