Core Viewpoint - The recent takeover of Nexperia by the Dutch government has sparked significant controversy, revealing the complexities of global semiconductor supply chains and the shifting power dynamics between China and the West [1][3][12]. Group 1: Company Actions and Reactions - The Dutch government’s unexpected takeover of Nexperia, valued at 14.7 billion RMB, raised concerns about potential ownership changes in a key player in the automotive chip sector [1][3]. - Following the takeover, Nexperia China announced a suspension of chip supplies to the European market starting October 4, leading to immediate disruptions in the global supply chain, particularly affecting European automotive companies [12][14]. - Nexperia China later confirmed it would resume supplies but under strict conditions: limiting sales to the Chinese market and requiring all transactions to be settled in RMB, rejecting the authority of the Dutch headquarters [14][16]. Group 2: Industry Implications - The core production capacity of Nexperia has shifted to China, with the Dongguan factory accounting for 70% of its packaging capacity, while the Dutch headquarters primarily handles administrative functions [7][10]. - The global automotive industry relies heavily on chips produced in Dongguan, with 70% of automotive power chips originating from this facility, highlighting the critical nature of this production site [8][10]. - The situation illustrates a significant shift in the global industrial landscape, where China, holding 30% of global manufacturing, is now leveraging its production capabilities to push for the internationalization of the RMB, challenging the dominance of the US dollar in cross-border transactions [18][20].
冻结147亿成笑话,安世要人民币结算,荷兰抢空壳,美元霸权慌了
Sou Hu Cai Jing·2025-11-06 11:10