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Nexperia China Says It Has Ample Inventories After Dutch Parent Halts Wafer Supplies

Nexperia’s China division said on Sunday it has built up sufficient inventories and secured its supply chain after the Dutch parent company suspended wafer shipments to its Chinese assembly facilities. The unit assured customers that production and deliveries would continue as planned despite the disruption.

The Dutch chipmaker halted wafer supplies on October 26, citing what it called the Chinese unit’s failure to comply with agreed payment terms. Nexperia China, however, rejected the accusation, calling the move “unilateral” and “extremely irresponsible,” and describing the payment-related claims as “misleading and highly deceptive.”

The dispute follows months of political tension after Dutch authorities took control of Nexperia from its Chinese owner, Wingtech, in September over national security concerns about potential technology transfers. In response, Beijing temporarily blocked the company’s products from being exported.

Nexperia China said it has “proactively initiated contingency plans” and is working to qualify new wafer suppliers, adding that existing inventories would sustain production “through year-end and beyond.” The company expects to meet full customer demand starting next year.

Nexperia produces inexpensive but essential power-control chips — such as transistors and diodes — widely used across consumer electronics and the automotive industry. Automakers have warned that any prolonged supply disruption could affect production.

Nvidia CEO Hopes to Sell Blackwell Chips in China but Says Decision Rests with Trump

Nvidia CEO Jensen Huang said on Friday that he hopes the company’s latest Blackwell AI chips can eventually be sold in China, but acknowledged that the decision ultimately depends on U.S. President Donald Trump. Speaking during his first official visit to South Korea in over a decade, Huang expressed optimism following recent talks between Trump and Chinese President Xi Jinping but said he was not briefed on their discussion details.

Trump told reporters after the meeting that semiconductors were discussed and that China “will be talking to Nvidia and others about taking chips,” but clarified, “We’re not talking about the Blackwell.”

Huang emphasized that restoring Nvidia’s presence in China would benefit both nations. “We’re always hoping to return to China. It’s in the best interest of the United States and of China,” he said.

Tensions over China’s access to Nvidia’s high-end chips remain a major flashpoint in U.S.-China relations. Washington has placed export restrictions on Nvidia’s most advanced AI processors to curb Beijing’s technological and military advancements. Huang has previously urged the Trump administration to relax those restrictions, arguing that Chinese reliance on U.S. hardware strengthens America’s influence.

Nvidia is developing a new chip for the Chinese market based on its Blackwell architecture that will comply with U.S. regulations but remain more capable than current export-approved models. However, Beijing has cooled toward Nvidia’s offerings, instead backing domestic alternatives like Huawei, which has recently announced plans to compete head-to-head with Nvidia in AI hardware.

Apple Forecasts Strong Holiday Quarter as iPhone 17 Demand Surges

e CEO Tim Cook announced forecasts for the company’s upcoming holiday quarter that surpass Wall Street expectations, driven by robust demand for the new iPhone 17 lineup despite ongoing supply challenges. Cook expects iPhone sales to grow by double digits year-over-year and total revenue to rise between 10% and 12% in Apple’s fiscal first quarter of 2026.

The company’s previous quarter saw iPhone sales fall short of projections due to shipping delays and supply constraints, particularly in China, where the launch of the ultra-thin iPhone Air was delayed. However, the shortfall was offset by strong sales in other product categories, such as AirPods featuring AI-powered translation capabilities.

Apple’s quarterly revenue reached $102.47 billion with profits of $1.85 per share, beating Wall Street’s expectations. Shares rose 3.7% in after-hours trading following the announcement.

Cook said supply constraints on several iPhone 17 models persist, but the company is working rapidly to fulfill orders. “It’s a good problem to have,” he remarked, emphasizing Apple’s confidence in returning to growth in China during the next quarter.

The company’s broader strategy focuses on integrating advanced AI features into its ecosystem. While rivals have surged ahead in AI, Cook confirmed that Apple is making “good progress” on major Siri upgrades expected next year. With its new iPhone Air, enhanced Pro models, and strong holiday demand, Apple is poised for one of its most profitable quarters yet.