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Core Insights - The chip supply shortage caused by the trade dispute involving Nexperia has put Bosch's factories in Ansbach, Salzgitter, and Braga at risk of shutdown, affecting approximately 3,500 employees [2][3] Factory Impact Summary - Ansbach, Germany: 2,500 employees, approximately 650 affected, facing temporary shutdown [3] - Salzgitter, Germany: 1,300 employees, 300-400 affected, facing temporary shutdown [3] - Braga, Portugal: 3,300 employees, approximately 2,500 affected, facing temporary work hour adjustments or furloughs [3] Background of the Dispute - On September 30, the Dutch government took control of Nexperia citing "national security" and "intellectual property protection" concerns [4] - On October 3, China's Ministry of Commerce retaliated by banning Nexperia China and its subcontractors from exporting domestically produced automotive-grade power semiconductors, impacting about 70% of Nexperia's chip supply globally [4] - On October 26, Nexperia Netherlands suspended wafer supply to its Chinese subsidiary, exacerbating the supply chain disruption [4] - Nexperia holds over 30% market share in the automotive-grade power chip market, with its chips widely used in automotive electronic systems [4] Bosch's Response Measures - Bosch is seeking alternative chip suppliers and evaluating multiple backup options [5] - Implementing a "wafer direct delivery" plan to purchase silicon wafers directly from Nexperia's European factories for packaging in Dongguan, China [5] - Adjusting production plans to prioritize core product lines and customer orders [5] Broader Industry Impact - The crisis has extended to the global automotive supply chain, with major German automakers like Volkswagen and BMW facing chip inventory that can only sustain production for 10-20 days [5] - Honda has been forced to halt production at its Mexican factory, and first-tier suppliers like ZF and Omron are also facing production cuts [5] - On November 19, the Dutch Ministry of Economic Affairs announced a suspension of intervention in Nexperia, returning control to Wingtech Technology [5] - Analysts believe this crisis highlights the vulnerability of the global automotive supply chain's over-reliance on a single chip supplier, predicting a shift towards supply chain diversification among automakers and component manufacturers [5]