Overview
- In a late-night customer notice, Nexperia’s European leadership said it cannot guarantee if or when products from its Dongguan back‑end site will ship and cannot vouch for the quality or authenticity of parts made there after October 13.
- Management in Europe halted wafer shipments from Manchester and Hamburg and alleges the China operation set up unauthorized payment accounts, used company seals without approval, and is producing under the Nexperia name outside central quality control.
- Supply strain is mounting as Bosch applies for short‑time work in Ansbach and Salzgitter and ZF prepares similar steps in Schweinfurt, with Nissan cutting output in Japan and spot prices for standard diodes and transistors jumping sharply.
- The political and legal fight continues after The Hague used a 1952 emergency law to block technology transfers and an Amsterdam court removed the CEO over alleged $200 million self‑dealing to WingSkySemi, while China condemned the intervention and imposed export curbs even as select export licenses were issued.
- Following a Trump–Xi meeting, Washington signaled Nexperia China would resume worldwide shipments, yet the decertification of China‑made parts could prevent European customers from using those components.