科技日报：谁在破坏全球芯片供应链一目了然

Core Viewpoint - The recent actions of Nexperia, a Dutch semiconductor company, to stop supplying wafers to its Dongguan packaging and testing factory have raised significant concerns about the global chip supply chain, particularly affecting the automotive industry [1][2]. Group 1: Company Actions and Responses - Nexperia announced the cessation of wafer supply to its Dongguan factory due to alleged non-payment by the management, which Nexperia claims is a breach of contract [1]. - Nexperia China strongly opposed these claims, stating that the Dutch parent company owes approximately 1 billion yuan to the Dongguan factory [1]. - The Dutch government's intervention in Nexperia's operations has been criticized for disrupting the company's normal functioning and management [1][3]. Group 2: Industry Impact - The disruption caused by Nexperia's actions has led to an increase in delivery times for automotive components from 12 weeks to over 20 weeks, with some chip prices rising by 10 times [1][2]. - Major automotive manufacturers, including Nissan, are facing chip supply challenges, which may force them to reduce production due to dwindling inventory [1][2]. - Nexperia's decision to halt wafer supply is seen as a further destabilization of an already turbulent global chip supply chain [1]. Group 3: Market Performance and Future Outlook - Following its acquisition by Chinese investors, Nexperia has experienced rapid growth in both capacity and profits, with projected revenues reaching 14.7 billion yuan in 2024 [3]. - The growth is attributed to effective management by the Chinese team and the increasing market demand from emerging industries in China [3]. - The Dutch government is urged to cease its inappropriate interventions to allow Nexperia to return to a healthy growth trajectory [3].