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Nexperia China Defies Dutch Control as Export Curbs Squeeze Europe’s Auto Supply

Bosch prepares furloughs, underscoring supply risks from Beijing’s block on re-exports of China-packaged Nexperia chips.

Overview

  • The Dutch government continues to run Nexperia under a 1952 emergency law and has replaced CEO Zhang Xuezheng with interim chief Stefan Tilger.
  • Nexperia’s China subsidiary has restarted sales to domestic distributors on a yuan-only basis and told partners to settle downstream transactions in yuan, according to Reuters.
  • The China unit rejected head-office orders to remove sales chief John Chang as unenforceable in China and asserted independent operations in a public WeChat letter accusing HQ of misinformation.
  • China’s export ban on finished Nexperia products is blocking re-exports to Europe, with the company exploring packaging outside China as HQ warns customers it will not guarantee quality of China-sourced parts, according to reporting.
  • European auto supply chains are under pressure, with Bosch readying furloughs in Salzgitter, Volkswagen flagging potential short-term disruptions, and Valeo saying substitutes cover most volumes pending client approval.