In this episode, I break down how the Dutch government’s seizure of Chinese-owned Nexperia exposed Europe’s deep dependence on foreign semiconductor manufacturing.

Learn about Nexperia, their scale, market share and connection with Wingtech Technology and Chinese State Fund.

Learn how a ten day chain of events between the U.S., Netherlands, and China disrupted automotive supply chains, triggered factory shutdown warnings, and reshaped Europe’s semiconductor strategy.

The analysis also explores what this means for the future, and why Chinese OEM expansion in global markets may slow next.