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Volkswagen Says Chip Supply Secure for Now as Nexperia Export Ban Threatens Auto Output

The curbs hit simple, high-volume components used across vehicles, making quick substitution difficult.

Overview

  • CEO Oliver Blume said Volkswagen has a short-term buffer and urged a swift political solution to the standoff.
  • Dutch authorities seized control of Nexperia on Sept. 30, prompting China to block exports of the company’s finished products from its Chinese plants.
  • Industry groups in Europe and the United States warn that vehicle assembly could face disruptions within weeks if shipments are not restored.
  • Suppliers are validating alternatives, with Valeo reporting replacements for more than 95% of previously Nexperia-sourced components as requalification continues.
  • Porsche disclosed a near €1 billion third-quarter operating loss, with the brand set to hand the CEO role to Michael Leiters.