China Eases Nexperia Export Curbs as Initial Chip Shipments Resume

Overview

• China’s commerce ministry announced exemptions for Nexperia chip exports for civil applications, partially reversing earlier curbs.
• EU trade commissioner Maros Sefcovic said China confirmed simplified approvals taking effect immediately for shipments to EU and global customers.
• Automakers reported first deliveries restarting, with Volkswagen confirming initial shipments and supplier Aumovio dispatching parts after receiving licenses.
• The Netherlands signaled it could lift its emergency control of Nexperia if deliveries are verified and discussions with Chinese authorities remain constructive.
• Corporate governance disputes around Wingtech and the court-suspended CEO Zhang Xuezheng continue, and industry players caution that supply may stay unstable for several weeks.