实探风波中的安世半导体东莞工厂：原材料告急、已限制出货、员工将“上四休三”

Core Viewpoint - The intervention by the Dutch government in AMS Semiconductor has led to significant disruptions in its operations, affecting production and supply chains in China, particularly at its Dongguan factory, which has restricted shipments and altered work schedules [1][2][8]. Company Impact - AMS Semiconductor has begun limiting shipments since the National Day holiday, with plans to implement a "four days on, three days off" work schedule starting next week [1][2]. - The parent company, Wingtech Technology, is attempting to "independently rescue" its operations in China by urgently connecting domestic supply chains to meet customer demands [2][11]. - Reports indicate that AMS Semiconductor may have suspended salary payments and restricted system access for employees, although this has not been confirmed by staff [2][7]. Supply Chain Challenges - Trade merchants have reported shortages and price increases for AMS Semiconductor products, with some traveling long distances to secure supplies [6][8]. - The Dongguan factory, which is AMS Semiconductor's largest packaging and testing base, is experiencing a backlog of inventory due to supply chain disruptions, with incoming materials exceeding outgoing shipments [8][11]. - The factory is currently facing a shortage of raw materials, which has led to a reduction in production capacity and adjustments in work schedules [8][12]. Industry Context - AMS Semiconductor's global ranking in power discrete devices has improved from 11th in 2019 to 3rd in 2024, highlighting its significance in the semiconductor industry [8]. - The European Automobile Manufacturers Association has expressed concerns about the impact of AMS Semiconductor's supply chain issues on the automotive sector, particularly regarding the lengthy certification process for new suppliers [9][12]. - The ongoing situation has prompted discussions about the localization of the supply chain in China, but significant challenges remain, including the need for technology transfer and customer certification processes [12][13].