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Tech Brief (Nov. 5): China Blames Netherlands for Turmoil After Nexperia Halts Wafer Supply

Published: Nov. 5, 2025  2:40 p.m.  GMT+8
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China blames Netherlands for Nexperia supply issue

China’s Ministry of Commerce said on Nov. 4 that the Netherlands is “fully responsible” for the turmoil in the global semiconductor supply chain after Netherlands-based Nexperia on Oct. 26 stopped supplying wafers to its Chinese unit, Nexperia China, preventing it from carrying out normal production. A ministry spokesperson said that out of a sense of responsibility for supply chain stability, China on Nov. 1 announced exemptions for qualified exports and worked to facilitate the resumption of supplies. However, the spokesperson said the Dutch side has persisted in its course without taking practical action to resolve the issue, an outcome that neither China nor the global industry wishes to see.

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This is an AI-generated English rendering of original reporting or commentary published by Caixin Media. In the event of any discrepancies, the Chinese version shall prevail.
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  • China criticized the Netherlands for disrupting the semiconductor supply chain after Nexperia halted wafer supplies to China; China announced measures to mitigate the impact.
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Who’s Who
Nexperia
Nexperia, a Netherlands-based company, has reportedly stopped supplying wafers to its Chinese unit, Nexperia China. This action has prevented Nexperia China from conducting normal production, leading to accusations from China's Ministry of Commerce that the Netherlands is responsible for turmoil in the global semiconductor supply chain.
Inspur Co. Ltd.
Inspur Co. Ltd., a state-owned cloud provider, announced on November 4th that Zou Qingzhong stepped down as chairman. Liu Jiyong, the former general manager, will succeed him. This change was initiated by the Shandong Provincial Committee of the Communist Party.
Nokia Oyj
Nokia Oyj, the network equipment maker, announced its board's decision to delist its shares from Euronext Paris. This move follows a review of trading volume, costs, and administrative requirements. Nokia's shares will remain listed on Nasdaq Helsinki, and its American depositary shares will continue to trade on the New York Stock Exchange.
Nintendo Co. Ltd.
Nintendo Co. Ltd., a Japanese gaming company, saw its revenue nearly double to 1.1 trillion yen (approximately $7.2 billion) in the first half of its fiscal year ending in September. This 110.1% year-on-year surge was primarily driven by the strong performance of its new Nintendo Switch 2 console. The company also reported an operating profit increase of 19.5% and a net profit jump of 83.1%.
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