China Grants Nexperia Chip Exemptions, Calming Global Auto Supply Fears
Published Nov 12, 2025
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.