Core Viewpoint - Nexperia China has announced the unilateral decision to stop supplying wafers to its Dongguan packaging and testing factory (ATGD) effective October 26, 2025, citing alleged non-compliance with contract payment terms by local management, which has been strongly opposed by Nexperia China as misleading and unfounded [4][5]. Group 1 - Nexperia China claims that the assertion of local management's failure to meet contract payment conditions is entirely fabricated and aims to discredit the management of Nexperia China, which has not engaged in any breach of contract [5]. - Nexperia China states that Nexperia Netherlands currently owes ATGD approximately 1 billion RMB in outstanding payments [5]. - The management of Nexperia Netherlands is accused of prioritizing personal interests over the company's overall interests, violating professional ethics and corporate governance, and should be held accountable for the resulting losses [5]. Group 2 - The unilateral cessation of supply by Nexperia Netherlands is described as disregarding customer interests, violating contractual agreements, and damaging customer trust, which is deemed extremely irresponsible [5]. - Nexperia China has established sufficient finished and in-process inventory to reliably meet customer orders until the end of the year and beyond, ensuring supply chain security [6]. - The company is actively implementing multiple contingency plans to verify new wafer production capacity, expressing confidence in seamlessly meeting all customer needs starting next year [6].
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Guo Ji Jin Rong Bao·2025-11-02 01:48