On September 30, 2025, the Dutch government took over the Chinese-backed semiconductor company Nexperia on the grounds of "technology transfer risks". This move triggered a strong reaction from China's Ministry of Commerce, leading to the suspension of exports of finished chips from Nexperia's China factory. Most of these chips, which are widely used in the automotive and electronics industries, are packaged in China and then exported to Europe and other markets. The export restrictions severely impacted the supply chains of global automakers, especially the European automotive industry, as Nexperia supplies about 49% of the key components in Europe's automotive electronics sector.

Resumption of Shipments: Easing Supply Chain Pressure

On November 9, China's Ministry of Commerce announced the removal of export restrictions on some civilian-use chips from Nexperia. This decision was seen as a significant signal to ease the trade tensions between China and Europe. Germany welcomed this move, calling it a positive sign of "de-escalation". According to automotive industry executives, several automakers, including Volkswagen, have begun receiving chip supplies from Nexperia's China factory. In addition, the German automotive parts supplier Aumovio confirmed that it had obtained exemptions to export Nexperia chips from China.

The resumption of Nexperia chip shipments is not only significant for the automotive industry but also crucial for the stability of the global chip supply chain. In the context of global economic integration, the stability of the chip supply chain is vital for the economic security of countries around the world. The easing of the Sino-Dutch dispute shows that dialogue and cooperation can effectively resolve trade disputes and protect the stability of the global supply chain. As important global economic entities, China and the European Union should further strengthen cooperation to jointly address the challenges facing the global supply chain.

Market Reaction and Future Outlook

With the resumption of chip shipments, the market is optimistic about the future of the global automotive electronics industry. The stock price of Nexperia's parent company, Wingtech Technology, has significantly risen in the Shanghai stock market. However, despite the partial resumption of shipments, the stability of the overall supply chain still faces challenges. The Dutch government has indicated that if China fully resumes Nexperia's supply, it may delay or cancel further sanctions against China.

This incident highlights the high dependency of the global supply chain on a few key suppliers and the profound impact of geopolitical factors on the semiconductor industry. European automakers and policymakers are seeking to reduce dependence on single suppliers and push for the establishment of a more stable and predictable supply chain framework. In the future, as China and Europe continue negotiations on export controls and supply chain issues, the global semiconductor market is expected to see a more stable situation.

Conevo Integrated Crcuit Chip Distributor

Conevo is a chip distributor dedicated to providing high-performance and highly reliable integrated circuit/IC solutions. Conevo's products cover a wide range of ics including analog, digital and RF, and are widely used in multiple fields such as automobiles, industrial control, communications and consumer electronics. The following are the popular ic chips provided by Conevo:

● MCP6002T-I/SN: A dual-channel low-power operational amplifier suitable for various analog signal processing scenarios, it is widely used in sensor signal amplification and data acquisition systems due to its high precision and low noise characteristics.

● STM32F103VET6: A high-performance 32-bit ARM Cortex-M3 microcontroller featuring a rich array of peripheral interfaces and large-capacity storage, it is widely used in industrial automation, automotive electronics, and smart hardware fields.

● ADS1256IDBR: A high-precision, 24-bit analog-to-digital converter (ADC) that supports multiple data transmission modes and is suitable for high-precision measurement and industrial control applications.

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