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China Offers Case-by-Case Exemptions to Nexperia Chip Export Ban

Reports also point to a temporary U.S. pause on a new subsidiary export rule.

Overview

  • China’s Ministry of Commerce said it will grant waivers for Nexperia shipments that meet set criteria and urged affected companies to apply to keep supplies flowing.
  • Beijing’s re-export prohibition followed Dutch authorities placing Nexperia under emergency oversight and China accusing the United States of interfering in Dutch legal actions.
  • The Wall Street Journal reported that some shipments would resume under a framework discussed by Xi Jinping and President Donald Trump during talks in Busan.
  • The ministry said Washington would temporarily halt implementation of its “50% subsidiary” restriction, which extended U.S. export controls to firms majority-owned by blacklisted entities.
  • Automakers warned of potential production stoppages because Nexperia supplies a large share of basic components for vehicles, and its Europe-to-China finishing route had been blocked.