Geopolitical Risk Intelligence
Track geopolitical risks affecting electronics supply chains. Analysis of trade tensions, sanctions, export controls, and regional conflicts impacting semiconductor manufacturing.
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Wingtech urges Nexperia to respond on control dispute as it appeals Dutch decision over ownership
Wingtech, a Chinese semiconductor company, is escalating its dispute with the Dutch government regarding control over Nexperia, a Netherlands-based chipmaker. The Dutch government has suspended its intervention but has not revoked its original ruling, which could impact Nexperia's operations and contribute to ongoing chip shortages, particularly affecting automotive manufacturers. Procurement professionals should monitor this situation closely as it may affect component availability and sourcing decisions.
How the Nexperia chip crisis upended auto supply chains - again
Published on 11/23/2025 at 09:45 pm EST - Modified on 11/24/2025 at 01:54 am EST (Corrects venue of Trump-Xi meeting in paragraph 21 to Busan, not Seoul) DONGGUAN, China (Reuters) -A factory next to a weed-ridden lot in China's industrial south has become a global choke point for automotive chips, upending a sector that just a few years ago swore it wouldn't be caught again by supply-chain disruptions. Automakers vowed to strengthen supply lines after COVID-19 snarled semiconductor output in 202...
Dutch minister defends Nexperia takeover amid chip supply strains
The Dutch minister's defense of Nexperia's takeover highlights ongoing tensions in the semiconductor supply chain amid chip shortages. As both the Chinese and Dutch governments have eased interventions, this situation may impact Nexperia's operations and its ability to meet demand. Procurement professionals should monitor this development closely, as it could affect component availability and pricing in the semiconductor market.
Honda to temporarily shut down factories in China and Japan because of chip shortage disruption caused by fallout from on - going conflict within Nexperia
When you buy through links on our articles, Future and its syndication partners may earn a commission. Honda has announced that it will suspend production at several sites in Japan on January 5 and 6, with reduced operations until January 9. While it’s unclear which factories will be affected, some estimates suggest that it will affect the company’s Suzuka and Saitama plants, which primarily produce vehicles for the domestic market. Aside from this, it will close three factories in China from De...
Tensions flare as Wingtech slams chipmaker Nexperia head office over deception
Tensions between Nexperia and its Chinese owner, Wingtech, could disrupt global semiconductor supply chains. Wingtech accuses Nexperia's Dutch headquarters of deception and attempts to create a 'de-China-ised' supply chain, which may lead to operational splits that affect chip availability. The situation highlights the need for procurement professionals to monitor potential disruptions in component supply and consider the implications of geopolitical tensions on sourcing strategies.

US - China Trade Dispute Could Cause Another Automotive Chip Shortage
There are few scarier words to hear in the automotive industry than "chip shortage." All modern cars require sophisticated software and computer chips to operate. The most recent chip shortage in the early 2020s following the pandemic hit supply chains hard and bottlenecked automotive production for more than a year. That bottleneck sparkedhuge price increases for new carsand used cars, as buyers who would have been in the new car market increased demand for used cars. According to theUS Bureau ...
A lesson for small powers from the Nexperia imbroglio
The article discusses the implications of the US targeting Nexperia with trade restrictions, highlighting the risks for smaller nations caught in geopolitical tensions. The Dutch government's actions to place Nexperia under state supervision could impact the supply chain for legacy chips, as it raises concerns about technology transfers and production control. Procurement professionals should monitor these developments closely, as they may affect component availability and sourcing strategies.
![[ Column ] A post - Western world approaches](https://flexible.img.hani.co.kr/flexible/normal/228/640/imgdb/original/2025/1214/2617656794205556.webp)
[ Column ] A post - Western world approaches
The Nexperia incident highlights significant geopolitical tensions affecting the semiconductor supply chain. Following US pressure, the Dutch government intervened to take control of Nexperia, leading to a halt in wafer shipments to China and retaliatory export controls from Beijing. This situation underscores the vulnerabilities in the supply chain for European manufacturers reliant on Nexperia chips and raises concerns over potential shortages and regulatory risks. Companies should assess their reliance on Nexperia and consider diversifying suppliers to mitigate risks.
Viewpoint : How Malaysia is leading SE Asia semiconductor surge
(The author, Jamaludin Bujang is Managing Partner at Gobi Partners. He joined Gobi in 2019 after serving as CEO of MAVCAP and now oversees investment activities in its Kuala Lumpur office, including in the semiconductor and deeptech sectors.) Over the past half-century, Malaysia has become one of the largest semiconductor exporters in the world. Known primarily for backend processes, it’s now pursuing an ambitious plan to stake its claim in higher-value segments like IC design and advanced manuf...
China calls on Netherlands to quickly resolve Nexperia issue
China urged the Netherlands on Thursday to take effective efforts to quickly resolve the issues surrounding semiconductor manufacturer Nexperia, an overseas subsidiary of Chinese company Wingtech, according to the Ministry of Commerce. Recently, Wingtech sent a letter to the independent directors and equity trustees of Nexperia in the Netherlands, inviting them to China to discuss matters related to corporate control and the restoration of stable and smooth supply chains, demonstrating its goodw...
Dutch chipmaker Nexperia urges Chinese units to help restore supply chain
Published on 11/27/2025 at 03:49 pm EST - Modified on 11/27/2025 at 03:52 pm EST (Reuters) -Dutch chipmaker Nexperia, whose supply chain was broken up when the Dutch government took over the company in September, urged its Chinese units in an open letter on Thursday to help restore normal production. Nexperia's Dutch unit said in an open letter that it had made repeated and multiple attempts to restore dialogues but has failed to receive a response from its Chinese units. Nexperia makes billions...

