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China Eases Nexperia Export Curbs as Netherlands Signals Exit from Takeover

Officials say export licenses are being restored, prompting the Netherlands to consider ending its emergency control of the chipmaker once deliveries prove reliable.

Overview

  • Auto supplier Aumovio said it received a Chinese export license this week and has resumed shipments of Nexperia components, adding that supply may remain bumpy for four to six weeks.
  • Dutch minister Vincent Karremans said he expects Nexperia chips to reach Europe in the coming days, and Dutch control could be lifted if exports resume consistently, according to reports.
  • The Dutch state intervened in late September under a 1952 law to block an alleged transfer of production and know‑how to China, and a court removed CEO Zhang after findings of actions against company interests.
  • Nexperia’s European management halted wafer shipments to Dongguan and warned customers that chips made there after October 13 cannot be certified for quality or authenticity, raising the risk of parallel supply channels.
  • Industrial fallout persists as Bosch applied for short‑time work and ZF prepared similar steps, while distributors such as btv technologies stockpiled over a billion extra parts to cushion shortages.