为确保晶圆供应，安世中国已有应对之策

Core Viewpoint - The Chinese Ministry of Commerce has criticized Nexperia (Netherlands) for halting wafer supply to Nexperia (China), causing disruptions in the global semiconductor supply chain, and has called for responsible actions from the Dutch side to stabilize the situation [1][6]. Group 1: Supply Chain Impact - Nexperia (Netherlands) announced on October 26 that it would stop supplying wafers to Nexperia (China), leading to production disruptions [1]. - The Chinese government has stated that it will exempt eligible exports to facilitate the recovery of Nexperia (China) and stabilize the global semiconductor supply chain [1][6]. - Despite potential disruptions from European wafer supply, Nexperia (China) is expected to continue delivering products to domestic semiconductor clients [2]. Group 2: Alternative Suppliers - Several Chinese wafer manufacturers, including Wuxi Xin Jie Neng and Hangzhou Silan Microelectronics, are capable of supplying wafers to Nexperia (China) [2]. - Shanghai Ding Tai Jiang Xin Technology, part of Wingtech Technology, is also likely to provide wafers to Nexperia (China), with a significant investment of 12 billion yuan in a 12-inch wafer production facility [4]. Group 3: Production and Certification Challenges - Nexperia (China) may require 6 to 12 months to certify new wafer suppliers due to strict safety requirements, complicating the production scheduling process [4]. - Most Chinese wafer manufacturers primarily produce medium and low-voltage products, while foreign companies like Infineon and STMicroelectronics can produce high-voltage products, potentially limiting Nexperia (China)'s options [5]. Group 4: Market Reactions - Following positive news regarding the potential resumption of chip shipments from Nexperia (China), stock prices of European automakers such as Volkswagen, Mercedes-Benz, and Volvo rose by at least 3% [6]. - Nexperia (Netherlands) welcomed recent statements from China and the U.S. that removed obstacles to chip shipments but refrained from commenting on Nexperia (China)'s plans to accelerate its independence [6]. Group 5: Company Statements and Legal Issues - Nexperia (China) has assured customers of sufficient inventory to meet demand until the end of the year and is actively validating new wafer production capacities [7]. - Nexperia (China) refuted claims of contract violations, stating that Nexperia (Netherlands) owes 1 billion yuan to its packaging and testing factory in Dongguan [7].