实探安世半导体东莞工厂

Core Insights - The intervention by the Dutch government on ASML has led to significant disruptions in the supply chain, affecting production lines and the end of the industry [1][10] - ASML's Dongguan factory has restricted shipments and plans to implement a "four days on, three days off" work schedule starting next week due to supply chain issues [2][10] - The parent company, Wingtech Technology, is attempting to establish an independent supply chain in China to meet customer demands [3][15] Supply Chain Disruptions - Trade merchants have reported shortages and price increases for ASML products, with some customers traveling long distances to secure supplies but finding none available [6][7] - Employees at the Dongguan factory have indicated that production has not completely halted, but the supply of raw materials is becoming increasingly tight [10][12] - The factory is experiencing a backlog of inventory, with incoming goods exceeding outgoing shipments since the National Day holiday [10][14] Company Response and Strategy - Wingtech Technology has stated that it is actively working to connect domestic supply chains to ensure customer supply [3][15] - The company is exploring the possibility of using ASML's technology for domestic production through its controlling shareholder's subsidiary [16] - Despite efforts to localize the supply chain, challenges remain, including the need for technology transfer and strict customer certification processes [17][18] Market Impact - ASML's position in the global semiconductor market has been affected, with its ranking in power discrete devices rising from 11th in 2019 to 3rd in 2024 [9] - The European automotive industry has expressed concerns about the impact of ASML's supply chain disruptions, particularly regarding the time required to certify new suppliers [11] - Industrial and consumer clients may adapt more quickly to domestic alternatives, but automotive clients face greater challenges due to high certification barriers [12]