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Nexperia Supply Still in Flux After China Eases Ban as Netherlands Rejects Damage Claims

A state-led governance order over alleged self-dealing has escalated into a standoff that could split the company around its Shanghai plant.

Overview

  • China’s export ban on Nexperia chips has been lifted under conditions, yet earlier restrictions disrupted production and pushed customers to line up alternatives.
  • The Dutch Ministry of Economic Affairs says losses stem from Chinese export controls, directing Nexperia to seek compensation from China and its Chinese shareholder.
  • Authorities in The Hague and the Dutch Enterprise Chamber formally intervened to prevent a loss of technology and capacity from Europe, citing governance concerns.
  • Reporting highlights allegations that CEO Zhang Xuezheng steered contracts to companies he owned, a factor underpinning the continued governance dispute.
  • Regional fallout is mounting, with uncertainty over a €6 million state-backed collaboration with Radboud University and HAN, and tensions surfacing at Nexperia’s key Hamburg site after recent investments in SiC and GaN production.