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EU Confirms China Partly Restarts Nexperia Chip Exports as Netherlands Weighs Pullback

Case-by-case Chinese licenses have restarted deliveries to carmakers pending a negotiated resolution.

Overview

  • EU trade chief Maros Sefcovic said China confirmed a partial resumption of Nexperia exports for civil use with immediate effect and simplified procedures.
  • Dutch minister Vincent Karremans signaled the government could revoke special intervention powers once steady flows are verified, saying supplies should reach customers in the coming days.
  • Volkswagen reported receiving initial shipments, while supplier Aumovio said it obtained export licenses and restarted dispatches; Bosch is receiving chips but still faces temporary production disruptions.
  • China urged the Netherlands to present a constructive plan to end the dispute and agreed to host a Dutch negotiating team as talks continue.
  • A U.S.–China understanding enabled one year of relief from certain U.S. export restrictions and opened the way for China’s case-by-case approvals, though industry expects potential interruptions over the next weeks.