Nexperia Halts Wafer Supply to Chinese Unit Amid Deepening Spat
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2025年11月2日，安世半导体（中国）有限公司发布致客户公告函，表示安世中国已建立充足的成品与在制品库存，供应链安全可靠。 图：视觉中国
Dutch semiconductor firm Nexperia BV has stopped supplying wafers to its Chinese subsidiary, the latest escalation in a bitter dispute that threatens to disrupt global supply chains, particularly for the automotive industry.
Nexperia Semiconductor (China) Co. Ltd. said in a statement early Saturday that its Dutch parent halted wafer shipments to its Dongguan packaging and testing plant as of Oct. 26. The Chinese unit disputed the parent company’s justification that the move was due to a failure to meet contractual payment terms, stating it was not in breach of any agreement and claiming that the Dutch firm owes it 1 billion yuan ($137 million) in payments.
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- Nexperia BV stopped wafer shipments to its Chinese subsidiary amid a dispute, risking disruption to global automotive semiconductor supply chains.
- The feud is linked to U.S. export restrictions, Dutch asset freezes, and retaliatory bans by China, impacting 70% of Nexperia’s packaging/testing capacity.
- A temporary U.S. policy relaxation offers hope, but major customers may switch to rivals if the conflict persists.
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Who’s Who
- Nexperia BV
- Nexperia BV, a Dutch semiconductor firm, has halted wafer supplies to its Chinese subsidiary, Nexperia Semiconductor (China) Co. Ltd., leading to a dispute over payment terms. This action, following the blacklisting of its Chinese owner Wingtech Technology Co. Ltd. by the U.S. and Dutch government intervention, threatens global supply chains, especially for the automotive industry. Nexperia China claims it has sufficient inventory and is validating new wafer production capacity.
- Nexperia Semiconductor (China) Co. Ltd.
- Nexperia Semiconductor (China) Co. Ltd. is the Chinese subsidiary of Dutch semiconductor firm Nexperia BV. Its Dongguan plant handles about 70% of Nexperia's semiconductor packaging and testing capacity. The Chinese unit stated its Dutch parent halted wafer shipments due to a dispute over contractual payments but claims sufficient inventory until year-end and is sourcing new wafer production.
- Wingtech Technology Co. Ltd.
- Wingtech Technology Co. Ltd. is the Chinese owner of Dutch semiconductor firm Nexperia. Wingtech was blacklisted by the U.S. in December 2024, leading to extended export restrictions. Following this, the Dutch Ministry froze Nexperia's assets, suspending Wingtech's control. China's Ministry of Commerce retaliated. The dispute threatens to disrupt global supply chains.
- Bosch
- The article mentions Bosch as one of Nexperia's customers. A prolonged dispute between Nexperia's Chinese owner and European management could lead companies like Bosch to seek alternative suppliers in a highly competitive market, potentially turning to rivals such as Infineon, onsemi, and STMicroelectronics.
- Apple
- **Apple** Apple is mentioned as a potential customer of Nexperia, a key supplier of standard components for the automotive and electronics industries. The ongoing dispute between Nexperia's Chinese owner and European management could disrupt global supply chains, potentially affecting companies like Apple if the turmoil causes Nexperia's customers to seek alternative suppliers.
- Samsung
- Samsung is mentioned as a potential customer of Nexperia, alongside Bosch and Apple. The article suggests that if Nexperia's dispute prolongs, customers like Samsung might seek alternative suppliers such as Infineon, onsemi, and STMicroelectronics due to the competitive market.
- Infineon
- Infineon is identified as a rival semiconductor company. If Nexperia's dispute with its Chinese subsidiary continues, customers like Bosch, Apple, and Samsung might turn to Infineon for their semiconductor needs.
- onsemi
- Onsemi is mentioned as a competitor that customers like Bosch, Apple, and Samsung might turn to if Nexperia's supply dispute is prolonged. This highlights Onsemi's presence in the semiconductor market as an alternative supplier for standard components.
- STMicroelectronics
- STMicroelectronics is mentioned as a potential rival to Nexperia in the semiconductor market. If Nexperia's supply dispute continues, customers like Bosch, Apple, and Samsung might turn to STMicroelectronics, among other competitors like Infineon and onsemi.
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What Happened When
- December 2024：
- Wingtech, the owner of Nexperia, was blacklisted by the U.S.
- Sept. 29, 2025：
- A U.S. Commerce Department rule extending export restrictions to entities majority-owned by companies on its Entity List went into effect.
- After Sept. 29, 2025：
- The Dutch Ministry of Economic Affairs and Climate Policy froze Nexperia’s assets and management, suspending Wingtech’s control; Zhang Xuezheng’s duties at Nexperia were also suspended.
- Oct. 4, 2025：
- China’s Ministry of Commerce banned Nexperia China from exporting certain products made in China.
- As of Oct. 26, 2025：
- Nexperia BV halted wafer shipments to its Chinese subsidiary's Dongguan plant.
- Oct. 30, 2025：
- The U.S. agreed to suspend its 50% ownership rule for one year following trade talks with China.
- Nov. 1, 2025：
- A spokesperson for China’s Ministry of Commerce blamed the Dutch government’s intervention for the chaos and said Beijing would consider export exemptions.
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