Monthly Market Insights - December 2025 2 - Flipbook - Page 7
November
December
6th-7th - Wafer
supply suspended
by Netherlands HQ
1st-13th
Interim Coordination
Measures signed
10th - Wingtech
Nexperia Governance
Dispute
Rebound Electronics
– Proactive Stock
Sourcing
Non-payment and
internal disputes disrupt
packaging, affecting
Nissan and others.
Stabilisation measures
agreed by China-EU
authorities.
Wingtech invited
Nexperia’s courtappointed custodians
for talks on corporate
control, while operational
tensions continue
between European and
Chinese divisions, raising
risks of renewed
chip shortages in
January.
Rebound Electronics
is actively sourcing
Nexperia inventory with
date codes older than
2538 in response to Tier-1
customer
requests, following
industry alerts advising
caution on newer COO
ATGD Dongguan–
produced parts.
13th Market update
Export bans lifted; supply remains tight, short-term
shortages persist.
Nov–Dec 2025 (expected) EU coordination on foreign-ownership rules
Anticipated introduction of a unified screening framework.
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