Nexperia’s standoff puts a core part of the chip supply chain under strain — U.S export controls and red tape may threaten consumer continuity without governance

Nexperia’s position in the semiconductor space has rarely drawn mainstream attention. The Dutch-headquartered firm specializes in the kind of components that disappear into circuit boards by the billions. Yet, its devices sit inside automotive powertrains, industrial controllers, consumer chargers, and virtually every category of electronics.

When the Netherlands moved in October to suspend the authority of Nexperia’s Chinese ownership under its emergency economic-security rules, it set off a…