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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%Nov 7 9:30 AM EST

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From: E_K_S11/4/2025 11:13:43 AM
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It's getting worse !

Nexperia declares force majeure and warns of supply chain disruption at China site

Nexperia issued a formal force majeure notice, reinforcing an earlier one from October 22.
  • The company said its China entities have stopped operating under normal corporate governance, disrupting oversight.
  • It cannot guarantee the quality or authenticity of chips produced in China with week code 42 and later.
  • Nexperia is working to regain control and restart operations at its Dongguan site, but delivery timelines remain uncertain.
  • The firm reassured customers it won’t alter existing commercial relationships despite the disruption.

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  • Nexperia has notified customers of potential supply interruptions, warning that it cannot guarantee chip delivery timing or quality. The company is actively working to regain control and restart operations but acknowledges the rapidly evolving and uncertain situation.

  • The force majeure situation is causing significant concern among global automotive customers, including manufacturers like Volkswagen, Honda, GM, Mercedes-Benz, and others, as these chips are critical for vehicle production.

  • Due to the force majeure, affected customers are encouraged to review inventories and prepare for potential supply chain disruptions while the company and governments negotiate and attempt resolution.

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