📊Executive Summary

The ongoing ownership dispute over Nexperia, a key semiconductor supplier, is raising alarms in the automotive sector, particularly for Nissan and Bosch. The conflict, involving the Chinese parent company Wingtech and Dutch courts, threatens to disrupt the supply of critical components, potentially leading to shortages, longer lead times, and increased costs for automakers. The German Association of the Automotive Industry warns that the situation poses elevated risks to supply, especially in the first quarter of 2026. As geopolitical tensions linger, the auto industry remains vulnerable, relying on court outcomes rather than stable production plans....