Shares of Nexperia mum or dad firm rise 6% as Beijing indicators thawing of tensions with the Netherlands

This photo shows a general view of the Nexperia headquarters in Nijmegen on November 6, 2025.

John Thys | Afp | Getty Images

Shares of Wingtech technologychipmaker Nexperia’s parent company extended gains on Monday after Beijing agreed to further talks with a Dutch delegation, easing concerns about a global automotive supply shortage.

Shanghai-listed Wingtech Technology saw its shares rise as much as 6.4% on Monday, after rising 9.7% in the final minutes of trading last Friday, on signs of de-escalation in the battle for control of Netherlands-based Nexperia, according to LSEG data.

China’s Commerce Ministry said in a statement on Sunday that it had taken steps to allow the export of certain chips from Nexperia’s Chinese factory, while calling on the European Union to pressure the Dutch government to lift restrictions on the company.

In a separate statement on Saturday, Beijing said it had agreed to the Dutch government’s request to send representatives to Beijing for talks and that it hoped the Netherlands would propose “constructive solutions” and take “concrete measures” to resolve the Nexperia dispute soon.

The move followed a statement by Dutch Economy Minister Vincent Karremans last Thursday, who indicated that Nexperia chips would reach customers in Europe and beyond in the coming days, citing “the constructive nature of our discussions with the Chinese authorities.”

China and the US have informed the Netherlands that the trade agreement they reached last month would lead to the resumption of deliveries from Nexperia facilities in China, Karremans said. “This is also in line with the information provided by the Chinese Ministry of Commerce to the European Commission,” he added.

The Dutch government took control of Nexperia on September 30, citing security concerns that the company would move its operations to China, where its parent company Wingtech is based. This prompted Beijing to retaliate by blocking the export of components from Nexperia’s Chinese factory.

“War room” of the car manufacturers

The dispute over ownership and control of Netherlands-based Nexperia led to fears of a global shortage of chips commonly used in industrial, computing, mobile and consumer products.

Car manufacturers like Volkswagen was warned about possible production risks Honda cut its full-year profit forecast after halting production at several plants.

Other major automakers including Stellarsaid they would monitor the situation around the clock and set up “war rooms” to explore alternative shopping methods and mitigate disruptions.

The recent escalation of the dispute over Nexperia was the “direct result” of Beijing’s simmering tensions with the US, said Neo Wang, China strategist at Evercore ISI.

In late September, Washington expanded its entity list – a U.S. trade blacklist of companies deemed to pose security or foreign policy risks – to include subsidiaries that are 50% or more owned by companies already on the list.

Nexperia is one such subsidiary of Zhejiang-based communications equipment maker Wingtech Technology Co., which was added to the list in December last year, Wang said.

After a trade truce between Beijing and Washington on October 30 that led both sides to roll back some restrictions, China said earlier this month that it would allow Nexperia’s Chinese branch to resume deliveries to global customers.

“Beijing seemed unwilling to jeopardize bilateral relations [with the Netherlands]Evercore’s Neo said, as the stakes are high as the Dutch government controls ASML Holding, the world leader in advanced chip-making equipment.

Because of its unique technology, ASML has been at the center of tensions between the US and China, with Washington pressuring The Hague to restrict exports to China.

Suppliers have begun receiving chip shipments from China, according to a note Saturday from a team of auto and mobility analysts led by Dan Levy at Barclays. However, analysts warned that low chip inventories could still cause short-term disruption.

They added that the relief appears to be “temporary” as the core dispute between Nexperia’s Dutch headquarters and the China-based company remains unresolved.