Syed Haseeb Hassan (eTechvolution)
@etechvolution.bsky.social
EV & Auto insights and analysis from an engineer who’s seen both sides 🚗⚡ | 9+ yrs (5 combustion, 4 eMobility) | Creator of eTechvolution
https://linktr.ee/etechvolution
https://linktr.ee/etechvolution
I share weekly e-Mobility & Automotive insights to help you understand and anticipate what’s next. Concise analyses and trends for informed, strategic decisions.
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eTechvolution
In-depth insights and expert takes on EVs, charging, and the future of mobility.
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November 10, 2025 at 2:12 PM
I share weekly e-Mobility & Automotive insights to help you understand and anticipate what’s next. Concise analyses and trends for informed, strategic decisions.
Join 1,200+ Newsletter Readers!
www.etechvolution.com/subscribe
Join 1,200+ Newsletter Readers!
www.etechvolution.com/subscribe
This is a fresh perspective. Thanks a lot!
But why do you think it is a defeat for China? The more I read about it everyday, the more I feel like EU is giving up.
So I am really curios. I would really appreciate if you can elaborate. I love to hear opposing opinions.
But why do you think it is a defeat for China? The more I read about it everyday, the more I feel like EU is giving up.
So I am really curios. I would really appreciate if you can elaborate. I love to hear opposing opinions.
November 8, 2025 at 4:13 PM
This is a fresh perspective. Thanks a lot!
But why do you think it is a defeat for China? The more I read about it everyday, the more I feel like EU is giving up.
So I am really curios. I would really appreciate if you can elaborate. I love to hear opposing opinions.
But why do you think it is a defeat for China? The more I read about it everyday, the more I feel like EU is giving up.
So I am really curios. I would really appreciate if you can elaborate. I love to hear opposing opinions.
The Nexperia crisis proved them right.
Europe triggered its own sovereignty test, and is about to lose it in 37 days.
Full analysis & sources in my latest piece. Subscribe for more deep dives on Automotive & Emobility.
www.etechvolution.com/p/how-nexper...
Europe triggered its own sovereignty test, and is about to lose it in 37 days.
Full analysis & sources in my latest piece. Subscribe for more deep dives on Automotive & Emobility.
www.etechvolution.com/p/how-nexper...
Nexperia Crisis Explained: Europe Loses Leverage in Own Crisis
US-China deal resolved Nexperia without Europe. Dutch pressure collapsed, €30M daily VW losses, short time work introduced in Germany, and EU sovereignty costs.
www.etechvolution.com
November 8, 2025 at 11:12 AM
The Nexperia crisis proved them right.
Europe triggered its own sovereignty test, and is about to lose it in 37 days.
Full analysis & sources in my latest piece. Subscribe for more deep dives on Automotive & Emobility.
www.etechvolution.com/p/how-nexper...
Europe triggered its own sovereignty test, and is about to lose it in 37 days.
Full analysis & sources in my latest piece. Subscribe for more deep dives on Automotive & Emobility.
www.etechvolution.com/p/how-nexper...
By Nov 6, the Dutch government signaled readiness to back down, even though conditions weren’t met.
As BMW & Siemens CEOs said at IAA Mobility:
“We have no leverage anymore.” (5/6)
bsky.app/profile/etec...
As BMW & Siemens CEOs said at IAA Mobility:
“We have no leverage anymore.” (5/6)
bsky.app/profile/etec...
November 8, 2025 at 11:12 AM
By Nov 6, the Dutch government signaled readiness to back down, even though conditions weren’t met.
As BMW & Siemens CEOs said at IAA Mobility:
“We have no leverage anymore.” (5/6)
bsky.app/profile/etec...
As BMW & Siemens CEOs said at IAA Mobility:
“We have no leverage anymore.” (5/6)
bsky.app/profile/etec...
Inside the company, Nexperia B.V. (Netherlands) and Nexperia China entered open conflict: halted payments, suspended wafers, IP warnings, a corporate civil war. (4/6)
November 8, 2025 at 11:12 AM
Inside the company, Nexperia B.V. (Netherlands) and Nexperia China entered open conflict: halted payments, suspended wafers, IP warnings, a corporate civil war. (4/6)
A $0.50 chip halted production lines, stopping > 30,000€ Cars.
Volkswagen alone faced €30 million in daily risk, Bosch and ZF, and other Suppliers in Germany applied for Short Time Subsidized Work, Nissan cut output, all triggered by frozen Nexperia supply chains. (3/6)
Volkswagen alone faced €30 million in daily risk, Bosch and ZF, and other Suppliers in Germany applied for Short Time Subsidized Work, Nissan cut output, all triggered by frozen Nexperia supply chains. (3/6)
November 8, 2025 at 11:12 AM
A $0.50 chip halted production lines, stopping > 30,000€ Cars.
Volkswagen alone faced €30 million in daily risk, Bosch and ZF, and other Suppliers in Germany applied for Short Time Subsidized Work, Nissan cut output, all triggered by frozen Nexperia supply chains. (3/6)
Volkswagen alone faced €30 million in daily risk, Bosch and ZF, and other Suppliers in Germany applied for Short Time Subsidized Work, Nissan cut output, all triggered by frozen Nexperia supply chains. (3/6)
I tracked the full timeline, from the Dutch seizure on Sept 30 to the U.S.–China truce in early Nov.
The findings are uncomfortable. (2/6)
The findings are uncomfortable. (2/6)
November 8, 2025 at 11:12 AM
I tracked the full timeline, from the Dutch seizure on Sept 30 to the U.S.–China truce in early Nov.
The findings are uncomfortable. (2/6)
The findings are uncomfortable. (2/6)
Part 1: You can subscribe here as well.
www.etechvolution.com/p/nexperia-c...
www.etechvolution.com/p/nexperia-c...
Nexperia Crisis Explained: Global Auto Production at Risk
Caught in the U.S. - China tech war, Nexperia’s seizure by Dutch authorities froze chip supply chains and now threatens global car production.
www.etechvolution.com
November 7, 2025 at 12:23 PM
Part 1: You can subscribe here as well.
www.etechvolution.com/p/nexperia-c...
www.etechvolution.com/p/nexperia-c...
Full Panel Discussion is Available Here:
youtu.be/MO1YEI9wt5g?...
youtu.be/MO1YEI9wt5g?...
ICNC25 Panel: Are we driving the eMobility in the right direction? Feedback from EV drivers.
YouTube video by Hubject
youtu.be
November 4, 2025 at 3:41 PM
Full Panel Discussion is Available Here:
youtu.be/MO1YEI9wt5g?...
youtu.be/MO1YEI9wt5g?...
The big question:
Do we choose free market or full tech-nationalism with slower but sovereign build-outs?
💭 What’s your take?
#nexperia #Gotion #etechvolution
Do we choose free market or full tech-nationalism with slower but sovereign build-outs?
💭 What’s your take?
#nexperia #Gotion #etechvolution
November 3, 2025 at 9:25 AM
The big question:
Do we choose free market or full tech-nationalism with slower but sovereign build-outs?
💭 What’s your take?
#nexperia #Gotion #etechvolution
Do we choose free market or full tech-nationalism with slower but sovereign build-outs?
💭 What’s your take?
#nexperia #Gotion #etechvolution
🧠 The Hard Truth
For 30 years, we optimized for efficiency.
Now we optimize for sovereignty.
Policies meant to protect prosperity are blocking the very projects that could create it. (11/12)
For 30 years, we optimized for efficiency.
Now we optimize for sovereignty.
Policies meant to protect prosperity are blocking the very projects that could create it. (11/12)
November 3, 2025 at 9:25 AM
🧠 The Hard Truth
For 30 years, we optimized for efficiency.
Now we optimize for sovereignty.
Policies meant to protect prosperity are blocking the very projects that could create it. (11/12)
For 30 years, we optimized for efficiency.
Now we optimize for sovereignty.
Policies meant to protect prosperity are blocking the very projects that could create it. (11/12)
The evidence:
Exclude Chinese capacity → Supply chains freeze (Nexperia)
Include Chinese capital → Political approval collapses (Gotion)
That’s the reality of the West’s new industrial dilemma. (10/12)
Exclude Chinese capacity → Supply chains freeze (Nexperia)
Include Chinese capital → Political approval collapses (Gotion)
That’s the reality of the West’s new industrial dilemma. (10/12)
November 3, 2025 at 9:25 AM
The evidence:
Exclude Chinese capacity → Supply chains freeze (Nexperia)
Include Chinese capital → Political approval collapses (Gotion)
That’s the reality of the West’s new industrial dilemma. (10/12)
Exclude Chinese capacity → Supply chains freeze (Nexperia)
Include Chinese capital → Political approval collapses (Gotion)
That’s the reality of the West’s new industrial dilemma. (10/12)
Western policymakers now face a paradox in the de-risking era:
They want 3 things at once:
1️⃣ Fast industrial transition
2️⃣ Resilient supply chains
3️⃣ No Chinese ownership or influence
You can’t have all three. (9/12)
They want 3 things at once:
1️⃣ Fast industrial transition
2️⃣ Resilient supply chains
3️⃣ No Chinese ownership or influence
You can’t have all three. (9/12)
November 3, 2025 at 9:25 AM
Western policymakers now face a paradox in the de-risking era:
They want 3 things at once:
1️⃣ Fast industrial transition
2️⃣ Resilient supply chains
3️⃣ No Chinese ownership or influence
You can’t have all three. (9/12)
They want 3 things at once:
1️⃣ Fast industrial transition
2️⃣ Resilient supply chains
3️⃣ No Chinese ownership or influence
You can’t have all three. (9/12)
The Pattern & The Impossible Triangle
Nexperia → Top-down national-security veto
Gotion → Bottom-up populist/legal veto
Both brought Chinese capital, scale, and technology, both rejected. (8/12)
Nexperia → Top-down national-security veto
Gotion → Bottom-up populist/legal veto
Both brought Chinese capital, scale, and technology, both rejected. (8/12)
November 3, 2025 at 9:25 AM
The Pattern & The Impossible Triangle
Nexperia → Top-down national-security veto
Gotion → Bottom-up populist/legal veto
Both brought Chinese capital, scale, and technology, both rejected. (8/12)
Nexperia → Top-down national-security veto
Gotion → Bottom-up populist/legal veto
Both brought Chinese capital, scale, and technology, both rejected. (8/12)
The project entered a legal stalemate as Gotion sued.
- Oct 2025: Michigan terminated the deal, declared Gotion in breach, and began clawing back $23.6 M used for the land.
- Job Opening in incentives couldn’t overcome what ownership signaled. (7/12)
- Oct 2025: Michigan terminated the deal, declared Gotion in breach, and began clawing back $23.6 M used for the land.
- Job Opening in incentives couldn’t overcome what ownership signaled. (7/12)
November 3, 2025 at 9:25 AM
The project entered a legal stalemate as Gotion sued.
- Oct 2025: Michigan terminated the deal, declared Gotion in breach, and began clawing back $23.6 M used for the land.
- Job Opening in incentives couldn’t overcome what ownership signaled. (7/12)
- Oct 2025: Michigan terminated the deal, declared Gotion in breach, and began clawing back $23.6 M used for the land.
- Job Opening in incentives couldn’t overcome what ownership signaled. (7/12)
- Community revolt erupted over alleged CCP ties, secrecy & water usage.
- Local officials were recalled in elections.
- The new board canceled the water-supply agreement → no water, no factory. 💧 (6/12)
- Local officials were recalled in elections.
- The new board canceled the water-supply agreement → no water, no factory. 💧 (6/12)
November 3, 2025 at 9:25 AM
- Community revolt erupted over alleged CCP ties, secrecy & water usage.
- Local officials were recalled in elections.
- The new board canceled the water-supply agreement → no water, no factory. 💧 (6/12)
- Local officials were recalled in elections.
- The new board canceled the water-supply agreement → no water, no factory. 💧 (6/12)
🇺🇸 Gotion (Michigan): The Bottom-Up Populist Veto
- Planned a $2.4 B battery-material plant (2022)
- Promised 2,350 jobs
- Backed by $715 M in state incentives (5/12)
- Planned a $2.4 B battery-material plant (2022)
- Promised 2,350 jobs
- Backed by $715 M in state incentives (5/12)
November 3, 2025 at 9:25 AM
🇺🇸 Gotion (Michigan): The Bottom-Up Populist Veto
- Planned a $2.4 B battery-material plant (2022)
- Promised 2,350 jobs
- Backed by $715 M in state incentives (5/12)
- Planned a $2.4 B battery-material plant (2022)
- Promised 2,350 jobs
- Backed by $715 M in state incentives (5/12)
- Tier 1 Suppliers Bosch and ZF moved to reduced working hours.
- A component worth cents decided whether billion-euro factories could run. (4/12)
- A component worth cents decided whether billion-euro factories could run. (4/12)
November 3, 2025 at 9:25 AM
- Tier 1 Suppliers Bosch and ZF moved to reduced working hours.
- A component worth cents decided whether billion-euro factories could run. (4/12)
- A component worth cents decided whether billion-euro factories could run. (4/12)
- Sept 2025: Dutch gov seizes control after U.S. “50% Ownership Rule” sanctions.
- China retaliates with an export ban.
- Automotive industry brought to its knees within weeks.
My estimate: VW lost ~€30 M/day as Golf production stopped. (3/12)
- China retaliates with an export ban.
- Automotive industry brought to its knees within weeks.
My estimate: VW lost ~€30 M/day as Golf production stopped. (3/12)
November 3, 2025 at 9:25 AM
- Sept 2025: Dutch gov seizes control after U.S. “50% Ownership Rule” sanctions.
- China retaliates with an export ban.
- Automotive industry brought to its knees within weeks.
My estimate: VW lost ~€30 M/day as Golf production stopped. (3/12)
- China retaliates with an export ban.
- Automotive industry brought to its knees within weeks.
My estimate: VW lost ~€30 M/day as Golf production stopped. (3/12)
🇳🇱 Nexperia (Netherlands): The Top-Down Security Veto
- 40% global share in automotive chips (transistors, diodes)
- 80% of production processed in China
- Majority Owned by Chinese Wingtech Technology (2/12)
- 40% global share in automotive chips (transistors, diodes)
- 80% of production processed in China
- Majority Owned by Chinese Wingtech Technology (2/12)
November 3, 2025 at 9:25 AM
🇳🇱 Nexperia (Netherlands): The Top-Down Security Veto
- 40% global share in automotive chips (transistors, diodes)
- 80% of production processed in China
- Majority Owned by Chinese Wingtech Technology (2/12)
- 40% global share in automotive chips (transistors, diodes)
- 80% of production processed in China
- Majority Owned by Chinese Wingtech Technology (2/12)