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

Core Viewpoint - Anshi Semiconductor is facing significant operational challenges due to supply chain disruptions and government interventions, leading to limited product shipments and potential price increases in the market [1][3][7]. Group 1: Operational Challenges - Anshi Semiconductor's Dongguan factory has restricted shipments since the National Day holiday and plans to implement a "four days on, three days off" work schedule starting next week [1][3]. - Trade merchants have reported shortages and price pressures on Anshi's products, with some customers traveling long distances to collect orders but finding no stock available [5][6]. - The factory, which is Anshi's largest packaging and testing base, has approximately 4,000 employees and covers an area of about 100,000 square meters [3]. Group 2: Supply Chain Issues - The parent company, Wentai Technology, is attempting to "self-rescue" by streamlining domestic supply chains to meet customer demands [2][11]. - There are concerns about the actual feasibility of connecting the domestic supply chain effectively, as trade merchants are actively seeking products across provinces [3][8]. - Anshi Semiconductor's operations are heavily impacted by material shortages, with reports indicating that the factory's production capacity has been adjusted due to insufficient raw materials [7][10]. Group 3: Market Impact - The European Automobile Manufacturers Association has expressed concerns about the supply chain disruptions, noting that while alternative suppliers can be sought, the certification process for new suppliers will take months [8]. - Anshi Semiconductor's products are critical for various sectors, and the ongoing supply chain issues could lead to significant challenges for automotive clients due to high certification barriers [8][12]. - The Chinese market plays a crucial role for Wentai Technology, with 48.17% of its revenue coming from this region, highlighting the importance of resolving these supply chain issues [10]. Group 4: Future Outlook - Anshi Semiconductor is actively seeking regulatory exemptions from the Chinese government to mitigate the impact of export controls [13]. - The resolution of these supply chain challenges is expected to depend on official communications and decisions rather than solely on corporate actions [15].