Core Viewpoint - The Chinese government has announced a potential easing of export controls in response to the Dutch government's seizure of a Chinese semiconductor company, which has raised concerns about chip supply disruptions in the global automotive industry [1][2]. Group 1: Government Actions - The Chinese Ministry of Commerce stated that it will consider the actual circumstances of companies and may grant exemptions for eligible exports, signaling a possible relaxation of export controls [1]. - This move is interpreted by foreign media as a sign that chip supply may be restored, alleviating concerns for global automakers facing production cuts or shutdowns [1]. Group 2: Company Responses - Ansem China announced on November 2 that it has sufficient finished and in-process inventory to meet customer demand until the end of the year and beyond, ensuring supply chain reliability [1]. - Ansem (Netherlands) informed affected customers in a letter dated November 3 that it cannot determine when chip supplies from its Dongguan factory in China will resume, indicating uncertainty in the supply chain [1]. Group 3: Industry Implications - Approximately 70% of Ansem's products are packaged in China, leading to potential urgent shortages in packaging capacity for the European market unless a diplomatic solution is reached [2].
安世半导体承认：不知道何时中方放行 约70%的产品均在中国完成封装
Guan Cha Zhe Wang·2025-11-05 01:24