Overview
- China’s commerce ministry accused the Netherlands of causing supply chain chaos after the Dutch seizure of Nexperia, even as Beijing opened a path for export exemptions.
- Nexperia told customers in a November 3 letter that it cannot say if or when its Dongguan site will resume shipments and issued a formal force majeure, warning it cannot guarantee quality for recent output.
- The European Commission said a worst‑case scenario was avoided as China engaged with firms to restart partial flows, while Dutch officials said talks with Beijing are continuing.
- Nexperia’s Netherlands arm halted wafer shipments to China citing missed payments, a claim Nexperia China rejected as deceptive while alleging the Dutch unit owes it more than 1 billion yuan.
- Automakers and suppliers rushed to apply for Chinese export exemptions, with firms including Volkswagen and Bosch warning of production risks and preparing furloughs pending clearer resumption timelines.