📊Executive Summary

In early 2026, Nexperia, a key player in the semiconductor industry, announced a strategic shift to local wafer suppliers in China due to disrupted wafer deliveries from Europe. This decision was prompted by a Dutch government intervention and halted shipments from European fabs, which raised concerns about production risks for automotive and industrial chip customers. The new suppliers include Wingsky Semi and Shanghai GAT Semiconductor, with a focus on ensuring quality for IGBT power chips used in EVs and industrial applications. This move reflects broader geopolitical tensions affecting global supply chains, particularly in the semiconductor sector, and highlights the need for companies to adapt their sourcing strategies to mitigate risks and ensure production stability....