📊Executive Summary

Global automakers are facing significant production cuts due to a semiconductor shortage linked to an export freeze on Nexperia, a Chinese-owned semiconductor company. Honda has already suspended production at some North American plants, including halving output at its Canadian factory. European car manufacturers are also on the brink of halting production as they rely on dwindling semiconductor reserves. The situation is exacerbated by geopolitical tensions, with the Dutch government taking control of Nexperia, which has led to retaliatory measures from China. This ongoing dispute may have lasting effects on the supply chain, particularly for automotive electronics....