WINGTECH(SH:600745) Zheng Quan Shi Bao Wang·2025-11-04 06:36Core Viewpoint - The Chinese government expresses strong discontent regarding the Dutch government's interference in Nexperia's operations, emphasizing that such actions have severely impacted the global semiconductor supply chain and calling for a constructive resolution to the issue [1][2]. Group 1: Government and Legal Actions - The Dutch government issued an administrative order on September 30, which interfered with Nexperia's internal affairs, leading to a court ruling that stripped Chinese companies of their equity rights, violating their legitimate interests [1]. - On October 12, Wentai Technology announced that Nexperia faced dual restrictions from the Dutch government and courts, including a one-year freeze on assets and operations, which has significant implications for its global operations [4]. Group 2: Supply Chain Impact - Nexperia Netherlands announced on October 26 that it would stop supplying wafers to Nexperia China, causing disruptions in production and contributing to global semiconductor supply chain instability [1][4]. - Nexperia China has established sufficient inventories to meet customer demands through the end of the year and is actively working on contingency plans to ensure long-term supply resilience [12]. Group 3: Company Responses and Claims - Nexperia China refutes claims made by Nexperia Netherlands regarding contract payment failures, stating that the allegations are unfounded and that Nexperia Netherlands owes over RMB 1 billion in outstanding payments [7][8]. - The management of Nexperia Netherlands is accused of prioritizing personal interests over the company's overall welfare, which has led to significant losses for the company and its employees [9].