WINGTECH(SH:600745) Guan Cha Zhe Wang·2025-11-24 16:27Core Viewpoint - The article discusses the disruption in the global automotive supply chain caused by the Dutch government's intervention in the semiconductor company Nexperia, highlighting the unexpected role of basic chips as leverage in geopolitical tensions between China and the West [1][3]. Group 1: Impact on Automotive Supply Chain - The Dutch government's takeover of Nexperia, a subsidiary of China's Wingtech Technology, has led to a significant chip supply crisis affecting automotive manufacturers in the US, Europe, and Japan, forcing many to adjust production plans [3][4]. - Nexperia's chips, while not cutting-edge, are produced in large quantities and are crucial for major automotive clients like BMW and Volkswagen, indicating a reliance on these components that has not been adequately addressed by manufacturers [4][5]. - The current crisis reveals a strategic vulnerability among manufacturers, as many did not prepare sufficient alternative suppliers despite previous supply chain disruptions caused by the pandemic [4][5]. Group 2: Responses and Future Considerations - The automotive industry is now considering alternative suppliers, but the testing and approval process for new components could take up to a year, complicating efforts to stabilize supply chains [7]. - Experts suggest that enhancing supply chain resilience and diversification will be costly and challenging, as many companies are accustomed to just-in-time inventory management [7]. - The Chinese Ministry of Commerce has emphasized its responsible approach to maintaining the stability of the global semiconductor supply chain, urging the Dutch government to take accountability for its actions that have led to the current turmoil [8].