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Volkswagen: Difference between revisions
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''See also: [[Volkswagen:Questions]] | [[Volkswagen:Position Changes]] | [[Volkswagen:Deliveries|Deliveries]] | [[Volkswagen Financial Services]] | [[Volkswagen:Quarterly Results]] | [https://docs.google.com/spreadsheets/d/1N5-EbJE-JY6cILPETeU8LtbMcSBoPyBgk8Y_w21J1uw/edit#gid=834217045 Volkswagen:Sheet] | [[Company News|Company News |]] [[Volkswagen: Capital Markets Day 2023|Volkswagen: Capital Markets Day 2023 |]] [[Volkswagen: Most Important Markets]]'' | ''See also: [[Volkswagen:Questions]] | [[Volkswagen:Position Changes]] | [[Volkswagen:Deliveries|Deliveries]] | [[Volkswagen Financial Services]] | [[Volkswagen:Quarterly Results]] | [https://docs.google.com/spreadsheets/d/1N5-EbJE-JY6cILPETeU8LtbMcSBoPyBgk8Y_w21J1uw/edit#gid=834217045 Volkswagen:Sheet] | [[Company News|Company News |]] [[Volkswagen: Capital Markets Day 2023|Volkswagen: Capital Markets Day 2023 |]] [[Volkswagen: Most Important Markets]]'' | ||
== Bull & Bear == | == Bull & Bear == | ||
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== Regulatory Environment == | == Regulatory Environment == | ||
July 6, 2023: Volkswagen said it's monitoring the situation in metal markets after China imposed export restrictions on gallium and germanium, which are used to make automotive products. The company added that it's "ready to take measures together with its partners if necessary." A top Chinese trade advisor has said that the restriction on the two metals were "just a start". Companies such as Taiwan's WIN Semiconductors, TSMC and NXP Semiconductors do not see any immediate impact<ref>https://finance.yahoo.com/news/wrapup-1-vw-ready-deal-095427657.html</ref>. | July 6, 2023: Volkswagen said it's monitoring the situation in metal markets after China imposed export restrictions on gallium and germanium, which are used to make automotive products. The company added that it's "ready to take measures together with its partners if necessary." A top Chinese trade advisor has said that the restriction on the two metals were "just a start". Companies such as Taiwan's WIN Semiconductors, TSMC and NXP Semiconductors do not see any immediate impact<ref>https://finance.yahoo.com/news/wrapup-1-vw-ready-deal-095427657.html</ref>. | ||
== Supply Chain == | |||
August 23, 2023: Volkswagen has started purchasing semiconductor materials it believes will be in short supply directly from 10 manufacturers. These manufacturers include NXP Semiconductors, Infineon Technologies and Renesas Electronics. According to Karsten Schnake, head of a Volkswagen-wide taskforce for component supply, the company started striking direct deals with manufacturers last october. The direct supply relationship does not involve TSMC but Volkswagen said that it's meeting with it every few weeks to communicate demand situation. <ref>https://finance.yahoo.com/news/volkswagen-strikes-direct-supply-deals-165216128.html</ref>. | |||
==References== | ==References== | ||
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