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China-Dutch Dispute Risks U.S. Chip Shortage for Automakers

10/28/2025

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Story summary
  • A dispute between China and the Dutch government affecting chipmaker Nexperia could trigger a U.S. chip crisis.
  • Nexperia announced it can no longer guarantee chip deliveries essential to vehicle production.
  • The Alliance for Automotive Innovation warned that disruptions could occur within weeks.
  • General Motors and Stellantis are monitoring the situation.
  • Ford is facing an aluminum shortage.