Nexperia dispute highlights Europe’s semiconductor dilemma
Technology
The escalating dispute between the Dutch government, China and chipmaker Nexperia has become a flashpoint in the global semiconductor power struggle. With parent company Wingtech already on a US trade blacklist and facing tighter restrictions, Nexperia’s plan to separate its Chinese and European operations is now in jeopardy. The export ban poses an immediate risk to Europe’s industrial supply chain, especially in the automotive sector. Finding and certifying alternative suppliers could take months, echoing the chip shortages of 2021/22. Strategically, it spotlights the West’s push for technological sovereignty and the Netherlands’ pivotal role in the China–West tech decoupling. Several (Dutch) companies could be affected including ASML, NXP, Philips and ASM International.
Edition: 222
- 17 October, 2025
Consumer Discretionary
Growing China autonomous exposure - specialises in lidar technology used in self-driving vehicles and is one fallen SPAC that Sean Maher believes has a good chance of retesting prior highs over the next couple of years given its strong niche position in a secular growth market. Alongside LAZR, Sean has been keen to add auto exposed semi / sensor names like NXP and On Semiconductor into current weakness because the consensus is underestimating just how much incremental hardware will be embedded in the average vehicle by 2025 onwards.
Edition: 140
- 22 July, 2022
Technology
Inflection Point Research, LLC
The party is just getting started - MRVL is the best semiconductor idea for 2022. While there are many great companies to choose from, MRVL stands out as the top semi supplier in terms of multi-year growth prospects. Since Matt Murphy took the reins the company has made several great acquisitions, pulled off the divesture of the decade (Wireless to NXP Semiconductors for $1.8bn), and is poised to take on Broadcom as the dominant communications semiconductor provider focused on the datacenter.
Edition: 120
- 01 October, 2021