📊Executive Summary

Nexperia China, despite facing wafer supply constraints, has produced over 11 billion chips since mid-October 2025. The company is validating domestic wafer suppliers to mitigate supply issues, with this process expected to conclude between Q1 and Q2 of 2026. The production has seen a 14% drop compared to previous outputs, attributed to ongoing legal disputes with its Dutch parent company. The Dongguan facility is critical, accounting for 70% of Nexperia's total output....