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商务部回应安世半导体相关问题 荷方造成全球半导体产供链动荡混乱
Mei Ri Jing Ji Xin Wen·2025-11-06 13:24

Core Viewpoint - The ongoing dispute involving Nexperia, a semiconductor company, has escalated into a global chip shortage affecting the automotive industry, with multiple international car manufacturers signaling production cuts [3][4]. Group 1: Impact on Automotive Industry - The Dutch government's interference in Nexperia's internal affairs has led to disruptions in the global semiconductor supply chain, causing significant turmoil in the automotive sector [4]. - As of October, 16 European car manufacturers have issued warnings about imminent production halts due to the Nexperia situation, relying on dwindling inventory to keep operations running [5]. - Major automotive suppliers like Bosch and ZF are also seeking solutions, with Bosch preparing for temporary layoffs and ZF considering short-time work arrangements [5]. Group 2: Responses from Car Manufacturers - Stellantis is actively monitoring the situation and developing strategies to mitigate potential disruptions to its operations [4]. - Nissan has indicated that its chip supply inventory can last until the first week of November, but acknowledges the chip supply shortage as a significant issue [6]. - Honda has begun adjusting production plans in North America and Mexico due to the Nexperia supply interruption, with some factories already ceasing operations [7]. - Toyota claims limited impact from the Nexperia export restrictions but recognizes it as a potential risk, while General Motors has also expressed concerns about production being affected by chip supply limitations [7].