Particle.news
Download on the App Store

Nexperia Crisis Deepens as China Lifts Export Ban With Conditions and Split Risk Looms

Dutch officials say the losses stem from Chinese export controls rather than their order.

Overview

  • Reporting indicates the Chinese export ban on Nexperia’s China-made chips has been lifted only under conditions, leaving supply and production still unsettled.
  • The Ministry of Economic Affairs says it will not compensate the company, arguing the damage results from Chinese restrictions and the Chinese shareholder.
  • A modern Shanghai factory is central to a power struggle between European management and CEO Zhang Xuezheng, raising the reported risk of a split that could disadvantage the European arm.
  • Automotive customers started sourcing alternatives during the disruption, with Volkswagen obtaining supplies from a French provider and the permanence of such shifts unclear.
  • Nexperia is a key employer in Nijmegen and hard to replace at scale, and though Dutch law allows claims against the state, the government maintains liability lies with Chinese actions.