In October 2025, the global automotive electronics and semiconductor supply chain witnessed a new wave of turmoil: The Dutch government took over Nexperia, triggering an export ban on Chinese factories. Recently, although its Chinese subsidiary has resumed supply, it is subject to settlement in RMB and is accompanied by warnings of supply chain disruption risks. This incident is not only a corporate controversy, but also touches upon core issues such as national strategy, industrial security and supply chain sovereignty.

1. Event Review
    On September 30th, the Dutch government officially implemented the relevant act and took over Nexperia, which is headquartered in the Netherlands, due to concerns over Technology transfer from its Chinese parent company Wingtech Technology.
    On October 4th, the Ministry of Commerce of China imposed an export ban on Nexperia's Chinese factory, causing its shipments to be temporarily suspended.
    On October 23rd, Nexperia's Chinese subsidiary resumed supplying goods to domestic distributors, but explicitly required that all transactions must be settled in RMB and limited to the domestic Chinese market only.
    On October 24th, German auto parts giant Bosch warned that if the Nexperia dispute could not be resolved promptly, its factories might implement employee rotation or production adjustments.

2. Key Impacts
    The stability of the supply chain is being tested: Although the chips produced by Nexperia are not the most advanced, they have huge demand in fields such as automotive electronics and control units, and most of them are standardized batch products. Once supply is disrupted, the impact could quickly spread to global automakers.
    The trend of localization and RMB settlement is accelerating: Nexperia's Chinese subsidiary has shifted to "RMB settlement only", marking a breakthrough in the pricing and settlement function of the RMB in key supply chains. It also reflects the irreversible trend that the global industrial chain is accelerating its reconstruction towards localization and autonomy.
    The intervention of geopolitics in industrial regulation has highlighted the significance of supply chain "sovereignty" : This dispute between China and the Netherlands indicates that chip manufacturing is no longer merely a commercial activity but has become a part of national security and geopolitical strategic games.
    Although the Nexperia incident is a specific corporate case, it reflects the structural risks of the entire semiconductor industry chain: from manufacturing bases, supply rights to settlement methods and national regulation. For every participant in the electronic components industry, this "seemingly distant chip storm" deserves high vigilance.

    免责声明： 本文章转自其它平台，并不代表本站观点及立场。若有侵权或异议，请联系我们删除。谢谢！ 

  Disclaimer: This article is reproduced from other platforms and does not represent the views or positions of this website. If there is any infringement or objection, please contact us to delete it. thank you!
    矽源特科技ChipSourceTek