Core Viewpoint - The company emphasizes the importance of open dialogue to resolve disputes and ensure the stability of global chip supply [1] Group 1: Company Actions and Statements - The company has noted a series of unilateral actions by Nexperia Netherlands that pose a potential threat to the stability of the global semiconductor supply chain [1] - The company has expressed a willingness to engage in constructive communication with Nexperia Netherlands to restore its legitimate control and resolve the current dispute [1] - Despite the company's efforts to initiate dialogue, Nexperia Netherlands has not provided any substantive response to the company's proposals [1] Group 2: Industry Implications - The stability of the global semiconductor industry is crucial for the overall development of the sector [1] - The company calls for all parties to act rationally and responsibly to maintain the stability and prosperity of Nexperia Semiconductor and ensure the security of the global supply chain [1]

Core Viewpoint - The company expresses concern over unilateral actions by ASML Netherlands and related parties, which pose a potential threat to the stability of the global semiconductor supply chain [1] Group 1: Company Actions and Responses - The company has proactively shown goodwill and expressed willingness to engage in constructive communication with ASML Netherlands to restore its legitimate control and resolve the current dispute [1] - The company emphasizes the importance of honest dialogue to address differences and ensure normal operations and stability in global chip supply [1] Group 2: Industry Implications - The stability of the global semiconductor industry is crucial for overall industry development, and the company calls for rational and responsible actions from all parties to maintain the stability and prosperity of ASML and safeguard the global supply chain [1]

Core Viewpoint - Nexperia's parent company, Wingtech Technology, has appealed to the Dutch government to revoke its decision to take control of Nexperia, claiming the action is unprecedented and lacks legal basis [2][3]. Group 1: Appeal and Legal Proceedings - Wingtech Technology filed its initial appeal on October 21 and expanded it on November 10, arguing that the Dutch government's order constitutes an unreasonable "property deprivation" [2]. - The Dutch Ministry of Economic Affairs announced on November 19 that it has suspended the order against Nexperia, but this suspension does not affect the ruling made by the Dutch Enterprise Court on October 7, 2025, which remains valid [3]. - The Enterprise Court's ruling includes the suspension of Zhang Xuezheng's positions and the appointment of an independent foreign director with decisive voting rights for Nexperia [3]. Group 2: Demands and Rights Restoration - Wingtech Technology demands the permanent revocation of the administrative order based on the "Goods Availability Act" and the restoration of control and rights for Chinese shareholders to the status prior to September 29, 2025 [4]. - The company asserts it will not accept any attempts to "legalize" illegal outcomes or a new governance norm created through unlawful procedures, and it will take all legal measures to protect its and all shareholders' rights [4]. Group 3: Uncertainty on Further Appeals - It remains unclear whether Wingtech Technology will appeal the ruling made by the Dutch Enterprise Court [5].

据报道，一份资料显示，闻泰科技已向荷兰政府提出上诉，要求撤销其接管旗下位于荷兰的芯片子公司 Nexperia（安世半导体）的决定。 在上诉中，闻泰科技的律师敦促荷兰经济部撤销该命令，称其为史无前例且不成比例的"财产剥夺"，缺乏法 律依据。 荷兰政府近日暂停了对安世半导体的干预，此前，荷兰政府称其与中国就导致汽车制造商所需芯片短缺的争端 进行了建设性会谈。 但荷兰政府并未撤销9月30日的决定，并称此举是为了阻止该公司前首席执行官（CEO）将欧洲业务从其位于 荷兰的总部迁至中国。 中国商务部表示，荷兰的举动并未如其所要求的那样彻底结束干预。 闻泰科技和中国方面也呼吁荷兰政府撤回对安世半导体管理不善的另一项诉讼。 其他文件显示，荷兰经济部长Vincent Karremans 在介入此案后不久，便敦促法院迅速采取行动，阻止安世 半导体的资产转移到中国。 荷兰政府的律师在致法院的一封信中表示，闻泰科技很可能不会遵守政府的干预措施。 10月，荷兰法院下令解除安世半导体前首席执行官、闻泰科技创始人张学政的职务，理由是其管理不善。 转自：天天 IC 文件显示，闻泰科技于10月21日首次对该决定提出质疑，并于11月10日扩大了 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容编译自na，谢谢 。 荷兰使用冷战时期法律来接管中国控股的Nexperia公司，这场争端危及全球供应链。 大约两个月前，荷兰当局接管了芯片制造商Nexperia ，导致位于奈梅亨的总部与该公司的中国大陆 分公司之间发生冲突，后者誓言要作为一家独立企业运营并履行订单。 那场争端也暴露了全球汽车供应链的脆弱性，因为Nexperia所谓的传统芯片的任何出货中断都会影响 几乎所有主要的欧洲汽车制造商，以及日本和美国的汽车制造商。 以下是Nexperia危机中的关键节点： 9月29日 美国商务部下属的工业与安全局（BIS）扩大了出口管制范围，将至少50%股权由华盛顿贸易黑名单 上的公司持有的实体纳入其中。Nexperia之所以受到美国制裁，是因为它由去年12月被列入黑名单的 闻泰科技全资拥有。 10月17日 Nexperia中国分公司告知客户，其荷兰总部通知员工，工资将停止发放，员工对公司系统的访问权限 也将被暂停。该分公司称，其面临"残酷打压"。 10月18日 9月30日 荷兰经济事务部以国家安全为由，援引一项鲜为人知的1952年法律——《货物供应法》， ...

本报记者 倪 浩 据彭博社此前报道，荷兰经济大臣卡雷曼斯19日发表声明，宣布暂停对安世半导体的干预措施。中国商 务部新闻发言人随后回应表示，距离解决全球半导体产供链动荡和混乱的根源"撤销行政令"还有差距。 同时，在荷经济部推动下的企业法庭剥夺闻泰科技对荷兰安世控制权的错误裁决，仍是阻碍问题解决的 关键所在。 彭博社20日报道称，荷兰暂停对安世半导体的管控权，将控制权交还其中资母公司，此举化解了与中国 政府的僵局。但荷兰经济部门仍强调，即便管控行政令中止，安世半导体仍有义务就"生产资源或知识 产权转移"相关事宜向荷兰政府报备。报道进一步分析，尽管短期芯片供应紧张局面有望缓解，但长期 问题仍未解决，闻泰科技创始人张学政的角色同样存在变数，这仍是争端的核心症结之一。 彭博社还援引一位了解上周中荷双方磋商情况的消息人士的话报道称，荷兰政府之所以对"交还控制 权"持开放态度，是因为"暂停张学政职务的法院裁决目前仍有效"。上述知情人士透露，尽管荷兰经济 部门的管控令已实现目的，但"若未来芯片供应再次面临风险，该管控令可重新生效"。 中国商务部国际贸易经济合作研究院研究员周密21日在接受《环球时报》记者采访时表示，除了荷兰 ...

【环球时报报道 记者 倪浩】在荷兰政府主动暂停据《货物可用性法案》签发的行政令后，中国商务部 新闻发言人20日在例行新闻发布会上回应称，这是向妥善解决问题的正确方向迈出的第一步，但距离彻 底解决问题还有差距。发言人敦促，希望荷方继续展现合作诚意，切实采取实际行动，迅速且有效推动 安世半导体问题早日解决。 据彭博社此前报道，荷兰经济大臣卡雷曼斯19日发表声明，宣布暂停对安世半导体的干预措施。中国商 务部新闻发言人随后回应表示，距离解决全球半导体产供链动荡和混乱的根源"撤销行政令"还有差距。 同时，在荷经济部推动下的企业法庭剥夺闻泰科技对荷兰安世控制权的错误裁决，仍是阻碍问题解决的 关键所在。 彭博社20日报道称，荷兰暂停对安世半导体的管控权，将控制权交还其中资母公司，此举化解了与中国 政府的僵局。但荷兰经济部门仍强调，即便管控行政令中止，安世半导体仍有义务就"生产资源或知识 产权转移"相关事宜向荷兰政府报备。报道进一步分析，尽管短期芯片供应紧张局面有望缓解，但长期 问题仍未解决，闻泰科技创始人张学政的角色同样存在变数，这仍是争端的核心症结之一。 彭博社还援引一位了解上周中荷双方磋商情况的消息人士的话报道称，荷兰 ...

Group 1 - A-shares experienced a collective decline on November 21, with the Shanghai Composite Index dropping by 1.56% during the session [1] - The agriculture, forestry, animal husbandry, and banking sectors showed positive performance, while non-ferrous metals and comprehensive sectors faced significant declines [1] - The Consumer Electronics ETF (159732.SZ) fell by 2.63%, with mixed performances among its constituent stocks, including notable gains from Transsion Holdings (+4.11%) and Amlogic (+2.86%), while companies like Bawoo Storage and Dongshan Precision saw declines of -8.86% and -5.79% respectively [1] Group 2 - Nvidia has decided to switch memory types for AI servers from DDR5 to LPDDR to reduce power costs, which is expected to significantly boost industry demand [3] - With Nvidia's increased demand for LPDDR in the server sector, memory prices are anticipated to rise, potentially impacting the supply of consumer-grade memory as well [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, investing in 50 A-share listed companies involved in the consumer electronics industry, primarily in electronic manufacturing and optical electronics sectors [3]

Group 1 - The Dutch Minister of Economic Affairs, Karremans, announced the suspension of intervention against Nexperia, indicating a potential easing of tensions after 50 days since the Dutch government's administrative takeover on September 30 [1] - The Chinese Ministry of Commerce welcomed the suspension but noted that it is only a first step towards resolving the underlying issues in the global semiconductor supply chain [3] - Nexperia's parent company, Wingtech, stated that the suspended ministerial order, effective for one year, restricts Nexperia and its global subsidiaries from making any adjustments to their assets, intellectual property, and personnel [3][4] Group 2 - Despite the suspension of the ministerial order, the corporate court's ruling remains in effect, limiting Wingtech's control over Nexperia and preventing the exercise of shareholder rights [4][6] - A legal expert highlighted that the corporate court's decision aligns with the Dutch Ministry of Economic Affairs' pressure on Nexperia, raising concerns about continued restrictions on Chinese shareholders and personnel [4] - Wingtech insiders emphasized that only a complete withdrawal of all Dutch government interventions and a correction of previous judicial decisions can resolve the control dispute over Nexperia [6] Group 3 - Nexperia is a crucial semiconductor supplier for the global automotive industry, with its Dongguan packaging plant producing over 50 billion semiconductor components annually, accounting for 80% of its global packaging capacity [6] - Automotive manufacturers are actively seeking alternative sources due to the instability caused by the Dutch government's interventions, with reports of companies like Volkswagen and Honda exploring short-term solutions [6]

21世纪经济报道记者 赵云帆 报道 （荷兰经济事务部官方声明仅为"引用"卡雷曼斯声明） 此前19日，荷兰经济事务部长卡雷曼斯在社交媒体宣布，暂缓执行依据荷兰《货物可用性法案》对安世 半导体下达的行政令。此举一度被全球媒体解读为荷兰方面向闻泰科技归还安世半导体控制权。 但闻泰科技公告以及中国外交部答记者问，都明确表示安世半导体控制权并未真正归还。 21世纪经济报道记者也从接近闻泰科技人士处获悉，虽然卡雷曼斯对暂停根据以上法令下达的命令，但 闻泰科技仍暂未获得荷兰安世合法权益，包括取消代为行使管理权限的指派独立董事，撤销非法管理团 队等。 该人士还向记者解释，荷兰经济事务部长卡雷曼斯的公开信由社交媒体进行发布，荷兰政府经济事务官 网援引了卡雷曼斯在社交媒体上的原文。但以上举措均不具备真正意义上的法律意义，"是套路和甩锅 给企业的行为。" 21世纪记者注意到，11月19日，卡雷曼斯在社交媒体上发表了以自己身份表态的公开信。同日，荷兰政 府官网以直接援引卡雷曼斯表态的方式转发了公开信，并在公开信下方进行了常见问题解答。 11月20日晚间，闻泰科技发布官方声明，对隔日荷兰经济事务部暂缓执行"据《货物可用性法案》对安 世 ...