Global Carmakers Brace for Chip Shortage After Nexperia Dispute

Global carmakers are bracing for another chip shortage after a dispute involving Dutch semiconductor maker Nexperia disrupted supply chains.

In September 2025, the Dutch government took control of Nexperia, citing national security and governance concerns. Soon after, China banned exports of Nexperia chips made in its local factories, halting key wafer shipments and packaging operations.

This has quickly affected major automakers. Nissan warned its chip supply could run out by early November, while Mercedes-Benz is urgently searching for new suppliers. Europe’s auto industry group, ACEA, cautioned that factory shutdowns could happen within days if the situation isn’t resolved.

The parts most affected are basic commodity chips,  such as rectifiers, MOSFETs, and protection components, commonly used in vehicle electronics. Because these chips are mass-produced through global supply chains, even a small disruption can cause major problems.

This could likely trigger a short-term surge in demand as manufacturers rush to find available stock, qualify alternative parts, and lock in supply. Prices for in-demand components are expected to rise. Even as chipmakers ramp up capacity in the U.S. and Europe, the Nexperia case shows that geopolitical tensions can quickly override supply-chain resilience strategies.

Agility and verified sourcing are now critical. At IBS Electronics, we track component availability across global markets in real time. Using AI-driven sourcing tools and trusted supplier networks, we help manufacturers bridge shortfalls and maintain production continuity. By combining data intelligence with on-the-ground logistics, IBS keeps customers ahead of the next supply shock.