Overview
- Nexperia suspended shipments of wafer pre-products to its Dongguan assembly and test plant effective October 26, citing missed payment obligations by local management in a letter signed by interim CEO Stefan Tilger.
- The company said deliveries will resume only after contractual and payment obligations are fully met and noted it is working on alternative solutions to support customers.
- China’s commerce ministry said it would consider case-by-case exceptions to its export ban and invited companies to contact authorities, while publicly blaming Dutch intervention for current supply disruptions.
- Berlin called the Chinese statement a positive first signal, and media reports said a Trump–Xi understanding discussed this week could include a partial resumption of Nexperia deliveries, with EU–China talks also ongoing.
- Automakers and suppliers have set up crisis teams as they warn of potential production hits, with industry data highlighting heavy reliance on Nexperia’s standard chips, which Volkswagen figures put at roughly 40% of global auto supply.