China Restarts Nexperia Chip Exports as Automakers Report First Deliveries

Overview

• Following a U.S.–China commercial understanding, Beijing began issuing case-by-case export licenses and Volkswagen confirmed initial Nexperia shipments.
• Parts supplier Aumovio said it received a Chinese export license this week and dispatched Nexperia semiconductors and components containing them.
• The Netherlands said it stands ready to rescind its September intervention over Nexperia once chip flows are verified and is sending a team to China for talks.
• China’s Commerce Ministry urged The Hague to present a “constructive proposal” to end the dispute and criticized the lack of concrete Dutch action so far.
• Honda expects to restart halted production in the week of November 21 as Bosch reports receipts but notes temporary factory disruptions, while ZF prepares contingency measures.