安世芯片短缺，导致车厂停产

Core Viewpoint - Honda has halted car production in Mexico due to a semiconductor shortage caused by geopolitical tensions surrounding Nexperia, a semiconductor manufacturer based in the Netherlands, which has led to supply chain disruptions for global automakers [1][2]. Group 1: Honda's Production Impact - Honda announced the suspension of production at its Celaya plant in Mexico, which has an annual capacity of 200,000 vehicles, primarily producing the HR-V SUV [1]. - The company has also adjusted production in North America, where it generates 40% of its global sales, indicating potential performance declines if the production issues persist [1][2]. Group 2: Global Automotive Industry Response - Global automakers are preparing to reduce production due to the semiconductor supply chain disruptions, with Honda already cutting production in its Canadian plant by 50% [2]. - The European Automobile Manufacturers Association warned that European car manufacturers might be forced to halt production within days due to dwindling inventory [3]. - Ford's CEO highlighted the semiconductor dispute as a political issue, emphasizing the urgency of addressing the situation to mitigate production impacts [3]. Group 3: Other Automakers' Situations - General Motors' CEO indicated that the chip supply constraints could affect production, while Stellantis is working with Nexperia and other suppliers to assess potential impacts [4]. - Toyota reported limited immediate effects from the semiconductor export restrictions but acknowledged it as a risk among many challenges [4]. - Nissan stated that its current chip inventory is sufficient to last until the first week of November, although the long-term impact remains uncertain [5].