Stellantis Tracks Nexperia Chip Shortage Amid US-China Rift

Stellantis has set up a dedicated war room to monitor the Nexperia chip shortage, triggered by the Dutch government’s seizure of Nexperia and China’s ban on finished chip exports amid US-China trade tensions. CEO Antonio Filosa says the automaker tracks shipments of legacy semiconductors—critical for functions like wipers and door controls—on a daily basis to avoid factory stoppages. The Nexperia chip shortage has disrupted production across the industry. Honda cut North American output, while Volkswagen, Ford, GM and Mercedes-Benz report “politically induced” supply challenges. Industry groups warn that missing even a single diode can grind assembly lines to a halt, forcing costly open-market purchases and lobbying for export exemptions. The situation underscores the automotive supply chain’s vulnerability to geopolitical risks. Automakers and governments are scrambling for alternative suppliers and diplomatic solutions to stabilize the semiconductor supply chain.