Monthly Market Insights - December 2025 2 - Flipbook - Page 8
upply-Chain Effects and Market Implications
Supply-Chain Effects and Market Implications
•
Europe remains dependent on Nexperia’s
packaging and testing in China, so disruptions
affect automotive and industrial
clients worldwide.
•
Shortages are expected to last 4–8 weeks, with
critical components at risk.
•
Counterfeit risks increase during supply
constraints, emphasising the need for
authorised sourcing.
•
Clients are actively procuring alternative
parts from Onsemi, TI, and Diodes to
maintain continuity.
•
Rebound Electronics is proactively sourcing stock
with date codes prior to 2538 at the request of
many Tier 1 customers
Current Situation and Industry Outlook
•
Nexperia continues operations outside China
and in Europe.
•
China operations are gradually resuming
domestic and international shipments following
interim coordination.
•
Short-term crisis mitigation (0–6 weeks) aims
to prevent production line stoppages at
automotive plants.
•
Mid-term negotiations (1–3 months) focus
on governance safeguards, technology transfer,
and regulatory compliance.
•
Long-term resolution (6–24 months) may
involve arbitration, industrial restructuring, or
Chips Act 2.0 initiatives.
•
At Rebound Electronics we are seeing a period
of adjustment as Nexperia navigates operational
and regulatory constraints. Supply remains
restricted, while demand continues to outpace
availability. Many customers are specifically
requesting stock with date codes older than Year
2025, Week 38, and Rebound continues to source
product to fulfil these requirements and meet
customer demand.
Rebound Electronics: Supporting Supply-Chain
Continuity
•
As the semiconductor landscape
evolves, Rebound Electronics provides strategic
sourcing solutions to help manufacturers
maintain continuity. Our global network and
comprehensive line card - including power
discretes, MOSFETs, diodes, logic devices, and
analogue ICs - enable clients to secure qualified
alternatives quickly and confidently.
•
Through Nuvonix by Rebound, we
offer authorised and traceable sourcing, Rebound
Obsolescence Management (ROM), and BOMoptimisation services, helping OEMs and EMS
partners navigate uncertainty while sustaining
operational agility.
This is a developing story. To learn more about
the European and China semiconductor supply
chain or discuss sourcing solutions, please contact
Rebound Electronics.
“REBOUND ELECTRONICS IS
PROACTIVELY SOURCING STOCK
WITH DATE CODES PRIOR TO 2538
AT THE REQUEST OF MANY TIER 1
CUSTOMERS”
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