From Top Electric.

BMW CEO: "We’re DONE Making Cars" -Entire Auto Industry In SHOCK! Europe’s mightiest car factories are dying from the absence of a thirty-cent piece of silicon. A single company almost nobody has heard of — Nexperia, Dutch on paper, Chinese-owned in reality — makes the humble transistors and diodes that act as the nervous system of every modern vehicle. When the Netherlands blocked technology transfers to China and Beijing retaliated with export controls, the supply line snapped. BMW, Mercedes, Porsche and Volkswagen are already parking unfinished cars in fields and sending tens of thousands of workers home. Waiting lists are exploding, used-car prices are surging, and the dominoes are still falling.

This is not the 2021 chip crunch revisited; it is a deliberate, politically engineered shutdown. The chips exist — they are simply locked behind borders. Europe offshored the “boring” parts decades ago for the sake of efficiency and now discovers, too late, that boring is strategic. The European Chips Act is coming, but the new fabs will not produce these simple discrete components for years, if ever at a competitive price.

What we are watching is the moment globalisation’s thirty-year assumption — politics and supply chains can be kept separate — collapsed in real time. In the new era, the country that can switch off the electricity inside your product owns your product.

The factory lights are still on tonight, but the conveyor is stuttering, the robots are waiting, and the silence is getting closer.

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