Nexperia's factory in China is shut down, tightening the global automotive semiconductor supply chain again, with US and Taiwan stocks reacting in advance
Nexperia's automotive chip factory located in Dongguan, China has been shut down due to export controls and geopolitical factors, impacting the global automotive supply chain, with an expected widening gap in automotive MCUs by 2026. Automotive-related stocks in the US and Taiwan have declined, and global capital is showing an increased tendency to seek safety. Automakers such as Nissan, Honda, and BOSCH are reducing production, facing structural risks in the supply chain. Analysts warn that disruptions in low-end semiconductor supply could lead to short-term capacity losses for global automakers