📊Executive Summary

Nexperia, a key semiconductor manufacturer, is facing significant supply chain disruptions due to geopolitical tensions between the US and China. Following the Dutch government's intervention to seize control of Nexperia, China imposed export restrictions on the company's operations, particularly affecting its production capabilities. This situation threatens to halt the supply of essential semiconductor components, including MOSFETs, which are vital for automotive applications. Nexperia has communicated to automakers that it can no longer guarantee chip deliveries, raising concerns about potential production halts across the automotive sector in Europe and North America. The European Automobile Manufacturers' Association has warned that existing stocks of Nexperia chips will only last a few weeks, indicating an urgent need for procurement teams to reassess their sourcing strategies....