📊Executive Summary

Nexperia's China unit has secured local wafer supplies for its IGBT power chip production for 2026, following a corporate dispute that halted supplies from its Dutch parent. This shift to local suppliers is crucial for maintaining production amidst ongoing geopolitical tensions and supply chain disruptions. The Chinese unit's independence from European management and the establishment of local partnerships may mitigate risks associated with previous export restrictions and ensure a steady supply of critical components for electric vehicles and industrial applications....