Overview
- Beijing’s commerce ministry said it will consider exemptions to its ban on shipments of Nexperia chips and invited affected firms to contact trade authorities.
- Germany’s economy ministry called the move a positive first sign, though details on eligibility and timing for any exemptions remain unspecified.
- Nexperia has halted wafer deliveries to its Dongguan assembly and test site effective October 26 over unpaid obligations, and says shipments will resume only once contracts are honored.
- Automakers and suppliers have activated crisis teams as inventories tighten, with experts warning of possible mid‑November production risks without a political fix.
- Media reports say the potential resumption of some Nexperia shipments featured in talks between President Donald Trump and China’s Xi Jinping, while EU–China discussions on trade controls continue.