Tag: Nexperia

ManufacturingSemiconductors

European Auto Sector Faces Chip Supply Crisis Amid Diplomatic Tensions

European automakers confront renewed supply chain disruptions as diplomatic tensions between the Netherlands and China jeopardize critical semiconductor supplies. The escalating trade dispute coincides with new Russian sanctions and Tesla’s disappointing earnings report, creating multiple pressure points for global industries.

Automotive Chip Shortage Looms

European car manufacturers face imminent semiconductor supply disruptions amid escalating tensions between the Netherlands and China, according to industry reports. The Dutch government’s recent move to restrict Chinese involvement in chipmaker Nexperia has triggered retaliatory measures from Beijing that threaten to cut off vital components for automotive production.

by Darren Holt
Semiconductors

AI Boom Reshapes Chip Industry as Nvidia Gains Ground, Supply Chains Face Disruptions

The global semiconductor landscape is undergoing significant transformation as Nvidia prepares to overtake Apple as TSMC’s largest customer. Meanwhile, geopolitical tensions escalate with the Netherlands’ seizure of Nexperia, and Google explores new chip partnerships. Industry-wide memory shortages continue to challenge manufacturers amid unprecedented AI demand.

Nvidia Poised to Become TSMC’s Dominant Customer

The artificial intelligence revolution is fundamentally reshaping semiconductor supply chains, with Nvidia reportedly positioned to surpass Apple as the largest customer for TSMC in 2025. According to industry analysis, Nvidia’s share of TSMC’s revenue has dramatically increased from 6% in 2023 to over 10% in 2024, with projections suggesting it could reach as high as 21% next year. This represents a major shift in the foundry’s client landscape, where Apple has historically contributed more than 20% of revenue through its iPhone processor orders.

by Darren Holt
Energy PolicySemiconductors

Netherlands Seizes Control of Chinese-Owned Chipmaker Nexperia Over Security Concerns

The Netherlands has invoked emergency powers to take control of Chinese-owned chipmaker Nexperia, citing serious governance issues and threats to Europe’s semiconductor capabilities. Wingtech Technologies, Nexperia’s Chinese owner, calls the move discriminatory and is pursuing legal remedies.

The Dutch government has taken the unprecedented step of seizing control of Chinese-owned chipmaker Nexperia, citing what it describes as a direct threat to Europe’s semiconductor capabilities and serious governance failures at the company. This marks the first time the Netherlands has invoked its Goods Availability Act, demonstrating the escalating global tensions around semiconductor technology control and national security concerns.

Emergency Powers Invoked for Semiconductor Security

by Darren Holt