Overview
- Washington will delay for 12 months the BIS '50% rule' that would have extended U.S. controls to affiliates of blacklisted firms, Treasury Secretary Scott Bessent announced.
- China’s Commerce Ministry said it will consider case‑by‑case exemptions to allow certain Nexperia components to be exported, with multiple outlets citing the Wall Street Journal that potential chip shipments were discussed in the Trump–Xi talks.
- The Netherlands’ state takeover of Nexperia remains in force after the October intervention that removed the Chinese‑led board, leaving ownership and governance questions unresolved.
- European carmakers warned supplies were running down, and Honda has already halted production at its Celaya, Mexico plant due to missing Nexperia chips.
- Nexperia’s widely used automotive components are designed or fabricated in Europe and finished in China, a flow disrupted by Beijing’s export block that authorities now say could partially restart under exemptions.