On 2025-09-30 the Dutch government seized Nexperia, owned by China’s Wingtech, and around 2025-10-04 China imposed an export ban on finished semiconductors from Nexperia’s Chinese unit, which then halted wafer deliveries to its Dongguan assembly plant beginning 2025-10-26; these actions have disrupted supplies of mature-node components (MOSFETs, voltage regulators, power diodes), pushed up prices, and forced automakers such as Stellantis and Nissan to form crisis teams and face potential production slowdowns in Europe. The episode accelerates regionalization of semiconductor supply chains, tighter export controls and asset interventions, and exposes investment gaps—while AI, EV and clean-tech demand strains capacity—prompting firms to diversify sources, build redundant mature-node capacity and tighten contracts, and urging policymakers to rebalance industrial strategy and adapt trade rules to improve resilience.

Between Nov 1–10, 2025 China announced and partially implemented exemptions to export restrictions on Nexperia, the Dutch chipmaker owned by China’s Wingtech, easing a disruption triggered when the Netherlands seized Nexperia on 2025-09-30; Beijing had blocked finished-chip exports from Nexperia’s Dongguan plant—components integral to vehicle switches, sensors, power regulation and airbags. On Nov 9 the Ministry of Commerce granted exemptions for certain chips for “civilian use,” with deliveries reportedly resuming to German and Japanese automakers and Volkswagen China confirming initial exports; EU officials agreed to simplify procedures. The broader U.S.–China truce from Oct 30 included related mineral and export concessions, China suspended some dual-use bans through 2026-11-27 and waived U.S. port fees for one year from 2025-11-10. Risks remain: Nexperia warned on 2025-10-13 it cannot guarantee quality of China-made chips and “civilian use” is undefined; the outcome is partial relief but continued supply-chain and regulatory uncertainty.