Overview
- China’s commerce ministry has begun granting exemptions, and German supplier Aumovio says it received a written license to export Nexperia chips from China.
- Honda reports shipments have started in China and is working toward restarting output at affected plants from late next week, while cautioning that visibility remains limited.
- Dutch economy minister Vincent Karremans says chips should reach customers in the coming days, and Bloomberg reports the Netherlands could suspend its control order next week if exports resume and financial issues are resolved.
- Nexperia says it cannot confirm a full restart yet but expects flows to resume soon, with lingering tensions over halted wafer shipments and payment disputes between headquarters and the China unit.
- Reporting links the easing to a Trump–Xi understanding that delays a U.S. ‘affiliate rule’ for a year, and the Dutch minister says the information aligns with briefings to the European Commission.