Group 1 - Nissan is set to reduce production by 1,400 vehicles at its Kyushu plant due to ongoing chip supply disruptions related to Nexperia [3][4] - Previously, Nissan had anticipated a reduction of approximately 900 vehicles for its popular Rogue SUV model due to the same semiconductor shortage [3][4] - The production adjustments are a response to a 16.5% decline in retail sales in Japan during the first half of the fiscal year, attributed to consumer concerns over the company's financial health [4] Group 2 - Other automakers are also responding to the Nexperia chip shortage, with Volkswagen stating it has secured enough chips for production, while Honda aims to resume normal operations in North America by November 24 [6] - Aumovio, a subsidiary of Continental AG, has received its first batch of Nexperia chips from China [6] - The Dutch government is seeking solutions to the issues surrounding Nexperia, with a delegation expected to visit China for discussions [7][9] Group 3 - The Chinese Ministry of Commerce has expressed a willingness to cooperate with the Netherlands to stabilize the global semiconductor supply chain and hopes for constructive proposals to resolve the Nexperia issue [9]

Core Viewpoint - Nissan is facing a significant operational crisis and is raising over 1 trillion yen through debt and asset sales to maintain normal operations, implementing an unprecedented restructuring plan that includes global layoffs and factory closures [2] Group 1: Nissan's Operational Challenges - Nissan is planning to lay off 20,000 employees and close 7 factories globally, including some in Japan, while not closing underutilized plants in the U.S. [2] - The company had initially planned to cut production in North America but reversed its decision following the implementation of U.S. tariffs under President Trump [2][3] - Nissan's U.S. production capacity utilization is currently at 57.7%, significantly below the industry breakeven point of 80% [3] Group 2: Financial Performance and Forecast - Nissan reported a net loss of 670.9 billion yen for the fiscal year 2024, the worst annual loss since 1999, and anticipates a loss of approximately 450 billion yen due to U.S. tariffs in fiscal year 2025 [6] - The company is prioritizing the sale of U.S.-made vehicles and local production to mitigate tariff impacts [6] Group 3: Collaboration with Mitsubishi - Mitsubishi is seeking to collaborate with Nissan to utilize idle production capacity in the U.S. for its new electric vehicle model based on Nissan's next-generation Leaf [7][8] - Mitsubishi has no production base in the U.S. and relies entirely on imports, while Nissan holds a 24% stake in Mitsubishi [8] - The collaboration aims to enhance production efficiency and address tariff challenges, benefiting both companies [9][10] Group 4: Industry Trends and Responses - Japanese automakers are increasingly collaborating to accelerate technological innovation and reduce costs, particularly in response to trade barriers and market competition [10] - Historical examples include Toyota and Mazda's joint venture in the U.S. to establish a manufacturing plant, driven by similar tariff concerns [9][10]