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China Warns of Fresh Chip Shortages as Nexperia’s Internal Fight Escalates

The stakes are high because Nexperia’s widely used automotive and discrete chips sit across global supply chains.

Overview

  • China’s commerce ministry said the Netherlands must "bear full responsibility" if the company’s dispute triggers another global semiconductor supply crisis.
  • Nexperia China reported that starting March 3 the Dutch headquarters cut Chinese staff off from systems such as SAP and Microsoft 365, which it says disrupted operations.
  • Nexperia’s Dutch entity acknowledged IT access actions but denied any production impact at the Guangdong assembly and testing facility and called the subsidiary’s claims misleading.
  • Wafer shipments to the Guangdong plant from the Dutch side remain suspended, maintaining pressure on output and raising risks for automakers reliant on Nexperia parts.
  • Nexperia China said it has restored basic operations and claimed small‑batch production using 12‑inch wafers via Chinese partners, a move that signals a deeper split from the Dutch parent.