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Key part

> On 4 October 2025, the Chinese Ministry of Commerce issued an export control notice prohibiting Nexperia China and its subcontractors from exporting specific finished components and sub-assemblies manufactured in China. Nexperia is actively engaging with the Chinese authorities to obtain an exemption from these restrictions and has deployed all available resources to that end. Nexperia is in close dialogue with all relevant national and local government authorities to mitigate the impact of this measure.

Interesting to see the extended US BIS rules explicitly mentioned.

Hints at US involvement.

The Chinese said that their latest rare earth restrictions were a reaction to this and the US port fees, both of which they see a breach of the implicit truce reached in the US China trade negotiations.

See:

US Export Controls Force Beijing Response, Putting Relationship Back at the Brink

https://pstaidecrypted.substack.com/p/us-export-controls-for...