📊Executive Summary

The global automotive industry is experiencing significant changes due to a slowdown in battery electric vehicle (BEV) growth and ongoing chip supply chain challenges, particularly related to Nexperia. As U.S. EV policies evolve, car manufacturers are compelled to adapt their strategies rapidly. The deepening crisis at Nexperia, a key supplier of discrete semiconductors, is likely to exacerbate existing supply shortages and impact production timelines. Procurement teams should closely monitor these developments as they may influence sourcing decisions and component availability in the near future....