Overview
- The Netherlands reversed course on its late‑September move to take control of Nexperia’s Dutch unit, signaling a potential breakthrough in the dispute.
- China began granting case‑by‑case export licenses after President Donald Trump met Xi Jinping in Busan, enabling some shipments from Nexperia’s Dongguan plant to resume.
- Shortages of Nexperia’s low‑cost chips pushed Nissan and Honda to cut vehicle production and led Bosch to reduce working hours before limited exports eased immediate pressure.
- Nexperia shifted some sales to yuan payments, creating backlogs at the plant, while customers such as Melecs and JABIL sourced parts by settling through Chinese entities.
- Because many of these components are soldered into auto modules, replacement requires lengthy testing, and European manufacturers are pressing suppliers to develop non‑China alternatives.