Insight: Will China’s Export Controls on Nexperia Spark a New Front in the Global Trade War?

Examine how China’s restrictions on Nexperia and its probe into U.S. analog chipmakers signal a deepening tech trade conflict and reshape global semiconductor supply dynamics.

China’s recent actions restricting Nexperia’s exports and launching a semiconductor probe into U.S. analog chipmakers mark an escalation in the global technology trade confrontation. The Ministry of Commerce has barred Nexperia China from exporting certain analog components while demanding detailed commercial data from U.S. firms including Texas Instruments, Analog Devices, onsemi, and Broadcom. These moves suggest a coordinated effort to strengthen domestic capabilities while applying pressure on foreign suppliers. This analysis expands on earlier guidance and considers the impact that the escalation of Chinese government probes could have on the broader semiconductor industry, especially in automotive and power markets. It explores how supply chain exposure, changing trade policy, and competitive positioning could reshape the balance between global interdependence and strategic autonomy.