Geopolitical Risk Intelligence
Track geopolitical risks affecting electronics supply chains. Analysis of trade tensions, sanctions, export controls, and regional conflicts impacting semiconductor manufacturing.
730
Total Articles
316
Critical Alerts
513
Watch Items
Dutch chipmaker Nexperia urges Chinese units to help restore supply chain
DUTCH chipmaker Nexperia, whose supply chain was broken up when the Dutch government took over the company in September, urged its Chinese units in an open letter on Thursday to help restore normal production. Nexperia’s Dutch unit said in an open letter that it had made repeated and multiple attempts to restore dialogues but has failed to receive a response from its Chinese units. Nexperia makes billions of simple but ubiquitous chips for cars and other electronics and shortages have threatened...
)
Nexperia crisis : The low - cost chips that China used as lever to choke global car supply chains
A factory next to a weed-ridden lot in China’s industrial south has become a global choke point for automotive chips, upending a sector that just a few years ago swore it wouldn’t be caught again by supply-chain disruptions. Automakers vowed to strengthen supply lines after COVID-19 snarled semiconductor output in 2020 and a Japanese factory fire aggravated the shortage a year later. But the crisis engulfing Dutch chipmaker Nexperia’s plant exposed a blind spot: The industry never envisioned low...
How the Nexperia chip crisis upended global supply chains - again
Published on 11/24/2025 at 04:51 am EST STORY: The auto industry thought it had learned from past chip shortages. Then a diplomatic fight over Dutch chipmaker Nexperia's factory in southern China revealed a new risk. Nexperia's plant in Dongguan makes low-tech semiconductors used in things like car brakes and electric windows. They sell for pennies--but when Beijing halted exports, automakers from Nissan to Honda were forced to cut production. The move came after the Dutch government seized Nexp...
Wingtech urges Nexperia to respond on control dispute as it appeals Dutch decision over ownership
Wingtech, a Chinese semiconductor company, is escalating its dispute with the Dutch government regarding control over Nexperia, a Netherlands-based chipmaker. The Dutch government has suspended its intervention but has not revoked its original ruling, which could impact Nexperia's operations and contribute to ongoing chip shortages, particularly affecting automotive manufacturers. Procurement professionals should monitor this situation closely as it may affect component availability and sourcing decisions.
Chinese government wades into Dutch chipmaker dispute presses Netherlands to resolve Nexperia saga as supply concerns grow
When you buy through links on our articles, Future and its syndication partners may earn a commission. China has called on the Netherlands to move quickly to resolve the dispute surrounding Nexperia, the Dutch semiconductor manufacturer owned by China’s Wingtech, after months of supervision measures and a retaliatory export freeze disrupted shipments of basiccomponents used across the automotive and electronics industries. The request was delivered on Thursday by China’s Ministry of Commerce, wh...

US - China Trade Dispute Could Cause Another Automotive Chip Shortage
There are few scarier words to hear in the automotive industry than "chip shortage." All modern cars require sophisticated software and computer chips to operate. The most recent chip shortage in the early 2020s following the pandemic hit supply chains hard and bottlenecked automotive production for more than a year. That bottleneck sparkedhuge price increases for new carsand used cars, as buyers who would have been in the new car market increased demand for used cars. According to theUS Bureau ...
Wingtech appeals Dutch decision over Nexperia ownership, documents show
Wingtech's appeal against the Dutch government's control over Nexperia could have significant implications for the semiconductor supply chain, particularly for automotive chip shortages. The Dutch intervention aims to prevent the relocation of Nexperia's operations to China, which could exacerbate existing supply shortages. Procurement professionals should monitor this situation closely as it may affect component availability and lead times in the near future.

China promete ajudar Brasil para evitar colapso na produo de carros
O embaixador daChinanoBrasil,Zhu Quingqiao, garantiu ao vice-presidenteGeraldo Alckmin (PSB), neste sábado (1º), quePequimabrirá canais de diálogo com as montadoras brasileiras para evitar o desabastecimento de chips necessários à produção de veículos no país. “Trata-se de uma excelente notícia. A cadeia automotiva emprega 1,3 milhão de pessoas e tem impacto direto em outros setores, como siderúrgico, químico, plástico e borracha”, afirmou Alckmin. “Ainda temos de ver como isso se dará na prátic...
![[ Column ] A post - Western world approaches](https://flexible.img.hani.co.kr/flexible/normal/228/640/imgdb/original/2025/1214/2617656794205556.webp)
[ Column ] A post - Western world approaches
The Nexperia incident highlights significant geopolitical tensions affecting the semiconductor supply chain. The Dutch government's actions to strip control from the Chinese-owned Nexperia have led to immediate disruptions in chip shipments to China, impacting European manufacturers reliant on these components. China's retaliatory measures, including export controls on rare earth elements and critical materials, could further strain the supply chain for electronics. Procurement professionals should closely monitor these developments as they may affect component availability and pricing.

Acordo entre Brasil e China reduz pressão sobre falta de chips na indústria automotiva
O alinhamento entre o governo brasileiro e as autoridades chinesas para assegurar o abastecimento de chips no país começa a aliviar a pressão sobre as montadoras de veículos. De acordo com a Anfavea (Associação Nacional dos Fabricantes de Veículos Automotores), o risco de desabastecimento ainda existe, mas as negociações diplomáticas recentes ajudaram a conter a crise que ameaçava paralisar linhas de produção no Brasil. Segundo Igor Calvet, presidente da entidade, as fabricantes começaram a ser ...
Nexperia accused by parent Wingtech and Chinese unit of plotting to move supply chain
BEIJING/AMSTERDAM (Reuters) -Wingtech, the Chinese parent company of Netherlands-based Nexperia, accused its Dutch unit on Friday of conspiring to build a non-Chinese supply chain and permanently strip it of its control, escalating tensions between the two sides. In a separate statement, Nexperia's Chinese arm demanded the Dutch business halt overseas expansion, including in Malaysia. "Abandon improper intentions to replace Chinese capacity," Nexperia China said. The accusations follow an ope...
China calls on Netherlands to quickly resolve Nexperia issue
China urged the Netherlands on Thursday to take effective efforts to quickly resolve the issues surrounding semiconductor manufacturer Nexperia, an overseas subsidiary of Chinese company Wingtech, according to the Ministry of Commerce. Recently, Wingtech sent a letter to the independent directors and equity trustees of Nexperia in the Netherlands, inviting them to China to discuss matters related to corporate control and the restoration of stable and smooth supply chains, demonstrating its goodw...

