Overview
- EU trade officials said China’s commerce ministry has engaged European firms and begun granting exemptions to restore a partial flow of Nexperia chips, calling this a step that avoids a worst-case scenario.
- Nissan will reduce Rogue output in Japan by about 900 vehicles in the week of November 10 and is reviewing subsequent production as parts using Nexperia chips remain constrained.
- Talks are ongoing as Beijing warns the Netherlands against interference, and German suppliers such as ZF seek export licenses and prepare short-time work to cushion the disruption.
- Supply remains tight because European wafer shipments to Nexperia’s Dongguan site were halted, and roughly 70% of the company’s products are assembled and tested in China.
- The standoff traces to the Dutch government’s September seizure of Nexperia under a 1952 emergency law and the replacement of its CEO, with court filings revealing prior U.S. pressure to blacklist the Dutch unit unless management changed.