Nexperia, a major Dutch-based semiconductor manufacturer (wholly owned by China's Wingtech Technology), has been at the center of an escalating geopolitical dispute involving the US, Netherlands, and China.
This stems from US export controls on Wingtech (imposed in December 2024 and expanded in September 2025) that indirectly targeted Nexperia, prompting the Dutch government to invoke its rarely used "Goods Availability Act" (an emergency wartime-era law) around early October of this year.
The move suspended Nexperia's Chinese CEO, Zhang Xuezheng, and placed the company under temporary external management to safeguard European supply chains and technology.
So like one would expect....China retaliated shortly after that....by banning exports of key Nexperia components and sub-assemblies produced in China, crippling the firm's supply chain (most assembly occurs there).
Only affecting VW? NO.....the others were the ones caught with some extra supply.....in about four weeks....various other German companies will have the same issue.
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