WASHINGTON, Oct 16 (Reuters) - A group representing
major automakers warned late on Thursday that a chip disruption
stemming from a dispute between China and the Dutch government
could quickly impact U.S. auto production.
Carmakers and their suppliers received notice from chipmaker
Nexperia last week that it could no longer guarantee delivery of
its chips, said ACEA, the European Union's auto association,
which also said manufacturing could be significantly disrupted.
In the United States, the Alliance for Automotive
Innovation, which represents General Motors ( GM ), Toyota ( TM )
, Ford, Volkswagen, Hyundai,
and nearly all other major automakers, urged a quick resolution.
"If the shipment of automotive chips doesn't resume -
quickly - it's going to disrupt auto production in the U.S. and
many other countries and have a spillover effect in other
industries," said the group's CEO John Bozzella. "It's that
significant."
Some automakers told Reuters that U.S. auto plants could
be affected as soon as next month. They declined to be named due
to the sensitivity of the issue.
The chips made by Nexperia are crucial to production of
U.S. parts and vehicles.
The Dutch government announced on Sunday that it had as
of September 30 taken control of Chinese-owned computer
chipmaker Nexperia, citing worries about the possible transfer
of technology to Nexperia's Chinese parent company, Wingtech.
Court documents showed the Dutch government's move came
after months of rising U.S. pressure on the company. Nexperia
was at risk of being impacted by a new U.S. rule that extends
export control restrictions to companies at least 50% owned by
one or more entities on the U.S. entity list.
Washington put Wingtech, which has 100%
ownership of Nexperia, on the U.S. list in late December.
The Chinese commerce ministry issued on October 4 an
export control notice prohibiting Nexperia China and its
subcontractors from exporting specific finished components and
sub-assemblies manufactured in China, according to a statement
Nexperia published on Tuesday.
Volkswagen and BMW both said production in Europe had not
yet been impacted by the issues but that they were working to
identify potential supply risks.