Nexperia Trade Restrictions Update: November 14, 2025

Nexperia Timeline

September 29: The US government announced it would close a loophole in its trade policy. Previously, companies owned by corporations on the were allowed to operate normally. Once this change goes into effect, subsidiaries that are majority owned by these restricted corporations will be subject to the same rules as their parent companies, denying them access to the supplies and services of US companies as well as companies based in countries aligned with the US. The US gave Nexperia a 60-day grace period in which it would be able to function under the previous rules.

September 30: Due to worries that Nexperia’s Chinese ownership would move full production out of the Netherlands and the EU, the Dutch Ministry of Economic Affairs invoked the Goods Availability Act and took control of management of Nexperia.

October 4: China’s Ministry of Commerce banned Nexperia from exporting Chinese-made parts out of China.

October 7: The Dutch government suspended management abilities of Nexperia’s CEO, Zhang Xuezheng, and named Stefan Filger, the company’s CFO located at its Dutch headquarters, as interim CEO.

October 10: Nexperia sent a letter to many of its customers stating it would likely be unable to deliver goods on time and may have to decommit orders already on the books.

October 29: After negotiating trade details with China, the US announced it would suspend enforcement of its BIS policy regarding subsidiaries until November 1, 2026, allowing Nexperia to continue operating under the previous rules.

October 29: Nexperia sent a letter to its customers stating that the Dutch headquarters had stopped sending wafers to ATGD—its Chinese packaging facility—due to ATGD not paying for supplies for several weeks.

November 1-2: The China Ministry of Commerce announced it would suspend export bans of some Nexperia products, allowing the company to export to certain companies and specific markets with licensing requirements. It was later reported that it would allow civilian-use goods to be exported without any bans or restrictions, though no formal announcement was made. MOFCOM posted a press conference transcript with a spokesperson’s remarks stating China would “comprehensively consider the actual situation of the enterprise and exempt eligible exports.”

November 3: Nexperia sent a letter to its customers explaining in more detail the problems its Dutch headquarters was having with ATGD. This included a statement that ATGD had been illegally procuring wafers and producing Nexperia goods without Nexperia’s permission. Therefore, Nexperia “cannot guarantee the intellectual property, technology, authenticity, and quality standards for products delivered from the ATGD site with a week code of 42 and after.”

November 14: It has been reported that some larger Nexperia customers are buying wafers from Nexperia and shipping them to ATGD for packaging, bypassing the internal split and guaranteeing the wafers from the Dutch headquarters are paid for.

Nexperia stated it would produce a whitelist identifying products not packaged at ATGD that would be safe to take possession of.

End Results

ATGD packages up to 70-80 percent of Nexperia’s total capacity of 110 billion chips per year. This works out to approximately 1.7 billion chips weekly or more than 220 million chips daily. Nexperia plans to increase packaging capabilities at its site in Malaysia and look for third-party partners while it continues to negotiate internal disputes.

Fully backed products from Nexperia will continue to be problematic for customers and will likely worsen toward the end of the year. This is primarily affecting automotive and industrial markets, which have more stringent quality requirements than standard embedded and commercial applications and fewer alternatives available from other vendors due to those heightened specifications.

We will continue to monitor the situation and share the latest updates as they become available.