Nexperia's Supply Disruption in China Heightens Chip Shortage Concerns for Automakers - Reuters
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 31 2025
0mins
Should l Buy ASML?
Source: SeekingAlpha
Nexperia Halts Supplies: Dutch chipmaker Nexperia has suspended wafer supplies to its Chinese assembly plant in Dongguan due to the unit's failure to meet payment terms, effective October 26.
Escalating Tensions: The suspension follows the Dutch government's seizure of Nexperia from China's Wingtech Technology and the removal of its Chinese CEO over security concerns.
Payment Demands and Supply Solutions: Nexperia's Chinese unit had recently resumed chip deliveries but demanded payments in yuan; the company is now seeking alternative supply solutions while denying plans to withdraw from China.
Impact on Global Supply Chain: The dispute raises global supply chain concerns, with automakers like Stellantis and Nissan monitoring the situation, and Volkswagen warning of potential production stoppages due to China's semiconductor export restrictions.
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Analyst Views on ASML
Wall Street analysts forecast ASML stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ASML is 1344 USD with a low forecast of 1140 USD and a high forecast of 1500 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.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 1413.010
Low
1140
Averages
1344
High
1500
Current: 1413.010
Low
1140
Averages
1344
High
1500
About ASML
ASML Holding N.V. is a holding company based in the Netherlands. The Company operates through its subsidiaries in the Netherlands, the United States, Italy, France, Germany, the United Kingdom, Ireland, Belgium, South Korea, Taiwan, Singapore, China, Hong Kong, Japan, Malaysia and Israel. The Company operates through one business segment which is engage in development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems, consisting of lithography, metrology and inspection systems. The Company offers TWINSCAN systems, equipped with lithography system with a mercury lamp as light source (i-line), Krypton Fluoride (KrF) and Argon Fluoride (ArF) light sources for processing wafers for manufacturing environments for which imaging at a small resolution is required. TWINSCAN systems also include immersion lithography systems (TWINSCAN immersion systems).
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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