On September 30, 2025, the Dutch government took control of chip manufacturer Nexperia based on the Wet beschikbaarheid goederen (Goods Availability Act). The move was justified on the grounds of acute governance deficiencies and the protection of "important technological capabilities" in Europe. Ongoing production may continue, but the government can block or reverse business decisions at any time. The measure was made public on October 13, 2025, and has been described as "highly exceptional." Meanwhile, the Amsterdam Enterprise Chamber (commercial court) intervened by suspending Chinese CEO of Nexperia Zhang Xuezheng. Following this, an independent director with a casting vote was appointed, and control of nearly all Nexperia shares was transferred to a Dutch administrator. The government speaks of a precedent for protecting economic security; internationally, the move is part of the growing push towards tech sovereignty and security between Europe/the West and China. Observers expect that the intervention could further increase tensions with Beijing.
Possible implications for our customers
- Short to medium-term disruptions in the supply of standard discrete components (especially diodes/transistors).
- Changes in Nexperia's decision-making processes (e.g., regarding location, IP, or portfolio issues) may affect delivery times and allocations.
- Ongoing geopolitical risks in European/US-China technology policy might further complicate supply.
Our recommendations
- Check your BOMs: Identify all Nexperia manufacturer part numbers (MPNs) in your products (especially standard discrete components).
- Establish a secondary source: Evaluate functionally and footprint-compatible alternatives for critical items (e.g., ON Semiconductor, Infineon, Vishay, Diodes Inc., ROHM – depending on specifications/qualifications).
- Adjust safety stock: For critical components, we recommend ordering safety stocks through Newmatik.
- Delivery schedule: Closely synchronize forecasts with your purchasing department and our sales department.
- Think long term: Increase supply chain resilience by establishing a multi-source strategy and keep abreast of geopolitical developments.
Image source: Timon - stock.adobe.com