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China Allows Conditional Resumption of Nexperia Exports as Company Halts Wafer Shipments to China

Beijing says vetted distributors can restart component shipments under conditions, offering limited relief to carmakers hit by earlier curbs.

Overview

  • China’s Ministry of Commerce announced that Chinese distributors may resume supplying Nexperia components under conditions, with possible exemptions granted after case‑by‑case reviews.
  • Nexperia suspended deliveries of wafers to China on October 26 due to unmet payment terms by local management, according to a customer letter dated October 29 signed by interim CEO Stefan Tilger.
  • The Dutch Ministry of Economic Affairs said the shipment suspension was Nexperia’s decision and reiterated its intervention targets protecting facilities and know‑how rather than daily operations or products.
  • Automakers in Germany, the United States, and Japan warned of shortages, and supplier ZF Friedrichshafen reportedly cut shifts at an e‑drivetrain plant as it sought alternative sourcing.
  • Nexperia, headquartered in Nijmegen and owned by China’s Wingtech since 2019, has been under Dutch oversight since September 30 following governance concerns and fears of technology transfer.