Group 1 - The increasing pressure from Western countries on Chinese semiconductor companies is raising concerns about the politicization of business rules and the concept of "national security" [1][5][6] - The acquisition of FTDI by Jian Guang Asset for $414 million in December 2021 aimed to address China's technological shortcomings in high-performance analog chips, which are critical for various industries [3][5] - The UK government has mandated Jian Guang Asset to sell its entire stake in FTDI by the end of December 2025, citing vague "national security" reasons, similar to the previous incident involving Nexperia [5][6] Group 2 - The actions taken by the UK and the Netherlands reflect a broader trend of Western nations using the concept of "national security" to unfairly target Chinese enterprises, undermining the principles of free market economics [6][9] - The sale of FTDI is seen as part of a political strategy rather than a genuine concern for supply chain security, as FTDI's products are not classified as sensitive or irreplaceable [6][9] - The recent announcement by Dongfang Precision to sell its subsidiary for €774 million (approximately 640 million RMB) indicates a shift in Chinese companies' attitudes towards the European market, possibly due to risk aversion [7] Group 3 - The incidents involving Nexperia and FTDI have escalated into a national struggle for technological sovereignty, highlighting the double standards in Western policies towards free market principles [9] - Chinese companies are encouraged to accelerate their innovation efforts and maintain an open stance towards international cooperation, particularly in regions with significant demand like the Middle East and Africa [11] - The establishment of a "dual circulation" system is crucial for Chinese enterprises to mitigate the impacts of declining external demand and to strengthen domestic market positioning [13][14]
荷兰明抢安世半导体后,英国又传来新消息,中资芯片工厂或被勒令强制出售!
Sou Hu Cai Jing·2025-12-20 11:47