Nexperia's Urgent Appeal to Its China Division: What's Happening?

Written by Emily J. Thompson, Senior Investment Analyst

Source: CNBC

Updated: Nov 28 2025

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Source: CNBC

Nexperia's Supply Chain Crisis: Dutch chipmaker Nexperia has urged its China unit to restore supply chain operations due to imminent production outages reported by customers across various industries, following a lack of meaningful communication from the Chinese entity.
Impact on Global Automotive Industry: The ongoing situation has raised alarms among global automakers, including Nissan and Bosch, as they face shortages of essential chips used in vehicles, with warnings of elevated risks to supply, particularly in early 2026.
Political Tensions and Supply Chain Disruptions: The crisis stems from a Dutch government intervention that took control of Nexperia, leading to Chinese authorities blocking exports, which has complicated the supply chain and raised concerns about the availability of components.
Uncertain Future for Chip Supplies: Despite recent talks between the Dutch government and Chinese authorities suggesting a potential resolution, experts indicate that the situation remains unstable, with ongoing discussions about restoring corporate relations and supply flows.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.