全球车企到处找芯片，“最终都得跟中国坐下来谈”

Core Viewpoint - The Dutch government's forced takeover of Nexperia has triggered a global chip supply crisis affecting the automotive industry, prompting manufacturers to urgently seek alternative sources and assess inventory levels [1][5]. Group 1: Impact on Automotive Manufacturers - The European Automobile Manufacturers Association warned that the chip shortage related to Nexperia will soon disrupt production plans across the automotive sector [1]. - Nissan's chip inventory is expected to last only until the first week of November, while Honda has already suspended production at a factory in Mexico and is adjusting plans in the U.S. and Canada [1]. - Some Brazilian automotive manufacturers may be forced to halt production within two to three weeks if the crisis persists [1]. Group 2: Responses from Automotive Executives - Nissan's Chief Performance Officer stated that while the company currently has no major issues until early November, understanding the full supply chain situation remains challenging [3]. - Lucid Motors' CEO mentioned that their engineering team is actively seeking alternative sources to mitigate the impact on production plans [3]. - General Motors reported that they are managing the situation without affecting factory output, while Mercedes-Benz's CEO emphasized the need for political solutions to address the crisis [4]. Group 3: Broader Supply Chain Concerns - The crisis is rooted in political factors, contrasting with previous chip shortages that were primarily supply chain issues [4]. - The Dutch government's actions against Nexperia were based on a rarely used Cold War-era law, raising concerns about the implications for global supply chains [5]. - The European Union is developing emergency plans to enhance local production of minerals and diversify supplier networks in response to the crisis [6]. Group 4: Geopolitical Context - Analysts noted that Europe is caught between U.S. security reliance and economic dependence on China, complicating the resolution of the crisis [7]. - Recent discussions between Chinese and EU officials highlighted the need for constructive engagement to address the semiconductor supply chain issues [7].