Key Events: Major Policy Shocks Disrupt Global Supply Chain
- Nexperia Officially Bans Exports to China
Dutch semiconductor company Nexperia has notified partners via email that it will halt exports to mainland China, effective immediately. The move is likely linked to tightening U.S. and EU technology controls, though the full scope of restrictions remains unclear. - TI Suspends Shipments Through Arrow Electronics
Texas Instruments (TI) has abruptly terminated its distribution partnership with Arrow Electronics, a leading global distributor, cutting off a critical supply channel. Industry analysts suggest TI may be restructuring its distribution strategy amid supply chain risks. -
Arrow Electronics Subsidiaries Enter Liquidation
Following TI’s policy shift, some Arrow Electronics subsidiaries have begun dissolution procedures, further destabilizing the supply chain.
Urgent Warning: Price Surges and Lead Time Delays Loom
- Panic Buying Spreads: Small and mid-sized manufacturers are scrambling to secure TI, Nexperia, and other critical components, with spot prices for some chips rising over 20% in a single day.
- Extended Lead Times: Delivery cycles for key MCUs and power devices have stretched from 8 weeks to over 6 months.
- Growing Supply Gaps: Automotive and industrial sectors face acute shortages, with no immediate alternatives available.
Recommended Actions: Immediate Measures for Businesses
- Assess Inventory Urgently: Audit stockpiles of TI, Nexperia, and other high-risk components to identify shortages.
- Secure Stock and Lock Prices: Build 3-6 months of safety inventory and negotiate long-term supplier agreements to hedge against volatility.
- Diversify Supply Chains: Explore domestic alternatives or secondary markets to reduce dependency on single sources.
Industry Outlook: This crisis may accelerate the restructuring of global semiconductor supply chains, underscoring the need for China to strengthen self-reliance in core technologies. Further updates to follow.