Those restrictions had immediate effects. Carmakers, including Honda and Volkswagen , were forced to adjust procurement as shipments from China stalled, squeezing the availability of logic chips and discrete components that are required in large quantities for modern automotive platforms. While most coverage of chip supply risk in recent years has focused on high-performance compute, the Nexperia case shows how vulnerable manufacturers remain to disruptions in mature-node supply chains.
In light of recent developments, I consider it the right moment to take a constructive step by suspending my order under the Goods Availability Act regarding Nexperia, in close consultation with our European and international partners.Full statement ⤵️https://t.co/i0zzqsYahA pic.twitter.com/aR2lajS1CY November 19, 2025
Talks to resolve the standoff accelerated in early November and involved officials from China, the Netherlands, the European Union, Germany, and the United States. A key turning point came with the suspension of Wingtech founder Zhang Xuezheng from his post as Nexperia CEO, following a Dutch court ruling prompted by internal governance disputes. The Dutch government said it was reassured by both that court order and fresh evidence that export flows from Guangdong have resumed.
While the order is now suspended, it has not been revoked. Nexperia is still required to notify the government of any transfer of production assets or intellectual property. China’s Ministry of Commerce called the Dutch move a step in the right direction, but said the underlying “root cause” of the trade disruption — i.e., the fact that the order has not been fully revoked — has yet to be resolved. Nexperia, in a statement, said the decision was “important progress” and called for further cooperation between its Chinese and European operations for full restoration of the supply chain.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/netherlands-suspends-nexperia-takeover-order-as-china-eases-export-curbs#main
- https://www.tomshardware.com
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