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Volkswagen Warns of Possible Short-Term Outages After Nexperia Export Ban

Auto lobbies warn inventories could run out within weeks.

Overview

  • Volkswagen says production is currently unaffected and notes Nexperia is not a direct supplier, though its parts are embedded via VW’s suppliers.
  • VW denies reports that this week’s Golf and Tiguan pause stems from a chip shortage, calling it a planned adjustment set to end by week’s close.
  • The Dutch government placed Nexperia under emergency oversight last month, and China responded by blocking exports of the company’s finished chips.
  • Germany’s VDA cautions that unresolved supply interruptions could trigger significant production restrictions in the near future.
  • ACEA says alternatives exist but require months for automotive qualification and ramp-up, and Volkswagen shares fell about 2% during Wednesday trading.