EU Carmakers 'Days Away' From Halting Work as Chip War With China Escalates (theguardian.com)
- Reference: 0179916436
- News link: https://tech.slashdot.org/story/25/10/30/1710234/eu-carmakers-days-away-from-halting-work-as-chip-war-with-china-escalates
- Source link: https://www.theguardian.com/business/2025/oct/29/europe-carmakers-china-computer-chip
> The European Automobile Manufacturers' Association (ACEA) issued an urgent warning on Wednesday saying its members, which include BMW, Fiat, Peugeot and Volkswagen, were now working on "reserve stocks but supplies are dwindling."
>
> "Assembly line stoppages might only be days away. We urge all involved to redouble their efforts to find a diplomatic way out of this critical situation," said its director general, Sigrid de Vries. Another ACEA member, Mercedes, is now searching globally for alternative sources of the crucial semiconductors, according to its chief executive, Ola Kallenius. The chip shortage is also causing problems in Japan, where Nissan's chief performance officer, Guillaume Cartier, told reporters at a car show in Tokyo that the company was only "OK to the first week of November" in terms of supply.
[1] https://www.theguardian.com/business/2025/oct/29/europe-carmakers-china-computer-chip
This is what DEI is meant for.... (Score:5, Insightful)
Diversity makes us stronger. Sourcing critical parts from a single (quietly hostile) country is never a good idea. Everyone looking to shave pennies off the price of a part or chip in order to make more money is now seeing their chickens come home to roost.
Re:This is what DEI is meant for.... (Score:5, Interesting)
The ironic part is that ASML is a dutch company. The most advanced lithography process is created in the Netherlands, but its just not economical to *make the chips* there.
Re: This is what DEI is meant for.... (Score:2)
This is only partly true, you need several other machines to actually make the chip then and tuning all these machines to work together is such an effort that Taiwan is pretty much the single bottleneck for actually producing the most advanced chips. And THEY have outsourced the crappy old ones to China.
So asml matters a lot in this equation, but not nearly as much as you might think.
Re: (Score:2)
> This is only partly true, you need several other machines to actually make the chip then and tuning all these machines to work together is such an effort that Taiwan is pretty much the single bottleneck for actually producing the most advanced chips. And THEY have outsourced the crappy old ones to China.
> So asml matters a lot in this equation, but not nearly as much as you might think.
Actually ASML arguably matters more than TSMC. China and SMIC have already waved huge sums of money to lure away top TSMC executives and specialists. What they don't have is the semiconductor manufacturing equipment. China throws around claims of already finding domestic replacements for ASML, but they also claim to have domestic replacements for Nvidia. Of course, none of these claims are credible. If the claims were true, then not only would China be producing and making their own chips, they would h
Re:This is what DEI is meant for.... (Score:4)
> The ironic part is that ASML is a dutch company. The most advanced lithography process is created in the Netherlands, but its just not economical to *make the chips* there.
ASML has zero impact on the car chip industry except maybe the vision computers in Teslas. Car chips are made on processes 2 orders of magnitude larger.
This does however have a lot to do with another Dutch manufacturer, Nexperia which is the actual centre of the current chip crisis (and no they don't use ASML gear).
Re: (Score:1)
I think what people are referring to is Second Sourcing of parts. Part of the reason that AMD got access to the x86 instruction set is that IBM insisted that there be a second source for all the intel chips in in their PCs, particularly the CPU
For the long term, if the EU doesn't have the ability to create and build chips within their own borders, they'll always be in a position where their economies are at risk.
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> For the long term, if the EU doesn't have the ability to create and build chips within their own borders...
There are a number of fabs in the EU (and UK, for that matter) and have been for many years. However, they use very old/large "nodes" compared to TSMC, Samsung and Intel, or even the fabs in China, and so are unsuitable for the products auto-makers need.
It doesn't help that these same auto-makers cancelled pretty much all of their wafer-start contracts at the beginning of COVID, so Apple bought them up for their in-house CPUs and also took multi-year options on future production, which left the car-makers f
Re: (Score:3)
China was rather boring until someone learned the definition of tariff. Remember a year ago when things were boring and running smoothly? Pepperidge Farms remembers.
Re: This is what DEI is meant for.... (Score:2)
Biden was more aggressive towards China than Trump 1.0. It's almost like the establishment has a common goal that's independent of which WWE politician is currently holding the big belt.
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It's interesting that China is purportedly able to turn the US-led embargo of high-end processors and semiconductor manufacturing equipment into a strength that encourages it to speed along the inevitable domestic production of products that will eliminate any dependence on Western goods. However, the reverse logic somehow doesn't work for rare earths or car chips outside of China.
Simple! (Score:2, Interesting)
Retrieve all the money paid as bonuses to the people who got rid of the warehouses and installed just-in-time systems and use that cash to buy alternate chips.
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They're mostly retired and rich now. They sold us out.
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> Retrieve all the money paid as bonuses to the people who got rid of the warehouses and installed just-in-time systems and use that cash to buy alternate chips.
They literally aren't running JIT systems. That's why they have reserves, that's why they were able to continue producing vehicles for months despite chip shipments being halted thanks to the Nexperia fight. The fact they don't use JIT is right there in the summary. There's only so many warehouses you can store stuff in.
Those who do not learn from history... (Score:1, Insightful)
Those who do not learn from history should be sacked.
This happened five years ago.
Car manufacturer CEOs who let this happen again should be resigning en masse.
From the 3rd International Conference on Electronic Engineering and Informatics (EEI 2021) June 18-20, 2021 in Dali, China:
https://iopscience.iop.org/article/10.1088/1742-6596/1971/1/012100/meta
So what's the problem? (Score:2)
I thought Europe was just one walk-able metro that didn't need cars anyway? They can just ride their bicycles, right? How about just repair those used cars instead, it's better for the environment. /s
Re: (Score:2, Funny)
What Americans who have never been to the EU need to understand about it is this: It is mostly like the US except everything is not as good, but the entire population pretends real hard they don't have problems and has a sense of superiority that makes American exceptionalism seem understated.
Basically if you have never been, don't bother it isn't worth it. The entire Eurozone has nothing to offer you can't get here better, cheaper, faster, and pick all three!
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But I really do want to go visit Ireland one day. It looks like such a scenic country. Scotland as well. A lot of the other places seem like tourist traps. I'll just do the locals a favor and not visit, there by not making things even worse there. Living in San Diego, I already have enough tourist to deal with, so I by and large don't want to go to some super popular, overwhelmed area. Sounds bad for me and the locals.
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Eh?
There's plenty of car brained idiots in Europe, let assure you. It's just that for a variety of interesting reasons, they didn't get to win completely, bulldoze cities to make them car dependent hellscapes and then cement that with the force of law to prevent you building anything nice.
But you know instead of just being randomly angry at Europe for not completely prostrating themselves at the altar of the automobile you could just get on a plane from America and visit. You might even learn why some peopl
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car brained idiots
🏳️🌈
cement that with the force of law to prevent you building anything nice.
You have zero clue how hard it is to /build/ anything nice in Europe.
randomly angry at Europe for not completely prostrating themselves at the altar of the automobile
Copium in spades, for not being able to get a driver's license (or maybe have the money to afford a car?). I bet you a chunk of cash you actually could afford one, but it's your fear of
USA shooting EU in foot (Score:5, Informative)
How did this all start? from TFA
> Beijing banned exports of Nexperia chips near the start of the month in response to the Dutch government’s decision to take over the Netherlands-headquartered company on 30 September and suspend its Chinese chief executive after the US flagged security concerns.
This Nexperia takeover also covered on Slashdot: [1]https://yro.slashdot.org/story... [slashdot.org]
So in sum, actions taken in fear of China restricting a critical resource actually cause China to restrict that resource . The consequences were not well thought out.
[1] https://yro.slashdot.org/story/25/10/13/2121258/dutch-government-takes-control-of-china-owned-chipmaker-nexperia
Re:USA shooting EU in foot (Score:5, Interesting)
What actually happened is embodiment of the meme: "America designs, China builds, EU regulates".
Here EU's regulatory supremacy made bureaucrats at all levels believe that it's the bureaucrats within every organization that matter, not the people being managed by bureaucracy that actually produce things. So when confiscating Nexperia... they confiscated the HQ. The place with the company bureaucracy.
Chinese took one look at this idiotic confiscation of bureaucracy that never touched any productive parts of the company, did a "are you really this fucking retarded" double take, concluded that yes, European bureaucratized leadership is in fact fucking retarded, and simply ordered the production facilities in PRC to... stop taking instructions from HQ.
Because bureaucracy is utterly worthless without someone to actually do things they order. It's not a producer of anything. It's a necessary evil. A symbiote at best, and a parasite at worst. Which can in fact be simply cut out and replaced rapidly, as long as productive parts of the company remain, because there's plenty of comparable symbiotic systems out there. But there are very few if any producers.
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> The consequences were not well thought out.
Actually it seems the consequences were every bit as everyone expected which is why there is a move to work to reverse it in the first place. By the way there was good reason to do what was done. Since the Nexperia takeover a *LOT* of shit has been uncovered about how China was undermining western chip production.
Re: USA shooting EU in foot (Score:2)
Western chip production undermined itself. China just doesn't want to aid the West in their war against China.
Which chips? (Score:2, Troll)
I can't find which kind of chips... heavy duty chips like ECUs are certainly differently made than infotainment systems.
Europe has a few fabs around that definitely can do at least 90nm parts.
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Literally every piece of electronics in modern cars talks on the CAN bus. In the old days your headlight switch ran 12 volts directly to them. Today the LED drivers get their on signal from the CAN bus.
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Very old indeed, the slightly less old used a relay and the switch itself only needed to handle low current to power the relay.
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> Europe has a few fabs around that definitely can do at least 90nm parts.
While I wonder if that's actually true, it wouldn't help. Nexperia, the supplier at the heart of this debacle, makes power and analog stuff: GaN FETs, bipolar, power diodes, etc. These aren't ECU MCUs. They're big power devices, using specialized materials: silicon carbide and gallium nitride, for example. You can't make these in just any old 90nm processor fab.
It's great to see all this. Consequences of the the romper room mentality of EU technocrats and citizens dwelling under the umbrella of secur
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Thank you. That's the info I was after.
> While I wonder if that's actually true
Just checked.
GlobalFoundries' FAB1 was reportedly refitted to do 12nm. I remembered it at 45nm.
So yes, but no at the same time.
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> So yes, but no at the same time.
GlobalFoundries' FAB1 is strictly silicon-based CMOS stuff: small audio amps, LED drivers, smartcard chips and other low power RF devices. No SiC or GaN production. So FAB1 can't help with the Nexperia embargo at all. GlobalFoundries does make such devices, but those foundries are in the US.
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and those are the details I was too lazy to search. thanks.
Use Zoho (Score:1)
It has four diverse representatives in distinct clothing. Like Unity Linux.
FAFO (Score:2)
Don't steal Chinese companies if you have Chinese supply chain dependencies.
payback (Score:2)
Teach you to put computer chips in automobiles. Suffer wimp while your chi.com enemy laughs ! Have any cars been more fun to drive than the 1954-1970 crop of 4/5 speed manual with mechanical distributor and over-drive ( so my TR-6 had 5-speeds ! lucky me ). Granted, computer car functions save some Darwin-Award-winning drivers from fulfilling their destiny. Too bad.
I have an idea... (Score:5, Funny)
Our ancient ancestors had a means of building cars without computer chips. I wonder if this lost technology can be re-discovered, and greatly alleviate these economic woes.
Re:I have an idea... (Score:4, Informative)
Our ancestors also built cars without anti-lock brakes and air bags. Many of them didn't survive using them.
Re: (Score:3, Insightful)
> Our ancestors also built cars without anti-lock brakes and air bags.
I know. I drive several of them. The trick is just not to drive like a jackass with my nose in my phone.
Re:I have an idea... (Score:4, Insightful)
That doesn't really solve the problem where the OTHER driver drives like a jackass, though.
Re: I have an idea... (Score:4, Informative)
Don't need chips for antilock brakes or airbags, but i get what you mean.
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While there are mechanical airbags, they would not pass a modern crash test.
And mechanical antilock brakes existed for the railway, but I don't think they were ever popular on cars.
ESP is now a requirement, which would really stretch the capability of a mechanical gyro.
And then there is eCall - surely that needs electronics?
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Jensen used mechanical ABS in the 1960s. It wasn't as good as modern electronic systems (I think it was limited to cycling about 3 times a second) but car reviewers seemed to love it.
The car wasn't allowed in the US for "safety reasons". AFAIR it was either because there were protruding switches on the dash or the headlights were "too low".
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> Many of them didn't survive using them.
But most of us did
Re: I have an idea... (Score:3)
And fuel injection. Cars will not get the mandated fuel economy without computerized injection systems.
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Ford Pintos for all!
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> Our ancient ancestors had a means of building cars without computer chips. I wonder if this lost technology can be re-discovered, and greatly alleviate these economic woes.
Cars, like everything else now, are mostly made to be data collection devices. You can't collect data on every possible thing without lots of chips, man. Get with the program. How is the AI going to simulate us once it wipes us out if it doesn't collect every possible datapoint it can now? Come on. It's like you don't even WANT humanity to sacrifice itself for the betterment of the universe!
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You should show them the way by example. Mail in your opinion on the subject to a newspaper editorial column, instead of using the newfangled computer on the internet. The way our ancient ancestors used to.
Cars without computer chips suck. That means no infotainment system, but more importantly, it means a *really shitty unreliable car* just like they used to be: what's wrong with it? No OBD to find out. Incredibly inefficient cars that waste fuel on every cycle because the fuel injection system isn't tuned
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My 50yo car begs to differ, as do the cars made in the 80's and 90's before engineered obscelence got factored in.
Nope (Score:5, Informative)
Microcontrollers are used to reduce weight. Instead of a thick bundle of wires going to the door locks and power windows and power mirrors and door open switch and any lights that happen to be there - you have a couple of data and power wires going into the microcontroller unit that controls all the door stuff.
This goes for everything electronic, and there is a *lot* of this stuff in modern cars. Tail lights, rear climate and entertainment controls, radar parking aids, tire pressure monitors, heated seats, cabin lights, cabin temperature sensors, microphones, etc... Overall weight savings are in the dozens of pounds.
This is all done to drop weight to make CAFE standards. You could standardize on a different microcontroller, but these things are purpose-built and a full environmental TA soak can take years. You don't want one of these things to fail and have to tear doors apart to replace them in a recall.
Re:I have an idea... (Score:4, Interesting)
I seriously doubt that it is technologically possible to build a car without computer chips that would meet the various legal, emission and safety requirements to sell in the US.
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You can just scrap those requirements.
It will happen before long because we won't be able to build cars full of computers for much longer.
Re: (Score:2)
> You can just scrap those requirements.
Congress could, but right now, they can't even agree on who is paying for lunch. So yeah, hold your breath on that, blue is your color.
> It will happen before long because we won't be able to build cars full of computers for much longer.
Nice revenge fantasy you're masturbating to there, Skippy. Be sure to use lots of lotion. Wouldn't want to chafe.
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We still make them for vintage/hobbyist things.
They're awful. You need to actually manually tune them every time you start, and change the setting as engine warms up to ensure approximately correct mix is fed to the engine and so it can generate power appropriately. Ever heard of a "choke"? As someone who had a car with manual choke, let me tell you about amazing adventures of starting it in the winter.
And by amazing adventures, I mean utter shit show.
Those engines are really easy to make. No one but classi
Re: (Score:2, Insightful)
> We still make them for vintage/hobbyist things.
> They're awful. You need to actually manually tune them every time you start, and change the setting as engine warms up to ensure approximately correct mix is fed to the engine and so it can generate power appropriately. Ever heard of a "choke"? As someone who had a car with manual choke, let me tell you about amazing adventures of starting it in the winter.
> And by amazing adventures, I mean utter shit show.
> Those engines are really easy to make. No one but classic collectors want them, because they're horrible from driver's perspective. You want an engine with proper ECM, that just makes it run for you, instead of having to manually adjust choke, being really careful with throttle depending on the current oil temperature, and not having a clue what's going on with the engine until it blows up.
There was a whole bunch of cars between manual choke and computer controlled fuel injection systems. I owned two in my early driving days. Step on the gas before turning the starter, it sets the choke itself, and self-adjusts as the car warms up. Oh, the horror.
It's like people have whatever the opposite of rose colored glasses is when it comes to looking at the past these days. Everything *HAD* to be awful, and there could *NEVER* have been anything good about it. Except, uh, not really.
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Have you ever head of an "automatic choke?" All but the very first car I owned had one.
Pre-computer cars were higher maintenance, but nowhere near as bad as you make out. And, unlike my current car, a failed transmission didn't cost $13,000 to replace because it's full of complicated computer-controlled parts and can't really be repaired.
I've been looking at new cars lately and it appears I now have to pay for the car to send data to the manufacturer all the time and for a camera which watches me while I'm
For every sufficiently complex problem (Score:1)
There is a solution that is simple, elegant and wrong.
Our ancestors cars polluted to the point where you couldn't see the city skyline and were only affordable to drive because of oil and gas prices that are unimaginable today. Computers don't just make your phone play music through your car radio dude. They make your car do what you wanted to do and what you needed to do.
This is before the reams of safety functions built into the computer especially for big honking SUVs that tend to tip over
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As you usual ignorant and wrong about everything. In inflation adjusted terms gas prices are not significantly higher if higher at all now than at any previous point.
So no fuel efficiency has not been the driver in terms of making driving affordable. However the cost of car big enough for the entire family on the other hand has increased a lot. Inflation adjusted you could have had a 55 Bel air for something like 25k.
Find a 25k car that you can five people in today, with any degree of comfort.
So no 'chip
Math is hard (Score:2)
When I started driving gas was 80 cents to 99 cents a gallon. That was in the early 90s because I was a very late bloomer to say the least.
In today's money that's around $2 to $2.50 a gallon. The average right now is about $3 a gallon and it is unusually low at the moment due to a variety of factors. That's the average in many places it's over $4 a gallon.
So yeah gas was cheaper when I was a kid. Just the facts.
A large part of what makes gas cheaper is that we have been pushing higher fuel econo
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None of the purely mechanical automobiles would be able to pass modern emission tests or meet mandatory safety equipment standards. The solution to chip shortages is building foundries, and not necessary ones that capable of most advanced process, locally for the purpose of national security.
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While your post is tongue in cheek all modern cars do worry me about parts lock in when they are out of warranty. In theory BEVs should be pretty simple but in reality they are currently just as bad as modern ICEV. Aptera look to be the most open of the bunch but until they are in production that doesn't mean much.
If you ignore the complications of global safety regulations and just looked at what it would take to make a practical BEV it could be done with common interchange parts using open source des