What‘s the Current Status of Nexperia Chips? Even the "Informal Detailed Reports" Are Out?

01 Roundup of Nexperia's Latest NewsUnofficial News Debunked

Updates on Nexperia's latest developments are coming out almost every day. We have previously reported on this: with demand soaring to hundreds of thousands of units, just how popular are Nexperia's chips? (For more reports on Nexperia, see the recommended readings at the end of the article.)

Below is a summary of recent official announcements and reports from authoritative media regarding Nexperia:

On October 18th, according to an on-site visit report by National Business Daily, Nexperia Semiconductor's Dongguan Packaging and Testing Factory is operating at full order capacity. However, due to raw material shortages and staffing issues, starting this week, some positions will adopt a "four-day workweek with three days off" schedule, and overtime hours will be reduced accordingly.

On October 22nd, the Dutch local media Fd.nl reported that Nexperia's headquarters in the Netherlands informed its global customers that it could no longer guarantee the quality of the chips produced in its Chinese factories.

On October 23rd, Nexperia China released a "Letter to Customers" through its WeChat official account, explicitly refuting the claim made by Nexperia in the Netherlands that it "could not guarantee the quality of the chips from its Chinese factories" which was spread to customers.

On October 27th, the South China Morning Post reported that a worker at Nexperia's Dongguan factory said that due to the shortage of wafers usually supplied by Nexperia's wafer factories in Germany and the UK, about one - third of the machines in his production workshop had been idle for about a week.

On November 1st, China announced an exemption for the export of eligible Nexperia semiconductors.

On November 2nd, Nexperia China issued a notice to customers stating that Nexperia Netherlands had unilaterally decided to stop supplying wafers to the Dongguan packaging and testing factory (ATGD) since October 26th, 2025. It was also mentioned that Nexperia Netherlands currently owed ATGD in Nexperia China up to 1 billion RMB in payment for goods.

At the same time, it was indicated that Nexperia China had established sufficient inventories of finished products and work-in-progress, and was able to stably and continuously meet the order demands of customers until the end of the year and even for a longer period, with a secure and reliable supply chain.

On November 4th, the spokesperson of the Ministry of Commerce of China answered a reporter's question regarding the Nexperia semiconductor issue. It was mentioned that, in line with the responsible attitude towards the stability and security of the global semiconductor supply chain, China announced on November 1st that it would grant exemptions for eligible exports and make efforts to promote the resumption of supply by Nexperia (China). However, the Dutch side continued to act willfully and did not take any practical actions to solve the problem. This also indirectly indicated that the wafer supply had not been restored for the time being.

                                                                 Source: Ministry of Commerce website

On November 5th, according to news from JW Insights, Nexperia Netherlands issued a warning: No one can guarantee when shipments from its Chinese factories will resume.

According to a report by Reuters on November 4th local time, the Dutch chipmaker Nexperia stated in a letter to its customers that it cannot guarantee when its Dongguan, China factory will resume chip shipments, nor can it even ensure the quality of the products delivered.

Nexperia pointed out that it is in communication with Chinese authorities, hoping to clarify the scope and impact of the regulatory measures imposed by the Chinese government on its facilities and contract manufacturers in China. Even though the Chinese side has indicated that it may consider exemptions to ensure the continuous operation of some shipments, Nexperia still cannot clearly grasp the timetable for the resumption of supplies, nor can it judge whether the conditions for China to allow shipments are clear.

In addition to official news, there have been many unofficial rumors about Nexperia recently. The most widely circulated ones are as follows:

                   Source: Readers' WeChat Moments, for viewing only.

Around November 1st to 2nd, the image above began circulating within the industry circles. Its content stated that in accordance with the Interim Coordination Minutes on China-EU Rare Earth and Semiconductor Supply Chains, Nexperia Netherlands would reinstate the former CEO, unfreeze assets, and a fast-track approval channel would be established for the Dongguan factory, among other things.

On November 4th, a self-media account published an article claiming that "Chinese management is returning, and the dispute over Nexperia Semiconductor will be suspended." The news caused an immediate stir and "broke out of the industry circle" after its release. The content of the article was similar in meaning to the aforementioned image, with adaptations and expansions.

However, on the same day, when answering a reporter's question, China's Ministry of Commerce stated: "In a responsible attitude towards the stability and security of the global semiconductor supply chain, China announced on November 1st that it would grant exemptions for eligible exports and make efforts to promote Nexperia (China) to resume supplies. However, the Dutch side continues to act arbitrarily and has taken no practical actions to resolve the issue."

On November 5th, Caixin published a report: Hannes Van Raemdonck, spokesperson for Nexperia (Netherlands), responded to Caixin in the early morning of November 5th Beijing time, "We are aware of the news circulating in the media, but we can clearly state that it is false."

At this point, the news has basically been confirmed to be false.

02  What Impacts Does It Have?

What impacts has the Nexperia incident caused so far? 

As one of the world's leading automotive semiconductor companies, 90% of Nexperia's products meet automotive-grade standards, and its automotive business accounted for as high as 62.03% of total revenue in 2024. Therefore, automakers have reacted the most strongly to this incident, with some even being forced to suspend production.

Mercedes-Benz stated that short-term supplies have not been affected for the time being, but due to the complexity and high volatility of the supply chain, the medium and long-term outlook remains difficult to judge. General Motors said that its factory output has not been impacted. Volkswagen confirmed that some of its models use Nexperia chips, noting that production is stable for now but does not rule out the possibility of short-term fluctuations. Bosch revealed that it is preparing to adjust plans for its engine control unit (ECU) assembly plant in Germany, though no relevant measures have been launched yet. Ford stated that it has actively sought alternative supplies to mitigate risks, while Volvo said production has not been affected temporarily.

Among Japanese automakers: Toyota believes the impact is limited; Nissan expects its inventory to last until early November and is assessing potential risks; Honda has been the most significantly affected—some of its North American factories have started reducing production or suspending operations, with the Celaya plant in Mexico halting production on October 29th.

From the perspective of the spot chip market, over the past nearly a month, the chip market has mainly gone through the following stages:

On October 10th, after news circulated in the market that "some or all Nexperia chips originally produced in China are prohibited from export," the spot chip market became lively. Some Nexperia chips gradually saw situations such as panic buying, scramble for goods, and suspension of quotations.

Against this backdrop, the freezing of Nexperia's assets by the Dutch government on October 12th and Nexperia's announcement on October 14th that China had banned the export of products manufactured in its Chinese factories further fueled the already booming market.

During the week of October 14th, demand for buying and selling Nexperia chips surged—requests for tens of thousands or even hundreds of thousands of units were rampant. Prices rose, with some doubling, tripling, or even increasing by more, and lead times extended. In terms of actual transactions, some chip traders stated that the final transaction volume was not particularly high. This was mainly due to the volatile price situation: most customers either maintained safety stock while waiting and seeing, or adopted a purely wait-and-see attitude. Meanwhile, demand for alternative chips began to grow. After that, the popularity of Nexperia chips continued to rise.

In the week starting October 27th (i.e., last week), the spot chip market remained booming. Almost all chip-related WeChat groups and Moments were filled with demands for buying and selling Nexperia chips.

Most chip distributors reported that this week's demand and transaction volume both increased compared to last week. However, market quotations became more chaotic than before—some chips saw price surges of tens or even hundreds of times, and actual transaction prices also rose. Some contacts told us that they had recently completed real transactions with chips priced at 10 times their original value. Nexperia chips with high premiums were mainly purchased by overseas customers, while most domestic customers quickly sought alternatives. Demand for substitutes from brands such as ON Semiconductor, TI (Texas Instruments), VISHAY, DIODES, and ROHM was strong.

Starting November 1st, affected by China's announcement of exemptions for eligible Nexperia semiconductor exports and unofficial rumors, the market calmed down slightly. Some sellers began dumping goods at low prices, leading to price drops for certain chips. Some market participants entered a wait-and-see state—demand was not as high as before but still existed. While prices of some Nexperia chips fell, quotations for some in-demand chips remained extremely high and chaotic.