人民币美元对决！安世半导体内战，供应链大震荡！

Group 1 - The core viewpoint of the article highlights the significant shift in the semiconductor supply chain, particularly focusing on the actions of Nexperia's Chinese subsidiary, which resumed supply to China amidst the ongoing US-China tech war, indicating a strategic pivot towards using the Renminbi for transactions [1][3][5] - The article discusses the implications of the supply chain division, noting that the Chinese subsidiary's operations are now isolated from the global market, effectively creating a "self-sufficient" ecosystem within China while the parent company shifts its packaging and testing operations to Southeast Asia, capitalizing on lower costs [3][6] - It emphasizes the financial implications of this shift, where using Renminbi for transactions could save companies around 2% in exchange losses compared to using US dollars, while also establishing a "financial firewall" against potential US sanctions [5][6] Group 2 - The article reveals internal conflicts within Nexperia, with the Dutch parent company allegedly undermining the Chinese subsidiary's product quality, leading to potential legal battles over control and intellectual property [6][8] - It notes the competitive landscape, where rivals like Samsung and Texas Instruments are taking advantage of Nexperia's turmoil by lowering their prices, indicating a chaotic market environment [8] - The broader context of the article suggests that the ongoing tech decoupling between the US and China is reshaping the semiconductor industry, with companies needing to navigate a dual-currency strategy to survive [8]