Core Viewpoint - The Chinese government has announced a potential exemption for exports to semiconductor companies affected by the Dutch government's seizure of a Chinese semiconductor firm, signaling a possible easing of export controls and alleviating supply concerns for global automakers [1][7]. Group 1: Impact on Semiconductor Supply Chain - The Dutch seizure of the semiconductor company has led to significant supply chain disruptions, with reports indicating that the affected company, Nexperia, is unable to guarantee chip supply from its Dongguan factory [1][4]. - Approximately 70% of Nexperia's products are packaged in China, raising concerns about a potential shortage in the European market unless a diplomatic resolution is reached [2]. - Nexperia (China) has stated that it is actively working on multiple contingency plans to ensure long-term supply stability and is confident in meeting customer demands starting next year [5]. Group 2: Responses from Industry and Government - The Chinese semiconductor industry association has pledged support for member companies like Nexperia to defend their legal rights and maintain a stable business environment [6]. - German automotive suppliers are seeking exemptions from Chinese export restrictions, with companies like ZF and Aumovio applying for waivers to mitigate the trade dispute [6]. - The Chinese Ministry of Commerce emphasized the need for the Dutch government to adopt a constructive approach to resolve the issue and maintain global supply chain stability [7].
安世半导体承认:不知道何时中方放行
Guan Cha Zhe Wang·2025-11-05 00:44