Hi and welcome to the Automotive News Shift podcast, where we bring you the latest on automotive technology, trends, and transformation.

I'm Molly Boygan, tech and innovation reporter, and Hannah is off this week.

Today's guest is Abhijit Bora, a director at Alex Partners with expertise in

automotive and industrial and supply chain management and operations. I spoke to Abhijit about what

trade data can tell us about how much U.S. content there is in vehicles imported from Canada and

Mexico. We also talked about the industry's use of special

customs tools to delay paying tariffs. This has evolved into a very, very well optimized just

in time manufacturing across these different regions. But before we get to all that, let's talk

about the headlines of the week with my colleague John Irwin. John, how are you doing?

Doing well. How are you doing, Molly?

I'm doing well. You've been really busy today, in particular, responding to a huge story this week, the next period semiconductor shortage.

So for those who have not been following this story, what's been going on?

Yeah, it's basically a standoff between the Chinese and Dutch

governments over control of this company, and Experia, which, unless you were really into

semiconductor supply chains, it's probably a company that a lot of people in the auto industry

maybe had not heard of or thought much about,

but essentially the Chinese government and the Dutch governments are kind of in dispute right

now.

China is not letting Nexperia export out its chips out of China, which is essentially putting a lot of pressure on the auto industry

because Nexperia is a major supplier of chips for vehicles. They're not necessarily the high-end

advanced chips that we read about all the time with, you know, Nvidia or Qualcomm and that

sort of thing. But, you know, these are simpler, more mature chips, you know, Nvidia or Qualcomm and that sort of thing.

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