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AnalysisNexperia crisis: fate of Dutch chipmaker, global car industry hangs in the balance

‘Progress towards a resolution is bound to be gradual rather than immediate,’ Anbound researcher Zhao Zhijiang says

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Chipmaker Nexperia’s fate is expected to require further negotiations between Dutch, EU and China officials. Photo: Shutterstock
Coco Fengin GuangdongandBien Perezin Hong Kong
A swift resolution of the Sino-Dutch row over the control of Chinese-owned, Netherlands-based chipmaker Nexperia is not likely, according to analysts, which means semiconductor supplies for the global car industry remain uncertain.
That assessment comes a day after China’s Ministry of Commerce accused The Hague of “going its own way, without taking concrete steps to resolve the issue”, even as the mainland regulator considered exempting some Nexperia orders from an export ban that it imposed last month on the firm’s China unit.
Nexperia China, meanwhile, said it aimed to secure alternative foundry sources for processed wafers, as the European fabrication facilities under the Dutch chipmaker’s head office continue to suspend wafer supplies to its factory in Dongguan, in southern Guangdong province. The China unit assembles 70 per cent of all the chipmaker’s products.
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