Tech Brief (Nov. 7): Netherlands Expects Chip Supply From Nexperia China to Resume
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Netherlands expects chip supply from Nexperia China to resume
Dutch economic affairs minister Vincent Karremans said Nov. 6 that the Netherlands expects chip shipments from Nexperia’s China-based factory to resume in the coming days. Karremans welcomed China’s decision to allow the resumption of supplies, linking it to a recent U.S.-China trade agreement and constructive dialogue between the Netherlands and China.
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- The Netherlands expects Nexperia’s China-made chip shipments to resume soon; China reviews export licenses for rare earths per regulations.
- France plans to suspend Shein’s online platform over product compliance and safety concerns, pending further investigation.
- Chinese autonomous driving firms Pony.ai and WeRide dropped over 13% each on their Hong Kong trading debut, reflecting investor caution.
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Who’s Who
- Wingtech Technology Co. Ltd.
- Nexperia's Dutch headquarters refuted rumors about the reinstatement of Wingtech Technology Co. Ltd. founder Zhang Xuezheng as CEO. The company stated that Zhang remains suspended by a court order.
- Shein
- France has initiated procedures to ban the online platform of Chinese fast-fashion retailer Shein due to alleged sales of non-compliant products, including childlike sex dolls. This move by France's Ministry of Economy and Finance follows an investigation into these allegations. The ban will remain until Shein proves full compliance with French law.
- Pony AI Inc.
- Pony AI Inc. is a Chinese autonomous driving company whose shares slumped on its first day of trading in Hong Kong, dropping 14.1% from its offer price to HK$119.4 ($15.4), resulting in a market capitalization of HK$51 billion. This weak debut reflects investor skepticism regarding the profitability of the robotaxi sector.
- WeRide Inc.
- WeRide Inc. is a Chinese autonomous driving company whose shares slumped on its first day of trading in Hong Kong. The company fell 13.6% to HK$23.4, resulting in a market capitalization of HK$24 billion. This weak debut highlights investor skepticism regarding the money-losing robotaxi sector.
- East Buy Holding Ltd.
- Sun Dongxu, former CEO of East Buy Holding Ltd., has resigned from the company, as announced by Yu Minhong, founder of its parent company, New Oriental Education & Technology Group Inc. Sun's departure was attributed to personal reasons, and he was previously removed from his roles in late 2023 following a controversy involving livestreamer Dong Yuhui.
- Inflync
- "Inflync" (长空领驭) is a Chinese electric vertical takeoff and landing (eVTOL) developer. They recently unveiled their full-size hybrid eVTOL prototype, the L600, at the China International Import Expo in Shanghai. The L600 boasts a top speed of 360 km/h and a maximum range of 600 km.
- XPeng Inc.
- XPeng Inc. debuted its hybrid eVTOL prototype, the A868, during its annual Tech Day event. This indicates XPeng's expansion into the hybrid eVTOL sector, aligning with a broader industry trend among Chinese developers to extend range and reduce operating costs compared to battery-only models.
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What Happened When
- Nov. 5, 2025：
- Nexperia’s Dutch headquarters denied rumors that Wingtech Technology Co. Ltd. founder Zhang Xuezheng has been reinstated as its CEO, stating that Zhang remains suspended by a court order.
- Nov. 5, 2025：
- France announced it has initiated procedures to suspend the operations of Chinese fast-fashion retailer Shein’s online platform, citing alleged sale of non-compliant products. The suspension will remain in place until Shein can prove compliance with French law.
- Nov. 5, 2025：
- Paris prosecutor’s office began investigating the alleged sale of childlike sex dolls on the Shein platform, following a report from a French lawmaker.
- Nov. 6, 2025：
- Dutch economic affairs minister Vincent Karremans said the Netherlands expects chip shipments from Nexperia’s China-based factory to resume in the coming days, following China's decision to allow resumption.
- Nov. 6, 2025：
- China’s Ministry of Commerce stated it reviews export license applications for rare earths and related items according to laws and regulations, aiming for global supply chain stability.
- Nov. 6, 2025：
- Yu Minhong announced on social media that former East Buy CEO Sun Dongxu has resigned from the company.
- Nov. 6, 2025：
- At the China International Import Expo in Shanghai, startup Inflync unveiled its full-size hybrid eVTOL prototype L600.
- Nov. 6, 2025：
- XPeng Inc.'s flying car subsidiary debuted its own hybrid eVTOL prototype, the A868, during the company’s annual Tech Day event.
- Nov. 7, 2025：
- Shares of Pony AI Inc. and WeRide Inc. both slumped on their first day of trading in Hong Kong.
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