Europe's Nexperia Move: a Self-Inflicted Supply Shock
Posted2 months agoActive2 months ago
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Global Trade
Semiconductor Industry
Geopolitics
The article discusses Nexperia's move in Europe and its implications on the supply chain, with commenters highlighting the geopolitical complexities and potential risks involved.
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Nov 8, 2025 at 3:33 AM EST
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US 50% BIS export control rule - that would've placed Nexperia on the entity list and therefore cut it out from the supply chain - was suspended for a year after the Trump-Xi meeting in ROK. This was like - one week (?) after Netherlands seized the company back from Wingtech, in order to prevent it from being subject to those rules!
Now European supply gets re-routed to Nexperia China branch, in RMB, whilst the Nexperia workers in Nijmegen have to sit there and hope for the best.