Key Facts
• November 18, 2025: German auto suppliers face challenges due to Nexperia-related semiconductor shortages.
• Bosch reports disruptions at three factories, prioritizing supply continuity and minimizing production limits.
• Salzgitter plant: 300–400 employees affected; Ansbach plant: ~650 employees impacted.
• Braga, Portugal plant: 2,500 of 3,300 employees face work hour adjustments or temporary layoffs.
• ZF Friedrichshafen confirms semiconductor supply until mid-next week but warns of potential future disruptions.
• German Auto Industry Association (VDA) highlights ongoing supply chain risks in coming weeks.
• Dutch government sends senior delegation to Beijing to ease tensions with China.
Summary
The global semiconductor shortage, exacerbated by disputes over the management of Nexperia, a Netherlands-based Chinese semiconductor manufacturer, continues to strain German auto suppliers. Bosch faces operational disruptions at three factories, with hundreds of employees affected by temporary layoffs or work hour adjustments. Similarly, ZF Friedrichshafen warns of potential supply issues beyond next week. The German Auto Industry Association underscores the precarious state of supply chains, anticipating further impacts in the coming weeks. Meanwhile, the Dutch government has initiated diplomatic efforts in Beijing to mitigate tensions with China, aiming to stabilize the semiconductor supply chain.
