Nexperia Urges China Unit to Restore Supply Chain Amid Imminent Production Outages
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
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Source: Newsfilter
- Supply Chain Crisis: Nexperia's open letter warns of imminent production outages reported by customers, urgently calling on its China unit to restore supply chain operations to prevent further threats to global automotive supply chains.
- Communication Barriers: The company stated that it has made repeated attempts to establish direct communication with its Chinese unit through conventional channels but received no meaningful response, highlighting severe internal communication issues.
- Impact of Political Intervention: While the Dutch government's intervention measures against Nexperia have been suspended, restoring the corporate structure with parent company Wingtech remains complex and uncertain, indicating challenges in supply chain recovery.
- Industry Warnings: The German Association of the Automotive Industry has warned of elevated supply risks, particularly for the first quarter of 2026, noting that while production has remained stable recently, future component availability remains uncertain.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
