Core Viewpoint - The Chinese semiconductor industry association opposes the Dutch government's intervention in the operations of Nexperia, a subsidiary of Wingtech Technology, citing misuse of "national security" concepts and discriminatory restrictions against Chinese companies [2][5] Group 1: Company Impact - Wingtech Technology has temporarily lost control over Nexperia's governance and 99% of shareholder voting rights, although its economic rights to profits remain unaffected [3] - The loss of control may lead to significant uncertainty and potential losses for Wingtech Technology in the capital market [3] - Nexperia specializes in power semiconductors, a mature technology area, and was previously part of NXP's standard products division before being acquired by Wingtech Technology [3] Group 2: Market Dynamics - Nexperia's revenue from China accounts for 48% of its market size, driven by the rapid growth in electric and intelligent vehicle markets in China [4] - The majority of Nexperia's production processes are retained in Europe, but 80% of its product packaging and testing occurs in China [4] - China supplies over 95% of the world's gallium, a critical material for advanced power semiconductors, indicating Nexperia's reliance on the Chinese market for materials and production [5] Group 3: Industry Context - The Dutch government's intervention is seen as an abrupt action under the guise of "national security," impacting the control of significant private assets and R&D investments by Chinese enterprises [5] - The Chinese semiconductor industry has developed competitive capabilities in power semiconductors, with companies like CR Micro, Dongwei Semiconductor, and others directly competing with or complementing Nexperia [3] - The intervention threatens the stability of the global semiconductor supply chain and market networks, highlighting the need for cooperation between the Dutch government and Chinese enterprises [5]
坚持市场原则,维护全球半导体产业链分工合作