Overview
- China’s commerce ministry said it will consider and grant exemptions for some Nexperia shipments and invited affected firms to apply.
- Reports said a framework discussed by Xi Jinping and President Donald Trump could enable limited resumptions, with a White House announcement expected.
- Nexperia Netherlands halted wafer deliveries to its Dongguan assembly site on Oct. 26 citing payment issues, a move the China unit denounced as unilateral and deceptive.
- Nexperia China said inventories can cover orders through year‑end, is qualifying new wafer sources, and expects to meet all customer demand starting next year.
- EU officials held talks with Beijing on export controls, and the EU trade chief said China confirmed suspension of the October controls applies to the bloc, as automakers warn of production risks from Nexperia’s hard‑to‑substitute parts.