Overview
- Customers are in talks to buy wafers directly from Nexperia’s Hamburg plant and separately contract its Dongguan site for packaging, a stopgap that is considered impractical for smaller buyers.
- Nexperia halted shipments of wafers to its Chinese subsidiary on October 26 over nonpayment, and the Dongguan plant is selling down finished‑goods stock as China relaxes some export controls this week.
- A Dutch delegation plans to travel to China next week for further discussions after authorities granted case‑by‑case export relief.
- Dutch economy minister Vincent Karremans says the intervention was taken independently of U.S. pressure, and supervisory control remains in place until verified, sustained deliveries resume.
- Wingtech denies plans to relocate Hamburg production and points to a $200 million investment there, while large customers assess substitutes from Onsemi and STMicroelectronics and Nexperia explores more packaging in Malaysia and the Philippines.