The Alliance for Automotive Innovation, which represents nearly all major U.S. carmakers including GM, Ford, Toyota, Volkswagen, and Hyundai, warned that a disruption in chip supplies from Nexperia could begin to impact U.S. vehicle production within weeks.
Nexperia notified carmakers last week that it could no longer guarantee deliveries after the Dutch government took control of the Chinese-owned chipmaker on September 30, citing concerns over technology transfers to parent company Wingtech.
“If shipments of automotive chips don’t resume quickly, it’s going to disrupt auto production in the U.S. and beyond, with spillover effects across other sectors,” said John Bozzella, CEO of the Alliance.
The crisis deepened when China’s commerce ministry issued an export control notice earlier this month preventing Nexperia China and its subcontractors from exporting specific components. Washington had previously added Wingtech to its U.S. entity list, further complicating trade.
Although Volkswagen and BMW said their European operations had not yet been affected, they acknowledged assessing potential supply chain risks.
Analysts warn that even a short-term disruption could cause production delays across the global automotive sector, already strained by tariffs and high input costs.
