📊Executive Summary

Nexperia's China unit has transitioned to sourcing silicon wafers from local suppliers to meet its 2026 production needs for power chips. This decision follows a geopolitical dispute that led to the suspension of wafer supplies from the Netherlands, resulting in chip shortages for automakers. The shift to local suppliers like Wingsky Semi and GAT Semiconductor marks a significant separation from European management, potentially leading to a complete operational split between Nexperia's China and Europe divisions. This development is critical for procurement teams, especially in the automotive sector, as it highlights the ongoing supply chain challenges and geopolitical risks affecting component availability....