📊Executive Summary

The ongoing dispute between China and the Netherlands over Nexperia, a Dutch chipmaker, has escalated, impacting the global semiconductor supply chain. The Chinese government has criticized the Netherlands for its intervention in Nexperia's operations, which has led to a crisis in semiconductor supply. Nexperia plans to invest over $300 million to build a factory in Malaysia, shifting 90% of its production capacity out of China by mid-2026. This move indicates a significant geopolitical shift in semiconductor manufacturing, which procurement teams should closely monitor for potential impacts on supply and sourcing strategies....