Core Viewpoint - Nexperia has announced its unilateral decision to stop supplying wafers to its packaging and testing factory in Dongguan (ATGD) starting from October 26, 2025, citing non-compliance with contract payment terms by local management [1][3] Group 1: Company Response - Nexperia China strongly opposes the claims made by Nexperia Netherlands, stating that the allegations of non-compliance with payment terms are baseless and an attempt to malign the local management [3] - Nexperia China asserts that it has not breached any contracts and highlights that Nexperia Netherlands currently owes ATGD approximately 1 billion RMB in unpaid invoices [3] Group 2: Supply Chain and Inventory Management - Nexperia China has established sufficient finished goods and work-in-progress inventory to reliably meet customer demand until the end of the year and beyond [3] - To ensure long-term supply resilience, Nexperia China is actively implementing multiple contingency plans and is accelerating the validation of new wafer production capacity [3] - The company expresses confidence in completing the validation process in the short term and seamlessly meeting all customer needs starting next year [3]
安世中国：库存充足 能够满足客户至年底乃至更长时间订单需求
Huan Qiu Shi Bao·2025-11-02 01:02