WINGTECH(SH:600745) Zhong Jin Zai Xian·2025-11-02 03:02Core Viewpoint - Ansem China has announced that Nexperia, its parent company in the Netherlands, will unilaterally stop supplying wafers to its packaging and testing factory in Dongguan (ATGD) starting October 26, 2025, citing unfounded reasons related to contract payment conditions. Ansem China refutes these claims, stating that it has sufficient inventory to meet customer demands until the end of the year and beyond [1][2]. Group 1 - Ansem China claims that Nexperia's reason for halting supply is baseless and aims to tarnish the reputation of Ansem China's management [1]. - The company asserts that it has not breached any contracts, while Nexperia owes ATGD approximately 1 billion RMB in unpaid payments [1]. - Ansem China emphasizes that Nexperia's actions disregard customer interests and violate contractual agreements, damaging trust and demonstrating irresponsibility [1]. Group 2 - Ansem China has established sufficient finished and in-process inventory to ensure stable supply to customers until the end of the year and is actively verifying new wafer production capacity to ensure long-term supply resilience [2]. - The parent company, Wingtech Technology, reported strong performance in its semiconductor business but faces uncertainty regarding future operations due to a Dutch government order affecting Nexperia's decision-making and resource allocation [3]. - The Chinese Ministry of Commerce has responded to the situation by implementing export controls on specific finished parts and components produced in China, which has raised concerns in the global automotive industry about potential production line shutdowns due to chip shortages [2][4].