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Brazilian government secures direct channel with Beijing to facilitate semiconductor imports and prevent collapse.
Em November 1, 2025, Brazilian government signed a direct agreement with China to ensure a continuous supply of automotive chips.
These components are essential for national production, and their absence would cause significant damage to the economy and job creation.
The measure, orchestrated by the vice-president Geraldo Alckmin, prevented the shutdown of automakers, which depend almost entirely on imported semiconductors.
According to Anfavea (National Association of Automotive Vehicle Manufacturers)The agreement ensures stability in the production chain and strengthens the strategic dialogue between the two countries.
Political interference accelerated the negotiation.
From October 2025, Anfavea warned of the risk of lack of chips in the automotive industry.
The impasse began after the The Netherlands nationalize Nexperia, a Chinese semiconductor manufacturer, claiming risks to national security.
In response, Beijing has suspended exports. of chips, directly affecting the Brazilwhich depends almost entirely on these components.
The chips control engines, brakes, airbags and electronic systems, being indispensable to the production of modern vehicles.
Given the risk of a shutdown, Geraldo Alckmin, vice president and minister of Development, Industry and Tradeit started emergency negotiations to Olos technology China to restore the supply.
China creates direct channel to facilitate exports.
With the new measure, confirmed by Ambassador Zhu Qingqiao em BrasiliaBrazilian companies will be able to apply. special export licenses on a case-by-case basis together with the Chinese government.
Therefore, the process will be conducted by Ministry of Commerce of ChinaThis will allow for greater speed in processing import requests.
This initiative, in turn, will allow that national automakers and suppliers maintain a regular supply of semiconductors, thus avoiding disruptions in the supply chain. auto parts, steel, plastics and rubber.
The president of the Anfavea, Igor Calvet, highlighted that the quick response from the federal government It was crucial in containing the impacts of the crisis.
Furthermore, he reinforced the importance of diplomatic cooperation to ensure production security and market predictability.
According to Calvet, "this partnership demonstrates institutional maturity e mutual trust between the two countries”, which strengthens the Brazilian and international industrial environment.
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Global semiconductor crisis exposes sector vulnerability.
A chip shortage This is not a recent problem and has therefore been getting worse since 2021.
Because of trade war between the United States and ChinaThe entire global semiconductor supply chain was affected.
With that, the crisis intensified when the The Netherlands intervened in the company Nexperi, considered strategic for the Chinese technology industry.
As a result, China temporarily banned the manufacturer from exporting chips and also restricted the purchase of foreign raw materials.
According to industry analysts, although Nexperia's chips are not highly complex, They are essential due to their large-scale use. in the automotive industry.
According to estimates from AnfaveaIf the impasse persisted, Brazilian factories could shut down in up to three weeks.which would represent a huge economic impact.
Furthermore, this interruption would put at risk thousands of jobs and would significantly reduce the revenue from the industrial sector in the country.
Economic importance and future prospects
A Brazilian automotive supply chain employment 1,3 million workers and represents one of the pillars of the national economy.
Therefore, the diplomatic mediation between Brazil and China have paper crucial to avoid a production collapse and preserve jobs.
Despite the temporary truce, experts say the main challenge now is to ensure the efficient implementation of special licenses.
These permissions will be accompanied by Anfavea and hair Brazilian ministries, who oversee the progress of the requests.
The sector remains on alert, as international trade tensions They could still affect the global supply of chips.
Even so, the new bilateral agreement represents a progress in Brazilian industrial sovereignty and reinforces the importance of economic diplomacy.
Will industrial diplomacy become Brazil's main tool for economic defense in the coming years?
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