我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 01 疯狂的安世： 几十K、上百K芯片求购满天飞 自上周五 （10月10日） ，市场上流传 "传 原产于中国的部分或全部安世芯片被禁止出口"的消息 后，芯片现货市场就热闹起来 了 ，部分安世芯片开始逐渐出现被扫货、抢货、暂停报价的情况。 （了 解安世风波时 间线可查看文末"推荐阅读"，这里暂不赘述） 自闻泰发布公告称，荷兰政府冻结其子公司 安世半导体资产后，10月14日，安世半导体官网又透 露了新消息：2025年10月4日，中国商务部发布出口管制通知，禁止安世中国及其分包商出口部 分在中国制造的特定成品组件和子组件。 来源：安世官网 本周初，已经有部分安世芯片出现被扫货、抢货、暂停报价的现象，在接连的重大消息之后，现在 安世芯片在 芯片现货市场 已经 堪称火热。 阅读本文你将了解： 安世的产能情况如何，这次受到多大影响？出现几十K、上百K芯片求购，安 世现在在现货市场什么情况，价格和成交情况有哪些变化？咨询安世替代的人变多，安世有哪些产 品，哪些公司可 ...

Core Insights - The semiconductor sector experienced a decline of 3.8% on October 17, with major losses led by CanSemi Technology, which fell by 11.72% [1][2] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Market Performance - Notable gainers in the semiconductor sector included Huada Technology, which rose by 10.02% to a closing price of 12.96, and Wentai Technology, which increased by 4.28% to 38.50 [1] - Major losers included CanSemi Technology, which closed at 131.10, and Hongwei Technology, which fell to 25.71, marking declines of 11.72% and 10.76% respectively [2] Trading Volume and Capital Flow - The semiconductor sector saw a net outflow of 13.962 billion yuan from institutional investors, while retail investors contributed a net inflow of 8.443 billion yuan [2][3] - The trading volume for Huada Technology reached 1.7892 million shares, with a transaction value of 2.318 billion yuan, indicating strong investor interest despite the overall sector decline [1][3]

【文/观察者网 熊超然】中资半导体企业在荷兰竟遭"强盗般掠夺"，从荷方的"此地无银三百两"，再到 后续曝光的法庭文件，都指向——美国早就撺掇荷兰"下黑手"。 然而，正所谓"多行不义必自毙"，一些潜藏着强盗底色的西方国家，正"搬起石头砸自己的脚"。 据路透社当地时间10月16日报道，欧美多个主要汽车制造商组织团体当天晚间警告称，因中荷之间这场 争端所引发的芯片供应中断，可能迅速影响美国的汽车生产。报道强调，中国半导体领军企业闻泰科技 （维权）旗下子公司安世半导体控股有限公司所生产的芯片，对美国的零部件和汽车生产至关重要。 欧洲汽车制造商协会（ACEA）表示，多个汽车制造商及其供应商上周收到芯片制造商安世半导体的通 知，称其无法再保证芯片的交付。ACEA警告称，汽车制造业可能会因此受到严重干扰。 在美国，代表通用汽车、丰田、福特、大众和现代等几乎所有其他主要汽车制造商的美国汽车创新联盟 （AAI），也敦促尽快解决这一问题。 AAI首席执行官约翰·博泽拉（John Bozzella）说："如果汽车芯片的出货不能迅速恢复，这将扰乱美国 和许多其他国家的汽车生产，并对其他行业产生溢出效应，影响非常严重。"还有一些汽车制 ...

Group 1 - The core issue revolves around China's antitrust investigation into Qualcomm, which has triggered a series of international repercussions, including asset freezes in the Netherlands against a Chinese company [1][2] - The Chinese market regulator initiated an investigation into Qualcomm for allegedly failing to report its acquisition of Autotalks, which is seen as a violation of the Anti-Monopoly Law of the People's Republic of China [2] Group 2 - Following the investigation announcement, the Dutch authorities quickly responded by freezing 14.7 billion in assets belonging to Anshi Semiconductor, a subsidiary of China's Wingtech Technology, and replacing the Chinese CEO with a foreign executive [1] - The rapid sequence of events raises questions about the connections between the actions taken by China against Qualcomm and the subsequent measures taken by the Netherlands against a Chinese enterprise [1]

Core Viewpoint - The Chinese semiconductor industry is facing significant challenges due to foreign intervention, particularly from the Netherlands and the United States, which are perceived as undermining the rights of Chinese companies and disrupting global supply chains [1][3][4]. Group 1: Government Response - The Chinese Ministry of Commerce expressed strong opposition to the Dutch government's interference in Nexperia's operations, emphasizing that such actions violate market principles and harm the business environment [1][3]. - The spokesperson highlighted that the U.S. "penetration rules" are damaging to international trade order and are a clear example of harming the legitimate rights of Chinese enterprises [3][4]. Group 2: Company Position - Nexperia's parent company, Wingtech Technology, issued a statement opposing the Dutch government's actions, arguing that the use of "national security" as a justification for operational freezes is based on geopolitical bias rather than factual risk assessment [4]. - Wingtech Technology called for a return to rationality and the essence of business, criticizing the politicalization of commercial issues [4].

格隆汇10月17日｜欧洲汽车制造商协会(ACEA)当地时间10月16日发文表达深切担忧，称若安世半导体 的芯片供应中断问题无法立即得到解决，欧洲汽车制造业可能会受到严重影响，"我们迫切需要所有相 关国家迅速提出务实的解决方案"。声明称，当地时间10月10日，汽车制造商及供应商收到安世半导体 的通知，称一系列事件导致其无法再保证向汽车供应链交付芯片，"如果没有这些芯片，欧洲汽车供应 商将无法生产制造商所需的零部件，从而可能导致车企停产"。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源： 内容来自半导体行业观察综合 。 一家鲜为人知的芯片供应商威胁要引发连锁反应，可能导致全球汽车生产线停止。 上周，汽车制造商及其供应商收到芯片制造商 Nexperia 的通知，由于中国和荷兰政府之间的争端， 该公司无法再保证芯片的交付。 代表通用汽车、丰田、大众、现代和几乎所有其他主要汽车制造商的汽车创新联盟警告称，芯片供应 中断可能会迅速扰乱美国汽车生产。 该组织首席执行官约翰·博泽拉表示："如果汽车芯片的出货不能迅速恢复，美国和许多其他国家的汽 车生产将会受到干扰，并对其他行业产生溢出效应。" 与此同时，据知情人士透露，欧洲汽车制造商正在召开紧急会议，以应对可能在一个月内发生的潜在 停产。 德国电气和数字行业协会 ZVEI 主席沃尔夫冈·韦伯表示："如果政治层面的局势不能迅速得到解决， 全球大部分汽车生产和许多其他工业部门都有可能陷入停滞。" 中国"坚决反对"荷兰接管 荷兰政府援引冷战时期的一项法律，以国家安全为由接管了这家总部位于荷兰的电子元件公司。 这一不同寻常的决定在半导体这一地缘政治敏感领域引发了质疑。 中国商务部发言人何咏前周四回应称："中 ...

（来源：鱼记财经） 可谁能想到，刚转型就出事了——而且明眼人都看出来，荷兰这是跟美国穿一条裤子。2025年9月底， 荷兰政府突然说"涉及国家安全"，给安世下了冻结令；10月12号更绝，直接派团队接管了安世在荷兰的 总部和工厂，还暂停了张学政在安世的职务，把股份交给第三方管着。这时间点也太巧了，正好是美国 升级芯片管制的第二天，说没联动谁信啊？ 后来法院文件一出来，更实锤了：美国早在6月就给荷兰施压，说"想符合实体清单豁免，就得把安世的 中国籍CEO张学政换掉"。现在美国把制裁范围扩大到"实体清单企业控股50%以上的子公司"，荷兰怕 被连累，干脆直接出手，想把安世和中方彻底隔开，说白了就是帮美国卡中国半导体的脖子。 其实闻泰这事，不是中企海外收购第一次踩坑了。这种跨境买卖，藏着的"雷"可太多了。回头看看，类 似的失败案例早就有了。2005年海尔想花12.8亿美元买美国的美泰克公司，报价比竞争对手还高，结果 没跟美国市场沟通好，大家总担心"中资控制本土品牌"，最后被美国惠而浦截了胡；2016年福建宏芯基 金想花25.2亿欧元买德国的爱思强（做半导体设备的），都快成了，德国政府突然说"要保护关键技 术"，直接给否决 ...

Core Viewpoint - China has retaliated against the Netherlands by banning ASML Semiconductor from importing chips from China, highlighting the significant production capacity of ASML's factory located in Dongguan, China, which accounts for 80% of its total output [1][3]. Group 1: Company Overview - ASML Semiconductor, while a Dutch company, has its largest chip manufacturing facility in Dongguan, China, which employs 4,000 people and spans over 100,000 square meters [1]. - The Dutch factory contributes only 20% of ASML's chip production capacity, meaning that the ban on imports from China effectively locks down the majority of its operations [3]. Group 2: Market Implications - Without the ability to export chips from its Chinese facility, ASML Semiconductor risks becoming a shell company, unable to fulfill orders for its global clients, including major companies like Apple, Samsung, Bosch, and Denso [3][4]. - The semiconductor technology produced by ASML is not considered advanced, primarily focusing on power semiconductors, which can be replaced by competitors such as Infineon, STMicroelectronics, and Texas Instruments [4][6]. Group 3: Strategic Context - The acquisition of ASML by Wingtech Technology aimed to leverage China's industrial advantages alongside Dutch chip technology, but the recent actions have led to a stalemate where the Netherlands retains ownership while China controls production capacity [4][6]. - The situation reflects a broader geopolitical struggle, with the Netherlands aligning with the U.S. to suppress China's semiconductor industry amid escalating tensions in the U.S.-China chip war [6][8].

Core Insights - Wentech Technology is facing significant market attention due to its subsidiary, Anshi Semiconductor, encountering asset restrictions [1][3] - The chairman of Wentech, Yang Mu, stated that the company is actively seeking legal avenues to resolve the control issues surrounding Anshi Semiconductor [1][3] - Yang emphasized that the intrinsic value of quality assets will not diminish due to current events, and the employee stock ownership plan reflects confidence in the company's business development [1] Financial Performance - Anshi Semiconductor has shown remarkable improvement in operational quality since its acquisition by Wentech, with a 60% increase in revenue and multiple-fold growth in net profit since 2019 [3] - The company is taking legal measures to protect shareholder rights and has communicated with relevant Chinese government departments for guidance and support [3] Legal and Regulatory Issues - Anshi Semiconductor's assets and intellectual property have been frozen by the Dutch government since September 30, following a directive, with a duration of one year [3] - Some foreign executives at Anshi Semiconductor have requested to transfer their shares, and the CEO appointed by Wentech has had their position suspended by the Dutch court [3] - The Dutch government's actions may stem from U.S. warnings regarding the necessity of replacing the Chinese CEO to avoid sanctions [3][4] Government and Management Response - The Dutch Trade Minister stated that the takeover of the semiconductor manufacturer was due to governance issues rather than U.S. pressure [4] - Yang Mu reassured investors that Anshi Semiconductor possesses top-tier technology and market position, urging patience as legal processes unfold [4]