荷兰安世断供东莞工厂，内部人员：国内还在正常出货！有客户上门“催货”，订单达10多亿元；三家大型代理商最新回应→

Core Viewpoint - Nexperia, a leading global power semiconductor company, has decided to stop supplying wafers to its packaging and testing factory in Dongguan, China, effective October 26, 2025, leading to significant concerns in the semiconductor supply chain [1][6]. Group 1: Company Actions and Responses - Nexperia China announced that it has sufficient finished and in-process inventory to meet customer demands until the end of the year and is actively validating new wafer production capacity to ensure long-term supply continuity [6]. - The company has initiated multiple contingency plans to maintain supply chain reliability and is confident in meeting all customer needs starting next year [6]. Group 2: Market Position and Impact - Nexperia ranks third globally in revenue for power discrete devices and is the top domestic company in China, holding leading positions in various semiconductor segments, including small-signal diodes and transistors [6]. - The public severance of the supply chain is expected to have significant implications for the market, raising concerns among industry stakeholders [6]. Group 3: Customer and Distributor Reactions - Distributors such as Zhongdian Port and Weiyali reported that they currently have normal supply channels, but there are uncertainties regarding long-term availability due to the situation between China and the Netherlands [9][12]. - Zhongdian Port indicated that their annual cooperation scale with Nexperia is around 100 million yuan, which is a small portion of their overall revenue of 40-50 billion yuan [9]. - Merchants like Shangluo Electronics continue to work with Nexperia but have diversified their product lines to mitigate risks associated with reliance on a single supplier [14]. Group 4: Stock Market Reactions - As of November 3, Zhongdian Port's stock price increased by 0.75%, closing at 26.9 yuan, with a market capitalization of 20.441 billion yuan [10]. - Weiyali's stock price closed at 5.78 HKD, with a market capitalization of 595 million HKD [12]. - Shangluo Electronics saw a stock price increase of 6.24%, closing at 14.64 yuan, with a market capitalization of 10.1 billion yuan [15].