Nexperia is shipping again from China, including to Volkswagen
Nexperia chips are being exported again through special permits. A comprehensive agreement is also in sight.
(Image: Aerovista Luchtfotografie/Shutterstock.com)
A solution is emerging in the dispute over China's recent freezing of semiconductor exports from manufacturer Nexperia. Some companies, such as automotive supplier Aumovia and Volkswagen, are already receiving the components again. This is made possible by special permits, which the Chinese Ministry of Commerce announced a week ago.
Aumovia was the first to announce that the company is already being supplied again through these permits. Almost simultaneously, VW board member Ralf Brandstätter, responsible for business in China, stated that his company has also received the semiconductors important for car production. "First exports have already taken place," Brandstätter said in an interview with Handelsblatt. The permits were issued at short notice.
Looking ahead, Brandstätter said, such regulations would depend on the relationship between China and the USA. The conflict began when the US government, still under President Biden at the end of 2024, placed Nexperia's parent company Wingtech on the "Entity List". Companies on this list are considered a threat to national security by the USA. Strict regulations then apply to business with these companies, for which individual permits are usually required.
Agreement with the Netherlands expected
The Dutch government has stated that there is a fundamental agreement. Prime Minister Dick Schoof told the news agency Bloomberg on the sidelines of the World Climate Summit in Belém, Brazil: "We have been informed by China that they will enable the resumption of supplies from Nexperia's Chinese factories." Although Nexperia belongs to Wingtech, its headquarters are still in the Netherlands.
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The government there placed the company under state control at the end of September 2025 . A Cold War emergency law was applied. This intensified the dispute, leading China to ultimately prohibit the export of Nexperia products. As Bloomberg reports, it is now expected that the Netherlands will ease its grip on Nexperia. Currently, there are no concrete details from either China or the Netherlands on what a permanent solution might look like.
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