Nexperia crisis: how US-China tensions disrupt a global chip supply chain
📊Executive Summary
The article discusses the geopolitical tensions affecting Nexperia, a semiconductor manufacturer based in the Netherlands, which has been impacted by US sanctions due to its ownership by China's Wingtech Technology. The Dutch government has taken control of Nexperia's management, leading to operational disruptions at its Chinese assembly plant in Dongguan, which accounts for 70% of its output. This facility is facing raw material shortages and has reduced production, impacting shipments and inventory levels. The situation highlights the fragility of global supply chains amid rising geopolitical risks, particularly for companies reliant on cross-border operations. Procurement teams should closely monitor these developments as they may affect sourcing strategies and supplier relationships....
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