Overview
- Beijing said customers can apply for exemptions to newly imposed controls on Nexperia shipments after discussions between President Donald Trump and Xi Jinping.
- German auto suppliers began filing requests with China’s commerce ministry, while Volkswagen warned it could not guarantee production at German plants beyond this week and Bosch registered furlough plans at Salzgitter as ZF prepared precautionary measures.
- Exports were halted for weeks after the Netherlands seized control of Nexperia and removed CEO Zhang Xuezheng under emergency powers, prompting China to block shipments.
- Nexperia’s internal rift deepened as its Dutch unit stopped sending wafers to its Dongguan packaging plant over alleged unpaid invoices and the China arm accused the Dutch side of misleading claims and said it is owed more than 1 billion yuan.
- Industry groups welcomed the prospect of case-by-case licenses but cautioned that practical details on eligibility and timing remain unclear for a supplier that provides roughly 40% of automotive transistors and diodes, according to TechInsights.