Netherlands’ incoming cabinet leans tougher on China after Nexperia ownership row
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Wingtech launches legal push after Dutch court orders probe into Nexperia management
Wingtech told Shanghai markets it will pursue legal remedies to restore control of Nexperia after a Dutch court ordered a formal probe and upheld a prior step removing the founder from executive duties. The case is feeding into a broader shift in Dutch policy and politics that is likely to tighten foreign investment screening and raise regulatory scrutiny of overseas-owned chip assets.
China Seizes Diplomatic Opening as Western Allies Recalibrate Relations
A cluster of high-level visits and new bilateral pacts — including the UK prime minister’s business-led trip to Beijing, an upgraded EU‑Vietnam strategic partnership and a broad EU‑India trade agreement — coincide with tactical tariff easings and market‑access measures that lower near‑term barriers for Chinese exporters. The moves create commercial space Beijing can exploit while core strategic frictions over technology, subsidies and supply‑chain dependence remain active and likely to reappear in future negotiations.

Germany moves to limit defense suppliers’ dependence on China — and the US
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India joins Pax Silica, sharpening U.S. control over AI chip supply lines
India has become a core member of the U.S.-led Pax Silica coalition, announced ahead of a high-profile AI summit in New Delhi where Prime Minister Modi framed technical discussions as leverage to extract procurement and market-access commitments. The U.S. will pilot a State Department "concierge" to smooth allied semiconductor purchases even as a linked UAE chip access commitment (500,000 advanced chips annually) and a reported $500M stake tied to a Trump-linked crypto venture draw Washington oversight.

UK courts Germany, Italy and Netherlands to block French ‘Made in Europe’ procurement rules
The UK is quietly pressing Germany, Italy and the Netherlands to resist a French draft that would tighten local-content requirements in EU public procurement, arguing it would shut out non‑EU suppliers and raise costs for firms. London is also pushing for technical fixes—carve‑outs, grandfathering and clearer rules of origin—to limit investment disruption for automakers, tech and clean‑tech firms reliant on cross‑border supply chains.

Netherlands advances proposal to tax savings, equities and crypto at 36%
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China deepens backing for Russia’s Ukraine campaign, Western agencies warn
Western intelligence judges Beijing increased material and diplomatic support for Moscow across 2025 and that coordination is likely to broaden in 2026, but Beijing’s approach remains pragmatic and calibrated. The shift — centred on approvals, third‑party routing and financial layering — constrains European leverage, complicates sanctions enforcement and heightens the need for allied chokepoint controls and intelligence sharing.

Taiwan Rejects U.S. 40% Chip Onshoring Target as Impractical
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