Core Points - The Dutch government has taken control of Nexperia, a semiconductor company controlled by a Chinese firm, which has raised concerns about disruptions in the global automotive supply chain [1][4] - Reports indicate that the White House is expected to announce the resumption of chip shipments from Nexperia, which could alleviate concerns in the US and Europe regarding chip supply [1][3] - Nexperia's parent company, Wingtech Technology, has stated that any agreement to restart exports must include the reinstatement of the company's former CEO [1][3] Company Impact - Nexperia's chips are crucial for the global automotive industry, with approximately 60% of its revenue, around $1.2 billion, coming from automotive applications [3] - The company has faced significant challenges due to the Dutch government's actions, which have frozen its assets and intellectual property since September 30 [3][4] - The automotive industry is currently facing a "looming disruption," with manufacturers preparing for potential production halts due to the chip supply issues [5][6] Industry Response - European automotive manufacturers are working tirelessly to prevent production interruptions, with some companies nearing shutdowns due to dwindling supplies [5] - Japanese automaker Nissan has indicated that its chip inventory will only last until the first week of November, highlighting the urgency of the situation [6] - The US automotive industry is also on the brink of production halts, with warnings that it could face shutdowns within two to four weeks if the situation does not improve [6]
果然,还得白宫发话,“中国工厂将恢复出货”