Core Points - The Dutch government has taken control of the Chinese company Nexperia, leading to a significant disruption in the global automotive supply chain due to a chip shortage [1][4] - Honda's factory in Celaya, Mexico, has halted production of the HR-V model, which has an annual output of approximately 200,000 units, due to the unavailability of chips produced by Nexperia [1][2] - The North American market is crucial for Honda, accounting for about 40% of its global sales, with the Celaya factory serving as a key export hub [2] Group 1 - The Dutch government invoked a rarely used law for national security reasons to restrict Nexperia from making any adjustments related to assets, intellectual property, or personnel for one year starting September 30 [4] - Following the Dutch government's intervention, Nexperia's factory in Dongguan, China, has limited shipments and plans to implement a reduced work schedule [5] - The actions of the Dutch government have led to significant job insecurity in Nexperia's operations across the Netherlands, Germany, and the UK, causing many industrial operations to pause [5][6] Group 2 - The European Automobile Manufacturers Association (ACEA) has reported that the chip supply shortage from Nexperia is causing production disruptions among European automakers, with assembly lines potentially halting within days [5] - A report indicated that 86% of major European companies in various industries rely on chips from Nexperia's production base in China, highlighting the potential risks to the European industrial sector [5] - Nexperia's spokesperson noted that if the Chinese and European operations are severed, the company would lose a significant portion of its backend capacity, which cannot be easily replaced by other regions [6]
荷兰“强抢”中资企业导致芯片断供,本田在墨西哥的工厂停产
Guan Cha Zhe Wang·2025-10-29 15:26