Automakers weigh wafer workaround amid Nexperia dispute
📊Executive Summary
The article discusses a supply chain workaround being explored by automakers to address chip shortages caused by a dispute involving Nexperia's European operations and its Chinese packaging plant. Since shipments from Nexperia's European unit to its Dongguan facility were halted due to non-payment issues on October 26, automakers are negotiating to buy wafers directly from Nexperia's Hamburg factory and transport them to China for final packaging. This arrangement aims to alleviate the impact of the supply disruption on the automotive sector, which heavily relies on Nexperia chips. The article highlights the urgency of the situation as companies like Volkswagen, Bosch, and Honda are affected, and mentions potential longer-term solutions including expanding packaging capacity outside China....
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