Core Viewpoint - The recent public letter from Nexperia Netherlands has sparked significant controversy, suggesting that the supply chain issues are primarily the responsibility of Nexperia China, while the reality is more complex and involves administrative interventions by the Dutch government [1][2][3] Group 1: Administrative Interventions - The Dutch government forcibly took control of Nexperia's operations in the Netherlands on September 30, citing "national security," which severely disrupted the company's governance and operations [2] - The administrative takeover has led to a significant violation of the legitimate rights of the Chinese parent company, Wingtech Technology, and has created a major obstacle to resolving the supply chain issues [2][3] Group 2: Supply Chain Impact - Nexperia plays a critical role in the global automotive and electronics supply chains, producing chips that are essential for major automotive manufacturers like BMW and Volkswagen [3] - The Dutch government's actions have not only strained the relationship with its Chinese subsidiary but have also exacerbated supply chain risks by implementing extreme measures such as halting the supply of wafers [2][3] Group 3: Call for Resolution - There is a pressing need for Nexperia Netherlands to restore production and supply, as the current deadlock is largely a result of the Dutch government's actions [3][4] - The Dutch government is urged to permanently withdraw its inappropriate directives and engage in transparent dialogue to rectify past administrative errors, thereby restoring market logic and contractual integrity [4]
社评:安世荷兰的“公开甩锅信”是在颠倒黑白