Semiconductor supply chain disruption
Dutch Enterprise Chamber orders investigation into Nexperia and Wingtech dispute
The Enterprise Chamber, a special chamber of the Amsterdam Court of Appeal, has ordered a full investigation into the policy and affairs of Nexperia in the latest development in a saga that has been ongoing since the Dutch government seized control of the company from its Chinese parent Wingtech Technology.
The Enterprise Chamber of the Amsterdam Court of Appeal is located within the Paleis van Justitie in Amsterdam
Raimond Spekking via Wikimedia Commons
The Nexperia saga so far:
The decision to conduct a formal investigation into the
company’s ownership came after the Enterprise Chamber said it saw evidence that
careless action has been taken with a conflict of interest.
In a translation of the official communication from the
court following the decision, it noted that “there are indications that the
director of Nexperia changed the strategy without consultation with the other
board members under threat of upcoming sanctions measures; agreements with the
Ministry of Economic Affairs were no longer followed, the powers of European
officials were limited and their resignation was announced”.
It recognised a rift in Nexperia’s global business since the
Dutch government’s seizure of Nexperia in October 2025 and, as a result, “Nexperia's
production chain has become seriously disrupted, a large number of financial
and legal disputes have arisen and delivery to customers has been seriously
jeopardised.”
To address these issues with semiconductor production and
delivery, reports have claimed that several
carmakers have found a workaround, buying the wafers directly from Nexperia
in Europe and shipping them to the company’s Chinese unit themselves, where the
final products can be assembled.
Disruption resulting from semiconductor shortages
The automotive industry is no stranger to semiconductor
shortages in recent years, having faced a significant
shortage of the vital components in the early 2020s. This year, the Society of Motor Manufacturers and Traders' (SMMT) chief
executive Mike Hawes told Automotive Logistics that the ongoing
disruption from uncertainty at Nexperia has highlighted the sector’s “vulnerability”
when it comes to semiconductor supply. He said the incident has flagged “a
level of dependency on suppliers that you didn't necessarily recognise as being
dependant on”.
“Everyone's remapping their supply chain to try and reduce
the risk across it,” Hawes said. “Semiconductors are critically important in
particular because that's a product component for which you're competing with
other sectors and they're having a much more close and direct relationship with
semiconductors.”
Here, Hawes touched on a key concern for automotive, as there
is evidence of another chip shortage as manufacturers
of dynamic random access memory (Dram) chips reallocate capacity in
preference of high-bandwidth memory (HBM) for AI data centres.
What happens now?
The Enterprise Chamber will appoint two researchers to carry
out the investigation. A report will be produced in a process that could take
longer than six months. Once the report is complete, the court will then
examine “whether there has been mismanagement at Nexperia and whether
definitive measures need to be taken”.
Nexperia confirmed that the measures ordered by the
Enterprise Chamber in October 2025, including the suspension of former Nexperia
CEO Zhang Xuezheng and the independent administration of voting rights on
shares in Nexperia indirectly held by Wingtech will remain in place for the
time being.
Interim CEO Stefan Tilger will continue to lead Nexperia,
alongside chief operations officer Achim Kempe and chief legal officer Ruben
Lichtenberg. Guido Dierick will continue as the company’s court-appointed
non-executive director.
“Despite the challenging situation, our underlying business
continues to be healthy and resilient and we remain committed to being a
strong, reliable partner for all our stakeholders including customers,”Nexperia
said in a forward-looking statement. “As we look ahead, and as confirmed by
today's Enterprise Chamber Ruling, the current situation now primarily asks for
Nexperia to further stabilise its supply chain and ensure meeting customer
demand worldwide.”