China relaxes civilian exports of Nexperia chips, and global car factory supply is expected to stabilize

Tech     8:05am, 12 November 2025

According to foreign news reports, China’s Ministry of Commerce recently announced that it has taken exemption measures for Nexperia’s export of chips that “qualify for civil use.” It will help restore chip supply to global automakers and component suppliers and ease the pressure on automotive chip shortages in recent months.

China’s Ministry of Commerce said on Sunday that it had “taken practical measures to exempt civilian exports that meet the regulations” and welcomed the European side to “continue to exert its influence and urge the Netherlands to correct its wrong practices as soon as possible.” The statement responded to a post on X by EU Trade Commissioner Maros Sefcovic, who revealed that China has agreed to resume shipments of automotive chips.

Encouraging progress regarding Nexperia chips to the EU. My full statement👇 pic.twitter.com/kFadxYGcEF

— Maroš Šefčovič🇪🇺 (@MarosSefcovic) November 8, 2025

Outsiders expect that this relaxation of export restrictions will pave the way for the Netherlands to lift its government takeover of Nexperia Semiconductor. Although Nexperia is headquartered in the Netherlands, it is owned by China Wingtech Technology. China had previously suspended exports of chips produced by the company in China, which accounted for about half of its pre-crisis shipments, causing global automakers to face supply constraints.

Nexperia is an important chip supplier for global automotive electrical systems. Its products are widely used in power management, sensing and safety modules. Since the Netherlands took over the company at the end of September, Volkswagen, Honda and other automakers have successively warned of the risk of chip shortages. Honda even lowered its full-year profit forecast due to the suspension of production at many factories, indicating that the incident has a significant impact on the global automobile industry.

As China relaxes export restrictions, the market expects that global automotive chip supply will gradually recover. However, the industry believes that the dispute between China and the Netherlands has not been fundamentally resolved, and the tug-of-war between the Netherlands and the EU between "economic security" and "supply stability" is likely to continue.

China's Ministry of Commerce reiterated in its statement that it will "maintain the stability of the global chip supply chain" and called on the EU to urge the Netherlands to "revoke its takeover of Nexperia". Analysts pointed out that China's release of exemption measures showed signs of "technical easing" in China-EU economic and trade relations. If subsequent negotiations go smoothly, it will help stabilize the supply of chips for the global automotive industry and reduce uncertainty in the global automotive semiconductor market.

China Resumes Nexperia Chip Export, Urges EU to Make Progress China grants exemptions to export curbs on Nexperia chips for civilian use Further reading: Nexperia's impasse remains unresolved, German automakers raise chip shortage alert again Affected by Anshi and semiconductor shortage, Nissan cuts production at two Japanese factories Netherlands: Believe that Nexperia’s Chinese chips will be delivered within a few days