Analysis: The Role of Nexperia in the Automotive Chip Crisis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2025
0mins
Source: Reuters
Standoff Between Netherlands and China: A conflict over the Dutch chipmaker Nexperia, owned by Chinese firm Wingtech, has raised concerns about technology transfer and is threatening global car production due to supply chain vulnerabilities.
Impact on Carmakers: Major automakers like Nissan, Mercedes-Benz, and GM are facing supply shortages as Nexperia, a key supplier of essential chips, can no longer guarantee deliveries, prompting them to seek alternative sources.
Government Interventions: The Dutch government has blocked technology transfers to China and suspended Nexperia's CEO due to mismanagement, while Beijing has retaliated by restricting Nexperia's product exports.
Potential Long-term Consequences: If the deadlock continues, Nexperia's customers may turn to other suppliers, and the company could face a split into separate European and Chinese entities.
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Analyst Views on GM
Wall Street analysts forecast GM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GM is 82.06 USD with a low forecast of 48.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
16 Buy
1 Hold
1 Sell
Strong Buy
Current: 83.300
Low
48.00
Averages
82.06
High
100.00
Current: 83.300
Low
48.00
Averages
82.06
High
100.00
About GM
General Motors Company designs, builds and sells trucks, crossovers, cars and automobile parts and provides software-enabled services and subscriptions worldwide. The Company's segments include GMNA, GMI, Cruise and GM Financial. Its GM North America (GMNA) and GM International (GMI) develop, manufacture and/or markets vehicles under the Buick, Cadillac, Chevrolet and GMC brands. The Company provides automotive financing services through its General Motors Financial Company, Inc. (GM Financial) segment. Its Cruise segment is engaged in the development and commercialization of autonomous vehicle technology. Its software-enabled services and subscriptions, including OnStar, its advanced driver-assistance systems (ADAS), including Super Cruise driver assistance technology, and its end-to-end software platform. The Company is also focused on investing in electric vehicles (EVs) and AVs, software-enabled services and subscriptions and new business opportunities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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