Overview
- China’s Commerce Ministry said customers can seek exemptions to resume Nexperia chip exports, following talks between President Trump and Xi Jinping.
- German suppliers began filing for permits, including Aumovio, while Volkswagen warned it could not guarantee production beyond this week and Bosch and ZF prepared furlough measures.
- Nexperia’s Netherlands unit halted wafer shipments to its Dongguan plant in late October, and the Dutch and Chinese arms traded accusations over unpaid debts and contract breaches, keeping flows constrained.
- China publicly blamed the Netherlands for causing supply chain chaos and urged it to stop interfering, as EU officials and The Hague cited ongoing, constructive contacts with Beijing.
- The Netherlands took temporary control of Nexperia on Sept. 30 under the Goods Availability Act and replaced CEO Zhang Xuezheng with Stefan Tilger, a move that followed the U.S. entity-listing of parent Wingtech and its subsidiaries.