闻泰科技新发声明股价连续反弹 荷兰安世改称10月对华未断供晶圆

Core Viewpoint - The recent developments regarding Nexperia's control issues have seen a positive turn with the Dutch government announcing a suspension of the ministerial order, although the control remains limited for the company [1][2][3]. Group 1: Company Control and Legal Status - The Dutch Minister of Economic Affairs announced the suspension of the ministerial order that restricted Nexperia's operations, which was initially set to last for one year [2]. - Despite the suspension, the court ruling from October 7, 2025, which limits Nexperia's control, remains in effect, and the company is actively seeking legal remedies to protect its rights [3]. - Nexperia has urged the Dutch government to permanently revoke the administrative order and restore control to its Chinese shareholders [3]. Group 2: Supply Chain and Operations - Nexperia has welcomed constructive dialogue between China and the Netherlands aimed at stabilizing the supply chain, but emphasizes that full recovery requires cooperation from its entities in China [4]. - The company has clarified that it has not completely halted wafer shipments and continues to deliver wafers to maintain supply chain continuity [6]. - Nexperia's Chinese entity has been accused of deviating from the company's governance framework, yet the company continues to supply wafers directly to its Chinese factory during the export restrictions [6][7]. Group 3: Management and Leadership - The CEO of Nexperia, Zhang Xuezheng, remains suspended, and the voting rights of shares held by Nexperia are managed by an independent administrator appointed by the court [4]. - The CFO, Stefan Tilger, is acting as the interim CEO, while other executives continue to fulfill their roles under the oversight of the court-appointed non-executive director [4].