📊Executive Summary

The ongoing dispute between China and the Netherlands regarding Nexperia, a semiconductor company, poses significant risks to the automotive supply chain. Nexperia, which is wholly owned by Wingtech, has become subject to US export controls due to its ownership structure. This situation has raised concerns about the availability of discrete semiconductors crucial for automotive applications, particularly as the EU and China seek to resolve the tensions surrounding this issue. Procurement teams should closely monitor developments as they could lead to supply shortages and increased lead times for critical components....