Revealed on
Beijing introduced on Sunday that it had granted exemptions for sure semiconductor exports in a transfer seen as easing tensions with the Netherlands over management of Dutch-based Nexperia.
A Ministry of Commerce spokesperson stated concerning the beforehand restricted semiconductor exports that “China has taken sensible measures to exempt compliant exports for civilian functions.”
The announcement follows a social media put up by European Fee commerce chief Maroš Šefčovič on Saturday saying that the EU had reached an settlement with China’s commerce ministry to restart semiconductor flows disrupted by the Nexperia disaster.
The Chinese language ministry’s spokesperson added, “I want to emphasise that we welcome the continued affect of the European facet and urge the Dutch facet to right its unsuitable practices as quickly as doable.”
The newest indicators of a thaw between Beijing and The Hague over semiconductor controls that grew more and more heated over the previous months and fearful carmakers on the continent pushed Wingtech Know-how, the Shanghai-listed mum or dad of Dutch chipmaker Nexperia, to increase final week’s rally.
The corporate closed with a 3.02% enhance after marking an intraday peak at 6% on Monday earlier than buying and selling resulted in Shanghai.
That follows a pointy bounce on Friday, 7 November, when the inventory surged by a whopping 9.7%.
Nexperia’s ripple results on the worldwide auto business
The battle for management of a little-known chipmaker has threatened international auto manufacturing by choking off the semiconductor provide chain.
Nexperia makes semiconductors corresponding to switches and logic chips, inncluding people who run issues like airbag sensors, window controls and energy administration in vehicles.
The corporate is headquartered in Nijmegen, the Netherlands, and it’s a subsidiary of Wingtech Know-how, which is partially owned by the Chinese language authorities.
In late September and October 2025, The Hague moved towards Nexperia after deeming the corporate’s governance and provide continuity dangers to be a severe sufficient risk to European chipmaking demand.
Utilizing the not often invoked Items Availability Act, the federal government granted itself veto powers over main Nexperia selections after citing nationwide safety considerations, together with dangers to essential chip know-how and claiming operations on Dutch and EU soil may very well be undermined or shifted overseas. A court docket subsequently suspended Nexperia’s chief govt.
As a response, China froze chip exports, and automakers feared manufacturing unit stoppages as a result of many of those legacy chips wouldn’t have fast substitutes.
As Beijing moved to revive a part of the exports, the speedy threat of manufacturing hiccups in Europe was shortly eradicated, and carmakers have acquired their first Nexperia chips, Volkswagen’s China chief confirmed to German newspaper Handelsblatt.
On the identical time, Beijing paused its ban on delivery sure essential supplies to the US, corresponding to gallium, germanium and antimony, that are utilized in chips, electronics and different high-tech elements.
China additionally suspended the particular port charges it had imposed on US-linked vessels as a part of a broader one-year truce on duelling port prices. Each steps decrease near-term prices and ease uncertainty for provide chains and delivery.
The market rally is due to this fact not stunning, because the temperature has been turned down in a number of chokepoints corresponding to supplies, elements and logistics.
Nexperia, which designs and manufactures discrete and energy semiconductors, has confronted heightened scrutiny in Europe since 2022, when its acquisition of the UK’s Newport wafer fab was blocked on nationwide safety grounds.
