Nexperia’s Supply Chain Disruption Sparks Global Chip Concerns
Dutch semiconductor firm Nexperia faces operational paralysis as its Chinese division refuses to cooperate, halting wafer shipments from Europe. The standoff follows a Dutch government intervention blocking the relocation of European operations to China in September, triggering retaliatory export restrictions from Beijing.
Nexperia's hybrid manufacturing model—fabricating wafers in Hamburg and Manchester before assembly in Dongguan—has proven vulnerable. Southeast Asian chipmakers may capitalize on the production gap, particularly in automotive and electronics sectors where Nexperia specializes. Industry analysts warn of Ripple effects across global supply chains.
The Chinese arm's declaration of autonomy from European management and cessation of wafer shipments over payment disputes signals deepening fractures. While some export restrictions were eased after the initial October 4 blockade, the supply chain remains fractured.
