Overview
- China’s Ministry of Commerce authorized Nexperia’s China unit to resume exports, with industry sources reporting shipments to Europe and supplier Aumovio confirming new purchases.
- The reversal followed signals from the Netherlands that it would scale back or renounce emergency controls it invoked on October 13 over Nexperia’s corporate decisions.
- Automakers had begun to feel the strain, with Honda suspending output at a plant in Mexico and adjusting operations in the United States and Canada, while German suppliers pursued exemptions to avoid furloughs.
- Nexperia supplies small, essential microcomponents for vehicle ECUs and is estimated to hold about 10% of this market, so even short disruptions can halt assembly lines.
- The standoff included Nexperia’s China unit asserting operational independence from its European parent and came alongside U.S. pressure for leadership changes under threat of blacklisting.