Monthly Market Insights - December 2025 2 - Flipbook - Page 5
6. Market Volatility and Supply Outlook
13th November 2025
7. Interim Coordination Measures
1–13th November 2025
Export bans and special licensing requirements
from China have been lifted, but inventory
remains extremely tight.
Dutch and Chinese authorities signed Interim
Coordination Minutes to stabilise the supply
chain:
OEMs and Tier-1 suppliers are employing a
three-pronged procurement strategy:
•
Former CEO of Nexperia reinstated by 7
November
•
Sourcing from authorised distributors
•
•
Engaging brokers
Core assets of the Dutch headquarters
and operations in China authorised by 13
November
•
Seeking alternative products from
manufacturers such as Onsemi, TI, and
Diodes
•
China established a 72-hour fast-approval
channel for urgent automotive chip orders
•
The EU encouraged member states to
avoid implementing additional investment
restrictions.
Short-term supply is sufficient for roughly two
weeks, with procurement efforts focused on the
subsequent 3–4 weeks.
8. Wingtech–Nexperia Governance Dispute
Update from 10th December 2025
•
•
•
Wingtech has invited Nexperia’s courtappointed custodians to discuss control of
the company, marking a potential shift in
the ongoing governance dispute.
Nexperia seeks talks focused on restoring
normal operations, while Wingtech insists
ownership and control must be resolved
first.
Internal divisions persist as Nexperia’s China
packaging arm moves independently and
wafer shipments from Europe remain halted,
raising risks of renewed chip shortages
in January.
9. December 2025 Updates
Rebound Electronics Active
sourcing update
•
Industry alerts regarding Nexperia products
manufactured in Dongguan (ATGD COO)
have led Tier-1 customers to prioritise older,
verified date codes to mitigate quality and
supply- chain risks.
•
Several EMS providers have temporarily
halted procurement of newer-date-code
Nexperia parts pending further clarification,
placing additional pressure on the market
for legacy inventory.
•
In response, Rebound Electronics is actively
sourcing and securing older-date-code
Nexperia components to support customer
continuity, maintain stable production, and
address the heightened demand for
trusted stock.
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