It doesn't seem to have anything to do with the Dutch controlled portion of Nexperia.
Last Friday Nexperia Netherlands sent a letter to their customers stating that they will no longer ship wafers from European fabs to Chinese packaging facility.
After the China/US announcement Reuters reached to Netherlands government and Nexperia HQ for a comment, and they declined to comment about it.
Nexperia China's letter to customers.
4. Currently, Nexperia China has established sufficient finished goods and work-in-process inventory, enabling it to stably and continuously meet the order demands of its customers until the end of the year and beyond, ensuring a secure and reliable supply chain. To ensure the long-term sustainability and resilience of supply, we have proactively activated multiple contingency plans and are accelerating the verification of new wafer capacity. We are confident in completing verification in the short term and seamlessly meeting all customer needs starting next year.