Honda Motor(US:HMC) Xi Niu Cai Jing·2025-11-03 07:54Core Insights - The Dutch government's forced takeover of Nexperia, a Chinese-controlled semiconductor company, has triggered a significant crisis in the global automotive supply chain, leading to production warnings from major automakers like Nissan, Mercedes-Benz, and Honda [2][3] Group 1: Impact on Automakers - Nissan's Chief Performance Officer, Guillaume Cartier, stated that the chip shortage is no longer a "minor issue," with the company only able to maintain supply until early November and lacking control over secondary suppliers [2] - Mercedes-Benz's CEO, Ola Källenius, indicated that the company is actively searching for alternative sources globally, but the situation remains unpredictable [2] - Honda has already halted production at its Celaya plant in Mexico, which has an annual capacity of approximately 200,000 units, significantly impacting the production of the HR-V SUV, a key export model for the U.S. market [2] Group 2: Broader Industry Effects - The automotive semiconductor supply crisis is causing a "domino effect" globally, with Brazilian officials warning that some automakers may cease operations in Brazil within two to three weeks if the chip shortage persists [3] - European automakers are also at risk of production halts due to the shortage of Nexperia chips, with the company currently seeking regulatory exemptions, although the timeline for restoring supply remains uncertain [3]