Nexperia warns of automotive chip supply pressures

Nexperia is warning of difficulties in the supply of chips for the automotive industry. On November 10, 2026, at the electronica trade fair, its interim CEO Stefan Tilger said the company was “fully oversubscribed”, Reuters reports.

Stefan Tilger attributes the pressures to the shift of capacity toward artificial intelligence data centers and robotics. He also cites years of underinvestment in mature manufacturing technologies used to produce components needed by the automotive industry.

The day before, Jean-Marc Chery, head of STMicroelectronics, had also described a shift in capacity. He reported the withdrawal of foundry, assembly and packaging capacity from automotive and industrial applications, Reuters reports.

Foundries make the chips, while assembly and packaging prepare them for use. If capacity allocated to these stages is withdrawn from automotive applications, manufacturers of these components have less capacity to fulfill their orders. The two executives attribute some of the pressures to this shift.

Jean-Marc Chery believes that STMicroelectronics’ own capacity provides the company with some protection.